Session-ended reports are automatic post-session emails and SMS messages sent to managers after every AI Employee conversation ends. Each report summarizes the session classification, contact details, and key outcomes — so managers stay informed without manually reviewing logs.
How to access these attributes
Open the Builder for the AI Employee you want to configure.
Navigate to the Attributes page.
Search for the attribute by its IDN using the Builder search bar.
Enable session-ended reports
Session ended report — enabled (project_attributes_setting_session_ended_report_enabled): Set to True to activate post-session reporting. Set to False to disable all session-ended reports for this AI Employee. Default: True.
Define report content
Session ended report — content (project_attributes_setting_session_ended_report_content): A text block that defines one or more report types. Each report type specifies:
A name — the session classification that triggers this report (for example,
New Patient Appointment)A type tag —
[L]for a Lead or[T]for a To DoFields to extract — the data points the AI Employee collects and includes in the report
A subject line format — the email subject template using bracketed placeholders
An SMS example — the SMS body template (optional)
🗒️ NOTE
The report type names in this attribute must match the intent type names defined in your Workflow Builder. If names do not match exactly, reports for that session type will not be sent.
Separate multiple report types with ---.
Example:
## Report Type: **[L] New Patient Appointment** ### Fields to be included in the report: User name User phone User email Patient type: [adult|child] Date of Birth Service requested Appointment day requested Appointment time requested Insurance How did you hear about us 40-word summary### Subject line format: Congratulations with a NEW PATIENT! [user name] [user phone] - [6-word summary]### SMS example: Congratulations! NEW PATIENT: [user name] [user phone] [Service requested] [Appointment day requested] [Appointment time requested] - [10-word additional summary] Truly, [agent name], [agent title]
Full example — dental office AI Employee:
## Report Type: **[L] New Patient Appointment** ### Fields to be included in the report: User name User phone User email Patient type: [adult|child] Date of Birth Service requested Appointment day requested Appointment time requested Insurance How did you hear about us 40-word summary### Subject line format: Congratulations with a NEW PATIENT! [user name] [user phone] - [6-word summary]### SMS example: Congratulations! NEW PATIENT: [user name] [user phone] [Service requested] [Appointment day requested] [Appointment time requested] - [10-word additional summary] Truly, [agent name], [agent title]---## Report Type: **[T] Existing Patient Appointment** ### Fields to be included in the report: User name User phone User email Service requested Appointment day requested Appointment time requested Insurance 40-word summary### Subject line format: Existing Patient Appointment: [user name] [user phone] - [6-word summary]### SMS example: Appointment: [user name] [user phone] [Service requested] [Appointment day requested] [Appointment time requested] - [10-word additional summary] Truly, [agent name], [agent title]---## Report Type: **[T] Cancellation** ### Fields to be included in the report: User name User phone Cancellation reason Original appointment date and time 40-word summary### Subject line format: Cancellation: [user name] [user phone] - [6-word summary]---## Report Type: **[T] Emergency Call** ### Fields to be included in the report: User name User phone Description of emergency 40-word summary### Subject line format: EMERGENCY: [user name] [user phone] - [6-word summary]### SMS example: EMERGENCY: [user name] [user phone] [Description of emergency] - [10-word additional summary] Truly, [agent name], [agent title]
Configure report routing and criteria
Session ended report — criteria (project_attributes_setting_session_ended_report_criteria_template): A text block that defines which sessions trigger a report and where each report is delivered. Use separate sections for SMS and email delivery, and specify working-hours and non-working-hours routing independently.
Recipients can be specified as:
Attribute placeholders —
[[attribute_name]]is replaced at send time with the attribute's current value (for example,[[project_business_manager_email]])Hardcoded values — a literal email address or phone number (for example,
[email protected]or+12223334444)CC recipients — append
and cc to [email protected]to add additional recipients to an email report
🗒️ NOTE
The project_attributes_setting_session_ended_report_content and project_attributes_setting_session_ended_report_criteria_template attributes are tightly coupled. When you add or rename a report type in the content attribute, update the criteria attribute to match.
Example:
**Criteria for SMS Report:** - **During working hours:** Never send SMS - **Outside working hours:** Never send SMS --- **Criteria for Email Report:** - **Both during working hours and non-working hours:** - If it is a New Patient Appointment, Existing Patient Appointment, Emergency Call send an email to [[project_business_manager_email]]
Additional options
Session ended report — transcript (project_attributes_setting_session_ended_report_include_transcript): Set to True to append the full conversation transcript to each report email. Default: False.
Session ended report — UTM tags (project_attributes_setting_session_ended_report_include_utm_tags): Set to True to include UTM parameters in the report email. UTM tags help attribute sessions to specific marketing campaigns and traffic sources. Default: False.
🗒️ NOTE
UTM parameters are only available for conversations that originate from Chat. They are not captured for voice calls.