# Conversation Search & Filter System

The Search button opens a comprehensive search modal with multiple filtering mechanisms for locating specific conversations.

<figure><img src="/files/HIxqP0mDsqoGbTcfJYql" alt=""><figcaption><p align="center"><em>Figure 1 — Full search modal</em></p></figcaption></figure>

### 1. Contacts HeatMap

A visual calendar-based date selector showing conversation volume density. Each square = one day, color-coded from light (fewer) to dark green (more). Click two squares to set a date range, which auto-populates the Start/End Date fields.

<figure><img src="/files/OoY8xVyKpC68lzGaWSlr" alt=""><figcaption><p align="center"><em>Figure 2 — Contacts HeatMap with monthly calendar view</em></p></figcaption></figure>

### 2. Environment Filters

Four dropdown filters on the right-side scope searches to specific environments:

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Filter</td><td valign="top">Description</td></tr><tr><td valign="top">Stage</td><td valign="top">Deployment environment (PROD, UAT, DEV, QA).</td></tr><tr><td valign="top">Env Name</td><td valign="top">Specific named environment within a stage.</td></tr><tr><td valign="top">Location</td><td valign="top">Geographic/infrastructure location (e.g., us-west-2).</td></tr><tr><td valign="top">Service Name</td><td valign="top">Assistant name filter. Service Name = Assistant Name.</td></tr></tbody></table>

### 3. Contact Filter — Three Search Modes

### 3.1 Basic Mode

Six field-level filters: Contact ID, Service Disposition, User Endpoint (ANI), System Endpoint (DNIS), Transfer Reason, and Disconnect Reason.

<figure><img src="/files/eUpn0LG9H80ILmcvMTVd" alt=""><figcaption><p align="center"><em>Figure 3 — Basic contact filter fields</em></p></figcaption></figure>

### 3.2 Query Mode

Advanced query builder with field-operator-value conditions (e.g., ContactId == \[value]). Add Filter and Add Logic buttons enable complex multi-condition searches with AND/OR logic.

<figure><img src="/files/ejN2dqz6sFiHASb9c12V" alt=""><figcaption><p align="center"><em>Figure 4 — Query mode: conditional search builder</em></p></figcaption></figure>

### 3.3 Contact ID List Mode

Bulk search by pasting multiple conversation UUIDs (one per line). Supports drag-and-drop text file import.

<figure><img src="/files/3uEeGs25y9dIQ3qxqgAC" alt=""><figcaption><p align="center"><em>Figure 5 — Contact ID List mode with bulk UUID entry</em></p></figcaption></figure>

<figure><img src="/files/dlWFXDcBsCBhRtPxvSJl" alt=""><figcaption><p align="center"><em>Figure 5 — Filtered results after search execution</em></p></figcaption></figure>

### 4. Basic Reporting Tier Summary

The Basic Reporting Suite is included free with every IX Hello deployment and provides six core metrics:

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">#</td><td valign="top">Metric</td><td valign="top">Dashboard Location</td></tr><tr><td valign="top">1</td><td valign="top">Assistant Counts</td><td valign="top">Section 3.2 — Treemap</td></tr><tr><td valign="top">2</td><td valign="top">Containment Rate, Transfer Rate by Date</td><td valign="top">Section 3.3 — Bar Chart</td></tr><tr><td valign="top">3</td><td valign="top">Conversations Count by Date per Disposition</td><td valign="top">Section 3.5 — Bar Chart</td></tr><tr><td valign="top">4</td><td valign="top">Conversations Count by Date and Channel</td><td valign="top">Section 3.4 — Line Chart</td></tr><tr><td valign="top">5</td><td valign="top">Avg Conversation Duration by Date, Channel</td><td valign="top">Sections 3.7 &#x26; 3.8 — Line Charts</td></tr><tr><td valign="top">6</td><td valign="top">Conversations Count by Assistant</td><td valign="top">Section 3.2 — Treemap KPIs</td></tr></tbody></table>

**The Premium Reporting Tier** adds 41 additional metrics including duration analysis, peak hour analysis, goal metrics, interaction-level metrics, intent analytics, and team/user dimension support via embedded Tableau workbooks.


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