Where do I find the Comments Option?
In the top right corner of the report, you will find the "speech bubble"
How it works
Clients start a conversation at the report or widget level, and the report assignee gets notified via email.
Agencies can collaborate internally at any time. Mentioned users and the report assignee will be notified via email.
Agencies can reply to clients and choose whether the response is public or internal.
Agencies can't initiate client conversations; it's best to use text widgets for proactive outreach instead
Comments are attached to a report or a widget, ensuring the relevant context is never lost.
Threads can be resolved while keeping the conversation history
Formatting and emojis are supported, including bold, italic, underline, lists, and links.
Key Benefits
Keep data and conversations in one place
Donât separate the numbers from the conversation. Discuss performance directly within the report, so everyone has access to the same data, context, and insights.
Simplify agency-client communication
Give clients a direct way to ask questions and discuss performance. Clients can comment on reports, while agencies can respond without moving the conversation to another tool.
Improve internal collaboration
Keep your team aligned on client performance. Use internal comments to ask colleagues questions, flag issues, and collaborate seamlessly without exposing internal discussions to clients.
Reduce unnecessary back-and-forth
No more explaining which chart, metric, or report youâre referring to. Comments stay connected to the report and, where relevant, to the specific widget being discussed.
Keep conversations actionable
Stay on top of what still needs attention. Resolve completed conversations while keeping the full discussion history available for future reference.
Keep everyone informed
Stay up to date with email and in-report notifications for new comments, replies, and mentions.
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âDo you need help after reading this article?
âPlease explore our help center further or reach out to our support team through the bubble chat or at support@swydo.com. You can also schedule a demo to get answers to all your questions
Happy reporting,
The Swydo team
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