Platform organizations (your team on OpenBat) and client organizations (your customers interacting with the chatbot) are separate concepts. This page covers client organizations and users.
Organizations
The organizations page at/platform/{chatbotId}/organizations lists every customer organization that has interacted with your chatbot.
Table columns
| Column | Description |
|---|---|
| Organization | Customer organization name |
| Plan | Subscription tier |
| Industry | Organization’s industry |
| MRR | Monthly recurring revenue |
| Conversations | Total conversation count |
| Users | Number of individual users |
| Sentiment | Average sentiment score |
| Last activity | Most recent conversation timestamp |
Filtering and sorting
- Search — filter by keyword using the search box
- Filter — advanced filter popover for multi-field filtering
- Sort — click any column header to sort ascending or descending
- View — toggle column visibility
- Date range — filter by time period (defaults to This month)
Users
The users page at/platform/{chatbotId}/users lists individual users who have interacted with your chatbot.
Table columns
| Column | Description |
|---|---|
| User | User’s display name |
| Email address | |
| Organization | Organization the user belongs to |
| Plan | Subscription tier |
| MRR | Monthly recurring revenue |
| Conversations | Total conversation count |
| Sentiment | Average sentiment score |
| Last activity | Most recent conversation timestamp |
Data requirements
Client organization and user data comes from the metadata you send with each conversation via the SDK. If conversations don’t include metadata fields likeorganization, email, plan, or mrr, these tables will show limited data.
See Install the SDK for details on sending metadata with conversations.
Next steps
Investigate users
Drill into dissatisfied users and review their conversations.
Conversations
Browse and filter individual conversation threads.