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Get more done with Tidio and Power BI integration

Report on Tidio conversations in Power BI and let a threshold reach the team on shift.

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Integration availability depends on your Tidio plan.

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Category

Analytics

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and Power BI

Report on support properly

Volume, response time and outcome in Power BI, in the report leadership already reads.

Connect chat to revenue

Conversations next to orders show what support contributes.

Act on a threshold

A metric breach in Power BI can brief the team on shift the same hour.

Replace the manual export

A scheduled refresh removes the weekly file somebody had to build.

Overview

Power BI is where most companies already read their numbers, which makes it the right place for support numbers too. Exporting Tidio conversation data into a dataset puts volume, response time and outcome next to sales and operations, in reports people already open. It works the other way as well: a metric crossing a threshold in Power BI can post a notice or brief the team, instead of being noticed in next week's review.

Key features

  • Support data in your reports Conversation volume and outcomes in a Power BI dataset.
  • Alongside everything else Support sits next to sales and operations numbers.
  • Thresholds that reach people A Power BI alert can post into Tidio.
  • Scheduled refresh The dataset updates without anybody exporting a file.
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Power BI

Analytics

Tags

  • Analytics & Reporting

  • Contact Sync

How it works

Connect Power BI in minutes

  1. 1

    Connect Tidio and Power BI

    Zapier, Integrately or Make can move data, or the Tidio API can export into the dataset Power BI reads.

  2. 2

    Agree the measures

    Define a resolved conversation once, in the dataset, so every report matches.

  3. 3

    Send alerts back

    A Power BI threshold can post to Tidio, so a number turns into an action.

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Tell customers about a network problem before they arrive in chat to report it.

Answer do-you-cover-my-area questions in chat and send addresses where the field work starts.

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Frequently asked questions

Common questions about the Power BI integration

What should go into the dataset?

Counts and attributes, not transcripts. Volume, first response time, channel, tag, outcome and the page a chat started on answer nearly every question a report gets asked. Message content belongs in Tidio, where the access controls suit it.

How often should the dataset refresh?

Match it to decisions. Daily is right for a report people read each morning, hourly if you staff to the queue in real time. Refreshing every few minutes costs capacity and changes nothing, because nobody acts on a Power BI report that often.

Is the Power BI integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Power BI integration.