Managing Records
Review the guest requests and details Una saves, open the related conversation, and export records to a CSV file.
On this page
When a guest shares details or asks for something your team has to handle, Una saves it as a record: an escalation, a booking request, a lead. Records are grouped into tables, such as Escalations. The Polydom team sets up which tables and fields your agent has, so contact them if you need a new one.
To open it, click your agent in the sidebar, then Records.
Finding a Record
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Table: choose which table to show.
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Period: at the top right, choose Today, This Week, This Month, Last Week, Last Month or Custom Range.
Each record is a card, newest first, with the date and time in your agent's time zone. Fields Una left empty aren't shown. If there are more than six, use the page numbers at the bottom.
Opening the Conversation
Click Open chat on a record to see what the guest asked and what Una told them. See Viewing and Managing Chats.
Exporting to CSV
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Choose the table and the period.
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Click the download icon next to the Table selector (Export CSV).
You get every record of that table and period, not only the current page. Open the file in Excel, Google Sheets or any spreadsheet app.
Getting Notified
Your team can get an email or WhatsApp message for each new record. An Owner or Admin sets this up in Agent Settings > Notifications. See Notifications.
If Something Is Missing
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No results found: there are no records in this table for this period. Widen the period or choose another table.
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The page has no tables: your agent doesn't collect records yet. Contact the Polydom team if you need them.