Digital Interactions in Excel Format
About Digital Interactions in Excel Format
XM Discover enables you to upload digital interactions via Excel files.
Unlike individual feedback where one document is defined in one row, digital interactions can be defined using multiple rows. Here’s how it works:
- Each row contains an individual line of dialogue in a conversation along with participant info and a timestamp.
- Separate rows are rolled into a single conversation by sharing the same conversation ID.
- Conversation-wide field values (such as Document Date or custom attributes) are taken from the first row of the conversation.
Digital Interaction Fields
The following table describes the fields that define a digital interaction.
Element | Description |
conversationId
(Required) |
A unique ID for the entire conversation. Each row that has the same ID is treated as a separate line within a single conversation.
You can map this field to the natural_id attribute to use it as the document’s Natural ID. |
conversationTimestamp
(Required) |
The date and time of the entire conversation. Use the ISO 8601 format with seconds precision.
You can map this field to the document_date attribute to use it as Document Date. |
participantId
(Required) |
The ID of the participant. Must be unique per conversation (document). |
participantType
(Required) |
The type of the participant. Possible values:
These values are passed through to the CB Participant Type attribute for reporting and participants visualization. If unspecified, CB Participant Type will have no reportable value. |
is_bot
(Optional) |
A Boolean field that indicates whether a participant is a chatbot or a person.
These values are passed through to the CB Kind of Participant attribute for reporting and participants visualization. If unspecified, CB Kind of Participant will have no reportable value. |
text
(Required) |
The text of the message.
Attention: A sum of all text elements may not exceed 100,000 characters. If it does, the document is skipped.
|
timestamp
(Required) |
The date and time of the message. Use the ISO 8601 format with seconds precision. |
custom fields
(Optional) |
You can provide multiple fields to add structured attributes to the conversation. |
Digital Interaction Example
Here is an example of several digital interactions in an Excel format. Rows 2 through 11 are lines in a single conversation; rows 12-13 are lines in another conversation.
For an overview of all XM formats, please see XM Discover Data Formats Overview.