How do I connect BI tools to evaluagent?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
Quality Exporter |
| Enables CSV exports from the Exporter tool |
Integrations |
| Enables the Integrations area where API keys are created |
Required Permissions:
Exporter (
reporting.quality.exporter) — to download CSV files from the ExporterManage Integrations (
admin.integration.settings) — to enable the API integration and create API keys
Introduction
You can pull evaluagent data into Power BI, Tableau, Google Looker Studio, or any other BI tool using one of two routes. Pick the route that fits how fresh your data needs to be and how technical your team is.
You do not need a separate API developer account. Both routes are set up from inside your evaluagent account.
Choose Your Route
Factor | CSV Export | API |
Setup | Simple | Moderate |
Live data | No, manual refresh | Yes |
Skill level | Basic | API knowledge |
Best for | Ad-hoc analysis | Automated dashboards |
If you're new to this, start with CSV exports. Move to the API later if you need automation or near-real-time data.
Route 1: CSV Export
Step 1: Open the Exporter
Go to Reporting > Exporter.
Step 2: Choose what to export
Select an export type:
Evaluations
1-to-1s & actions
Root Causes
Conversation Analytics
Step 3: Set filters
Pick a date range and any other filters that match the data you need.
Step 4: Run and download
Click Run Report. When the export is ready, download the CSV.
Step 5: Import into your BI tool
Open the CSV in Power BI, Tableau, or Looker Studio. Most tools have a one-click CSV import.
Route 2: API Connection
Step 1: Create an API key
Go to Conversations > Integrations > API. Click Configure to enable the API integration if you haven't already, then click New API Key. You can have up to 5 keys per account.
Step 2: Choose authentication
You can authenticate with either:
Basic Authentication using your Access Key ID and Secret Key
Bearer Token which expires after 24 hours
Step 3: Pull data into your BI tool
Use the key to authenticate API requests from your BI tool. The API follows the JSON:API specification.
For full API endpoints and examples, see the API reference at docs.evaluagent.com.
Tips for Specific Tools
Power BI
Use scheduled refresh to automate CSV imports from a shared folder
For the API, use the Web connector or a custom data connector
Power Automate can schedule API calls and store results
Tableau
Tableau handles CSV imports natively through Text File connections
For the API, use Tableau's Web Data Connector
Google Looker Studio
Upload CSVs directly or load them from Google Drive
The Community Connector option supports custom REST API integrations
Tips That Apply to Both Routes
Export custom metadata fields from Conversation Analytics so you can join evaluagent data with data from other systems
Use evaluation ID or agent name as the join key when relating tables in your BI tool
Don't put credentials in shared documents — store API keys in your BI tool's secure connection manager