Let's identify the best access method for your task.
| Access Method | Data Storage Location | Best For... | Data Format & Scope | Access Frequency and Speed | Typical User Persona |
|---|---|---|---|---|---|
| Data 360 Sync | AWS Database | Advanced analytics, trend analysis, BI dashboards, and creating a unified customer profile. | Full conversation data from ConversationEntry, synchronized continuously. | Near real-time, continuous sync. | Data Analyst, Business Intelligence Specialist, Marketing Operations |
| Connect REST API | AWS Database | Integrating a single, live transcript into a custom app or external system. | Text-only transcripts from ConversationEntry. Excludes rich media and bot messages. | On-demand, per-record. Subject to hourly rate and active session limits. | Developer, System Integrator |
| Conversation Data GET Conversation Entries API | AWS Database | Integrating a single, live transcript into a custom app or external system. | Transcripts from all ConversationEntry types, including rich content, URLs, and bot messages. | On-demand, per-record. Subject to hourly rate and active session limits. | Developer, System Integrator |
| Bulk Export Tool | AWS Database | Full archival for compliance, legal discovery, or moving to a new data warehouse. | Complete message data from ConversationEntry, including all historical records. | Manual request. Can only be run once every seven days. | Compliance Officer, Data Architect, IT Admin |
| Salesforce Reporting & SOQL | Salesforce Core Storage (Legacy) | Daily operational reports and dashboards on standard/legacy channels only. | Full access to related objects (Case, Contact). | Real-time, subject to platform limits. | Salesforce Admin, Business Analyst, Service Manager |