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Dynamic Dashboard

Dynamic Dashboard - Queue

       1. Login to your admin account

       2. Click "Dynamic Dashboard" from the left side menu

       3. To access the Dynamic Dashboard's default view: Queue Analytics.


Dashboard Categories

1. Queue Analytics (Default View)

             a. Displays real-time queue performance

             b. Session distribution metrics

             c. Wait time analysis

             d. Queue to agent transfer rates

2. Agent Analytics

             a. Individual agent performance

             b. Team-wise metrics

             c. Handling time analysis

             d. Customer satisfaction scores

3. Summary Dashboard

             a. Overall system performance

             b. Combined metrics overview

             c. Trend analysis

             d. Key performance indicators


Queue Analytics Dashboard Guide

Dynamic Dashboard - Queue

Access Path

             1. Login to admin portal

             2. Navigate to Dynamic Dashboard section

             3. Default view: Queue Analytics

1. Primary Statistics

Dynamic Dashboard - Queue

MetricDescriptionAnalysis
Inbound SessionTotal incoming requestsTrend line shows patterns
Sessions Handled By AgentSuccessfully processed casesAgent efficiency indicator
Average Wait TimeQueue durationCustomer experience metric
Avg. Agent Handling TimeProcessing durationEfficiency measure
Transfer Rate %Escalation frequencyService complexity indicator
Average RatingCustomer satisfactionService quality measure

2. Session Distribution Analysis

Dynamic Dashboard - Queue

             a. BOT Sessions

                         i. Automated handling

                         ii. First response metrics

                         iii. Resolution rates

             b. Agent Sessions

                         i. Human intervention cases

                         ii. Complexity levels

                         iii. Resolution success

             c. Missed Sessions

                         i. Failed connections

                         ii. Timeout incidents

                         iii. Recovery measures

3. Time Analysis

Dynamic Dashboard - Queue

             a. Queue Duration

                         i. Peak time patterns

                         ii. Bottleneck identification

                         iii. Resource allocation insights

             b. Handling Duration

                         i. Agent efficiency

                         ii. Case complexity

                         iii. Process optimization

4. Agent Performance Matrix

Dynamic Dashboard - Queue

4.1. Detailed Metrics

             a. Basic Information

                         i. Agent ID

                         ii. Team assignment

                         iii. Flow allocation

                         iv. Language capability

             b. Performance Indicators

                         i. Inbound session count

                         ii. Average wait time

                         iii. Session duration

                         iv. Customer ratings

                         v. AI assessment scores

             c. Communication Metrics

                         i. Agent message frequency

                         ii. Bot interaction rate

                         iii. Customer message volume

                         iv. Response time patterns

4.2. Filter Functions

             a. Team Filters

                         i. Department selection

                         ii. Team performance comparison

                         iii. Resource allocation analysis

             b. Campaign Filters

                         i. Campaign-specific metrics

                         ii. Goal achievement tracking

                         iii. Success rate analysis

             c. Duration Filters

                         i. Custom date ranges

                         ii. Time period comparison

                         iii. Trend analysis periods

             d. Advanced Filters

                         i. Language preferences

                         ii. Service types

                         iii. Channel selection

4.3. Data Visualization Controls

             a. Visibility Options

                         i. All: Complete data display

                         ii. Inv: Hidden metrics

                         iii. Toggle functionality

                         iv. Custom view settings

             b. Search Capabilities

                         i. Quick search function

                         ii. Advanced filtering

                         iii. Record specification

                         iv. Data export options

Best Practices

1. Monitoring Protocols

  • Regular metric review

  • Pattern identification

  • Performance tracking

  • Resource optimization

2. Analysis Techniques

  • Trend evaluation

  • Comparative analysis

  • Performance benchmarking

  • Quality assessment

3. Optimization Strategies

  • Resource allocation

  • Queue management

  • Agent training

  • Process improvement

Important Notes:

  • Real-time data updates

  • Historical data access

  • Export functionality

  • Custom reporting options

  • Security protocols

Troubleshooting:

  • Data refresh methods

  • Filter reset procedures

  • Error handling

  • Support contacts

  • Recovery steps


Agent Analytics Dashboard Guide

Dynamic Dashboard - Agent

Access Path

             1. Login to admin

             2. Navigate to Dynamic Dashboard

             3. Select "Agent" from dropdown

1. Overview Metrics

a. Key Performance Indicators

Dynamic Dashboard - Agent

MetricDescription
Engaged SessionsActive interactions count
Missed SessionsFailed/dropped sessions
Transfer RateSession escalation percentage
Avg. Session Handle TimeAverage interaction duration
Average RatingCustomer satisfaction score
AVG Queue DurationWait time before connection

b. Session Analysis - Engaged Sessions Graph

Dynamic Dashboard - Agent

             1. Shows Missed vs Agent sessions

             2. Average Queue time overlay

             3. Daily/Weekly trends

             4. All/Inv toggle options

c. Time Analysis - Avg. Session Handle Time Graph

Dynamic Dashboard - Agent

             1. Agent performance trends

             2. Time-based patterns

             3. Peak period identification

             4. Duration benchmarks

2. Advanced Analytics

a. Customer Satisfaction (CSAT)

Dynamic Dashboard - Agent

             i. Average rating trends

             ii. Historical comparison

             iii. Performance tracking

             iv. Rating distribution

b. Sentiment Analysis - Sentiment Zones

Dynamic Dashboard - Agent

             i. Positive interactions

             ii. Neutral conversations

             iii. Negative feedback

             iv. Distribution visualization

3. Agent Performance Table - Key Metrics

Dynamic Dashboard - Agent

ColumnData Point
AgentTeam member name
Team IDDepartment code
Flow NameProcess identifier
LanguageCommunication medium
Inbound SessionsTotal interactions
Avg Wait TimeQueue duration
Avg Session TimeHandling duration
Customer RatingUser feedback
AI RatingAutomated assessment
Message StatisticsCommunication volume

4. Filter Options

a. Time Filters

             i. Daily view

             ii. Weekly analysis

             iii. Custom date range

             iv. Historical comparison

b. Team Filters

             i. Department selection

             ii. Individual agents

             iii. Team grouping

             iv. Performance comparison

c. Campaign Filters

             i. Specific campaigns

             ii. Project tracking

             iii. Goal monitoring

             iv. Success metrics

5. Data Visibility Controls

             a. All: Complete data view

             b. Inv: Hide specific metrics

             c. Search functionality

             d. Record filtering options

Best Practices

1. Performance Monitoring

  • Regular metric review

  • Trend analysis

  • Performance benchmarking

  • Quality assessment

2. Resource Optimization

  • Workload distribution

  • Queue management

  • Training identification

  • Process improvement

3. Quality Management

  • Customer satisfaction tracking

  • Response time monitoring

  • Service level maintenance

  • Performance optimization

Notes

  • Real-time updates

  • Historical data access

  • Export capabilities

  • Customizable views

  • Data refresh options


Summary Dashboard Guide

Dynamic Dashboard - Summary

Access Path

             1. Login to admin

             2. Navigate to Dynamic Dashboard

             3. Select "Summary Dashboard" from dropdown

Performance Overview

1. Primary Metrics

Dynamic Dashboard - Summary

MetricDescription
Total ConversationsAll interactions combined
Handled by BOTAutomated resolutions
Agent HandoversTransfers to human agents
Resolution %Successfully resolved cases
Drop off %Abandoned conversation rate
Drop off CountNumber of disconnections

2. Secondary Metrics

Dynamic Dashboard - Summary

MetricDescription
Average RatingCustomer satisfaction score
Handover %Bot to agent transfer rate
Resolved ConversationsTotal resolved cases
Resolved by BOTBot resolution count
Resolved by AgentAgent resolution count
Total InteractionOverall engagement count

Detailed Analysis Graphs

1. First Resolution Trend

Dynamic Dashboard - Summary

  • Daily resolution tracking

  • First-time resolution rate

  • Trend analysis over time

  • Toggle visibility (All/Inv)

2. Daily Session Distribution

Dynamic Dashboard - Summary

  • Missed sessions

  • BOT handled

  • Agent handled

  • Average queue time

  • Time-based patterns

3. Hourly Session Duration

Dynamic Dashboard - Summary

  • Total conversations

  • BOT interactions

  • Agent sessions

  • Missed opportunities

  • Time distribution

4. Average Handling Time

Dynamic Dashboard - Summary

  • BOT processing time

  • Agent handling duration

  • Queue waiting period

  • Efficiency metrics

Filter Functionality

1. Time-Based Filters

  • Custom date ranges

  • Weekly analysis

  • Daily breakdowns

  • Hourly metrics

2. Team Filters

  • Department selection

  • Team performance

  • Individual metrics

  • Comparative analysis

3. Campaign Filters

  • Specific campaign data

  • Goal tracking

  • Performance metrics

  • Success rates

Data Visualization Controls

  • All: Show complete data

  • Inv: Hide specific metrics

  • Expandable graphs

  • Export options

Best Practices

1. Performance Tracking

  • Monitor resolution rates

  • Track handover patterns

  • Analyze peak times

  • Evaluate bot efficiency

2. Quality Management

  • Review customer ratings

  • Monitor resolution times

  • Track conversation flow

  • Assess bot performance

3. Resource Optimization

  • Balance bot/agent workload

  • Identify training needs

  • Optimize queue times

  • Reduce drop-offs

Notes:

  • Real-time updates available

  • Historical data accessible

  • Customizable views

  • Data export functionality

  • Regular monitoring recommended