Reporting
View and analyze conversation metrics and performance over time
The Reports page provides an overview of key metrics and visualizations for AI agent interactions with customers. It includes data on the number of conversations handled, average conversation length, platform usage, conversation statuses, and flagged interactions. These insights help teams monitor performance, identify trends, and make data-driven decisions to improve customer service.
Summary
At the top of the Reports page, a summary section displays:
- Date Range: The range of dates for which the data is being analyzed, shown in blue. You can adjust this range to view metrics for different time periods.
- Total Conversations Handled: The total number of conversations completed within the selected date range.
- Average Conversation Length: The average duration of conversations, providing a quick indicator of engagement time.
Metrics Visualizations
The main section of the Reports page contains several charts that display daily and monthly data across different categories. These visualizations include:
Conversations By Platform
The By Platform chart shows the daily and monthly breakdown of conversations by the platform used (e.g., Voice, SMS, Web, or Email).
- Daily Chart: Displays the volume of conversations handled each day.
- Monthly Chart: A pie chart summarizing the distribution of conversations across different platforms for the entire month.
This metric helps identify which platforms are most frequently used by customers.
Conversations By Status
The By Status chart categorizes conversations based on their outcomes:
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Completed: Conversations that were successfully concluded.
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Abandoned: Conversations that ended prematurely, possibly due to customer disengagement.
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Failed: Conversations that encountered system errors or issues preventing completion.
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Human Handoff: Conversations that were transferred to a human representative for further assistance.
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Daily Chart: Shows the number of conversations with each status on a daily basis.
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Monthly Chart: A pie chart displaying the overall percentage breakdown of conversation statuses for the month.
This chart helps monitor agent performance and identify potential areas for improvement in AI handling and customer engagement.
Flagged Conversations
The Flagged chart highlights conversations that were flagged for review by the system. Flagged conversations may require further inspection for quality control or troubleshooting.
- Daily Chart: Displays the number of flagged conversations each day.
- Monthly Chart: A pie chart showing the proportion of flagged versus passing conversations for the month.
Flagged conversations provide insights into interactions that may not have gone as planned, allowing teams to improve AI training or adjust conversation flows as needed.
Summary
The Reports page offers a comprehensive view of conversation metrics, helping you monitor AI agent performance and customer satisfaction. By analyzing platform usage, conversation outcomes, and flagged interactions, you can ensure your AI agents provide effective and efficient customer service.