The Customer Care - Calls dashboard displays the analytics data of specific Key Performance Indicators (KPIs) of inbound and outbound calls. You can use the advanced search option to filter the data related to KPIs. The KPIs are also presented as charts. You can create customized insights by using the charts.
Filtering Data
You can filter the data by using different parameters and view insights according to your selection.
To filter data:
- Go to the Analytics tab and click Customer Care - Calls.
Filter the data by using the following filters:
Field
Description Date Range Date range to filter KPIs. Transaction Type Whether the call is inbound or outbound. Call Center Name Name of the call center to which the agent belongs. Service Name Name of the service assigned to the agent. Agent Team Name Name of the agent team. Agent Name Name of the agent.
After you filter the data, the KPIs on the dashboard reflect the selected filter criteria.
Viewing KPIs
KPIs allow you to analyze inbound and outbound calls. You can set alerts for KPIs to trigger emails when the KPI reaches the specified limit.
To view KPIs and set alert for KPIs:
- Go to the Analytics tab and click Customer Care - Calls.
View the following KPIs on the dashboard:
Field
Description
Total Inbound Calls Total number of inbound calls for the specified filter criteria. % Inbound Abandoned Percentage of inbound calls that were abandoned.
Calculated by using the formula: Total Calls Abandoned (Inbound) / Total Inbound Calls
Service Level% Percentage of calls transferred to agents within 20 seconds.
You can customize this based on your SLA definition.
Average Speed of Answer
(ASA)
Average time taken by an agent to answer a call after the customer is placed in the queue. Average Handle Time
(AHT)
Average duration of an interaction with a customer. First Call Resolution
(3 Day Repeat)Percentage of inbound calls resolved in the first attempt with no repeat calls for the same issue within 3 days.
This can be customized based on your SLA definition.
- If you want to set an alert for a KPI, click the bell icon
on the KPI. - Specify when you want to receive the alert and click Set Alert.
Exploring Insights
The dashboard displays hourly insights, insights related to trends, and insights related to outcomes. The Customer Care - Calls dashboard displays the following insights:
Insight | Description |
|---|---|
| Inbound Calls by Hour | Displays insights for inbound calls by the hour. |
| ASA and AHT by Hour | Displays insights for the average speed of answer and average handle time by the hour. |
| Call Abandon % Trend | Displays insights for the percentage of calls that were not answered by agents. |
| ASA and AHT Trend | Displays insights for the average speed of answer and average handle time trend. |
| First Call Resolution (3 Day) Trend | Displays insights about the percentage of inbound calls resolved in the first attempt with no repeat calls for the same issue within 3 days. |
| Operator Transfers and Handle Time by Outcome | Displays insights about the calls that were transferred to agents and the time taken by agents to handle the calls. |
| Average Handle Time by Outcome | Displays average handle time of calls corresponding to agent desktops. |
To view further details of the insights by using measures and attributes available in the insight:
- On the insight, click the ellipsis icon
and then click Explore from here. The insight opens in a new window. Customize the insight by dragging and dropping measures and attributes from the data zones.
Exporting the Dashboard to PDF
You can export the dashboard to PDF. To export:
- Go to the Analytics tab and click Customer Care - Calls.
- On the upper-right corner of the dashboard, click
and then click Export to PDF.
The dashboard gets exported.
Scheduling Emails
You can configure email delivery so that the dashboard is sent as an email attachment to the email ID you specify.
To schedule emails:
- Go to the Analytics tab and click Customer Care - Calls.
- On the upper-right corner of the dashboard, click and then click Schedule emailing. The Schedule email delivery window appears.
- In the To field, add the email ID of the recipient.
- In the Subject field, if you want to change the subject, edit the existing subject line.
- In the Message field, if you want to change the message, edit the existing message.
- From the First occurrence calendar, select a date and time on which you want to receive the first email.
Emails are sent based on the timezone you are in. - From the Repeats drop-down, select a frequency for the emails.
- Click Schedule.