The Keyword Summary report provides a consolidated list of keywords used by both agents and customers. The summary can also have the UUIDs of all keywords, number of keywords, number of calls with hits, percentage of total calls, average agent sentiment, average customer sentiment, and the average of both customer and agent sentiments. To include/exclude items from the summary, click on the drop-down arrow on each column, selectColumns, and select the required checkboxes.
As required, specify values in the fields and sections.
Section
Description
Channels
Communication channels (chat, email, SMS, or voice) for which you want to access the report or the recorded interactions.
You can select multiple channels.
Date Selector
Time period (either a date range or a custom period) for the report or recordings.
Duration
Minimum and maximum duration of calls (in seconds) for the report or recordings.
Phone Numbers
Phone numbers of inbound or outbound interaction. You can specify multiple numbers by pressing Enter after entering each number in the text box.
Agents
Agents who performed the interaction.
To add agents, in the Available section, select their names, and then click . To remove agents, in the Selected section, select their names, and then click .
You can filter the names in thesections by using theFilter by namebox.
You can revert your changes by clicking .
Agent Teams
Agent teams to which the interaction belongs.
Keywords
Keywords used by agents or customers.
To add a keyword, in the Keyword List field, select the keyword. If you want to specify your own keyword, in the Keyword field, enter the keyword, and then press Enter or click .
If you want the order of the keywords in the report to match the order of the keywords in the table, select the Exact Order checkbox.
You can customize the table by using the arrow next to a column heading.
You can delete a keyword by hovering over it in the table and then clicking .
Interaction UUIDs
Interaction UUIDs (identifiers for recordings) that are applicable for the interactions. You can specify multiple interaction UUIDs by pressing Enter after entering each UUID in the text box.
Interaction Intent UUIDs
Interaction intent UUIDs that are applicable for the interactions. You can specify multiple interaction intent UUIDs by pressing Enter after entering each UUID in the text box.
Interaction Intent Types
Interaction intent types that are applicable for the interactions.
Skills
Skills assigned to the agents.
Call Centers
Call centers that are applicable for the interactions.
Services
Services that are applicable for the interactions.
Assessors
Assessors that are applicable for the interactions.
Scorecards
Scorecards that are applicable for the interactions.
Scorecard Grades
Scorecard grades that are applicable for the interactions.
Metadata
Metadata that are available for the interactions.
To add metadata, in the Select Metadata field, select the metadata, and then, in the Possible Values cell, enter a value for the metadata.
You can customize the table by using the arrow next to a column heading.
You can delete a keyword by hovering over it in the table and then clicking .
Silence Percentage
Minimum and maximum duration of silence in calls (in percentage).
Talk Over Percentage
Minimum and maximum duration of talk in calls (in percentage).
Sentiment
The sentiment (positive, neutral, or negative) of customers, agents, or both.
Tags
Tags that are applicable for the interactions.
Trusted Partners
The clients that are identified as trusted partners on the Trusted Partnerstab under Client Editor in LiveVox Portal.
Click Apply.
You can customize the displayed report table as follows.
Option
Procedure
Display or hide certain columns in the table.
Click the arrow next to any column heading, and then click the Columnsoption.
If you want to display certain columns in the table, select the checkboxes next to their names.
If you want to hide certain columns in the table, clear the checkboxes next to their names.
Sort the values in a column in ascending or descending order.
Click the column heading once or twice as required. Alternatively, you can click the arrow next to the column heading, and then select theSort Ascendingor Sort Descending option.
Filter thestatistics based on a column.
Click the arrow next to the column heading, and then use the Filters option.
Lock or unlock a column.
Click the arrow next to the column heading, and then click the Lock or Unlock option.
To export the displayed report to a Microsoft Excel workbook, click the Exporticon.
To refresh the data in the table, click the Refresh icon.
Saved Search
If you frequently search for a report by using the same search criteria, you can save your search criteria for future use. A 'Saved Search' refers to the saved search criteria.
As required, specify values in the fields and sections.
ClickSave. TheSave Searchwindow appears.
In theNamefield, specify a name with which you identify the search, and then clickSave.
You can modify a saved search by first accessing the saved search and then clicking theAdvanced Searchicon.
Automated Reports
You can have the reports automatically generated and shared at a specific frequency and time. These automated reports are updated in real-time and delivered to the selected email recipients in a comma-separated value file.
Click theAdvanced Searchicon. The Search window appears.
Click Add Automated Report. The Add Automated Report window appears.
As required, specify values in the following fields.
Field
Description
Name
Name to identify the report by the recipient (for example,Weekly TPS Report).
Report Date
Time period for the report. This field contains the following options:
Today
Yesterday
This Week
Month to Date
Last Month
Frequency
Frequency at which the report is generated and emailed to recipients. This field contains the following options:
Daily: Report is generated and sent to the recipients every day.
Weekly: Report is generated and sent to the recipients once each week on the date when this report is created.
Biweekly: Report is generated and sent to the recipients once in two weeks on the date when this report is created.
Monthly: Report is generated and sent to the recipients once each month on the date when this report is created.
Quarterly: Report is generated and sent to the recipients once in three months on the date when this report is created.
Yearly: Report is generated and sent to the recipients once each year on the date when this report is created.
Delivery Time
Time when you want the report to be generated and delivered to the recipients.
Email
Names and email addresses of users to whom you want the report to be delivered.
Select the checkbox next to the names of the users to whom you want the report to be delivered.
You can filter the names by using theFilter box.
Click Save.
To view the automated report, on the WFO tab, click Speech IQ > Configuration > Automated Reports.