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The Customer Care - Email dashboard displays the analytics data of specific Key Performance Indicators (KPIs) of emails. You can use the advanced search option to filter the data related to KPIs. The KPIs are also presented as charts and 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:

  1. Go to the Analytics tab and click Customer Care - Email.
  2. Filter the data by using the following filters:

    Field

    Description

    Date RangeDate range to filter KPIs.
    Campaign TypeType of the email campaign.
    Call Center NameName of the call center to which the agent belongs.
    Service NameName of the service assigned to the agent.
    Agent Team NameName of the agent team.
    Agent NameName 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 emails. You can set alerts for KPIs so that an email is triggered when the KPI reaches the specified limit.

To view KPIs and set alert for KPIs:

  1. Go to the Analytics tab and click Customer Care - Email.
  2. View the following KPIs on the dashboard:

    Field

    Description

    Total Email ThreadsThe number of total email threads for the specified filter criteria.
    Inbound EmailsThe number of inbound emails for the specified filter criteria.
    First Email Resolution

    Percentage of inbound emails that were resolved in one response.

    First Response Time (Median Mins)After the first email is received, the amount of time taken by an agent to respond to the email.
    First Response Time SLA

    The percentage of emails that were responded to within 15 minutes.

    Average Emails per Thread

    The number of emails per thread.
  3. If you want to set an alert for a KPI, click the bell icon  on the KPI.
  4. Specify when do you want to receive the alert and then click Set Alert.

Exploring Insights

The dashboard displays email thread volume insights, insights related to the average number of emails per thread, and insights related to outcome.

InsightDescription
New Email Threads and Inbound Messages by HourDisplays insights related to new email threads and inbound emails by hour.
New Email Threads and Inbound Messages TrendDisplays insights related to total email threads and inbound emails by date.
Emails Per Thread TrendDisplays insights related to average emails per thread by date.
Emails Per Thread by OutcomeDisplays insights related to total email threads and average emails per thread according to the resolved emails.

To view further details of the insights by using measures and attributes available in the insight: 

  1. On the insight, click the ellipsis icon () and then click Explore from here.
  2. An untitled insight opens.
  3. Customize the insight by dragging and dropping measures and attributes from the data zones.

    • For more information about creating and customizing insights, see Create insights.
    • For more information about different types of insights, see Insight types.
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