Customer Care–Email Dashboard

The Customer Care–Email dashboard displays the analytics data about specific Key Performance Indicators (KPIs) related to 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 customize the charts according to your requirement.

Filtering Data

You can filter the data 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 using the following filters:

   Field	Description
   Date Range	Date range to filter KPIs.
   Campaign Type	Type of the email campaign.
   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 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 Threads	Number of total email threads for the specified filter criteria.
   Inbound Emails	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)	Amount of time taken by an agent to respond to an email after the first email is received.
   First Response Time SLA	Percentage of emails that were responded to within 15 minutes. The response time is based on your Service-Level Agreement (SLA) definition.
   Average Emails per Thread	Number of emails per thread.

3. To set an alert for a KPI, click the bell icon  on the KPI.
4. Specify when 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.

To view additional information about the insights using the metrics and attributes available in the insight: 

1. On the insight, click the ellipsis icon  and then click Explore from here. The insight opens in a new window.

2. 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:

1. Go to the Analytics tab and click Customer Care–Email.
2. On the upper-right corner of the dashboard, click  and then click Export to PDF.

The dashboard is exported in PDF format.

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:

1. Go to the Analytics tab and click Customer Care–Email.
2. On the upper-right corner of the dashboard, click  and then click Schedule emailing. The Schedule email delivery window appears.
   
   
   
3. In the To field, add the email ID of the recipient.
4. In the Subject field, to change the subject, edit the existing subject line.
5. In the Message field, to change the message, edit the existing message.
6. From the First occurrence calendar, select a date and time on which you want to receive the first email.
   Emails are sent based on your time zone. 
7. From the Repeats drop-down, select a frequency for the emails.
8. Click Schedule.