If you frequently search for a recorded interaction or report in the SpeechIQ section, by using the same search criteria, you can save your search criteria for future use. A saved search refers to the saved search criteria.

To create a saved search:

  1. On the WFO tab, go to Conversation Reporting, and then select the report for which you want to create a saved search. If you are searching for a recorded interaction, go to SpeechIQ > Search and Score.
    A window displaying the list of reports or recordings for the current week appears.
  2. Click the Filter icon ().
    The Filter window appears.

  3. As required, specify values in the following sections.

    Section

    Description

    Date Selector

    Time period (either a date range or a custom period) for the report or recordings.

    The Date Filter Option field contains the following options:

    • Start Date: Date from when you want the report or recording. 
    • Added Date: Date when the interaction was added to QM.
    • Transcribed Date: Date when the transcript was created.
    • Scored Date: Date when the interaction was scored.
    • Acknowledge Date: Date when the scoring was acknowledged.
    • Arbitration Date: Date when the interaction was reviewed by an arbitrator.
    AccountsList of Accounts you can include in the report.
    Agent Assist RulesList of rules for agents during real-time calls that are triggered when a match is found in the call transcript. These are the rules defined in the Agent Assist → Action Rules UI. For more information, see Action Rules.
    Agent Teams

    Agent team to which the interaction belongs. 

    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 the sections by using the Filter by name box.
    • Select the Exclude Selected checkbox to either include or exclude the selected items.
    • You can revert your changes by clicking .
    Bit Rate

    Options to select the bitrate for an audio interaction. Bitrate is the rate at which audio is encoded or transferred. It determines the sound quality and the file size of the audio file.

    Call Centers

    Call centers that are applicable for the interactions. For information about how to add or remove call centers, see Working with Call Centers.

    Campaigns

    List of campaigns applicable for interactions. Campaigns are directed at customers that a business wants to contact through voice, email, SMS, or chat channels. 

    DurationMinimum and maximum duration of calls (in seconds) for the report or recordings.
    EmailsList of emailsapplicable for interactions.
    Interaction DispositionList of possible interaction dispositions, such as agent hang up, customer hang up, or no response. You use interaction dispositions to categorize or record the outcome of an interaction (call, chat, or email).
    Interaction Intent Types

    Interaction intent types that are applicable to the interactions. For information about how to add or remove interaction intent types, see Interaction Intent Types.

    Interaction Intents

    List of possible intents, such as Billing Inquiry or Complaints. Interaction Intents help identify the purpose of the customer call. For more information, see Interaction Intent.

    Intent Models

    List of published collections of Client Intents. An Intent model leverages existing interactions and creates intents from these historical transactions and then derives Intent models for future interactions. For more information, see Intent Modeling.

    Interaction Types

    Types of Interactions:

    • Voice
    • Email
    • SMS
    • Chat
    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.

    Key Phrases

    Key phrases are specific words or short expressions that the platform detects in conversations (calls, chats, or transcripts) in Agent or Customer channels You can specify the Key Phrases for the following options:

    • Agent
    • Customer
    • Either
    • None
    Keywords

    Keywords used by agents or customers.

    • To add a keyword, in the Keyword List field, select the keyword. 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. For more information, see Customizing a Table.
    • You can delete a keyword by hovering over it in the table and then clicking .
    Languages

    List of languages used in the interactions, such as French or Spanish.

    Metadata

    Metadata that are available for the interactions. 

    When filling out a metadata field, you can quickly select from a pre-loaded list of suggested values or type in your own entry. Relevant options that match your search are displayed making the filter faster and more accurate.
    Phone Numbers

    Phone numbers of the inbound or outbound interaction.

    You can specify multiple numbers by pressing Enter after entering each number in the text box.

    Scorecard Grades

    Scorecard grades that apply to the interactions. For information about how to add or remove scorecard grades, see Adding a Grade to a Scorecard in the Scorecards section.

    Scorecard Methods

    Scoring method: Automatic or Manual

    Scorecards

    Scorecards that apply to the interactions. For information, see Scorecards.

    Sentiment

    The sentiment (positive, neutral, or negative) of customers, agents, or both.

    Services

    Services that apply to the interactions.

    Silence Percentage

    Minimum and maximum duration of silence in calls (in percentage).

    Skills

    Skills assigned to the agents.

    Tags

    Tags that apply to the interactions.

    Talk Over PercentageMinimum and maximum duration of talk in calls (in percentage).
    Transcript StatusList of available statuses for transcripts, such as Received, Requested, or Error. The Transcript Status indicates the current processing stage of the call transcript.
    Trusted PartnersThe clients that are identified as trusted partners on the Trusted Partners tab under Client Editor in LiveVox Portal. 
    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.

    Assessors

    Assessors that apply to the interactions.

     

    • You can revert your changes by clicking Reset.
    • If you want to immediately view the report or recorded interactions to which all your search criteria are applied, click Apply.

     

  4. In the Filter window, click Save Template. The Save Search window appears.

    • You can access a saved search by selecting the search in the Saved Search drop-down list box in the window displaying a SpeechIQ report or recorded interactions.
    • You can modify a saved search by first accessing the saved search and then clicking the Filter icon ().

      In the Name field, enter a name with which to identify the search, and then click Save.  Specify the users who can access the saved search. 

      The saved search is created, and it appears as an option in the Saved Search drop-down list box in the window displaying a SpeechIQ report or recorded interactions.

  6. In the Filter window, click Apply Filter to execute the search.
  7. Click Add Automated Report to generate the specific report by specifying the details in the Add Automated Report window.