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

You can create search criteria in each reporting subsection of SpeechIQ or in the Search and Score window. The Saved Search Management window displays all the saved search criteria that you have created in either the Reporting or Search and Score sections.

For information about how to create a saved search, see Creating Saved Search.

Accessing the Saved Search Management

To access the saved search management configuration, on the WFO tab, click Conversation Configuration > Saved Search Management.
The Saved Search Management window with the configured search criteria is displayed.

  • To search for specific saved searches, use the Filter field. 
  • To view details of only active saved searches, select the Active Only checkbox.
  • To customize the table columns view, see the instructions in the Customizing a Table section in Reporting.
  • To refresh the list, click the Refresh icon ().

Modifying a Saved Search

To modify search criteria, select the saved search that you want to modify and click Edit, or double-click the saved search. You can modify the details on the Settings tab of the saved search details page. For more information about the filters, see Creating Saved Search.

The History tab displays the change history of the selected saved search. The table shows the description of the changes made, the name of the user, and the date and time of all changes. The timestamp in the Changed On column is represented in Eastern Time.

Copying a Saved Search

To copy search criteria:

  1. In the Saved Search Management window, click .
  2. Specify a name for the saved search in the popup window that appears.
  3. Click Save.
    A copy of the selected search criteria appears as a new entry in the list.