Introduction
Optimizing performance of your Live Chat , Chatbot, Ticketing & Messaging Channels begins through understanding the quality of your current service. Questions you might want to answer include:
- Is your live chat team properly staffed?
- Why are visitors contacting your live chat team?
- How responsive is your team? How long are customers left waiting?
- Are your visitors satisfied? How do they rate your chat service?
- Which agent/department performs the best and which the worst? Why?
- Is your Chatbot performing as well as expected? How are your customers liking it?
- How well are your Ticketing & Messaging channels being handled?
- What is the distribution of your tickets? Are you meeting SLAs?
In this guide, you will find
Comm100 provides robust reports which focus on the data and metrics that matter most to your chat quality, agent performance, visitor satisfaction, Chatbot performance, Ticketing & Messaging performance so that you can make informed decisions for improvement.
This user guide walks you through the reports available by explaining the report structure and each metric available.
Live Chat Reports
Real Time Insights
- Real Time Report
Shows real-time live chat data and an overview of today’s chat performance.
Workload and Staffing
- Chat Volume Report
Shows the volume of accepted, missed and refused chats. - Offline Message Report
Shows source details of offline messages: either from the offline message window or from the queue. - Queue Report
Shows visitor actions while waiting in the queue: waiting to be served, abandoning the queue or leaving messages. - Wait Time Report
Shows how long visitors waited in the queue before they were answered or decided to abandon the queue. - Workload Report
Shows the volume of agents’ work (chat volume, time in chats, and concurrent chats, etc.)
Agent Performance
- Agent Performance Report
Shows the overall performance of agents in terms of workload, efficiency.
Note: This report is only available in Team and Business editions. The Workload Report and Efficiency Report are
replacements for this in Enterprise edition. - Efficiency Report
Shows agent responsiveness to visitor chat requests and chat messages. - Post-Chat Survey Report
Shows detailed statistics on Post-Chat survey questions, which provides insight into visitor satisfaction. - Rating Report
Shows how visitors rated agents’ service through the Post-Chat survey.
Proactive Chat Performance
- Auto Invitation Report
Shows the total trigger times of auto invitations as well as the acceptance rate of these invites. - Chat Source Report
Shows details of how chat requests were initiated (by visitors, from manual invitation or from auto invitation). - Manual Invitation Report
Shows the usage of manual invitations sent by agents as well as the acceptance rate of these invites.
Feature Utilization
- Chat Transfer Report
Shows how many chats were transferred to another agent or department. - Wrap-Up Report
Shows categorizations of chats and the wrap-up completion rate. - Co-browsing Report
Shows the number of co-browsing requests/sessions, total & average duration of the session. - Pre-Chat Survey Report
Shows the statistics of Pre-Chat survey questions, which offers basic information about your user base. - Conversions Report
Shows all achieved conversions, total conversion value, and your live chat conversion rate.
Chatbot Reports
- Bot Dashboard
Shows a 7-day overview of Bot performance. - Chat & Tickets Report
Shows the number of resolved and unresolved Bot chats, social conversations, as well as the total Bot chat time. - Answers Report
Shows the number of high confidence answers, possible answers and no answers Chatbot returned. - High Confidence Answers Report
Shows the number of helpful and not helpful visitor ratings on the high confidence answers Chatbot returned. - Rating Report
Shows the performance and visitor satisfaction of your Chatbot. - Bot & Agent Report
Shows the comparison between Chatbots and agents.
Ticketing & Messaging Reports
- Real Time Report
Shows the real-time overview of today’s Ticketing & Messaging data. - Volume Report
Shows the volume of created, closed, replied, reopened and open tickets. - Channel Report
Shows details of where the tickets are from (Ticket, Facebook wall post, Facebook visitor post,
Facebook message, Tweet, Twitter direct message, WhatsApp message, Email, WeChat message or SMS). - Efficiency Report
Shows agent responsiveness to the conversations. - SLA Policies
Gives you an overview of how your SLA policy is being followed.
Global Features Reports
- Availability Report
Shows agents’ online time and different agent statuses used. - Canned Message Report
Shows the usage of canned messages.
Report Structure
The majority of reports show historic data, displayed over a chosen time range, with the exception of the Real Time Report. All history data reports share a similar structure.
Below is the breakdown of the elements in the history data reports.
Time Range
By default, reports show data from the last 30 days. Different time ranges can be selected to view data over different periods
- Today
- Yesterday
- This week
- Last week
- Last 7 days
- Last 14 days
- This month
- Last 30 days
- Last month
- Custom (Define any time period not longer than one year)
- 24/7 Distribution
- Half-Hour Distribution
Charts and Tables
All reports are presented in both chart and table formats except for the Canned Message report and Ticket reports where charts are not applicable. Charts can be used to view data and spot trends at a glance, table data can be used to show all metrics within a report.Bar charts, line graphs and pie charts are used to visualize data in different ways.
Multiple Perspectives and Different Levels of Granularity
Reports can be viewed from multiple perspectives, including by time, by Department, by agent, by Campaign, by visitor segment or at the site level. Departments or agents can also be compared to view differences in performance.
By Time
By default, all history reports show data displayed over a particular time range.
Filters
Data can be filtered by site on all reports. On others, filtering by Department, by Agent, by Campaign, by visitor Visitor Segment, by Social/SMS Account, by Bot is also available.
- By Site: Shows the data of the live chat team as a whole.
- By Department: Shows the data of a selected department.
- By Agent: Shows the data of a selected agent.
- By Campaign: Shows the data of a selected campaign (for different chat settings across different websites or website sections.)
- By Visitor Segment: Shows the data of a selected visitor segment. Custom segments can be used to view customers by with different criteria.
- By Channel: Shows the data of a selected Channel.
- By Bot: Shows the data of a selected Chatbot.
Display Mode
Report data can be presented by different time filters, including by Hour, by Day, by Week, by Month, by 24/7 distribution (where applicable), and by Half-Hour distribution Distribution (where applicable).
The By 24/7 Distribution report shows the distribution of data over 24 hours on each day of a week; the By Half-Hour Distribution report shows the distribution of data over 48 half-hours of a day.
Zoom Bar
Using the zoom bar allows data to be viewed using a left/right scroll function or part of the bar can be selected to focus in on a particular time range.
By Department/Agent/Campaign/Visitor Segment
The By Department, By Agent, By Campaign and By Visitor Segment reports compare metrics among all departments, agents, campaigns and visitor segments.
Whether a report is presented by time, by Department, by Agent, by Campaign or by Visitor segment, the metrics of the report stay the same. For example, regardless of the perspective, the Chat Volume report includes the same metrics: Chats, Chat Acceptance Rate, Missed Chats, Refused Chats, Chat Requests, and Visits.
Export Data
Reports data can be exported to a local drive for further analysis, sharing or backup.
Report Metrics
This table shows the metrics, filters and perspectives under each report.
Live Chat Reports
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Real Time Insight |
Real Time -Website |
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Real Time – Agent |
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Real Time -Queue |
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Workload & Staffing |
Availability Chat Volume |
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Offline Message |
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Queue |
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Wait Time |
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Workload |
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Agent Performance |
Agent Performance |
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Chat Transfer |
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Efficiency |
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Post-Chat Survey |
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Rating |
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Proactive Chat Strategy |
Auto Invitation |
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Chat Source |
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Manual Invitation |
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Feature Utilization |
Chat Transfer |
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Wrap-Up |
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Cobrowsing |
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Pre-Chat Survey |
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Conversions |
Conversions |
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Bot Reports
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Dashboard |
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N/A |
N/A |
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Chat & Tickets |
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Answers |
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High Confidence Answers |
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N/A |
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Rating |
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N/A |
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Bot & Agent |
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N/A |
Ticketing & Messaging Reports
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Real Time – Site |
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N/A |
N/A |
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Real Time – Department |
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N/A |
N/A |
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Real Time – Agent |
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N/A |
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Volume |
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Source |
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Efficiency |
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Global Features Reports
| Availability |
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| Canned Message |
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Live Chat Reports
Real Real-Time Insights
The Real Time report gives an at-a-glance view of the chats and visits on a Website, performance of Agents and the visitors wait time in the Queue.
Real Time – Website
This report is further broken down into two parts: Right Now and Today.
Right Now
This section is a real-time dashboard where the current number of chats, visits, available agents and queue length can be checked.
Metrics in this section include:
- Agents in Chat
The number of agents who are chatting with customers. - Ongoing Chats
The number of chats currently occurring. - Ongoing Chats with Agents
The total chats currently occurring between visitors and agents. - Ongoing Chats with Bot
The total chats currently occurring between visitors and your chatbot. - Current Queue Length
The number of visitors waiting in the queue. - Visitors on Site
The number of visitors currently on the website. - Logged-In Agents
The number of agents who are logged in. - Chat Utilization
The percentage of total ongoing chats (of all online agents) to the sum of maximum concurrent chats of all online agents. This metric indicates the accessibility of the live chat team. - Ongoing Chats (for each agent)
The number of chats each agent is handling.
Today
This section shows the data of the current day so far.
Metrics in this section include:
- Today’s Chat Overview
Shows an overview of how many chats have been requested,answered, missed, abandoned or switched to offline messages. - Chat Requests
The total number of chat requests initiated on the website (whether initiated by visitors, agents’ manual invitations or auto invitations) - Chats
The total number of chat sessions which have occurred (whether initiated by visitors, agents’ manual invitation or auto-invitations). - Chat Acceptance Rate
The percentage of how many chat requests have been accepted by agents. - Abandoned Chats
The total number of chat requests abandoned by visitors closing the chat window while waiting. - Switched to Messages
Visitors can choose to leave offline messages if they do not wish to continue waiting. This metric shows the total number of chat requests switched to offline messages by visitors. - Missed Chats
The number of chat requests missed by agents. This metric is the sum of Abandoned Chats and Switched to Offline Messages. - Today’s Chatbot
Shows an overview of your chatbot performance. - Chatbot Only Chats
The total number of chats which occurred between visitors and Chatbot only. - % of Chatbot Only Chats
The percentage of Chatbot Only Chats versus total chats. - Chats from Chatbot to Agent
The total number of chat sessions during which visitors have chosen to switch to chat with agents. - Answers
The total answers Chatbot has sent to visitors. This metric is a sum of all the High Confidence Answers, Possible Answers, and No Answers. - High Confidence Answers
The total times when Chatbot has given a High Confidence Answer to visitors. - % of High Confidence Answers
The percentage of High Confidence Answers versus total answers Chatbot has sent. - Today’s Service Efficiency
Shows an overview of the chat efficiency in the day so far. - Avg. Wait Time
The average time visitors have waited before they are answered by agents, abandon the queue or switch to leaving a message. - Avg. Chat Time
The average time it took for an agent to finish a chat. - Agent Response Time
The average time it took for an agent to respond to a chat message from visitors. - Accepted Invitations
The total number of both manual and automatic chat invitations accepted by visitors. - Service Accessibility Rate
How accessible the live chat team is, i.e. the chance that a visitor’s request is answered by an agent. Service accessibility rate is calculated by (Chats + Switched to messages)/ Chat Requests. - Department Transferred Chats
The total number of chat sessions in which chat transferred between departments took place. - Total Transferred Chats
The total number of chat sessions during which chat transferred between agents or departments took place. - Today’s Agent Performance
Shows an overview of the average chat performance of agents. - Unique Chat Rate
A visitor may chat with an agent multiple times. This is identified as repeat chats. When calculating the unique chat rate, all chats with the same visitor will be counted as one chat.
Unique Chat Rate is calculated by (Chats – Repeat Chats) / Chats. - Agent utilization
The percentage of time agents have been involved in chats during their logged-in time. - Avg. Score
The average rating score agents have received from visitors. - Custom Metrics
Custom live chat performance metrics can be added. For example, if there are wrap-up categories for Inquiry, Suggestion, Complaint and Junk, custom metrics can be created to monitor the percentage of each category in real time.
Real Time – Agent
An overview of each agent’s workload in real-time and today.
Metrics in this report include:
- Ongoing Chats/Maximum Concurrent Chats
Shows the number of chats currently taking place versus the maximum number of concurrent chats for each agent. - Today’s Chats
The number of chats each agent has handled throughout the day. - Today’s Linear Chat Time
The total length of time an agent has been involved in at least one chat. Where multiple chats overlap, these individual chat times are not added together, so this statistic shows chat times over a linear time period. - Agent statuses in different colors
Shows status changes of each agent throughout the day. Possible agent statuses include Online, Offline, Away, and Custom Away statuses such as meeting, lunch break and phone call.
Different colors are used to indicate different statuses.
Real Time – Queue
This part of the report shows the current queue length and visitors’ wait time. Where different routing rules are set up resulting in multiple queues, statistics for each can be viewed.
Metrics in this report include:
- Ongoing Chats/Max Concurrent Chats
The number of total ongoing chats versus maximum concurrent chats (of all available agents in the queue). This can be viewed by Department or Agent. - Wait Time in Last 30 Minutes
The average length of time visitors waited in the queue during the last 30 minutes. - Wait Time in Last Hour
The average length of time visitors waited in the queue during the last hour. - Abandoned Chats in Last 30 Minutes
The number of chat requests abandoned by visitors closing the chat window while they were waiting in the queue during the last 30 minutes. - Switched to Messages in Last 30 Minutes
Visitors can choose to leave offline messages if they do not wish to continue waiting in the queue. This metric shows the number of chat requests that were switched to offline messages by visitors during the last 30 minutes.
Current Queue Length (with dynamic visual effects)
The number of visitors waiting in the queue at the moment. Visitors are grouped based on the time they have waited and different colors are used to indicate different groups, showing queue status at a glance.
Workload & Staffing
Chat Volume Report
The Chat Volume report shows the chat requests and visits occurring on the website, as well as how many chat requests connected to agents.
Metrics in this report include:
- Chats
The total number of chat sessions which occurred (whether initiated by visitors, agents’ manual invitation, or auto-invitations). - Chat Acceptance Rate
A chat request can be missed or refused. Chat Acceptance Rate indicates how many of chat requests were successfully connected to agents. - Missed Chats
The total number of chat requests missed by agents. The number of missed chats is the sum of abandoned chats and offline messages from the queue. - Refused Chats
If Auto Allocation is not enabled, agents need to manually accept or refuse chat requests. This metric shows the number of chat requests rejected by agents within a defined time range. - Chat Requests
The total number of chat requests initiated on the website (whether initiated by visitors, agents’ manual invitations, or auto invitations) - Visits
The total number of visits. - Chat Time
The average time it took an agent to finish a chat. - Wait Time
The average time visitors waited in the queue before they were answered by agents, abandoned the queue, or switched to leaving a message.
The Chat Volume report can be viewed by Time, by 24/7 Distribution, by Half-Hour distribution, by Campaign, by Department, or by Visitor Segment.
Offline Message Report
The offline message report shows the number of messages received from the queue and from the offline message button.
Metrics in this report include:
- Messages
The total number of offline messages left by visitors. - From Offline Button
The total number of offline messages left by visitors when agents are offline. - From Chat Queue
The total number of offline messages left by visitors when they are waiting in queue. - From Bot
The total number of offline messages left during the Bot chats and conversations when visitors chose to switch to an agent or were transferred by Bot to agents via smart triggers when no agents
were online.
The Offline Message report can be viewed by time, by 24/7 Distribution, by Half-hour Distribution, by Campaign, by Department or by visitor segment.
Queue Report
Chats can be routed to one agent or multiple agents in a Department. When agents or Departments are handling their maximum number of chats, any new chats will enter a queue. The queue report shows all queue data in this scenario.
Metrics in this report include:
- Queued Chat Requests
The number of chat requests that waited in the queue before they were connected to agents, abandoned or switched to offline message. - Chats from Queue
The number of chat requests which waited in the queue but later got connected to agents. - Switched to Messages
The number of chat requests which were switched to offline messages by visitors. - Abandoned Chats
The total number of chat requests abandoned by visitors closing the chat window while waiting in the queue. - Refused Chats
The number of chat requests which were refused by agents. - Max Queue Size
The largest number of chat requests in one queue over a given time range.
The Queue report can be viewed by time, by 24/7 distribution, by half-hour distribution or by department.
Wait Time Report
This report provides more in-depth information on wait time in the queue.
Metrics in this report include:
- Wait Time
The average time visitors waited in the queue before they were answered by agents, abandoned the queue or switched to leaving a message. - Wait Time of Missed Chats
The average time visitors waited in the queue before they abandoned the queue or switched to leaving a message. - Max Wait Time
The longest time length visitors waited in the queue before they were answered by agents, abandoned the queue or switched to leaving a message. - Max Wait Time of Missed Chats
The longest time length visitors waited in the queue before they abandoned the queue or switched to leaving a message.
The Wait Time report can be viewed by Time, by 24/7 Distribution, by Half-Hour Distribution or by Department.
Workload Report
This report shows utilization by comparing time on chats with idle time.
Metrics in this report include:
- Linear Chat Time
The total length of time an agent was involved in at least one chat. Where multiple chats overlap, these individual chat times are not added together, so this statistic shows chat times over a linear time period.
The linear chat time of a department is the time length when there is at least one logged-in agent in the department whose status is chatting. The same rule applies to the linear chat time of the live chat team. - Idle Time
This metric refers to the length of time when there was no chat occurring, viewable by agent, department or entire live chat team. - Agent Utilization
This metric shows the percentage of time agents were involved in chats during their logged-in time. The formula to calculate agent utilization is: linear chat time/ logged-in time. - Concurrent Chats
A live chat agent can handle more than one chat at the same time, which is called concurrent chats.
The formula to calculate average concurrent chats is: total chat time/total logged-in time.
The formula applies to agent, department and the whole live chat team level. Please note that the logged-in time of a department is when there is at least one agent in the department logged in to the Comm100 Live Chat console. The same rule applies when the logged-in time of the live chat team is calculated.
- Total Chat Time
The sum of the length of all chats. The total chat time of an agent, a department or the live chat team can be calculated. - Chats
The total number of chat sessions which occurred (whether initiated by visitors, agents’ manual invitation or auto invitations).
The workload report can be viewed by time, by 24/7 distribution, by half-hour distribution, by department or by agent.
Agent Performance
Agent Performance Report
This report shows the overall performance of the agents.
Metrics in this report include:
- Avg. Chat Time
The average time it took an agent to finish a chat. - Avg. Wait Time
The average time visitors waited before they were answered by agents, abandoned the queue or switched to leaving a message. - Chats
The total number of chat sessions which occurred (whether initiated by visitors, agents’ manual invitation or auto invitations). - Total Chat Time
The sum of the length of all chats. Viewable by agent, department or the live chat team as a whole. - Last Message Sent by Agent
The total number of chats where the last chat message is sent by Agent.
The Agent Performance report can be viewed by time, by department and by agent.
Efficiency Report
This report shows the average response time, wait time and chat time of each agent, department and the whole live chat team.
Metrics in this report include:
- Avg. Agent Response Time
The average amount of time an agent took to respond to a message from visitors. - Avg. Wait Time
The average time visitors waited before they were answered by agents, abandoned the queue or switched to leaving a message. - Avg. Chat Time
The average time it took an agent to finish a chat. The formula to calculate average chat time is: Total chat time/Total chats. - Avg. Agents’ Chat Messages
The average number of messages sent by agents during a chat session. - Avg. Visitors’ Chat Messages
The average number of messages sent by visitors during a chat session. - Avg. Canned Messages
The average number of canned messages sent by agents during a chat session - Last Message Sent by Agent
The total number of chats where the last chat message is sent by Agent.
The Efficiency report can be viewed by time, by Department, by 24/7 Distribution, by Half-Hour distribution or by Agent.
Post-Chat Survey Report
Besides a general rating score, the post-chat survey can also be used to collect visitors’ feedback on a particular survey question. The Post-Chat Survey report shows the statistics on survey questions which allow visitors to select one or more options from a list of defined answers.
Metrics in this report include:
- Count
Total times an option has been selected for a post-chat survey. - Percentage
The percentage of an option being selected for a post-chat survey.
Post-chat survey is a campaign level setting; campaign can be used as a filter to see how the answers to each survey question are distributed under a specific campaign.
Rating Report
In Comm100 Live Chat, visitors can rate the chat service they received. This report shows details of visitors’ rating on the chat performance of an agent, a department and the live chat team as a whole within a defined time range.
Please note that rating is part of the post-chat survey; however, the reports of rating and post-chat survey are different. Rating report shows the statistics on rating score; while Post-Chat Survey report shows the statistics on survey questions which allow visitors to select one or more options from the defined answers.
Metrics in this report include:
- Rating Times
The total number of chats rated in the defined time range. - Rating times of each score
The total number of chats under each rating score, from Score 5 to Score 1. Clicking on each score shows all chats with that score. - Avg. Score
The average score visitors rated on agents’ chat performance.
The rating report can be viewed by time, by Department and by Agent.
Proactive Chat Strategy
Auto Invitation Report
In addition to manual invitations, rules can be defined to automatically invite visitors to chat within each campaign, triggering an invitation when the conditions of the rule are met. Multiple auto invitations under each campaign can be used. The auto invitation report shows the take-up of auto invitations.
Metrics in this report include:
- Sent
The number of auto invitations sent to visitors. - Accepted
The number of auto invitations accepted by visitors. - AcceptanceRate
The percentage of sent invitations accepted by visitors.
The Auto Invitation report can be viewed by time, by campaign or by invitation. Viewing by invitation shows the total sent times, accepted times and the acceptance rate of each auto invitation. Data can be filtered by Campaign to show data on all auto invitations under each campaign.
Chat Source Report
This report shows the number of chats requested by visitors, initiated by agents manually and triggered by predefined auto invitation rules respectively.
Metrics in this report include:
- Chats
The total number of chat sessions which occurred (whether initiated by visitors, agents’ manual invitation or auto invitations). - Chats Initiated by Visitors
The total number of answered chats initiated by visitors. - Chats from Manual Invitations
The total number of chats initiated by agents’ manual invitations and accepted by visitors. - Chats from Auto Invitations
The total number of chats initiated by rule-based auto invitations and accepted by visitors.
The Chat Source report can be viewed by time, by 24/7 distribution, by half-hour distribution or by department. The request page URL of each chat can also be viewed. The request page refers to the URL of a page where a chat request was initiated. This shows pages which visitors may have the most questions about.
Manual Invitation Report
Agents can invite visitors to chat manually in Comm100 Live Chat. This report shows the usage and effectiveness of manual invitations.
Metrics in this report include:
- Sent
The number of invitations manually sent by agents. - Accepted
The number of manual invitations accepted by visitors. - AcceptanceRate
The percentage of accepted invitations versus sent ones.
The Manual Invitation report can be viewed by time and by agent.
Feature Utilization
Chat Transfer Report
Chats can be transferred to agents or departments for further troubleshooting or review. When a chat is transferred to another department, all online agents in the destination department will be notified of the transfer.
A healthy chat transfer ratio indicates that the live chat agents are working effectively and are trained correctly, whereas an elevated chat transfer ratio may indicate issues.
This report shows utilization by comparing time on chats with idle time.
Metrics in this report include:
- Total Transferred Chats
The total number of chat sessions during which chat transfers between agents or departments took place. - Department Transferred Chats
The total number of chat sessions during which chat transfers between departments took place. - Chats
The total number of chat sessions which occurred (whether initiated by visitors, agents’ manual invitation or auto invitations).
The Chat Transfer report can be viewed by time and by department.
Wrap-Up Report
The Wrap-Up report is further broken down into two parts: Survey report and Completion report.
Survey Report
This report shows the percentage of each wrap-up category used by agents.
Metrics in this report include:
- Count
Total times an option has been selected for a wrap-up category. - Percentage
The percentage of an option being selected for the wrap-up category.
Wrap-up is a campaign level setting; campaign can also be used as a filter to see the categorization of chats under a specific campaign.
Completion Report
This report shows the proportion of chats where agents’ wrap-up comments are completed. To calculate the completion rate, the formula is: chats with agents’ wrap-up information/total chats.
Metrics in this report include:
- Wrap-ups
The number of chats that had wrap-up comments. - Chats
The total number of chat sessions established between agents and visitors, including those initiated by visitors, from agents’ manual invitations and from rule-based auto invitations. - Completion Rate
The percentage of chats where agents’ wrap-up comments were completed.
The completion report can be viewed by Time, by Department and by Agent.
Co-browsing Report
This report shows the number and duration of co-browsing sessions.
Metrics in this report include:
- Co-browsing Requests
The total number of co-browsing requests made by agents. - Co-browsing Sessions
The number of co-browsing sessions which took place in a given time range. - Total Co-browsing Session Time
The total duration of co-browsing sessions. - Co-browsing Session Time
The average duration of each co-browsing session.
The Co-browsing report can be viewed by time, by hour/day/week/month distribution, by Department, by Agent or by Visitor Segment.
Pre-Chat Survey Report
Pre-chat survey allows visitor information to be collected before a chat starts, for example, their name, email address or which type of questions they have. Pre-Chat Survey report shows the statistics on survey questions which allow visitors to select one or more options from a list of defined answers.
Metrics in this report include:
- Count
Total times an option has been selected for a pre-chat survey question. - Percentage
The percentage of an option being selected for a pre-chat survey question.
As per the Post-chat survey, Pre-chat survey is also a campaign level setting, allowing different survey questions for different campaigns to be defined. Campaign can also be used as a filter to see the distribution of each survey answer under a specific campaign.
Conversions
This report shows all achieved conversions, total conversion value and your live chat conversion rate. You can also compare performance in different time periods, among departments or agents and between conversion actions.
Metrics in this report include:
- Conversions
The total number of conversion actions which occurred on your site. Every conversion that happens after an interaction will be counted. - Chats
The total chats which occurred on your site. - Chatted Visitors
The total number of visitors who chatted with your agents. - Converted Visitors
The total number of visitors who performed defined conversion actions. - Converted Chatted Visitors
The total number of visitors who performed defined conversion actions and also chatted with agents - Conv. Rate of Chatted Visitors
Calculated by Converted Chatted Visitors / Chatted Visitors. - Value
The total value of all conversions performed. The value must be manually assigned to conversions.
The report also allows you to filter by department, by agent, by conversion action or by conversion list.
Chatbot Reports
Chatbot reports allow you to track the performance and service quality of your Chatbot. The reporting suite has six individual reports available: Bot Dashboard, Chats & Tickets report, Answers report, High Confidence Answers report, Rating report and Bot & Agent report.
Bot Dashboard
This report shows an overview of the performance of your bot over the last 7-days.
Metrics in this report include:
- Bot Only Chats
The total number of chats which occurred between visitors and Bot only. - % of Bot Only Chats
The percentage of Bot only chat sessions compared to total chat sessions. - Total Time of Bot Only Chats
The total time of Bot only chat sessions. - Chats from Bot to Agent
The total number of chat sessions which was transferred from Bot to agents. - Bot Answers
The total number of answers Bot sent to visitors. This metric is a sum of all the High Confidence Answers, Possible Answers and No Answers. - % of High Confidence Answers
The percentage of High Confidence Answers compared to the total answers Bot has sent. - Rating of Bot Only Chats The average rating score Bot has received from visitors in bot only chat sessions.
- Chats
The total number of chat sessions which occurred (whether initiated by visitors, agents’ manual invitation or auto-invitations).
Chats & Tickets
This report shows the number of resolved and unresolved Bot chats, social conversations, as well as the total Bot chat time.
Metrics in this report include:
- Bot Resolved
The number of Bot only chats and social conversations that weren’t transferred from bot to agent - Bot Unresolved
The number of Bot only chats and social conversations during which visitors chose to transfer to an agent or were transferred by Bot to agents via smart triggers. This metric is a sum of “Bot Unresolved – Transferred to Online Agent” and “Bot Unresolved – Transferred to Offline Message”. - Bot Unresolved – Transferred to Online Agent
The number of Bot chats and conversations during which visitors chose to switch to transfer to an agent or were transferred by Bot to agent via smart triggers when agents were online. - Bot Unresolved – Transferred to Offline Message
The number of Bot chats and conversations during which visitors chose to switch to transfer to an agent or were transferred by Bot to agent via smart triggers when no agents were online. - Bot Chat Time
The total chat duration of all Bot involved chats, including those transferred to agents. - Agent Chat Time
The total duration of all agent involved chats, including those transferred from the Bot.
This report can be viewed at the account or channel level. And can be filtered by time, by site or by Bot.
Answers Report
This report shows the number of High Confidence Answers, Possible Answers and No Answers sent to visitors by the Bot, as well as the percentage of High Confidence Answers. This helps you gain insight into the comprehensiveness of your intent library.
Metrics in this report include:
- Answers
The total answers the Bot sent to visitors. This metric is a sum of all the High Confidence Answers, Possible Answers and No Answers. - High Confidence Answers
The total times when Bot gave a High Confidence Answer to visitors. - Possible Answers
The total times when Bot gave a Possible Answer to visitors - No Answer
The total times when Bot gave No Answer to visitors. - % of High Confidence Answer
The percentage of High Confidence Answers to the number of total answers the Bot has sent.
Answer Report can be viewed at account or channel level. And also can be filtered by time, by site or by Bot.
High Confidence Answers Report
This report shows the number of helpful and not helpful visitor ratings gave to High Confidence Answers sent by Bot. This helps you see the accuracy of your Bot’s answers and gain insight into how to adjust your High Confidence Answer Score.
Metrics in this report include:
- High Confidence Answers
The total times when Bot gave a High Confidence Answer to visitors. - Helpful
The total times when High Confidence Answers rated as “Helpful” by visitors. - Not Helpful
The total times when High Confidence Answers rated as “Not Helpful” by visitors. - No Rate
The total times when High Confidence Answers hadn’t been rated by visitors.
This report can be viewed by time, by site, by campaign or by Bot.
Rating Report
In addition to Helpful/Not Helpful rating on each High Confidence Answer sent by the Bot, visitors can also rate on the whole Bot conversation on a scale from 1 to 5.
Metrics in this report include:
- Rating Times
The number of Bot Resolved chats rated by visitors within the defined time range. - Rating Times of Each Score (Score 1 to Score 5)
The number of Bot Resolved chats that received each score value. The score ranges from 1 to 5. - Score
The average score visitors gave to Bot chats.
This report can be viewed by time or by Bot.
Bot & Agent Report
This report compares Bot and Agent chat performance, in terms of workload, chat efficiency and visitor satisfaction.
Metrics in this report include:
- Chats
The total number of chats handled by Bots or Agents. - Chat Time
The average time it took for Bots or agents to finish a chat. - Rating Score
The average score visitors gave to chats with Bots or agents. - Total Chat Time
The total duration of all Bot or agent chats.
This report can be viewed by time, by all chats or it can be filtered out chats transferred from Bot to agent to compare pure Bot and agent chats.
Ticketing & Messaging Report
The Ticketing & Messaging report informs you the status of all tickets generated from your ticketing & messaging channels and your agent’s performance. The report is broken down into four parts: Real Time report, Volume report, Source Report and Efficiency report.
Real-Time Report
The Real-Time report gives an at-a-glance view of all tickets handling status and agent performance. This report keeps you informed in real-time for all conversations generated from your Ticketing & Messaging channels.
This Report is further broken down into two parts: Right Now and Today
Right now
Metrics in this report include:
- Unassigned Tickets
Total number of tickets that haven’t been assigned to any departments or agents. - Open Tickets
The number of tickets with statuses of New, Pending Internal, Pending External or On-Hold. - New tickets
The number of tickets that haven’t been replied to yet. - Pending Internal Tickets
The number of tickets that require an internal party’s action. - Pending External Tickets
The number of tickets that are waiting for an external party to reply. - On-Hold Tickets
The number of tickets that agents plan not to reply right now and mark these tickets status as On-Hold for further check. - Urgent Tickets
The number of tickets with Urgent priority. - High Priority Tickets
The number of tickets with High priority. - Today’s Replied Tickets
The number of tickets that have been replied to today. - Today’s Closed Tickets
The number of tickets that were closed today.
Today
Metrics in this report include:
- Created Tickets
The number of tickets that were created today. - Closed Tickets
The number of tickets that were closed today. - Replied Tickets
The number of tickets that have been replied to today. - Reopened Tickets
The number of tickets that were reopened today.
Volume Report
The Ticketing & Messaging Volume report shows how many tickets occurred on your site within a specific time period.
Metrics in this report include:
- Open Tickets
The number of tickets with statuses of New, Pending Internal, Pending External or On-Hold. - Created Tickets
The number of tickets that were created. - Closed Tickets
The number of tickets that were closed. - Replied Tickets
The number of tickets that were replied to. - Reopened Tickets
The number of tickets that were reopened.
This report can be viewed by site, by time, by agent, by department or by Ticketing & Messaging channel.
Channel Report
The Ticketing & Messaging Channel report breaks down the numbers of messages or posts from different channels within a specific time period.
Metrics in this report include:
- Email Message
The number of tickets created from Email messages.
- Facebook Wall Post
The number of tickets created from Facebook Wall Posts. - Facebook Visitor Post
The number of tickets created from Facebook Visitor Posts. - Facebook Message
The number of tickets created from Facebook Messages. - Total
All tickets created from Facebook Wall Posts, Facebook Visitor Posts and Facebook Messages.
- Twitter Tweet
The number of tickets created from Twitter Tweets. - Twitter Direct Message
The number of tickets created from Twitter Direct Messages. - Total
The number of tickets created from Twitter Tweets and Twitter Direct Messages.
- WeChat Message
The number of tickets created from WeChat Messages.
SMS
- SMS Message (Twilio)
The number of tickets created from SMS Messages (Twilio).
- WhatsApp Message
The number of tickets created from WhatsApp Business message.
This report can be viewed by site, by time, by agent, by department or by Ticketing & Messaging Channel.
Efficiency Report
The Ticketing & Messaging Efficiency report shows the agent’s average response time, average first response time and average time to close a ticket.
Metrics in this report include:
- Avg Agent Response Time
The average amount of time it takes for an agent to respond to a ticket. - Avg. First Response Time
The average amount of time it takes for an agent to send the first response in a ticket. - Avg. Conversation Time
The average amount of time it takes an agent to close a ticket. - Avg. visitor Messages
The average number of messages sent by visitors in a ticket. - Agent Messages
The average number of messages sent by agents in a ticket.
Global Features Reports
Availability Report
The Availability report provides details on agent status change within a defined time range. Logged in agents can change their status between online and away or select any number of custom statuses.
This report shows whether agents have stuck to normal working schedules within a defined time period.
Metrics in this report include:
- Online Time
The length of time that an agent/a department/the live chat team is online and accessible. A department was online when one agent in the department is online; the live chat team is online when one agent is online. - Logged-in
This show, at agent level, the sum of online time and away time. - Total Away Time
This shows, at agent level, the sum of any away time. - Custom Away Status
This shows, at agent level, the sum of any custom away statuses.
The Availability report can be viewed by Time, by Department and by Agent.
A detailed status change log of all agents can also be viewed. Each status is marked by color to make it easily identifiable. Clicking on the name of an agent shows the agent’s status details and a table of the agent’s status changes.
The data can be filtered by Department to view the status details of each agent in a department. Table reports of agent status changes can only be viewed via the Agent filter.
Canned Message Report
This report shows how many times and by how many agents each canned message was used within a defined time range.
Metrics in this report include:
- Used Times
The total times a canned message was used within a defined time range. - Agents Used It
The number of agents a canned message was used by within a defined time range.
All canned messages in the library are displayed in this report. Messages can be filtered by category to see how the canned messages under each category were used.