Business Analytics & Dashboards
23 articles
- C-Level BoardsCreate and manage executive-level dashboards that consolidate charts, metrics, funnels, tables, CSAT analysis, and Interaction Intensity analysis into a single view. This article is automatically maintained (c-level-boards).
- ChartsCreate custom analytics visualizations to track conversation volume, duration, cost, and customer metrics across agents, teams, topics, and time periods. This article is automatically maintained (charts).
- FunnelsCreate multi-step funnels to track how conversations progress through sequential stages, measure conversion between steps, and see the drop-off at every stage. This article is automatically maintained (funnels).
- DashboardMonitor team performance with key metrics, scoring trends, tag analytics, and configurable fast filters across multiple dashboard views. This article is automatically maintained (dashboard).
- Funnels (Intro)
- FunnelsCreate multi-step funnels to track how conversations progress through sequential stages, measure conversion and abandonment rates, and identify where contacts drop off.
- Dashboard OverviewEssential knowledge on how to use Dashboard
- Charts
- Charts - Expert Mode
- Spent-based Charts (Cost-based)How to Configure Charts to Display Money Spent instead of the number of conversations?
- Dashboard: Overall Tab Overview
- Dashboard: Compare Tab Overview
C-Level Boards
Create and manage executive-level dashboards that consolidate charts, metrics, funnels, tables, CSAT analysis, and Interaction Intensity analysis into a single view. This article is automatically maintained (c-level-boards).
Topics
Guides on configuring and using Topics: creating, editing, managing the list, checking accuracy, and calibration.
- Topics: Creating, Editing, and PrioritizingThis guide explains how to create a Topic, choose a categorization method, change its settings, and manage its priority.
- Managing the Topics ListThis guide describes how to work with labels and filters, as well as how to archive, restore, delete, import, and export Topics.
- Checking and Calibrating Topic AccuracyCalibration allows you to check how accurately the AI assigns a Topic and improve the instruction it uses to categorize conversations.
- Topics: Purpose, Types, and AccessTopics group conversations into recurring semantic categories. They help you analyze, filter, and compare conversations based on context.