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01. Chat Management: Monitoring and Metrics
3 min
Created by Ligia Sarmento on 11/21/2024 11:40 AM
Updated by Karine Moreira on 12/16/2024 11:01 AM

Through the  Chats  screen, it is possible to track ongoing or queued conversations, as well as monitor overall metrics of completed service requests. 

How to Configure Access to Chat

For a user to have access to the screen, they need to be added as an Administrator in the chat group. 

Follow the steps below to perform this configuration:

  1. Access the  System Settings  .

  • In  Chat , find the  Chat Groups

  • Access the  Administrators  tab.

  • In the  Select Administrators  field, choose the person who will be given access to the  Chat  management screen.

  • Click  Save  to confirm the changes. 

  

  

Done! Now the added user will have access to the feature.

💡 Tip : Access the article  Chat Settings: Groups, Apps, Facebook Messenger, and WhatsApp  for more information. 

Example

Suppose you will be monitoring chats in real-time. For example, you track the following scenario: 

General Metrics:  You check the number of chats attended and identify that most cases are resolved on the first contact.

Agent Monitoring:  You observe that two agents are offline during peak service times.

Quick Actions:  Redistributes the service requests to other available agents, reducing the waiting time.

Chat Screen Features

The screen is divided into the following areas:

01. Main Chat Indicators

Here you can find the general metrics for chat interactions, such as:

  • Chats Attended : Total number of chats answered in the period.

  • Chats Resolved on First Contact : Number of issues resolved during the initial conversation.

  • Chats Not Resolved on First Contact : Number of chats that remained unresolved and require follow-up for resolution.

💡 Tip : Use the available filters ( Agent App Group , and  Origin ) to customize your view. 

02. Agent Monitoring

 Here you monitor the status of agents in real time, checking if they are active in the system and available for chat support. 

💡 Tip : Use the available filters ( App  and  Group ) to customize your view. 

03. Conversations Waiting for Support

 Displays the chats that are in the queue, waiting to be assigned to an agent. 

04. Conversations in Progress  

 Shows the active interactions with an agent already connected.  

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