Agent topics detail view

Feature coming soon

Prerequisites

The following permissions:

  • Analytics > conversation aggregate > view
  • Speech and text analytics > topic > view
  • Analytics > speech and text analytics aggregates > view
  • UI > supervisor agent details > view
  • Directory > user > view

    The Agent Topics Detail view displays historical interaction and speech and text analytics generated data for an individual agent.  

    To Do this
    Display the view Click Performance > Workspace > Speech and Text Analytics > Agent Topics.
    Filter by a collection of users, by name, division, group, role, or location Click the Filter user(s) search icon in the top left. For more information, see Filter by user or collection of users in the Customize the view section below. Note that you can combine this filter with an interaction filter. 
    Customize the view using interaction filters  Click the Toggle filters panel icon in the top right. See the sections below for more information about the available filters and columns. Note that you can combine the interaction filters with user filters. 
    Modify the columns that appear in the view See Show, hide, and rearrange columns below.
    Refresh the view Click Refresh 
    The view updates automatically except when you use filters in the Filters pane. Refresh to display the most current data.
    Save the view with your filter and column settings Click Save .
    Export the data in the view Click Export .
    Access other Agents Performance views For example, click an agent name to see the Agents Performance Detail view.
    Note: Each view has its own permissions. For permission requirements, see each view’s article.

    View data for an individual agent

    1. Click Performance > Agents. 
    2. Click the Topics tab.
    3. From the Agent Topics Detail view, click an agent’s name. The Agent’s Topic Detail view displays.
    4. To save the view with your filter and column settings, click Save .
    5. To export the data in the view, click Export.
    6. To access the other Agents Performance views, click the other tabs.

    View data for a group of agents

    1. Click Performance > Agents. 
    2. From the Agent Topics Detail view in the Filter by agent(s) field, search for and select agents for which you want to see data.
    3. Next to the list of selected agents, click the View as a group option. Genesys Cloud displays the Agents Performance Detail view with aggregate data for the agents you selected.
    4. To save the view with your filter and column settings, click Save .
    5. To export the data in the view, click Export.
    6. To access the other Agents Performance views, click the other tabs.

    Note: Each view has its own permissions. For permission requirements, see each view’s article. For more information, see Agents Performance views.

    Customize the view

    To show only certain data, customize the Agents Topics Detail view using any combination of filters and by hiding, showing, or rearranging columns. For example, you can choose to show only certain columns or filter to see certain types of interactions. Your customizations remain as you navigate from view to view or leave and return to a view. You can also save your filter and column settings as a saved view to switch quickly between different data of interest in the same view. 

    More information about customizing the Agents Topics Detail view is available in the following sections.

    Use the date filter to customize analytics views.

    Use presets to filter metrics by date, or configure a custom date range. When filtering metrics for this view, select any custom date range up to 6 weeks. 

    To use a preset to filter metrics, complete the following steps:

    1. Click the date to display the date filter.
    2. In the Presets list, select a preset date option.

    Date presets

    Presets Description
    Current interval

    Shows data for the current 30-minute time period.

    Note: Because Detail views include Interval in the data grid, the Current interval preset is not displayed for these views.
    Today Shows data for the time period that includes the current interval.
    Yesterday Shows data for the previous day.
    This week Shows data for a Sunday through Saturday time period.
    Last week Shows data for the previous week, Sunday through Saturday.
    Previous 7 days Shows data for the previous seven days.
    This month Shows data for the current month, with no extra days.
    This month by week Shows data for the current calendar month starting on Sunday and ending on Saturday, including extra days if the month does not start on Sunday or end on Saturday.
    Last month Shows data for the previous calendar month with no extra days.
    Previous 30 days Shows data for the previous 30 days.
    Interval

    Shows data for a 30-minute time period.

    Note: Because Detail views include Interval in the data grid, the Interval preset is not displayed for these views.
    Day Shows data for a single 24-hour day.
    Week Shows data for a Sunday through Saturday time period.
    Month Shows data for the exact month with no extra days. If the current month is selected, you will see the data up to the current date.
    Month by Week Shows data for a calendar month starting on Sunday and ending on Saturday, including extra days if the month does not start on Sunday or end on Saturday.

     

    To use a custom date range to filter metrics, complete the following steps:

    1. Click the date to display the date filter.
    2. Select a start date and an end date on the calendar, and click the filter arrow.
      Date picker apply

     

    To view data for a different time period using the same date presets, click the arrows on either side of the date display.

    For example, to view data for the previous day, click the Day preset, and then click the arrow on the left side of the date.

    1. To filter by media type, click the Filter icon.
    2. Select the media type. 

    Notes:
    • When filtering you can select more than one media type. Click the relevant media type to select or deselect the type.
    • You cannot select the voice and callback types at the same time.
    • If you select voice the callback option will be deselected, and if you select callback, the voice interaction will be deselected.

    The selected media type icon is displayed above the column headers. 

    Note: The available media types may vary from those shown above.

    To show or hide columns, click  and then search or scroll to select the columns you want to view. 

    To rearrange columns, click a column header and drag it.

    To reset a view to default column settings, click Reset view to defaults.

     

    You can select up to 20 topic columns.  

    To enter names of users you want to view, click the Filter user(s) search icon . Genesys Cloud populates the summary row with aggregate data about those users. You can filter by a User name, Division name, Group name, Work Team name, Role, or a Location. As you enter a name, the suggested names are displayed in the search results with the filtering type on the right. When entering a user name, you can also select the Reports to filtering type, to display the user's direct reports. You can continue to enter and select additional users to add to the view. 

    Filter by selecting multiple users

    You can select multiple users to filter by. 

    1. In the user's row, select the check box.
    2. Continue selecting user check boxes to add to filters. 
    3. Click Add to filters.

    To use the summary row to see aggregate metrics for multiple users, search for and select multiple users. The summary row then shows aggregate metrics for the selected users. 

    View aggregate data

    To view aggregate data for several users, filter for multiple users and click View as group. Genesys Cloud displays the Agents Performance Detail view with aggregate data for the users you selected. Use the Back arrow icon to return to the Agents Performance Summary view.

     

    Interactions filters

    Filter Description
    From

    Displays information for interactions sent from the selected email addresses. 

    • Enter the full email address, such as person@example.com. The filter cannot search for a partial address. 
    • Filter for multiple addresses at one time by entering other addresses and searching again.
    • When searching for a phone number, enter the entire phone number. For example, enter 13171002997 or 3171002997 to search for interactions sent to +1 317-100-2997.
      The filter cannot search for a partial phone number and it cannot process hyphens. You can omit the country code.
    To

    Displays information for interactions sent to the selected email addresses. 

    • Enter the full email address, such as person@example.com. The filter cannot search for a partial address. 
    • Filter for multiple addresses at one time by entering other addresses and searching again.
    • When searching for a phone number, enter the entire phone number. For example, enter 13171002997 or 3171002997 to search for interactions sent to +1 317-100-2997.
      The filter cannot search for a partial phone number and it cannot process hyphens. You can omit the country code.
    ANI

    Displays interactions with the selected ANIs.

    • You can use partial numbers that start from the beginning of the number. Numbers can optionally include the country code: 1317222 or 317222 are valid partial searches. However, you cannot search for a partial string that occurs in the middle of a number. For example, if the entire number is 3172223333, then 7222 is an invalid search.
    • You can search for multiple numbers by searching again.
    DNIS

    Displays information for interactions with the selected original DNIS number. This DNIS number was dialed at the beginning of the interaction.

    • Enter only the DNIS number. For example, enter 13172223333. Do not include other characters such as +, -, or ( ).
    • You can use partial numbers that start from the beginning of the number. Numbers can optionally include the country code: 1317222 or 317222 are valid partial searches. However, you cannot search for a partial string that occurs in the middle of a number. For example, if the entire number is 3172223333, then 7222 is an invalid search.
    • Filter for multiple numbers at one time by entering other numbers and searching again.
    Direction

    Displays information about interactions of the selected directions.
    Queue

    Displays interactions associated with the selected queues. 
    Flows Displays interactions associated with the selected IVR flows.
    Flow Version Displays interactions associated with the selected IVR flow version.


    Available columns

    Your customizations determine which metric columns the view shows.

    These columns show current data if you use the date filter to show the current date. If you use the date filter to show a past date, then these columns display historical data. 

    To show or hide columns, click  and then search or scroll to select the columns you want to view. 

    To add a column for a specific topic or for a topic based on a specific dialect, click and type the topic name or dialect name in the field provided at the bottom of the column list. If you entered a dialect name the topic list will only contain topics associated with the specific dialect. From the list that appears select the topic that you want to add to the view and click Add Columns. 

    Column Description
    Name The name of the topics.
    Interactions The number of interactions for the topic.  
    Interactions % The percentage of interactions for this topic out of all communications across all topics.
    Dialect The language associated with the interaction.
    Participant The type of participant, whether Internal, External, or All.