Content Search view

Feature coming soon: Remove empty transcripts from the content search results

Prerequisites

If searching for voice transcripts:

At least one of the following permissions:

  • Analytics > Conversation Detail > View
  • Recording > Recording >View or Recording > RecordingSegment > View permission 

To search for interactions with transcripts, click Performance > Workspace > Interactions. 

The Content Search view displays interactions that contain a transcript of the conversation between external (customer) and internal (IVR, ACD, agent, conference, or voicemail) participants based on the filter criteria. Use this view to search for interactions that contain specific words that are included or not included in a transcript. You can also use this view to filter interactions with transcripts by additional interaction details. 

Note: Depending on your configuration, digital transcripts can be tagged with UNKNOWN as the language. If you don’t see the expected search results and you’re using a specific transcript language, set the transcript to UNKNOWN and retry the search.

To view more information about an interaction, click the row to view its interaction detail page. 

To retain recordings for potential litigation, you can protect interaction recordings from deletion when complying with legal directives. From the Interactions list, select the interactions you want to protect. Click the Protect Recordings option that appears above the list. As a result, the selected interactions are protected from deletion. For more information, see Protect recordings from deletion for a legal hold directive.

You can copy an interaction’s Conversation ID to the clipboard and use it to filter interactions or share it with others including Customer Care.

Here's how to copy the Conversation ID to the clipboard.

  1. In an interaction's row, click More .
  2. Click Copy Conversation ID.

To navigate through the pages, use the Previous previous page icon, Next next page icon, First first page icon, and Last last page icon icons on the pagination control. To jump multiple pages at a time, click the First first page icon and Last last page icon icons.

Note: When you navigate through actively updating records, the last known page is estimated, and can return no results or display additional pages.

To save the view with your filter and column settings, click Save .

To export the data in the view, click Export . Currently, only historical data, typically > 1 day old, is exported due to the source and volume of interaction data. When there is a difference between what is shown in the view and what is exported, you receive a partial result indication. The export file shows the partial result date and time including the most recent available transaction.

Note: Exports from this view are limited to 1,000 records.

This view does not update as new interactions occur. To see new interactions, click Refresh .

Customize the view

To show only certain data, customize the Content Search view. For example, you can choose to show only specific columns or filter to see certain types of interactions. Your customizations remain in effect even if you leave and return to the view. You can also save your filter and column settings as a saved view to quickly switch between different data of interest in the same view. 

Note: Empty transcripts do not appear in the content search results.

Note:
  • The custom date range option in this view has a maximum length of 31 days. 
  • When the interactions start, the date range filter applies. Current interactions that started before the date range do not appear in the interactions list. 
  • If you filter for a date and go back more than six-quarters (558 days), expect the performance to be slow when looking for data past that duration.

Use the date filter to customize analytics views.

Use presets to filter metrics by date, or configure a custom date range.

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

  1. Click the date to display the date filter.
  2. Under KEY DATE select Transcript Start or Conversation Start.
  3. 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.

Transcript Start

 Sorts the search results according to when the transcript begins.

Conversation Start

 Sorts the search results according to when the conversation begins.
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.
Previous 3 months Shows data for the previous 3 months.
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. Year filter

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 Filter button.
  2. Select the media type. 
    Filter by media type options

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

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

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

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

You can select up to 20 topic columns.

For more information about the metrics shown in the columns, see Available Columns.

To filter by voice transcript content, click Filters , and then search or scroll to select the filter you want to use.

Content search filters

Filter Description
Word or Phrases Displays interactions that contain specific words in a voice transcript. Enter the word or words that you want to find in the Filter by transcript content field. Filter for specific words that are an Exact match, Similar to, or Not similar to. Filter for multiple words by entering more words and searching again.
Participant

Displays the interactions that contain the specific words in a voice transcript, by selected participants.

Filter by Internal to see the interactions with voice transcripts that contain the specific words of the internal participants (IVR, ACD, Agent, conference, or voicemail).

Filter by External to see the interactions with voice transcripts that contain the selected words of the external participant (customer). 

The Participant filter requires a Transcript Content filter value.
Transcript Dialect

Filter interactions for voice transcripts in the selected language.
This filter is a default filter that cannot be cleared.

The following transcript languages are currently supported: EN-US, EN-GB, EN-AU, EN-ZA, EN-IN, ES-US. 
Detected Topic

Filter interactions that include or don’t include the selected topics in a transcript.
Sentiment Score

Filter interactions by the customer’s overall sentiment from -100 to +100. This score weighs all positive and negative markers throughout the interaction. To highlight the customer parting experience with the contact center, more weight was awarded to events that took place toward the end of the interaction. 
Sentiment Trend

Filter interactions by the customer’s overall sentiment from -100 to +100. This score weighs all positive and negative markers throughout the interaction. To highlight the customer parting experience with the contact center, more weight was awarded to events that took place toward the end of the interaction. 

To filter by information about the interaction, click Filters , and then search or scroll to select the filter you want to use.

Interaction filters

Filter Description

To

Displays information for interactions sent to the selected phone number or email address. 

  • Enter the full email address, for example, 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.
  • Data before June 7, 2022 will not appear in the To column.

From

Displays information for interactions sent from the selected phone number or email addresses.

  • Enter the full email address, for example, 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.
  • Data before June 7, 2022 will not appear in the From column.

Conversation ID

Filters for interactions matching the specific conversation ID. Like the other interaction filters, this filter returns interactions that happened within the specified date range filter.

The search includes the Conversation ID when the user searches for the content.
User

Displays information associated with the selected users.

Filter for multiple users at one time by entering other users and searching again.

To see and select inactive users in the User filter search, select Include inactive users. To see and select deleted users in the User filter search, select Include deleted users.
Queue

Displays interactions associated with the selected queues. 
Flows Displays interactions associated with the selected IVR flows.
Division

Filters interactions for a specific Division. See About access control.

This filter is a filter default that cannot be cleared.
Initial Direction

Displays information about interactions with the selected initial direction.
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.

Available columns

Your customizations determine the columns that the view shows.


Column  Description

To

Displays information for interactions sent to the selected phone number or email address. 

From

Displays information for interactions sent from the selected phone number or email addresses.

Subject

 The subject associated with the interaction.
Media Type The type of media used.
Users The internal users who are alerted or involved. 
Date The date at which the interaction started. 
Initial Direction Whether the interaction started as inbound or outbound. 
Queue The associated queues.
ANI The number of the person who dialed.
DNIS The original number dialed for the interaction.
Flow The name of the flow used to route the interaction.
Division The divisions associated with the interaction. See About access control.
Conversation ID The specific conversation ID for the interaction.
Transcript ID The specific transcript ID for the interaction.
Sentiment Score The score of the positive and negative markers in an interaction voice transcript, from -100 to 100. See About sentiment analysis. 
Sentiment Trend

The comparison of the sentiment in the first half of the interaction with the sentiment in the second half of the interaction. For more information, see What is the customer sentiment trend?. 
Topics Up to 25 defined topics are included in the transcript.

Extra columns for export

The export file contains three extra columns: Interval Start, Interval End, and Interval Complete. 

 

Column  Description
Interval Start

The start of the selected interval.

For example, an interval of January 1–January 31 has the interval start of January 1.
Interval End

The end of the selected interval.

For example, an interval of January 1–January 31 has the interval end of January 31.
Interval Complete

Boolean True or False value. The Boolean value is True if the entire interval is in the past. The Boolean value is False if the current date is within the intervals.

For example:

If today’s date is February 15, the Boolean value is True for the interval of January 1–January 31.

If today’s date is February 15, and the interval is February 1–February 28, the Boolean value is False.