Queues Agents Detail view

Prerequisites

The following permissions:

  • Analytics > Conversation Aggregate > View
  • AnalyticsData Export All
  • Directory > User > View
  • Routing > Queue > View
  • Routing > Queue > Edit or Routing > QueueMember > Manage (to activate and deactivate agents)
  • UI > Supervisor Agent Details > View
  • UI > Supervisor Queue Details > View  
  • Groups > TeamView (to filter agent list by Work Team) 
  • OAuthToken > Delete (to log an agent out of Genesys Cloud)
  • Telephony > StationDisassociate (to disassociate an agent from a station)

      The Queues Agents Detail view allows you to view a summary of metrics related to agents who are a member of a particular queue. This view updates automatically except when you use filters from the Filters pane.

      To see the most current data, click Refresh 

      Set a default time zone in the workspace

      You can set the default time zone in the analytics workspace before viewing any analytics view.

      To set the default time zone in the workspace, follow these steps:

      1. Click Performance > Workspace.
      2. On the left side, from the Time zone drop-down menu, select the required time zone as the default time zone for the analytics workspace.

      View and work with the Queues Agents Detail view:

      1. Click Performance > Workspace > Contact Center > Queue Performance.
      2. From the Queues Performance Summary view, select a queue. 
      3. From the Queues Performance Detail view, click the Agents tab. 
      4. To view both active and inactive agents in the Queues Agents Detail view at the same time, click the (Inactive) link at the bottom of the view. To hide the inactive agents again, click (Hide inactive).
      5. To view more information about an agent, click the agent’s name to open that agent’s performance detail view.
      6. To save the view with your filter and column settings, click Save .
      7. To export the data in the view, click Export
        Note: The export does not include data in the real-time metrics columns. For more information about the real-time metrics columns, see the Available metrics section in this article.

      Activate and deactivate agents for a queue

      In the Queues Agents Detail view, you can activate and deactivate agents who are already members of that queue. While On Queue, agents receive interactions for the activated queues to which they belong. Agents can also activate and deactivate their queues.

      You can bulk activate and deactivate multiple agents or you can individually activate and deactivate an agent for a queue.

      Note: To activate a queue for an agent, the agent must be a member of that queue. For more information about making an agent a member of a queue, see Assign queues to an agent or Edit queue membership in Edit or delete queues

      To activate multiple agents for a queue

      1. To view inactive agents, click the (Inactive) link at the bottom of the view. 
      2. In an inactive agent’s row, select the agent’s check box, and continue selecting the agents to activate them. To select all inactive agents, select the check box in the header row.
      3. Click Activate Agents. Agents activated notification popup appears on the top right corner of the screen.
      4. Click OK to dismiss the notification or click Refresh to see the changes.
        Note: Clicking OK does not show any change in the agent list. To see the changes, reload the page.

      To deactivate multiple agents for a queue

      1. In an active agent’s row, select the agent’s check box, and continue selecting the agents to activate them. To select all active agents, select the check box in the header row.
      2. Click Deactivate Agents. Agents deactivated notification popup appears on the top right corner of the screen.
      3. Click OK to dismiss the notification or click Refresh to see the changes.
        Note: Clicking OK does not show any change in the agent list. To see the changes, reload the page.

        To activate an agent for a queue

        1. To view inactive agents, click the (Inactive) link at the bottom of the view. 
        2. In the inactive agent’s row, click More .
        3. Click Activate. An agent activated notification popup appears on the top right corner of the screen.
        4. Click OK to dismiss the notification or click Refresh to see the changes.
          Note: Clicking OK does not show any change in the agent list. To see the changes, reload the page.

        To deactivate an agent for a queue

        1. In the agent’s row, click More .
        2. Click Deactivate. An agent deactivated notification popup appears on the top right corner of the screen.
        3. Click OK to dismiss the notification or click Refresh to see the changes.
          Note: Clicking OK does not show any change in the agent list. To see the changes, reload the page.

          Manage access to Queue Agent detail view based on division permissions

          You can manage access to the Queue Agent detail view based on the division permissions of the user. You can restrict the managers and team leads from viewing the agent detail or performance information in the Queue Agent detail view. For example, if you have permission for division 1 and division 2 alone, then you can view the detail or performance information of the agent belonging only to division 1 and division 2 alone. You cannot view the agent details or performance information of other divisions. The details of the agents belonging to other divisions are blurred out.

          Click the image to enlarge.

          Queue Agent detail view

          On exporting the Queue Agent detail report, the blurred-out agent name displays as REDACTED.

          Click the image to enlarge.

          Queues Activity Detail view report

          Note: For async interactions, such as email and messaging, it takes up to 72 hours for Speech and Text Analytics metrics, such as topics and sentiment, to update in the reporting aggregate views.

          Customize the view

          To show only certain data, customize the queues agents detail view. 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 quickly switch between different data of interest in the same view. 

          Note: The real-time metric columns always show current data, even if you select a past date. To see a list of the real-time metrics in this view, see the Available metrics section in this article.

          To customize analytics views, use the date filter.

          To filter metrics by date or configure a custom date range, use presets. 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. To display the date filter, click the date.
          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.
          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. For example, Nov 1, 2022 – Jan 31, 2023.
          Interval Shows data for a 30-minute time period.
          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 can 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 .

          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.

          To view data for a different time zone using the same date presets, from the Time zone drop-down menu, select the required time zone. You can create and save reports with the same selected time zone.

          1. To filter by media type, click the Filter icon Filter button.
          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. If you select callback, the voice interaction will be deselected.
          • The available media types may vary from those shown above.

          The selected media type icon is displayed above the column headers. For more information about various media types and their settings, see the Set behavior and thresholds for all interaction types section in the Create and configure queues.

          To show or hide columns:

          1. Click the Pick columns icon on the right side. The Add/Remove Column pane appears.
          2. (Optional) To sort the columns in ascending or alphabetical order, click Sort by > Column Name A-Z
          3. (Optional) To sort the columns in descending or reverse alphabetical order, click Sort by > Column Name Z-A.
          4. (Optional) To categorize or uncategorize the columns, click Sort by and enable or disable the Group by Categories toggle. Click the image to enlarge.

            Sort by options that appear when you add or remove column
          5. Search or scroll to select the columns you want to view.
            Note: You can also use keyboard navigation to choose the columns.
          6. Click Save. The selected columns appear on the screen.
            Note: The column selections appear only after saving the changes and do not apply to the table immediately.

              To rearrange the 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 columns.

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

              To enter the name of a user you want to view, click the Search for users search icon . Enter the name of the user and select the name from the search results.

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

              Interactions filters

              Filter Description
              Queue

              Displays metrics for interactions associated with the selected queues.

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

              Skills

              Displays metrics for interactions with agents who have the selected skills. 

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

              Languages

              Displays metrics for interactions with agents who have the selected languages. 

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

              Direction Displays metrics for interactions of the selected directions.
              Initial Direction

              Displays information about interactions with the selected initial direction.

              Provider

              The source provider for the conversation. For example, Genesys Cloud EMAIL, Edge, and so on.

              Wrap-up

              Displays metrics for interactions that have the selected wrap-up codes.

              Filter for multiple wrap-up codes at one time by entering other wrap-up codes and searching again.

              Routing Requested

              Displays the routing methods that were requested for the interaction. Gives insight into each of the routing methods the conversation went through prior to being answered, abandoned, or flow-out.

              The routing data is relevant beginning September 5, 2020.

              Routing Used

              Displays the routing method that was used to get to the agent who answered the interaction.

              The routing data is relevant beginning September 5, 2020.

              Agent Assist

              Yes displays data for interactions that had Agent Assist.

              No displays data for interactions that did not have Agent Assist.

              Work Team

              Displays metrics for interactions associated with the selected work team.

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

              For more information, see Work teams overview.

              ACD

              Displays metrics for data that is either associated or not associated with a queue.

              Select Yes to filter for data associated with a queue, and No to filter for data not associated with a queue.

              Has Media

              Only shows interactions that have multimedia content. This filter only appears if you set the media type filter to Message

              Message Type

              Displays metrics for interactions of the selected ACD message type. This filter only appears if you set the media type filter to Message. If you do not have any message types selected, the view displays information for all message types.

              Genesys Cloud currently supports the following message types: Facebook, Line, Open, SMS, Twitter, Web Messaging, and WhatsApp. 

              External Tag

              Displays information for interactions that have the External Tag attached to the conversation record.

              Note: External tag data is not available for web chat interactions.

              Station Errors A subset of error codes specific to station errors. For more information, see Station errors.

              Notes:

              • Real-time updates stop while any filters in the Filters pane are active. To get the most current data, click the Refresh icon.
              • When filtering the interaction information, the metrics change based on the filters used and the list of agents remains the same. 
              • The skills and languages filters use agents’ ACD skills or languages, not the skills, or languages listed in their profiles. To add an ACD skill or language to an agent, see Manage ACD skills.
              • When you apply skill or language filters, the view shows the SLA. However, if the SLA is below the target, the view does not show SLA targets and the color does not change.

              To filter by information about the Predictive Engagement journey details of the interaction:

              1. Click Toggle filters panel
              2. Click the Journey tab.

              Journey filters

              Filter Description
              Has Customer Journey Data Displays data for interactions that have customer journey data related to Predictive Engagement.
              Proactive Displays data for interactions where Predictive Engagement offered a chat during a customer's website visit based on the Predictive Engagement action map settings.   

              To filter by information about External Contact details of the interaction:

              1. Click Toggle filters panel
              2. Click the External Contact tab.

              External Contact filters

              Filter Description
              External Contact

              Displays information about interactions associated with the selected external contact. You can filter for:

              • Contact name
              • Address
              • Phone number
              • Email address
              • Organization name
              • Custom fields  

              When you filter by external contact, the contact name appears with the associated organization name. 

              Filter for multiple external contacts at one time by entering another contact and searching again.

              Enable Include merged contacts to search all the contacts that relate to the external contacts in the filter.

              Note: You can associate each merged contact with many individual contact IDs. When you enable the Include merged contacts, all merged contact IDs are automatically added to the search. The search filters are limited to 200 total search dimensions.

              For example, if you merge one contact into five other contacts, the search, performed along with the merged contacts, filters a total of six contacts. If an organization heavily uses the merged contacts, a search for a few external contacts can hit the search filter limit.

              External Organization

              Displays information about interactions associated with the selected external organization. You can filter for:

              • Organization name
              • Address
              • Phone number
              • Custom fields

              Filter for multiple external organizations at one time by entering another organization and searching again.

              From the Queues Agents Detail view, hover over the presence dot beside an agent’s name.

              Change an agent's status

              To set the agent's status to Off Queue or On Queue, select On Queue or Off Queue. If you change the status from On Queue to Off Queue, then the agent's status automatically also changes to Available.   

              To set the agent's user status, select a status from the status drop-down. If the agent's status is On Queue, selecting a user status also sets them to Off Queue.

              Note: You cannot select Out of Office as a status.

              If the status you select has secondary statuses, select a secondary status in the drop-down below the primary status. 

              From the Queues Agents Detail view, hover over the presence dot beside an agent’s name.

              To log out an agent, click Log off. If the agent is On Queue, set the agent's status to Off Queue, and then click Log off.

              Important: When you log out an agent, all active connections will be ended.

              From the Queues Agents Detail view, hover over the presence dot beside an agent’s name.

              To disassociate an agent from the station, click Disassociate Station.

              Note: Users with Telephony > Station > Disassociate and Directory > User > View are able to disassociate agents from stations even if those agents are not within their divisions.

              Available columns

              To view the available columns, see Queues Agents Detail view section in the View available columns in performance views by category article.

              To view the consolidated list of available columns in the performance views, see Consolidated view of available columns in performance views.

              To view the list of available columns in the performance views by category, see View available columns in performance views by category.