Conversations dashboard

The Conversations dashboard provides an overview of your live chat conversations, offering KPIs, graphical insights, and tabular data for monitoring team activity and efficiency. Here’s a breakdown of each component:

Filters

  1. Date Range Filter:
    • Located at the top of the dashboard.
    • Allows filtering the displayed data by a specific date range. Changes apply across all three tabs (Conversations, Performance, Agents).
  2. Team Filter:
    • Located at the top-left corner of the tab.
    • Allows you to collectively view data for all teams or filter per team to focus on its performance.

KPIs (Top Metrics)

  1. Conversations: Total number of conversations handled during the selected time period.
  2. Open: Number of conversations currently open and awaiting resolution according to the selected time period.
  3. Snoozed: Number of conversations snoozed (temporarily paused) according to the selected time period.
  4. Closed: Number of conversations successfully closed according to the selected time period.
  5. Transferred: Number of conversations transferred between agents or teams according to the selected time period.

Graphs

  1. Conversations Opened & Closed: Displays the trend of conversations opened and closed over time according to the selected time period.
    • The height of bars indicates the volume of conversations.
    • Compare “Open” (blue) vs. “Closed” (green) to understand if the teams are keeping up with demand.
  2. Average Conversations Opened & Closed per Hour: Displays the hourly average (hour per hour) of conversations opened and closed according to the selected
    • Useful to identify peak activity hours.
    • Peaks indicate the busiest hours when conversations are initiated or resolved.
  3. Average Conversations Opened & Closed per Day: Displays the average number of conversations opened and closed on each day of the week according to the selected time period.
    • Helps identify which days experience the most activity.
    • Useful for scheduling team shifts and resources.

Teams Performance table

The table at the bottom provides a detailed breakdown of conversation metrics per team during the selected time period.

  • Team: The name of the team managing the conversations (e.g., Product, Sales, Support).
  • Agents: Number of agents assigned to the team. Indicates the team’s capacity for handling conversations.
  • Conversations: Total number of conversations handled by the team during the selected time period.
  • Open: Number of conversations still open and unresolved. Reflects the team’s current workload.
  • Snoozed: Number of conversations snoozed by the team. Indicates pending follow-ups.
  • Closed: Total number of conversations successfully resolved and closed by the team. Shows the team’s efficiency in addressing queries.
  • Transferred To: Number of conversations that were transferred to another team or agent.
  • Transferred From: Number of conversations received that were transferred from another team or agent.