GETTING STARTED
Introduction to SmartAssist
Glossary
Minimum System and Browser Requirements
SmartAssist Lifecycle Management
SmartAssist Setup Guide
Sign Up for SmartAssist
Setup SmartAssist for Use With AgentAssist
Upgrade from SmartAssist to XO v11
Release Notes
Recent Updates
Previous Versions
Frequently Asked Questions (FAQ)

EXPERIENCE DESIGNERS
Flow Designer
Introduction
Create Experience Flows
Navigate the Flow Designer
Experience Flow Nodes
Introduction
Node Types
Start
IVR Menu
IVR Digit Input
Conversational Input
Split
Check Agent Availability
Check Business Hours
Message Prompt
Run Automation
Agent Transfer
Connect to API
Go to Flow
Deflect to Chat
Script Task
Set Queue
End Flow
Waiting Experience
Conversation Automation
Testing Widget
Use Cases
Overview
Questions & Answers
Conversations

ADMINISTRATORS
Account Management
Switch Account
Invite Developers to an Account
Routing
SmartAssist Routing
Skills
Skill Groups
Queues
Hours of Operation
Default Flows
User Management
Users
Agent Groups
Agent Settings
Role Management
Agent Status
System Setup
Channels
Voice
Chat
Email
Limitations With Accounts Using AudioCodes
Agent Transfer
Surveys
Agent Forms
Dispositions
Language & Speech
Overview
Language Management
Voice Preferences
Hold Audio
Standard Responses
Widgets
Agent AI Events
Agent AI Settings
Wallboards
Utils
SearchAssist
Widget Theming (Layout Customization)
Advanced Settings
Co-Browse Settings
Community WFM (Beta)
Automatic Conversation Summary (Beta)
Intelligent Agent Tools
LLM Streaming
Translation Configurations
Export SmartAssist Instance
API Reference
API Setup
Rate Limits
API List
Integrations
Genesys Voice Bot
Genesys + Kore Voice Automation - Manual Installation Guide
Voice Automation - Integration with Amazon Connect
Voice Automation NiceCX (CX One) - SIP Integration
Talkdesk Voice Automation
Kore Voice Automation (IVA) Integration with Zoom Contact Center (CC)
ID R&D Integration With Kore
Audit Report

AGENTS
Agent Console
Introduction
Conversation Tray
Incoming Interactions
Interacting with Customers
Additional Tools
My Dashboard

SUPERVISORS
SmartAssist Metrics
Dashboard
Automation
Queues and Agents
Interactions
Wallboards
Monitor Queues, Agents, Interactions, and Service Levels
Manage Layout

BUSINESS USERS
Reports
Introduction
Reports List

Flow Metrics

This section displays the customer interaction flows along with the following metrics based on the date and time range selection.

  • Chat automation
  • Voice automation
  • Voice agent
  • Chat agent
  • SMS services
  • The % of incoming customer requests on the SmartAssist platform.
  • The number of interactions redirected to the selected Bot.

The % of interactions redirected to the following modules:

  1. Voice Agent
  2. Voice Automation
  3. Chat Automation
  4. A Live (human) Chat Agent.

The % of interactions redirected from the:

  • Voice Automation to a Voice Agent.
  • Chat Automation to a Chat Agent.
  • Voice Automation to a Chat Agent.
  • Voice Automation to Chat Automation.

The counters and % values are displayed for the following modules when you hover your mouse over their respective icons:

SmartAssist Integration Point

This is the entry point of a customer interaction on SmartAssist. It represents where the customer queries and interactions are received and redirected further to the SmartAssist Bot.

The following flow metrics are displayed at this point:

  • Total Calls: The number and percentage of calls received on the platform.
  • Drop-off: The number of calls dropped off by the customer.

Voice Agent

The Voice Agent module represents the point where calls/chats are redirected by the SmartAssist Bot to a Human Voice Agent who attends to the customer and resolves their queries. Voice Automation agent transfers are done to this module.

The following flow metrics are displayed at this point:

  • Total Calls: The number and percentage of calls received by the Voice Agent.
  • Direct Transfer: The number and percentage of calls directly transferred to the Voice Agent.
  • Through Automation: The number and percentage of calls transferred to the Voice Agent through the automation flow.

Voice Automation

The Voice Automation module represents the point where calls/chats are redirected by the SmartAssist Bot to a voice automation Bot that attends to the customer and resolves their queries.

The following flow metrics are displayed at this point:

  • Total Calls: The total number and percentage of calls received by the Voice Automation Bot.
  • Fulfilled: The number and percentage of calls fulfilled by the Voice Automation Bot.
  • Drop-off: The number and percentage of calls dropped off by the customer for the Voice Automation Bot.
  • Deflected: The number and percentage of call to chat deflections made by the Voice Automation Bot.
  • Transfer to Voice Agent: The number and percentage of calls transferred to a Voice Agent from the Voice Automation Bot.

Chat Automation

The Chat Automation module represents the point where calls/chats are automatically deflected to an automation agent on a chat channel.

The following flow metrics are displayed at this point:

  • Total Calls: The total number and percentage of calls redirected to the Chat Automation Bot (includes Both direct and deflections).
  • Fulfilled: The number and percentage of conversations fulfilled by the Chat Automation Bot.
  • Drop-off: The number and percentage of conversations dropped off by the customer for the Chat Automation Bot.
  • Transfer to Chat Agent: The number and percentage of conversations transferred to a chat agent from the Chat Automation Bot.

Chat Agent

The Chat Agent module represents the point where calls/chats are redirected by the SmartAssist Bot to a human chat agent who attends to the customer and resolves their queries. Any call or chat deflections from an Automation Bot are redirected to this module. Chat Automation agent transfers are done to this module.

The following flow metrics are displayed at this point:

  • Total Calls: The number and percentage of calls redirected to the chat agent (includes Both direct and deflections).
  • Direct Transfer: The number and percentage of conversations directly transferred to the chat agent.
  • Through Automation: The number and percentage of conversations transferred to the chat agent through the automation flow.

SMS

This module helps send SMS messages to the customer’s registered phone number when calls are deflected from voice automation to chat automation or automated calls or chat conversations are routed to a chat agent.

The following flow metrics are displayed at this point:

  • Total Messages: The total number and percentage of SMS messages from Voice Automation to Chat Automation, and Voice Automation to a live Chat Agent.
  • Chat not Initiated: The total number and percentage of chats not initiated after Voice Automation to Chat Automation, and Voice Automation to Chat Agent.

Flow Metrics

This section displays the customer interaction flows along with the following metrics based on the date and time range selection.

  • Chat automation
  • Voice automation
  • Voice agent
  • Chat agent
  • SMS services
  • The % of incoming customer requests on the SmartAssist platform.
  • The number of interactions redirected to the selected Bot.

The % of interactions redirected to the following modules:

  1. Voice Agent
  2. Voice Automation
  3. Chat Automation
  4. A Live (human) Chat Agent.

The % of interactions redirected from the:

  • Voice Automation to a Voice Agent.
  • Chat Automation to a Chat Agent.
  • Voice Automation to a Chat Agent.
  • Voice Automation to Chat Automation.

The counters and % values are displayed for the following modules when you hover your mouse over their respective icons:

SmartAssist Integration Point

This is the entry point of a customer interaction on SmartAssist. It represents where the customer queries and interactions are received and redirected further to the SmartAssist Bot.

The following flow metrics are displayed at this point:

  • Total Calls: The number and percentage of calls received on the platform.
  • Drop-off: The number of calls dropped off by the customer.

Voice Agent

The Voice Agent module represents the point where calls/chats are redirected by the SmartAssist Bot to a Human Voice Agent who attends to the customer and resolves their queries. Voice Automation agent transfers are done to this module.

The following flow metrics are displayed at this point:

  • Total Calls: The number and percentage of calls received by the Voice Agent.
  • Direct Transfer: The number and percentage of calls directly transferred to the Voice Agent.
  • Through Automation: The number and percentage of calls transferred to the Voice Agent through the automation flow.

Voice Automation

The Voice Automation module represents the point where calls/chats are redirected by the SmartAssist Bot to a voice automation Bot that attends to the customer and resolves their queries.

The following flow metrics are displayed at this point:

  • Total Calls: The total number and percentage of calls received by the Voice Automation Bot.
  • Fulfilled: The number and percentage of calls fulfilled by the Voice Automation Bot.
  • Drop-off: The number and percentage of calls dropped off by the customer for the Voice Automation Bot.
  • Deflected: The number and percentage of call to chat deflections made by the Voice Automation Bot.
  • Transfer to Voice Agent: The number and percentage of calls transferred to a Voice Agent from the Voice Automation Bot.

Chat Automation

The Chat Automation module represents the point where calls/chats are automatically deflected to an automation agent on a chat channel.

The following flow metrics are displayed at this point:

  • Total Calls: The total number and percentage of calls redirected to the Chat Automation Bot (includes Both direct and deflections).
  • Fulfilled: The number and percentage of conversations fulfilled by the Chat Automation Bot.
  • Drop-off: The number and percentage of conversations dropped off by the customer for the Chat Automation Bot.
  • Transfer to Chat Agent: The number and percentage of conversations transferred to a chat agent from the Chat Automation Bot.

Chat Agent

The Chat Agent module represents the point where calls/chats are redirected by the SmartAssist Bot to a human chat agent who attends to the customer and resolves their queries. Any call or chat deflections from an Automation Bot are redirected to this module. Chat Automation agent transfers are done to this module.

The following flow metrics are displayed at this point:

  • Total Calls: The number and percentage of calls redirected to the chat agent (includes Both direct and deflections).
  • Direct Transfer: The number and percentage of conversations directly transferred to the chat agent.
  • Through Automation: The number and percentage of conversations transferred to the chat agent through the automation flow.

SMS

This module helps send SMS messages to the customer’s registered phone number when calls are deflected from voice automation to chat automation or automated calls or chat conversations are routed to a chat agent.

The following flow metrics are displayed at this point:

  • Total Messages: The total number and percentage of SMS messages from Voice Automation to Chat Automation, and Voice Automation to a live Chat Agent.
  • Chat not Initiated: The total number and percentage of chats not initiated after Voice Automation to Chat Automation, and Voice Automation to Chat Agent.