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
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
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
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
Utils
AgentAssist Settings
SearchAssist
Widget Theming (Layout Customization)
Advanced Settings
Co-Browse Settings
Community WFM (Beta)
Automatic Conversation Summary (Beta)
Intelligent Agent Tools
API Reference
API Setup
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
ID R&D Integration With Kore
Audit Report

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

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

BUSINESS USERS
Reports
Introduction
Reports List

Agent Metrics Daily Report

Generating Agent Metrics Daily Report

The Agent Metrics Daily Report is a daily summary of agent performance metrics, by channel.

To generate an Agent Metrics Daily Report:

  1. On the Reports tab, click New Report.
  2. In the list of reports, choose the Agent Metrics Daily Report.
  3. Enter the Report Name and Report Description.
  4. Select a Time Period.
  5. Select Data Filters.
  6. Select Report Generation and choose from the following options:
      • Schedule
        • Run On Demand
        • Schedule
      • Select Format
        • PDF
        • CSV
      • Send To (single email address or a mailing list)
  7. Click Create.

  8. An instance of the Agent metrics report is generated.

  9. Click the Run icon next to the instance of the report.

    While generating reports you have two options, Run On Demand and Schedule.
    Run On Demand: While creating a new report or editing an existing report, the schedule of the report can be set to run on demand.
    Schedule: While creating a new report or editing an existing report, the schedule of the report can be changed. The use of the schedule is the standard way to generate a report. If the report is scheduled for later then it will automatically be generated on the scheduled day and time without the need to click Run.
  10. First, the report object is configured (as PDF) and then the report output is generated as PDF. Click the PDF/Page icon to download the report.

    Note: The red dot beside the report indicates that the report has been generated within the last 24 hours. You can download the report and save and view it in pdf format.

    The Agent Metrics Daily Report is generated and is available for download.

About Report Fields

Field Description Example Weekly Summary Monthly Summary
Date Date (12:00 am-11:59 pm) – figures grouped by Date and Channel. “2023-01-25” Not Applicable (NA) Not Applicable (NA)
Channel Name of the Channel. Channel name (in words) NA NA
Sessions Number of sessions the Agent was involved in – number of conversations accepted. NNN (84) NA NA
Total ACW The amount of time the Agent spent in After Call Work (ACW). NNN:NN:NN (“323:21:23”) NA NA
Average ACW Total ACW / Sessions. NNN:NN:NN (“323:21:23”) SUM SUM
Holds The number of times the Agent placed conversations on hold. NNN (63) AVG SUM
Total Hold Total Amount of time the Agent placed conversations on hold. NNN:NN:NN (“323:21:23”) SUM SUM
Average Hold Total Hold / Sessions. NNN:NN:NN (“323:21:23”) SUM SUM
Total Handle The sum of all Handle times for each conversation by the Agent. NNN:NN:NN (“323:21:23”) SUM SUM
Average Handle Total Handle / Sessions. NNN:NN:NN (“323:21:23”) AVG AVG
Transfers The number of transferred conversations from the Agent. NNN (39) SUM SUM
Transfer % (Transfers / Sessions) * 100. NN % (38%) AVG AVG
Average CSAT The sum of all CSAT values (1–5) / Number of Sessions with scores. N:NN (4.32) AVG AVG
Related Link

Agent Metrics Daily Report

Generating Agent Metrics Daily Report

The Agent Metrics Daily Report is a daily summary of agent performance metrics, by channel.

To generate an Agent Metrics Daily Report:

  1. On the Reports tab, click New Report.
  2. In the list of reports, choose the Agent Metrics Daily Report.
  3. Enter the Report Name and Report Description.
  4. Select a Time Period.
  5. Select Data Filters.
  6. Select Report Generation and choose from the following options:
      • Schedule
        • Run On Demand
        • Schedule
      • Select Format
        • PDF
        • CSV
      • Send To (single email address or a mailing list)
  7. Click Create.

  8. An instance of the Agent metrics report is generated.

  9. Click the Run icon next to the instance of the report.

    While generating reports you have two options, Run On Demand and Schedule.
    Run On Demand: While creating a new report or editing an existing report, the schedule of the report can be set to run on demand.
    Schedule: While creating a new report or editing an existing report, the schedule of the report can be changed. The use of the schedule is the standard way to generate a report. If the report is scheduled for later then it will automatically be generated on the scheduled day and time without the need to click Run.
  10. First, the report object is configured (as PDF) and then the report output is generated as PDF. Click the PDF/Page icon to download the report.

    Note: The red dot beside the report indicates that the report has been generated within the last 24 hours. You can download the report and save and view it in pdf format.

    The Agent Metrics Daily Report is generated and is available for download.

About Report Fields

Field Description Example Weekly Summary Monthly Summary
Date Date (12:00 am-11:59 pm) – figures grouped by Date and Channel. “2023-01-25” Not Applicable (NA) Not Applicable (NA)
Channel Name of the Channel. Channel name (in words) NA NA
Sessions Number of sessions the Agent was involved in – number of conversations accepted. NNN (84) NA NA
Total ACW The amount of time the Agent spent in After Call Work (ACW). NNN:NN:NN (“323:21:23”) NA NA
Average ACW Total ACW / Sessions. NNN:NN:NN (“323:21:23”) SUM SUM
Holds The number of times the Agent placed conversations on hold. NNN (63) AVG SUM
Total Hold Total Amount of time the Agent placed conversations on hold. NNN:NN:NN (“323:21:23”) SUM SUM
Average Hold Total Hold / Sessions. NNN:NN:NN (“323:21:23”) SUM SUM
Total Handle The sum of all Handle times for each conversation by the Agent. NNN:NN:NN (“323:21:23”) SUM SUM
Average Handle Total Handle / Sessions. NNN:NN:NN (“323:21:23”) AVG AVG
Transfers The number of transferred conversations from the Agent. NNN (39) SUM SUM
Transfer % (Transfers / Sessions) * 100. NN % (38%) AVG AVG
Average CSAT The sum of all CSAT values (1–5) / Number of Sessions with scores. N:NN (4.32) AVG AVG
Related Link