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 the XO11 Platform
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
Wallboards
Utils
AgentAssist Settings
SearchAssist
Widget Theming (Layout Customization)
Advanced Settings
Co-Browse Settings
Community WFM (Beta)
Automatic Conversation Summary (Beta)
Intelligent Agent Tools
Translation Configuration
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

Interaction Details by Segment

Generating Interaction Details by Segment Report

The Interaction Details by Segment Report is a comprehensive report that covers how all interactions were processed for each segment.

To generate Interaction Details by Segment Report:

  1. On the Reports tab, click New Report.
  2. In the list of reports, choose the Interaction Details by Segment 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
      • CSV
    • Send To (single email address or a mailing list)
  7. Click Create.

  8. An instance of the Interaction Details by Segment 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. Click the CSV icon and generate the output of that report, as shown below.

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



    The Agent Interaction Details report is generated and is available for download.

About Report Fields

Field Description Example
Session ID Session ID from the CCAI system cc-2024feb20-85421
Direction “Inbound” or “Outbound” Inbound
Channel Name of the channel (not channel type) Voice
Customer Name, email, or phone number of the customer (in this order of preference) John Smith
Support For Voice Inbound: Number called by the customer (Support number)

For Voice Outbound: Number chosen by the agent to make the call

For Digital: Bot name

For SMS Outbound: SMS name or number used by agent or bot

For Email Outbound: Email address used by agent or bot

+1-800-SUPPORT (Voice Inbound)

SalesBot (Digital)

support@company.com (Email)

Queue Name Queue entered, if applicable (blank if none) Sales_Queue_US
Queue Entry Time The time at which the interaction entered the queue 2024-02-20 09:15:30
Queue Exit Time The time at which this portion of the conversation exited the queue 2024-02-20 09:17:45
Queue Wait Time Wait time in queue (Duration – HH:mm: SS) 00:02:15
Agent Name Agent Name (blank if no agent, “BOT” if bot responded) Jane Doe
Agent Custom Name Custom agent name (blank if no agent responded) Jane D.
Agent Email Agent email (blank if no agent responded) jane.doe@company.com
Segment ID Unique ID of the agent’s portion of the segment (blank if no agent picked up) seg-20240220-1234
Segment Start Time Start of this agent’s segment (same format as Interactions Report) 2024-02-20 09:17:45
Segment End Time End of this agent’s segment (standard time format) 2024-02-20 09:32:15
Talk Time Talk time for this agent’s segment (HH:mm: SS) 00:14:30
Hold/Mute Time Hold or mute time for this agent’s segment (HH:mm: SS) 00:01:45
Snooze Time Snooze time for this agent’s segment (HH:mm: SS) 00:00:00
First Response Time Duration from agent acceptance to first message (HH:mm: SS) 00:00:15
Consultants Email IDs of all consultants for this agent’s segment (pipe-delimited) tech.lead@company.com|supervisor@company.com
Joined Users Email IDs of all users who joined during this agent’s segment (pipe-delimited) quality.analyst@company.com|trainer@company.com
Conversation Skills Placed in each segment of the conversation Technical Support L2
Transferred In By • “System” if transferred due to queue wait timeout

• “Bot” if agent/queue transfer from bot

• Email of agent/supervisor if manually transferred from the bot

• Email of agent/supervisor who transferred

Bot
Transferred In Status Reason for transfer to queue or agent Overdue
Status Final smartStatus (last segment only) Resolved
Reason Reason code (last segment only) Technical Issue Fixed
Disconnecting Event “System/Bot/User/Agent Hangup” (last segment only) Agent Hangup

Interaction Details by Segment

Generating Interaction Details by Segment Report

The Interaction Details by Segment Report is a comprehensive report that covers how all interactions were processed for each segment.

To generate Interaction Details by Segment Report:

  1. On the Reports tab, click New Report.
  2. In the list of reports, choose the Interaction Details by Segment 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
      • CSV
    • Send To (single email address or a mailing list)
  7. Click Create.

  8. An instance of the Interaction Details by Segment 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. Click the CSV icon and generate the output of that report, as shown below.

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



    The Agent Interaction Details report is generated and is available for download.

About Report Fields

Field Description Example
Session ID Session ID from the CCAI system cc-2024feb20-85421
Direction “Inbound” or “Outbound” Inbound
Channel Name of the channel (not channel type) Voice
Customer Name, email, or phone number of the customer (in this order of preference) John Smith
Support For Voice Inbound: Number called by the customer (Support number)

For Voice Outbound: Number chosen by the agent to make the call

For Digital: Bot name

For SMS Outbound: SMS name or number used by agent or bot

For Email Outbound: Email address used by agent or bot

+1-800-SUPPORT (Voice Inbound)

SalesBot (Digital)

support@company.com (Email)

Queue Name Queue entered, if applicable (blank if none) Sales_Queue_US
Queue Entry Time The time at which the interaction entered the queue 2024-02-20 09:15:30
Queue Exit Time The time at which this portion of the conversation exited the queue 2024-02-20 09:17:45
Queue Wait Time Wait time in queue (Duration – HH:mm: SS) 00:02:15
Agent Name Agent Name (blank if no agent, “BOT” if bot responded) Jane Doe
Agent Custom Name Custom agent name (blank if no agent responded) Jane D.
Agent Email Agent email (blank if no agent responded) jane.doe@company.com
Segment ID Unique ID of the agent’s portion of the segment (blank if no agent picked up) seg-20240220-1234
Segment Start Time Start of this agent’s segment (same format as Interactions Report) 2024-02-20 09:17:45
Segment End Time End of this agent’s segment (standard time format) 2024-02-20 09:32:15
Talk Time Talk time for this agent’s segment (HH:mm: SS) 00:14:30
Hold/Mute Time Hold or mute time for this agent’s segment (HH:mm: SS) 00:01:45
Snooze Time Snooze time for this agent’s segment (HH:mm: SS) 00:00:00
First Response Time Duration from agent acceptance to first message (HH:mm: SS) 00:00:15
Consultants Email IDs of all consultants for this agent’s segment (pipe-delimited) tech.lead@company.com|supervisor@company.com
Joined Users Email IDs of all users who joined during this agent’s segment (pipe-delimited) quality.analyst@company.com|trainer@company.com
Conversation Skills Placed in each segment of the conversation Technical Support L2
Transferred In By • “System” if transferred due to queue wait timeout

• “Bot” if agent/queue transfer from bot

• Email of agent/supervisor if manually transferred from the bot

• Email of agent/supervisor who transferred

Bot
Transferred In Status Reason for transfer to queue or agent Overdue
Status Final smartStatus (last segment only) Resolved
Reason Reason code (last segment only) Technical Issue Fixed
Disconnecting Event “System/Bot/User/Agent Hangup” (last segment only) Agent Hangup