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

BUSINESS USERS
Reports
Introduction
Reports List

IVR Containment Report

Generating the IVR Containment Report

The IVR Containment Report shows data on all incoming calls. It identifies callers and provides details on each caller’s purpose and how their conversations ended.

To generate the IVR Containment Report:

  1. On the Reports tab, click New Report.
  2. In the list of reports, choose the IVR Containment Report.
  3. Enter the Report Name and Report Description.
  4. Select the Time Period.
  5. Select the Data Filters.
  6. Select Report Generation and choose from the following options:
    1. Schedule
      1. Run On Demand
      2. Schedule
    2. Select Format
      1. CSV
    3. Send To (single email address or a mailing list)
  7. Click Create.
  8. An instance of the IVR Containment 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 report’s schedule can be set to run on demand.
    Schedule
    : While creating a new report or editing an existing report, the report’s schedule 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 IVR containment report is available only in CSV format.

  11. The IVR Containment Report is generated and is available for download.

Message Tags for Bots

Pre-defined Message Tags Place in bot where message tag should be emitted
{didUserAskForAgent: true} When the caller has made at least one request for an agent.
{wasTransferredOnRequest: true} When the caller was transferred after making at least one request for an agent
{isCallerIdentified: true} When the Caller was successfully identified
{isCallerIdentified: false} When the Caller identification process failed.
{iDFailure: true} When the caller identification failed with specific errors
{iDIncomplete: true} When the Caller identification failed, non-specified errors and the customer utterances were greater than zero.
{errorMessage: true} When a call had at least one Pega error.
{errorDuringTransfer: true} When the first Pega error occurred during the transfer.
{errorContainsTransferReason: true} When the error contained a specified transfer reason
{ANImatchNotIdentified: false} When the Caller ID process was not successful, but the ANI did match.
{paymentTriggered: true } transferred to payment
{completedTransactionNotTransfered:true} Completed Self-Service Transaction; AND
Not transferred to Payment; AND
Not transferred to SmartAssist;
Per-intent Message Tags Within Every Business Relevant DialogTask, Please Use These Message Tags
{showBalance: attempted} The intent name is key, (showBalance is just an example). Show this when the main PEGA script is attempted.
{showBalance: success} The intent name is key, (showBalance is just an example). Show this when main PEGA script returns success.

 

IVR Containment Report

Generating the IVR Containment Report

The IVR Containment Report shows data on all incoming calls. It identifies callers and provides details on each caller’s purpose and how their conversations ended.

To generate the IVR Containment Report:

  1. On the Reports tab, click New Report.
  2. In the list of reports, choose the IVR Containment Report.
  3. Enter the Report Name and Report Description.
  4. Select the Time Period.
  5. Select the Data Filters.
  6. Select Report Generation and choose from the following options:
    1. Schedule
      1. Run On Demand
      2. Schedule
    2. Select Format
      1. CSV
    3. Send To (single email address or a mailing list)
  7. Click Create.
  8. An instance of the IVR Containment 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 report’s schedule can be set to run on demand.
    Schedule
    : While creating a new report or editing an existing report, the report’s schedule 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 IVR containment report is available only in CSV format.

  11. The IVR Containment Report is generated and is available for download.

Message Tags for Bots

Pre-defined Message Tags Place in bot where message tag should be emitted
{didUserAskForAgent: true} When the caller has made at least one request for an agent.
{wasTransferredOnRequest: true} When the caller was transferred after making at least one request for an agent
{isCallerIdentified: true} When the Caller was successfully identified
{isCallerIdentified: false} When the Caller identification process failed.
{iDFailure: true} When the caller identification failed with specific errors
{iDIncomplete: true} When the Caller identification failed, non-specified errors and the customer utterances were greater than zero.
{errorMessage: true} When a call had at least one Pega error.
{errorDuringTransfer: true} When the first Pega error occurred during the transfer.
{errorContainsTransferReason: true} When the error contained a specified transfer reason
{ANImatchNotIdentified: false} When the Caller ID process was not successful, but the ANI did match.
{paymentTriggered: true } transferred to payment
{completedTransactionNotTransfered:true} Completed Self-Service Transaction; AND
Not transferred to Payment; AND
Not transferred to SmartAssist;
Per-intent Message Tags Within Every Business Relevant DialogTask, Please Use These Message Tags
{showBalance: attempted} The intent name is key, (showBalance is just an example). Show this when the main PEGA script is attempted.
{showBalance: success} The intent name is key, (showBalance is just an example). Show this when main PEGA script returns success.