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Pranav Raj Shivam Mishra
By Pranav Raj and 1 other
• 6 articles

How to read CSAT Reports?

If you have enabled CSAT surveys in your inboxes, you can analyze the results using the CSAT report. To view the CSAT Report, go to Reports → CSAT. This is what it looks like: Customizing CSAT Reports CSAT reports can be filtered by the following metrics. Duration You can select the duration you want to see the report for. By default, this is set for the last 7 days. Agents You can analyze the CSAT reports for particular agents only. Select one or more agent names from the dropdown. Metrics in the CSAT Report Quick Overview The upper half of your report will show metrics like this screenshot. The following list explains what each metric means. Total responses This is the total number of responses received on your CSAT surveys, during the selected period and for the selected agent or agents. Satisfaction score This is the mean satisfaction score the survey takers gave, calculated using the following formula. (Total number of positive ratings/Total number of responses) * 100 Response rate This indicates the proportion of customers that responded to the CSAT surveys sent. It is calculated using the following formula. (Total number of responses/Total number of CSAT survey requests sent) * 100 Emoji scale Whenever a CSAT survey is requested from a customer, they are asked to rate their experience on an emoji scale like this: The emoji scale metrics that you see on your CSAT report show how many people (in percentage) used which emoji to rate their experience. Details of responses The lower half of your report will list all the responses received. For eg., The screenshot below lists the CSAT survey responses received for agent Pranav Raj. Tip: You can click on a conversation ID to jump to the associated conversation.

Last updated on Apr 10, 2024

How to read Conversations Reports?

The conversation report is an overview about all your conversations across a time-period. With the Conversations Report, you can learn significant metrics about the health of your conversations, like the volume of messages, First Response Time, Resolution Time, Resolution Count, etc. Metrics The following are the metrics that are shown in the report Conversations Counts the number of conversations daily/weekly etc, it only counts conversations created in that time-period. So if a conversation is re-opened from a previous time-period it’s not included. The heatmap in the overview report can provide you with deeper insights into conversations created. Messages received The number of messages received across all channels in a given time period. Messages sent The number of messages sent from the account in a given time period. The count includes messages sent by both bots and agents. First Response Time First Response Time or FRT is the average time a human agent takes to reply to a message over conversations created during a particular time period. The first response is calculated as a the time difference between the creation of the first human message and the last non human activity, this is usually when the conversation is opened. or when it's handed off to a human agent by a bot. Resolution Time The resolution time is the average time it takes for a conversation to be resolved, over conversations created during that time period. The resolution time is calculated as a difference between the time when the conversation was first opened and the time it was resolved. Please note that this does not consider reopens as separate conversations, if a conversation was re-opened and resolved later the resolution time will increase. Resolution Count Resolution count is the the number of conversations resolved on a particular day in a time period. Customer waiting time The amount of time customers had to wait for a message from your account. This is similar to FRT, but calculated over all outgoing messages. The higher the number, the slower your team responds to individual messages More Reports Often it is useful to read these numbers filtered over particular team or an agent, you can open one of the following reports from sidebar and view them - Agents: This report is great to monitor the productivity of individual agents and find areas of improvement. - Labels: Labels is extremely useful in categorising the kind of conversations you are receiving. Once setup correctly, this reports provides you insights of teams productivity on specific kinds of conversations. This helps you find gaps in your agents knowledge and areas of improvements in your help-center as well as bots. - Inbox: This report is helps you monitor the metrics of a particular inbox and find trends in the distribution of conversations, how effective is the response and resolution of these conversations. - Team: This report is great to monitor the productivity of a particular team and find trends as well as areas of improvement in your responses for each teams.

Last updated on Aug 20, 2024

How to read SLA Reports?

Service Level Agreements (SLAs) are contractual arrangements between you and your customers that define the level of service you commit to deliver. Your SLAs specify the expected performance metrics, such as response times, availability, and resolution times, that you have agreed to provide. You can read more about the SLA feature here. You can filter this report based on date, agent, team, SLA policy, label and inbox as well. This will allow you to drill down into specific insights like the "SLA policy performance of the customer success team for the label 'churn-risk'" Metrics The SLA report shows the following metrics Hit Rate The Hit Rate shows the proportion of SLAs that were successfully met out of all SLAs that were applied. It is calculated by subtracting the number of SLA misses from the total number of applied SLAs, then dividing the result by the total number of applied SLAs. A higher Hit Rate indicates better performance in meeting SLAs. Lower percentages indicate room for improvement. Number of Misses This shows the number of SLAs missed out of all the SLAs that were applied. Number of Conversations This shows the number of conversations for which an SLA was applied. Ideally it's good to have a larger coverage of all the incoming conversations. SLA Report Along with the metrics, you can retrieve a log of all the SLA misses on this page You can click the "View Details" button to see a grouped list of all the SLA events that were missed along with a timestamp of when it happened.

Last updated on Aug 20, 2024

Reading Conversations, Agents, Labels, Inbox, and Team Reports.

In Chatwoot, your Conversations, Agents, Labels, Inbox, and Team reports can all be interpreted using the same metrics. A typical report looks like the following screenshot, with a graph for each of the metrics. What each report means and what these metrics are is explained in the following paragraphs. Types of Reports Conversations Report With the Conversations Report, you can learn significant metrics about the health of your conversations, like the volume of messages, First Response Time, Resolution Time, Resolution Count, etc. Agents Report With the Agents Report, you can learn significant metrics about your agents, like who handles what volume of messages, what is their First Response Time, Resolution Time, Resolution Count, etc. Labels Report Label reports are like Conversations reports but grouped by labels. Inbox Report With the Inbox Report, you can learn significant metrics about your inboxes, like which inbox receives how many messages, what is their First Response Time, Resolution Time, Resolution Count, etc. Team Report With the Team Report, you can learn significant metrics about your teams, like which one receives how many messages, what is their First Response Time, Resolution Time, Resolution Count, etc. How to open a report? Look for the “Reports” button on your dashboard's leftmost sidebar. You’ll see the list of available reports when you click on it. Click on any one to view it. Customizing Reports All types of reports listed above can be categorized by the same metrics. Each option is explained in the following paragraphs. Duration You can select the duration you want to see the report for. By default, this is set for the last 7 days. Grouping of data Once you select the duration, you can select how to group your data. Each date range has a different group by the filter. The date range to group by filter mapping is given in the table below. Metrics Every graph shows the trend for the specific metric. Here is what each metric means: Conversations This graph shows the total conversations received during the selected period. If the data has been grouped by day, the graph displayed on this tab will show the total number of conversations received on each day within the selected period. By hovering the mouse over a specific point on the graph, you can view the exact number of conversations that occurred on that day. In the following example screenshot, you can see that on 25 Aug, 30 conversations occurred. This information can be used to understand the volume of customer interactions and identify patterns or trends in customer behavior. First Response Time This graph shows the average time taken to give a first response to a customer conversation. By hovering the mouse over a specific point on the graph, you can view the exact average time taken for first response and the number of conversations used for the calculation on that day. In the following example screenshot, on 4 Sep, the average First response time was 5 Days & 19 Hours, based on 43 conversations. This information can be used to understand the efficiency of the customer service team in responding to customer inquiries and identify areas for improvement. Customer waiting time This graph shows the duration of time a customer waited for a response from an agent. If the data has been grouped by day, the graph displayed on this tab will show the total number of conversations received on each day within the selected period. By hovering the mouse over a specific point on the graph, you can view the average waiting time on that day based on the number of conversations received that day. In the following example screenshot, you can see that on Aug 29, the waiting time was 11 hours & 22 minutes, based on 11 conversations. Resolution Time This graph shows the average time taken to resolve a particular conversation with a customer. By hovering the mouse over a specific point on the graph, you can view the exact average time taken for resolving conversations and the number of conversations used for the calculation of resolution time on that day. In the following example screenshot, on 26 Aug, average Resolution time was 7 Days & 10 Hours, based on 7 conversations. Resolution Count This graph shows the number of conversations resolved on the selected days. Messages received This graph shows the number of messages received during the selected period. By hovering the mouse over a specific point on the graph, you can view the number of incoming messages that occurred on that day. In the following example screenshot, you can see that on 12 Aug, 91 messages were received. Messages sent This graph is similar to the Messages received graph, except that it specifically shows the messages that were sent from the account instead of the incoming messages. Trend The trend shows the percentage of increase or decrease in the metric data. This is given with every graph. It compares the current time period with the previous time period to provide valuable insights. For example, when analyzing the number of conversations for a specific week, the Trend metric would compare this week's numbers with the numbers from the previous week. It is displayed on the right side of each metric in the report. The formula used for calculating the trend is given below. trend = ((current - previous)/previous)*100 Adjusting reports for Business Hours Toggle on the switch at the top-right corner of your screen to adjust the report’s metrics for business hours. Business hours are used to configure the team's availability in each channel. If Business hours are enabled, report data would be calculated based on the business hours. Refer here to set up business hours.

Last updated on Aug 20, 2024