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NOW Assist and AI Search KPI

CA5
Tera Contributor

What KPIs are used to measure Employee Self-service Enhancement when they start using AI Search on ESC Portal and NOW Assist Gen AI Q & A, Action Genius Result feature?

1 REPLY 1

MaxMixali
Tera Guru

Hi, I hope can help: following a list of metrics, grouped by argument that you can use:

 

 

1. Deflection & Resolution Metrics

Case/Ticket Deflection Rate

  • Definition: Percentage of inquiries resolved through self-service without creating a case
  • Formula: (Self-service resolutions / Total inquiries) × 100
  • Target: 30-50% increase after AI implementation
  • Measurement:
    • Track searches that didn't result in case creation
    • Monitor "Did this answer your question?" responses
    • Track virtual agent completions vs. case creations

First Contact Resolution (FCR) Rate

  • Definition: Percentage of issues resolved on first interaction
  • Formula: (Issues resolved on first contact / Total interactions) × 100
  • Target: 60-80%
  • How AI helps: Gen AI Q&A provides accurate answers immediately

Self-Service Resolution Rate

  • Definition: Percentage of cases resolved without agent intervention
  • Measurement: Track cases closed via portal vs. agent-handled
  • Target: 40-60% of total cases

2. Search & Discovery Metrics

Search Success Rate

  • Definition: Percentage of searches that result in a helpful answer
  • Formula: (Successful searches / Total searches) × 100
  • Measurement:
    • Click-through rate on search results
    • Time spent on result pages
    • Positive feedback on results
  • Target: 70-85% success rate

AI Search Accuracy

  • Definition: Relevance of AI-generated responses
  • Measurement:
    • User thumbs up/down on AI answers
    • Follow-up searches (indicates initial failure)
    • Abandon rate after seeing results
  • Target: 80%+ positive feedback

Zero-Result Search Rate

  • Definition: Percentage of searches returning no results
  • Formula: (Searches with no results / Total searches) × 100
  • Target: <5% (should decrease significantly with AI)
  • Baseline vs. AI: Compare traditional search vs. AI search

Action Genius Click-Through Rate

  • Definition: How often users click on suggested actions
  • Formula: (Actions clicked / Actions shown) × 100
  • Target: 40-60%

3. User Engagement Metrics

Portal Adoption Rate

  • Definition: Percentage of employees using ESC portal
  • Formula: (Active portal users / Total employees) × 100
  • Target: 70-90% adoption
  • Track: Monthly active users (MAU)

Average Time on Portal

  • Definition: Average session duration
  • Measurement: Time from login to logout
  • Expected change: May decrease (faster answers) or increase (more engagement)

Repeat Usage Rate

  • Definition: Users returning to self-service
  • Formula: (Returning users / Total users) × 100
  • Target: 60%+ return rate

Feature Utilization Rate

  • AI Search usage: % of employees using AI search vs. traditional search
  • Gen AI Q&A usage: Number of AI-generated answers requested
  • Action Genius usage: Number of suggested actions taken
  • Target: 50%+ adoption of AI features within 6 months

4. Efficiency & Speed Metrics

Average Time to Resolution (Self-Service)

  • Definition: Time from search to resolution
  • Measurement: Time stamp analysis
  • Target: 50-70% reduction with AI
  • Baseline: 10-15 minutes → Target: 3-5 minutes

Time to First Answer

  • Definition: How quickly AI provides a response
  • Target: <5 seconds for Gen AI Q&A
  • Measurement: System response time logs

Mean Time Between Requests (MTBR)

  • Definition: Time between employee requests
  • Expected change: Should increase (fewer repeat questions)
  • Indicates: Better first-time resolution

Search Refinement Rate

  • Definition: Number of follow-up searches needed
  • Formula: (Refined searches / Initial searches) × 100
  • Target: <20% (indicates first search was successful)

5. Cost & Productivity Metrics

Cost Per Ticket (Self-Service vs. Agent)

  • Self-service cost: $1-3 per resolution
  • Agent-handled cost: $15-30 per resolution
  • ROI calculation: Savings from deflection × deflection rate

Agent Productivity

  • Average Handle Time (AHT): Should decrease as simple queries are deflected
  • Cases per Agent: May increase as agents handle complex issues only
  • Agent Utilization Rate: More time on value-added work

HR/IT Support Cost Savings

  • Formula: (Deflected tickets × Cost per agent ticket) - AI implementation cost
  • Target: 20-40% cost reduction
  • Example: 1,000 deflected tickets/month × $20 = $20,000 monthly savings

6. User Satisfaction Metrics

Customer Satisfaction Score (CSAT)

  • Definition: User satisfaction with self-service experience
  • Measurement: Post-interaction survey (1-5 scale)
  • Question: "How satisfied were you with the self-service experience?"
  • Target: 4.0+ / 5.0

Net Promoter Score (NPS)

  • Question: "How likely are you to recommend the ESC portal to colleagues?"
  • Scale: 0-10
  • Target: 50+ NPS

Effort Score (CES)

  • Question: "How easy was it to find what you needed?"
  • Scale: 1-7 (1 = Very Difficult, 7 = Very Easy)
  • Target: 6+ / 7

AI Answer Quality Rating

  • Thumbs up/down on AI responses
  • Formula: (Thumbs up / Total ratings) × 100
  • Target: 80%+ positive ratings

Feedback Sentiment Analysis

  • Analyze: Text feedback on AI answers
  • Tool: Sentiment scoring (Positive/Neutral/Negative)
  • Target: 70%+ positive sentiment