Tracking deflections in Virtual Agent using the deflection topic block
Summarize
Summary of Tracking Deflections in Virtual Agent using the Deflection Topic Block
The pre-built deflection topic block in ServiceNow's Virtual Agent enables tracking of issues resolved by the Virtual Agent, which can enhance self-service capabilities and reduce the need for live agent intervention. Deflection metrics are crucial for evaluating the effectiveness of the Virtual Agent in resolving user issues without creating incidents.
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Key Features
- Deflection Tracking: Automatically logs when users are redirected to self-service options or knowledge base articles.
- Deflection Configurations: Group various deflection patterns to monitor specific deflection metrics.
- Deflection Outcomes: Categories include confirmed deflection (issue resolved), potential deflection (uncertain resolution), and no deflection (incident created).
- Pre-built Patterns: Utilize existing deflection patterns like VA-Search-served, VA-Triage & Created, and VA-Self-Resolving to streamline tracking.
Key Outcomes
By implementing deflection configurations and patterns, ServiceNow customers can:
- Optimize the use of Virtual Agent and improve self-service efficiency.
- Gain insights into user interactions and the effectiveness of automated resolutions.
- Access detailed analytics via the Deflection Metric table and the Conversational Analytics Dashboard to drive continuous improvement.
Ensure the Self-Service Analytics Core plugin is activated to utilize the analytics framework effectively.
Use the pre-built deflection topic block in ServiceNow® Virtual Agent to track the issues that Virtual Agent helped to resolve or actually resolved for a user. Incident deflection patterns and metrics can help you optimize and analyze the effectiveness of Virtual Agent.
A deflection occurs when Virtual Agent automatically redirect users to self-service options or knowledge base articles that can help them solve their problems without requiring the assistance of a live agent. As a result, the user might not need to create an incident. If necessary, however, Virtual Agent can ask relevant questions and then create an incident in the correct assignment group. This workflow becomes more efficient because no live agent has to get involved.
The Virtual Agent deflection tracking is enabled by default, but you must set up the deflection configuration and deflection patterns to capture certain deflection metrics. For more information, see Create deflection configurations and patterns.
You use deflection configurations to group deflection patterns. A deflection configuration can consist of one or more deflection patterns. Deflection patterns categorize Virtual Agent activities in conversations for tracking deflection metrics. For example, let's say that Virtual Agent adds a user to an email list without creating a task in the Task table to complete the workflow. You can categorize this activity as a self-resolving deflection pattern.
- Confirmed deflection: Virtual Agent provided a resolution to the user, which prevented the user from creating an incident or transferring to a live agent.
- Potential deflection: It is unclear whether Virtual Agent provided a resolution to the user. An example is when search results are displayed to a user in a conversation.
- No deflection: Virtual Agent did not provide a resolution, and the user created an incident or transferred to a live agent.
| Deflection pattern | Activity | Outcome |
|---|---|---|
| VA-Search-served | Virtual Agent showed search results to the user. | Potential deflection |
| VA-Triage & Created | Virtual Agent creates an incident in the correct assignment group. This action improves the assignment accuracy. For example, Virtual Agent identifies a reimbursement-related intent in a user conversation and creates a reimbursement incident instead of a general incident. | Confirmed deflection |
| VA-Self-Resolving | Virtual Agent completes the workflow on its own without creating an incident. For example, Virtual Agent adds a user to a distribution list. | Confirmed deflection |
| VA-Intercept & Resolved | Virtual Agent intercepts an incident that was created by a user and provides a resolution to close the incident. An example is when Incident Auto Resolution resolves an incident. | Confirmed deflection |
The deflection configuration and deflection pattern that you create in the deflection settings are mapped to the deflection topic block. For example, the pre-built Issue Auto Resolution topic uses a deflection topic block to track deflections. For more information, see Maximizing code reuse with topic blocks and Virtual Agent platform topic blocks.
You can also view the visualization for deflection metrics in the Overview tab of the Conversational Analytics Dashboard. For more information, see Conversational Analytics dashboard.