Using the deflection topic block to track deflections in Virtual Agent
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Summary of Using the deflection topic block to track deflections in Virtual Agent
ServiceNow® Virtual Agent includes a pre-built deflection topic block that enables you to track when the Virtual Agent helps users resolve issues without the need for live agent involvement. This deflection tracking improves efficiency by redirecting users to self-service options or knowledge base articles, potentially preventing incident creation. If necessary, Virtual Agent can still create incidents by asking relevant questions and assigning them to the correct groups.
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Deflection tracking is enabled by default, but you need to configure deflection settings and define deflection patterns to capture detailed metrics.
Deflection Configurations and Patterns
Deflection configurations group one or more deflection patterns, which categorize Virtual Agent activities during conversations for metric tracking. For example, if Virtual Agent adds a user to an email list without creating a task, this can be tracked as a self-resolving deflection pattern.
Deflection outcomes include:
- Confirmed deflection: Virtual Agent resolved the user's issue, preventing incident creation or live agent transfer.
- Potential deflection: It is unclear if the issue was resolved, such as when only search results are shown.
- No deflection: Virtual Agent failed to resolve the issue, leading to incident creation or live agent transfer.
Pre-built deflection patterns in the default configuration include:
- VA-Search-served: Shows search results (Potential deflection).
- VA-Triage & Created: Creates an incident with improved assignment accuracy (Confirmed deflection).
- VA-Self-Resolving: Completes workflow without incident creation, e.g., adding to a distribution list (Confirmed deflection).
- VA-Intercept & Resolved: Resolves an existing incident, such as via Incident Auto Resolution (Confirmed deflection).
Practical Use and Metrics
The deflection configurations and patterns you create are mapped to the deflection topic block within Virtual Agent conversation topics, enabling consistent tracking of deflection activities.
Deflection metrics are stored in the Deflection Metric [ssadeflectionmetric] table and can be viewed through the Deflection Metrics module within the Self-Service Analytics framework. This framework requires the Self-Service Analytics Core plugin to be activated.
Additionally, deflection metric visualizations are available in the Overview tab of the Conversational Analytics Dashboard, helping you analyze and optimize Virtual Agent effectiveness.
Next Steps
- Set up deflection configurations and patterns tailored to your Virtual Agent workflows.
- Map these configurations to deflection topic blocks in your Virtual Agent conversation topics.
- Activate the Self-Service Analytics Core plugin to access deflection metrics and visualizations.
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 pre-built topic blocks for NLU.
You can also view the visualization for deflection metrics in the Overview tab of the Conversational Analytics Dashboard. For more information, see .