Tracking deflections in Virtual Agent using the deflection topic block
Summarize
Summary of Tracking deflections in Virtual Agent using the deflection topic block
ServiceNow® Virtual Agent includes a pre-built deflection topic block designed to track instances where the Virtual Agent helps users resolve issues independently, reducing the need for live agent intervention. Deflection occurs when users are redirected to self-service options or knowledge base articles, potentially avoiding incident creation. When necessary, Virtual Agent can still gather relevant information and create incidents in the appropriate assignment group, streamlining the resolution process.
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Key Features
- Deflection Tracking Enabled by Default: Virtual Agent tracks deflection metrics automatically, but requires configuration of deflection patterns and configurations to capture detailed metrics.
- Deflection Configurations and Patterns: Configurations group deflection patterns, which categorize conversation activities to monitor deflection outcomes.
- Deflection Outcomes:
- Confirmed Deflection: Virtual Agent resolved the issue, preventing incident creation or live agent transfer.
- Potential Deflection: Resolution status unclear, such as when search results are shown.
- No Deflection: Virtual Agent failed to resolve, leading to incident creation or live agent transfer.
- Pre-built Deflection Patterns: Examples include search results shown (potential deflection), incident creation in correct assignment groups (confirmed deflection), self-resolving actions like adding a user to a list (confirmed deflection), and incident auto-resolution (confirmed deflection).
- Mapping to Deflection Topic Blocks: Deflection configurations and patterns are linked to deflection topic blocks within Virtual Agent conversation topics to enable tracking.
- Deflection Metrics Storage and Visualization: Metrics are stored in the Deflection Metric [ssadeflectionmetric] table and viewable in the Deflection Metrics module within the Self-Service Analytics framework. Visualization is also available in the Conversational Analytics Dashboard Overview tab.
- Prerequisite Plugin: The Self-Service Analytics Core plugin (com.snc.selfserviceanalyticscore) must be activated to access analytic features.
Practical Application for ServiceNow Customers
By configuring deflection patterns and leveraging the deflection topic block, ServiceNow customers can effectively monitor how well Virtual Agent resolves user issues without live agent involvement. This insight enables optimization of Virtual Agent workflows, improves incident assignment accuracy, and enhances overall self-service efficiency. Customers can track detailed deflection metrics and outcomes to continuously analyze and improve Virtual Agent performance.
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.
You can also view the visualization for deflection metrics in the Overview tab of the Conversational Analytics Dashboard. For more information, see Legacy - Conversational Analytics Dashboard.