Legacy - Users tab

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read
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    Summary of Legacy - Users tab

    The Legacy Users tab in Virtual Agent provides detailed insights into user interactions, including metrics like last chat time, chat duration, and conversation history. It requires theChat Analytics Viewer(chatanalyticsviewer) role for access. Note that this dashboard is being deprecated and replaced by a new Conversational Analytics dashboard in the Platform Analytics experience, which is FedRAMP authorized and compliant with Government Community Cloud (GCC) requirements.

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    Existing users of the Legacy Users tab can migrate their analytics data to the new dashboard following the prescribed migration process.

    Key Features

    • User Filtering: Filter users using pre-built options or custom conditions with a condition builder. Filters include parameters like User ID, conversation count, channel usage, favorite status, chat duration, and conversation dates.
    • User Information Summary: View summarized data such as User Index (a unique identifier for Virtual Agent users), User ID, time of first and last conversations, chat duration, last used channel, language, and favorite status.
    • Export Functionality: Export up to 1000 user records from the list in formats like Excel, CSV, JSON, or PDF. Delivery can be via email or direct download.
    • User Details Page: Access detailed conversation history for each user to analyze individual interaction patterns.

    Practical Benefits for ServiceNow Customers

    • Gain comprehensive visibility into Virtual Agent user engagement and behavior.
    • Use filtering and export options to analyze user data efficiently for reporting or troubleshooting.
    • Prepare for transition to the new Platform Analytics dashboard by understanding current data and usage patterns.
    • Leverage detailed user conversation histories to improve Virtual Agent performance and user experience.

    Get detailed information on Virtual Agent users such as the time of the last chat, length of the chat, and other metrics.

    Important:

    Conversational Analytics dashboard is being prepared for future deprecation. It will be supported until deprecation but will no longer be available for installation. A new Conversational Analytics dashboard in Platform Analytics experience, which meets the compliance requirements of Government Community Cloud (GCC), and thus FedRAMP authorized, is available. See Conversational Analytics dashboard in Platform Analytics experience.

    For details on the deprecation process, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

    If you are an existing user of this dashboard and want to migrate analytics data to the new dashboard, see Migrate data to Conversational Analytics dashboard in Platform Analytics experience [KB1651556].

    The Users tab provides summary information about all users and detailed information about each user conversation with Virtual Agent.

    To access the Users tab, you must have the Chat Analytics Viewer (chat_analytics_viewer) role.

    Figure 1. Users page
    Virtual Agent Analytics Users page, with users filter set to All, highlighted.

    Users tab benefits

    The Users tab enables you to do the following:

    Export the list of users

    To export the list of users in the Users page to a file, select Export. In the Export pop-up window, specify the format for the file such as Excel, CSV, JSON, or PDF, and the delivery type such as email or download.

    Note:
    You can export up to 1000 records only from the list on the page. This limit is not configurable.

    User information

    The following table describes the summarized Virtual Agent user information on the Users tab.

    Table 1. User information
    Column Description
    User Index Link to go to the User Details page. It is a unique number that the system creates and permanently assigns to a Virtual Agent user. This number becomes a part of conversation records.

    This number is not the same as the system user ID.

    User ID User ID of the logged in user. If users don't log in, they appear in sessions as Anonymous.
    First conversation How long ago the user first started the Virtual Agent conversation.
    Last conversation How long ago the user last had a Virtual Agent conversation.
    Time on Chat Duration of the Virtual Agent chat.
    Last Used Channel Client software the user last used to chat.
    Last Used Language Language the user last used in a Virtual Agent conversation.
    Favorite Indicates whether the user is tagged as favorite.

    Field options in the Filter Editor

    Table 2. User filters
    Option Description
    User ID User ID of the logged in user.
    User Index Unique number that the system creates and permanently assigns to a Virtual Agent user. This number becomes a part of conversation records.
    Conversation Exists Container for subfilter properties. For example, in the previous image, the subfilter is Duration.
    Channel Count Number of channels a user used. A channel is the client app the user used, such as Slack. For example, if all users have used only one channel to chat with Virtual Agent, then setting the filter value to 2 eliminates all the users in the list.
    Channels Only displays users that used the specified channel to chat.
    Conversation Count Only displays users that have the number of conversations specified in the filter.
    Favorite Only displays users that you marked as favorite, or conversely, not marked as favorite in the User Details page. For more information, see Legacy - User Details page.
    First Conversation Time Only displays users where the first conversation is within the time period specified.
    Language Only displays users that chat using the specified language.
    Last Conversation Time Only displays users where the last conversation is within the time period specified.
    Time in Chat Only displays users whose chat durations are within the time period specified, for example, more than 30 seconds.