Connect Support metrics

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read

    • Optional plugins provide a homepage and Performance Analytics dashboards, which contain helpful Connect Support metrics.

    The reporting homepage is ideal for support managers who want a simple solution to track the recent performance of the support organization. The Performance Analytics dashboards provide a more full-featured solution for support managers who want to analyze trends over time.

    Users with the admin role can activate the following plugins to use these features.

    Table 1. Connect Support homepage and dashboard plugins
    Plugin Description
    Connect Support Manager's Dashboard

    [com.glide.connect.managers_dashboard]

    		 Provides a homepage for Connect Support, and all required configuration records. Though the plugin name contains the term dashboard, the plugin does not provide functionality related to Performance Analytics dashboards. Homepages are similar to dashboards, but do not require Performance Analytics roles to view.
    Performance Analytics - Content Pack - Service Desk Chat

    [com.snc.pa.chat]

    		 Provides the Service Desk Chat Monitor dashboard, which analyzes key Connect Support metrics and indicators.
    Performance Analytics - Context Sensitive Analytics for Chat

    [com.snc.pa.chat.context_sensitive_analytics]

    		 Provides in-form analytics for Connect Support. These analytics are available as a related link on the Chat Queue Entry [chat_queue_entry] form, and also as the Context Sensitive Analytics - Chat dashboard.
    Note:
    For more information about these plugins, including which other plugins they activate, see Additional plugins for Connect Support.

    Use the Connect Support homepage

    Use the Connect Support homepage to view key indicators and metrics related to support conversations, queues, and agents.

    Before you begin

    Activate the Connect Support Manager's Dashboard plugin (com.glide.connect.managers_dashboard) to view this homepage.

    Role required: chat_admin

    About this task

    The homepage is called Service Desk - Chat.

    Procedure

    1. Navigate to All > Connect > Support Administration > Reporting Dashboard.
      Note:
      Though the module name contains the term dashboard, the module does not provide functionality related to Performance Analytics dashboards. Homepages are similar to dashboards, but do not require Performance Analytics roles to view.
      The Connect Support homepage, which is called Service Desk - Chat, opens.
    2. Click a widget to drill down into its data.

    Use the Connect Support dashboards

    Use the Connect Support dashboards in Performance Analytics to understand trends in your support organization's performance over time.

    Before you begin

    Activate one or both of the following plugins, according to your analytics needs:
    • Performance Analytics - Content Pack - Service Desk Chat (com.snc.pa.chat)
    • Performance Analytics - Context Sensitive Analytics for Chat (com.snc.pa.chat.context_sensitive_analytics)

    Role required: both chat_admin and pa_viewer

    About this task

    The Performance Analytics - Content Pack - Service Desk Chat plugin (com.snc.pa.chat) includes the Service Desk Chat Monitor dashboard, which contains the following tabs:
    • Chat Monitor By State: Contains metrics related to closed support conversations.
    • Overview: Contains several metrics related to support conversations, queues, and agents.
    • KPI Process: Contains metrics that are key performance indicators (KPIs) of the Connect Support process, including the average queue response time, the average duration of support conversations, and the number of new support conversations per day.

    The Performance Analytics - Context Sensitive Analytics for Chat plugin (com.snc.pa.chat.context_sensitive_analytics) includes the Context Sensitive Analytics - Chat dashboard. The dashboard contains additional metrics related to support queues, including the number of support conversations closed.

    Note:
    You must license Performance Analytics to collect scores for the indicators on the dashboards. Without Performance Analytics premium, the dashboards display the indicators with no data.

    Procedure

    1. Navigate to All > Performance Analytics > Dashboards.
      The last dashboard you viewed opens.
    2. In the dashboard picker, under the Connect Chat group, select the dashboard you want to view.
    3. View the indicators.