Performances report
Indicator | Définition |
Conversion Rate |
Share of conversations that led to a transaction.
Number of transactions after conversation / closed conversations |
Revenue |
Total revenue from visitors who engaged in a conversation and made a transaction during or after the interaction.
Sum of transaction amounts after a conversation |
Automation rate |
Percentage of conversations handled or resolved automatically by your Copilot, without human intervention, reflecting the effectiveness of your automation in handling customer requests. |
Customer Satisfaction (CSAT) |
Percentage of customers satisfied with conversations with a consultant, whether professional, expert, or Copilot. The satisfaction rating applies to all respondents involved, including in case of transfer.
CSAT = ((number of 4 + number of 5) / number of responses) * 100 |
Number of conversations |
Total number of closed conversations over a given period, reflecting the volume of finalized exchanges on the platform. |
Conversations report
Indicator | Définition |
Closed Conversations |
Total number of conversations closed since the beginning of the day, increasing with each closure by a respondent. A conversation may include multiple contacts and be handled by multiple agents, Copilots, or experts. |
Conversation ID |
Unique identifier assigned to a conversation to ensure tracking and traceability. |
Contact ID |
Unique identifier assigned to a conversation pushed to an agent’s interface. |
Internal Visitor ID |
Unique identifier linked to a customer for authentication, allowing the link between the customer ID and visitors who interacted via iAdvize. This identifier is stored by iAdvize and associated with the visitor’s record. |
External Visitor ID |
ID assigned by you to your visitors (custom data), enabling personalized identification within the platform. |
AI Copilots reports
Indicator | Définition |
Revenue |
Total revenue generated by conversations involving the Copilot.
Sum of transaction amounts after a conversation |
Conversion Rate |
Conversion rate of conversations in which the Copilot participated. |
Satisfaction (CSAT) |
Percentage of customers satisfied with fully automated conversations CSAT = ((number of 4 + number of 5) / number of responses) * 100 |
Copilot's Share of Conversations |
Percentage and number of conversations including a response from the Copilot. |
Transfer to Agents |
Percentage of conversations for which the Copilot made a transfer (successful transfers and transfer failures). |
Customer Feedback on Copilot Responses |
Percentage of messages generated by the Copilot that received positive or negative feedback from customers, allowing the evaluation of automated response quality. |
Copilot Response Rate |
Percentage and number of conversations where the Copilot answered all the visitor’s questions, reflecting its autonomy in handling interactions. |
Insights reports
Indicator | Définition |
Keywords |
Relevant terms extracted from conversations, reflecting the most frequently discussed topics by visitors. |
General Trends |
Number of conversations and CSAT over a given period, allowing the evaluation of conversation evolution and customer satisfaction. |
Volume by Category |
Ranking of conversation categories based on volume, identifying the most frequently addressed topics on the platform. |
Satisfaction by Category |
Detailed CSAT by conversation category, measuring customer satisfaction according to the discussed topics. |
Interesting Messages |
Excerpts of relevant messages identified in conversations, highlighting key interactions between visitors and respondents. |
Interesting Comments |
Customer feedback from satisfaction surveys, enabling the analysis of impressions regarding interactions with the Copilot or agents. |
Supervision report
Indicator | Définition |
Ongoing Conversations |
Number of active conversations, indicating real-time exchanges between visitors and agents. |
Closed Conversations |
Number of completed conversations after being handled by your agents, measuring the volume of finalized exchanges. |
Connected Agents |
Number of agents currently connected per channel, available to respond to visitors. |
Agents' Occupation |
Distribution of workload among agents, displaying the number of ongoing conversations. |
CSAT |
Customer satisfaction rate, representing the percentage of visitors who gave a positive rating to their conversation with an agent.
CSAT = ((number of 4 + number of 5) / number of responses) * 100 |
Transactions |
Total number of transactions made following a conversation with an agent, reflecting the impact of exchanges on sales. |
Revenue |
Total amount of revenue generated by conversations with agents, measuring the contribution of interactions to global revenue. |
Conversion Rate |
Percentage of conversations with agents that resulted in a transaction, assessing the effectiveness of exchanges in the purchase process. |
Production report
Indicator | Definition |
Online Agents |
Total number of connected agents, including human agents and Copilots, available to handle conversations. |
Pending Conversations |
Number of conversations not yet handled, indicating requests waiting for a response. |
Ongoing Conversations |
Number of currently active conversations, managed by agents or Copilots. |
Paused Conversations |
Number of temporarily suspended conversations, waiting to be resumed by an agent. |
Closed Conversations |
Total number of completed conversations, representing the volume of finalized exchanges over a given period. |
Online Agent Distribution |
Breakdown of connected agents by distribution group, allowing analysis of respondent availability based on assignment. |
Customer experience report
Indicator | Définition |
Customer Satisfaction (CSAT) |
Percentage of customers satisfied with their conversation, based on ratings collected after each exchange.
|
Net Promoter Score (NPS) |
Customer recommendation index, measuring the likelihood that a customer would recommend your service after an interaction.
Promoters: scores of 9 and 10 / total respondents. Detractors: scores of 0 to 6 / total respondents. A positive NPS score is considered good. |
Time to First Response |
Average time elapsed before a visitor receives a first response, indicating the responsiveness of agents or the Copilot. |
Resolution Time |
Average time required to close a conversation, reflecting efficiency in handling customer requests. |
Automation report
Indicator | Définition |
Automated Conversations |
Percentage of conversations handled by the Copilot, distinguishing between fully, partially, or non-automated interactions. |
CSAT for Automated Conversations |
Satisfaction rate for conversations managed by the Copilot, evaluating the quality of automated interactions.
|
Fully Automated Conversations |
Number of conversations managed without human intervention, with distinctions between completed scenarios, abandoned scenarios, and failed transfers. |
Partially Automated Conversations |
Number of conversations requiring a transfer to an agent, categorized according to applied distribution rules. |
Automated Conversations Distribution |
Evolution and breakdown of automated conversations over time, differentiating between fully and partially automated interactions. |
Rate of Undetected Intentions |
Percentage of conversations where the Copilot did not identify an intention, highlighting opportunities to improve understanding of visitor requests. |
Sales report
Indicator | Definition |
Conversion Rate |
Share of conversations that led to a transaction.
Number of transactions after conversation / closed conversations
|
Revenue After Conversation |
Revenue generated following a conversation, indicating the direct impact of exchanges on sales.
Sum of transaction amounts after a conversation |
Transactions After Conversation |
Total number of transactions completed after a conversation, measuring the contribution of interactions to overall sales volume. |
Average Order Value After Conversation |
Average amount spent per transaction after a conversation, compared to the site-wide average order value. |
Time to Conversion |
Elapsed time between the conversation and the transaction, reflecting how quickly an interaction influences a purchase. Average time between the visitor's first message and the transaction |
Revenue per Hour After Conversation |
Average revenue generated per hour after a conversation, allowing performance analysis over a specific period.
Agent's revenue / production hours |
Activity report
Indicator | Definition |
Contacts |
Total number of visitors who initiated an interaction, indicating the volume of engagement over a given period. A contact is created each time a conversation is pushed to a desk (agent, Copilot, bot, expert...). A single conversation can generate multiple contacts if it is transferred or resumed on another desk. The contact ends when the conversation is paused, transferred, or closed. It is updated at the time of conversation closure.
Sum of contacts |
Received messages |
Total number of messages sent by visitors, reflecting the activity of incoming exchanges. |
Sent messages |
Total number of messages sent by advisors or the Copilot, measuring the intensity of responses provided. |
Contacts with no response |
Number of visitors who sent a message without receiving a response, identifying opportunities to improve the response rate. |
Contacts per hour Cts/h |
The average number of contacts handled by an agent for an hour of production. This indicator is unavailable with a multi-site view |
Average handling time AHT |
The average duration of all contacts handled (by agents, Copilot, experts, etc.). The duration of a contact is defined by the difference between the date the contact ended (closed, snoozed or transferred) and the date the contact was made available on the agent's desk (the "push").
Average of duration for all contacts |
Triggered |
The number of times a targeting rule has been triggered, as a consequence of visitors meeting the right criteria. |
Displays |
The number of the channel's displays generated on the website over the period. |
Response rate |
Share of displays that generated a contact. Contacts / Displays |
Responsiveness report
Indicator | Definition |
Average handling time AHT |
The average duration of all contacts handled (by agents, Copilot, experts, etc.). The duration of a contact is defined by the difference between the date the contact ended (closed, snoozed or transferred) and the date the contact was made available on the agent's desk (the "push").
Average of duration for all contacts |
Contacts with no response Unanswered Cts |
Number of visitors who sent a message without receiving a response, identifying opportunities to improve the response rate. |
Response time RT |
Average response time between a customer request and the agent's response within the contacts.
Average of time taken between a visitor message and agent response. |
First message response time 1st Msg. RT |
The average time between the availability of the contact on the agent's or expert's desk (the "push") and the first response from the agent or expert.
If the agent does not send a message and pauses the conversation, this contact will not count in the calculation of this indicator.
🤖 Contacts handled by bots are excluded from this indicator.
Average of first message response time |
Closing time Last Msg. CT |
The average time between the last message from the visitor (within the contact) and the closing of the contact.
Average of time taken between a visitor's last message and the end of contact by the agent. |
Opportunities report
Indicator | Definition |
Missed conversations estimate Missed Contacts Estim. |
The estimated number of conversations that were missed because agents were 100% busy, offline, not in production, or because the conversation queue was full.
Total displays missed x Engagement rate on the targeting rule on the last 15 days |
Missed conversations estimate (agents 100% busy) Missed Contacts : busy
|
The estimated number of conversations that were missed because agents were 100% busy or because the conversation queue was full.
Missed displays (agents fully occupied) x Response rate |
Missed conversations estimate (agents absent) Missed Contacts : absent |
The estimated number of conversations were missed because agents were absent, not in production, or because the conversation queue was full.
Missed displays (agents absent) x Response rate |
Maximum number of agents logged in |
The maximum number of agents logged in at the same time over a given period. // Social: the largest number of agents logged in at the same time simultaneously with the picking list open. |
Sales opportunities
Indicator | Definition |
Missed revenue estimate (agents 100% busy) T/O M. Busy |
The estimated revenue missed out on because agents were 100% busy or because the conversation queue was full.
Missed transactions (agents fully occupied) x average order value after a conversation |
Missed revenue estimate (agents absent) T/O M. Absent |
The estimated revenue missed out on because agents were not logged in or not in production, or because the conversation queue was full.
Missed transactions (agents absent) x average order value after a conversation |
Missed transaction estimate (agents completely busy) T.M. Busy |
The estimated number of transactions missed out on because agents were 100% busy or because the conversation queue was full.
Missed contacts (agents fully occupied) x conversion rate after a conversation |
Missed transactions (agents absent) T.M. Absent |
The estimated number of transactions missed out on because agents were not logged or not in production, or because the conversation queue was full.
Missed contacts (agents absent) x conversion rate after a conversation |
Presence report
Indicator | Definition |
Display time |
The length of time during which the channel was presented on the website. It is the time slot during which at least one agent was present and available on the channel. The sum of the periods during which at least one agent was available |
Display rate |
The percentage of the login time during which the channel was available on the website.
Display time/Accumulated log-in time (in percentage) |
Non-display time |
The length of time during which the channel was not presented on the website even though at least one agent was present.
Accumulated log-in time - Display time |
Non-display rate |
The percentage of the login time during which the channel was not available on the website.
Non-display time/Accumulated log-in time (in percentage) |
Login time |
The length of time during which agents were logged in. The length of time during which at least one agent was present.
The sum of the periods during which at least one agent was connected to the discussion panel |
Accumulated login time |
The total period during which the agents were logged in to their conversation panel.
Sum of the log-in time (connection to the discussion panel) of all agents. |
The maximum number of agents logged in |
The maximum number of agents logged in at the same time over a given period. // Social: the largest number of agents logged in at the same time simultaneously with the picking list open.
Maximum (agents connected simultaneously) |
Occupation report
Indicator | Definition |
Production rate Prod. Rate |
The percentage of log-in time during which an agent is logged in to the conversation panel and is either available or busy.
Length of time in production / accumulated login time |
In production In Prod. |
The period during which an agent is logged in to the conversation panel and is available or busy.
Sum of the unoccupation durations, partial activity and maximum occupation of each agent |
Not in production rate Not in Prod. Rate |
The percentage of log-in time during which an agent is both unavailable and unoccupied.
Length of time not in production / Accumulated login time |
Not in production Not in Prod.
|
The period during which an agent is logged in to the conversation panel and is both unavailable and unoccupied.
Sum of the duration of each agent where there is simultaneous unavailability and inoccupation |
Unoccupancy rate Unocc. Rate |
The percentage of the period in production during which an agent is logged in to the conversation panel and is both available and unoccupied.
Length of time during which the agent was unoccupied / Period in production |
Unoccupancy Unocc. |
The period during which an agent is logged in to the conversation panel and is both available and unoccupied.
Sum of the duration of each agent where there is simultaneous availability and inoccupation |
Occupancy rate Max. Occ. Rate |
The percentage of the period in production during which an agent is logged in to the conversation panel and is occupied to maximum capacity.
Duration of global occupation / Duration in production |
Occupancy time Max. Occ. Rate |
The period during which an agent is logged in to the conversation panel and is partially occupied or occupied to maximum capacity.
Maximum occupancy + Partial occupancy |
Partly occupied |
The percentage of the period in production during which an agent is logged in to the conversation panel and is partially occupied. Length of time during which the agent was partially occupied / Length of time during which the agent was in production |
Fully occupied |
The period during which an agent is logged in to the conversation panel and is occupied to maximum capacity.
Duration of maximum occupation / Duration in production |