Depending on whether or not you participate in our beta on reporting, you already have access to the new home page and the new filters.
Understand how iAdvize reporting is built and how navigation works.
When you connect to iAdvize, you get an overview of your team’s production.
Other important reports on the team’s performance and activity are just a click away.
1. Home page: Live Activity report
When you sign in to iAdvize, you will see the Live Activity report.
This report gives you a real-time view of your team’s activity across all channels and projects. Of course, you have the option of filtering to refine this view.
From the home page, you can quickly detect staffing problems and have a constant view of the conversation queues, with the possibility of releasing a pending or ongoing conversation on the desk of an Advisor who has disconnected incorrectly.
For Managers who monitor the quality of conversations being processed, the Real-time conversations playback interface is ergonomic.
It provides information about the conversation and the visitor so that you can better understand the context. You always have the option to send a private note to Counsel to help him with his answers.
2. Easy navigation between the different reports
Thanks to the navigation bar, you can switch from one report to another smoothly and the filters remain selected for easy analysis.
Team management reports (such as Activity and Occupation reports) are grouped into a drop-down menu and the others are accessible with one click.
You also have common filters for all your reports. This allows you to analyze your results more precisely (by group or distribution rule, for example).
The following is an overview of the available reports and their content.
For details of each report, see the dedicated article by clicking on the name of the report.
|Live activity||Supervise your teams in real-time|
|Conversations||Explore your past conversations|
|Insights||Analyze conversation topics|
|Customer experience||Evaluate customer satisfaction|
|Automation||Monitor & optimize your bots|
|Sales||Follow your transactions|
|Sales opportunities||Estimate your missed transactions|
|Consult the activity of operators|
|Contacts - responsiveness||Consult the responsiveness of operators|
|Contacts - opportunities||Evaluate missed opportunities|
|Presence - overview||Overview of the presentation time|
|Presence- occupation||Check the time of availability|
|Call Meeting||View the number of calls on appointment|