If you want a general walkthrough and overview of how to use Agent Insights, you can read the full guide here.
First, navigate to Insights, then select Agents, from there click the New View button, then click Edit Columns.
You'll want to select the following metrics (everything else should be unchecked): Completion Rate, Completions / Hour, Messages / Completion, Typing / Completion, Keyboard, Clipboard, & Snippets:
Then click Apply:
Next, click the Pencil icon next to New View, from here you can rename your view and select who in your organization you want to have access to this View:
By default, your View is going to include all agents in your Quiq site. If you'd like to filter this View to only include specific agents, or group the report by different agent segments, you can use the Agent Segments button and select existing agent segments to apply, or create a new one:
Once you're happy with your columns, segments, and general settings click the Save button to save your report.
Once you've saved your View, you can start by sorting on Completions / Hour, which is a common way to begin understanding agent efficiency:
In the above example, we can see that agents with the highest completions per hour are making more use of their clipboard and snippets, while the agents with less completions per hour are using their keyboard more.
Here's some additional optimization you may take depending on what your View shows:
|High keyboard usage
|Training agents to utilize Snippets
|High clipboard usage
|Reviewing clipboard messages agents are using, and translating them into snippets.
|Low keyboard usage, high snippets usage
|Have the high performing agent(s) train your other agents.
Updated 4 months ago