Workflow Summary

The Workflow Summary dashboard gives you a high-level overview of the overall performance of your customer service.

It shows you the total number of inbound and outbound conversations in the chosen time period. You can also see when are the messages coming in so you can plan your workforce accordingly.

Tip: You can set a time range for the reports to view results for today, yesterday, week, month or whenever with the calendar filter on the top right of the screen. The filter will apply to the whole report. Additional filters allow you to filter the report for specific agents, sources, sentiments or tags. You can also export each widget as an Excel spreadsheet.

Continue on to learn more about the other reports.

Or learn how to set up your own dashboard here