Your interaction records search will return a detailed list of data relating to the search criteria specified. This data may be used for a variety of purposes, such as for agent evaluation, training, viewing interaction metrics, understanding scenario actions taken, accessing recordings, and more.
The search results are given in a table of data. Each column may be sorted by mousing over the column header name and clicking the "down" arrow. The data columns are described as follows, in the order shown in the results.
The far left column displays an icon that indicates the type of interaction:
Date and Time
For inbound interactions, Date and Time displays the date and time when the interaction entered the system. For internal and outbound interactions, this column displays the date and time when the interaction was initiated. The time is given in Universal Coordinated Time (UTC).
- For chats and emails, From displays the IP address of the originating computer.
- For inbound calls, From displays the caller ID.
- For outbound and internal calls, From displays the extension from which the call was dialed.
- For chats, From displays the IP address of the originating computer.
The To column displays the original destination of the interaction.
- For inbound calls, To displays the number originally dialed by the caller.
- For chats, To displays the name of the Mobile/Web scenario entry.
- For emails, To displays the recipient email address.
Connected to displays the name or email address (if known) of the party that received the call, chat, or email. If unknown, nothing is displayed.
For calls and chats, Duration displays the total duration of the interaction from the moment it entered the system or was initiated, until it was released.
Note that for reporting purposes, transferred interactions produce multiple records (called segments) where the first record shows Duration as an empty string and the last record shows the total interaction duration.
Scenario displays the name of the first scenario that was used to process this interaction. The scenario name is given as a link, which, when clicked, directs you to the Scenario Steps page that lists each action taken during the scenario.
The Scenario Steps provide the following information for the scenario at hand:
- Execution Order - The numbered order in which the scenario step occurred
- Date & Time - The date (month/day/year) and the (in Universal Coordinated Time (UTC) in which the scenario step occurred
- Duration - The total length of the scenario step
- Scenario Name - The name of the scenario entry used
- Block Type - The shorthand name of the scenario block used (i.e., IdentifyCustomer, RequestInput, SetProperty, etc.)
- Block Title - The title of the block, if a variable or function is used to specify values in the scenario block
- Block ID - The numeric identifier of the scenario block
- Block Exit taken - The type of conditional exit taken for the scenario (note that this is one of the most useful scenario steps provided, as it shows why an interaction was ended)
Service is the name of the voice, chat, or email service associated with this interaction. Note that for reporting purposes, if the interaction was recategorized or transferred to a different service, each such event will produce a new record with a new service name.
The Disposition column displays the disposition (if any) assigned to this interaction by the agent.
Note: If you have duplicate dispositions with the same name and only different capitalizations (e.g., Do not call versus Do NOT call), you might see error messages when attempting to access screen recordings.
In order to fix this problem, you need to remove one of the duplicates. If you want to use both dispositions (i.e., each disposition has a specific meaning), one will need to be renamed.
This column displays any free-text notes provided by the agent for this interaction. Notes convey additional information about an interaction that may not be obvious from the disposition.
Account numbers are customer identifiers that can sometimes be used as calling record keys. If an account number is associated with the interaction, that number will be displayed in this column.
For email interactions, Case number specifies the number of the case or the email interaction. You can also view the case ID by double-clicking the global interaction ID and looking at the case history for the interaction.
Case History includes the following data columns:
- Interaction icons - Icons that indicate the type of interaction, including:
- Date and Time - The date and time when the interaction entered the system or was initiated; time is given in Universal Coordinated Time (UTC).
- From - The name of the interaction recipient (if known)
- To - The name of the original destination of the interaction (if known)
- Duration - The amount of time spent processing the interaction
- Service - The name of the service that processed the interaction
- Disposition - The disposition (if any) assigned to this interaction by the agent
- Notes - The notes, if any, that the agent added to the interaction
- Agent - The agent that handled the interaction
- Recording - Icons that indicate whether the interaction was recorded or not; if recorded, displays the following options:
- Text - For chats and emails, the first line of text for the interaction; note that this is a field and not a column
Note that it is possible to view cases with a significant number of emails and/or activities. The maximum number of displayed items is 50. Items 51 and greater will be paginated in groups of 50; their content may be viewed by selecting the Load older content or Load newer content buttons.
Agent is the username of the agent who handled the interaction.
If a call recording or a chat transcript (for chats) is attached to the interaction, the recording will be displayed as one of the following icons:
Click the icon link to either listen to or view the transcript of the recorded interaction.
If Natural Language Understanding is enabled for your contact center, Sentiment displays the interaction's sentiment icon.
If Natural Language Understanding is enabled for your contact center, Sentiment value displays the interaction's sentiment score; the score indicates how negative or positive the interaction was, based on sentiment analysis.
Interactions with the same customer or user may have multiple segments (i.e., parts of the interaction). For example, an inbound call may be accepted by one agent and then transferred to another, giving the interaction two segments for the same interaction. The Segments column displays the total number of segments, even if there is only one.
For email interactions, Subject is the subject line of the email message.
Call Problem displays useful information regarding the quality of the call (i.e., static, dropped calls, silence, etc.).
Global Interaction ID
Global interaction ID (GIID) is a UUID-formatted number assigned to every interaction processed within Bright Pattern Contact Center. You can double-click the GIID to view the Case History of the interaction.