- A view lists the conversations that satisfy all the filter conditions applied while creating the view.
- The available columns that can be displayed under a view are:
- Conversation ID: A system-generated unique ID assigned to each conversation. This is a mandatory field and cannot be deselected while creating a view.
- Customer Name: The name of the customer with whom the conversation happened.
- Created date: The date on which the conversation was
- Agent Name: Name of the agent who handled the conversation.
- Team: The name of the team to which the conversation was routed to. This will populate only for incoming conversations.
- Conversation Direction: The direction of the conversation with respect to CX Service. This column can have 2 values, Incoming and Outgoing.
- Disposition: The disposition that the agent selected while resolving the conversation.
- Conversation state: System-generated values that define how did the conversation proceed. The different states are grouped into 2 groups of answered and unanswered states.
- Answered
- Customer answered : When the customer answers the call
- Customer answered : When the customer answers the call
- Unanswered
- Dropped: When the customer dropped off the call before the call was routed to an agent.
- Agent Assignment failed: Assigned when none of the agents was available to route the conversation
- Customer didn't respond: When the customer did not answer the call.
- Enqueue failed: When the queue capacity is full
- Out of business hour: When the customer reaches out to support during non-operational hours
- Queue timeout: When none of the agent’s did not accept the conversation request
- Dropped: When the customer dropped off the call before the call was routed to an agent.
- Answered
- Wrap-up note: A summary of what happened in the conversation. Entered by the agent while closing the conversation, during wrap-up.
- Channel: The channel through which the conversation proceeded. There are 5 values that this column can resolve to, Call, Chat, SMS, Whatsapp, and Omnichannel for multichannel conversations.
- Created time: The time at which the conversation started in the local timezone.
- Contact: Phone number/ email address of the customer.
- CX Service Phone number: The CX Service phone number that was used for the conversation. This will be empty for Chat conversations.
- Ticket ID: Ticket ID associated with the conversation fetched through the enabled integration, if exists.
- CSAT: Contains the customer satisfaction score, if requested.
- Hangup Source: The source that closed the conversation.
Apart from these, a user can also hear the call recordings for the call channel conversations directly without opening the conversation by clicking on the “play recording” icon beside the conversation ID.
A user can also initiate a conversation with the user by scrolling to the “Contact” column and hovering over the contact.