Getting started with the IM Dashboard

Getting started with the IM Dashboard

Dashboard - One place to monitor all your Conversations Data

A dashboard is where your customer-centric teams can see all business data in a single view. You can view all your customer conversations, discover insightful metrics, and organize outgoing messages based on customized labels. The IM dashboard includes a combination of data depicted in a variety of charts with built-in graphical views of the key CSAT indicators.

The dashboard helps support teams to understand the inflow of incoming customer queries and also evaluate your team's performance, besides providing them with instant resolutions.

How does a dashboard benefit you and your customer service teams?

The benefits of an IM dashboard include:
    •    Quickly validate your team's efficiency
    •    Keep a track of incoming and outgoing messages
    •    Valuable data/insights at your fingertips
    •    CSAT report gist
    •    Increase in CSAT% 

How to access the IM Dashboard

The dashboard can be accessed from a section on the Inbox tab > titled ‘Dashboard’. Steps to access ->
    1. Click on IM (Instant Messaging).
    2. Select Dashboard.


How to analyze your data

The dashboard helps customers to analyze data in order to improve the query response time and also make sure that agents are treating your customers right.


Dashboard settings

1. Monitoring conversations

This data shows the number of engaged conversations and the number of incoming conversations to be picked up by your agents.

 

Metrics

Definition

New contact(s)

Number of conversations assigned to the inbox that have not received any response from the agents.

Existing contact(s)

The contacts that have been created with existing conversations and tickets.



2. Summary Count

The message summary data shows the conversation count based on the status which will help you analyze your team's performance.

Metrics

Definition

Incoming (messages)

Total number of incoming messages assigned to a conversation regardless of who is handling it.

Outgoing (messages)

The number of messages that have been sent by the agents as responses to customer's query. It can either be for a new query or an existing query.



3. Supervising support teams

This data shows the number of conversations that are already engaged and the number of incoming conversations to be picked up by your agents.

Metrics

Definition

Attended

Number of conversations that have been assigned to your team members.

Unassigned

Number of conversations that are available in the inbox, but yet to be assigned to a team member.

Total

Total number of conversations including both the assigned and the unassigned conversations.


4. Metrics drill down

This is the data visualization of the conversation count to showcase the channel usage and the messages that have been sent to and fro by integrating a particular channel.

Filter by

Definition

Integration channels

The channel that is integrated with the IM module.

Time duration

The time taken to resolve the customer queries.



5. Session Metrics

This is the data visualization of the average time agents take to respond to the customers. This is similar to the phrase “speed to answer” (response time). This is the average of the response time within each session messages in a conversation.

Metrics

Definition

Average pickup time


The total average time customers waited in the queue before an agent accepted their conversation.

Average response time

The total average time for the responses in a conversation.

Average first response time

The total average time for the first responses across an engaged customer conversation.


 6. Agent Metrics

The Agent metrics shows a table with the agent's KPIs that the lead/manager can use to guide agents and understand the overall team's performance.

Metrics

Definition

Attended

(Total of both Attended & Reopened)

Incoming conversations that are addressed by agents. Customer-to-Agent connection begins at this point.

Reopened


The conversations that are re-initiated by the customers/agents.


Avg pickup time, Avg first response time and Avg response time
The total average time customers waited in the queue before an agent accepted their conversation, the total average time for the first responses across an engaged customer conversation and the total average time for the responses in a conversation.


Filters for the conversation data

Users can select filters ranging in time periods or concerning a particular channel to analyze data to understand and monitor their team's response time to customer's queries.
 
The available time/duration filters are:
    •    Last 24 hours
    •    Today
    •    Yesterday
    •    Last 7 days
    •    Last 30 days
    •    Last week
    •    Last month
    •    Current week
    •    Current month
    •    Custom



The available channel filters are:
    •    All Channels
    •    WhatsApp
    •    Telegram
    •    WeChat
    •    LINE



To summarize, dashboards are used to analyze data so that the team's productivity and their performance can be evaluated in a single view, which can then be used by leads (decision-makers) to make the overall support experience better.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • FAQs: Instant Messaging

                                                                                                    Why can't I send Canned Messages? The Auto-ticket conversion must be switched On. Why? Because the canned message contains placeholders from the Agents & Contacts module. Navigate to Instant Messaging > Preferences > Check_lists to Switch On the ...
                                                                                                  • Setting your Instant Messaging Preferences

                                                                                                    At any time, you can update your preferences for each of the instant messaging channels created in your help desk. The preferences allow you to assign a different set of agents for each channel. Additionally, you can specify after how long a new ...
                                                                                                  • A Guide to Instant Messaging

                                                                                                    An Overview Zoho Desk's Instant Messaging module is a pay-as-you-go feature that enhances your business by making customer communication easy and efficient. In this document, you will find out why Zoho Desk's IM is the perfect messaging platform to ...
                                                                                                  • Integrating WeChat with Zoho Desk

                                                                                                    WeChat - The Messaging App WeChat was initially released by a Chinese MNC with approximately one billion monthly users. It is one of the most popular smartphone applications in China, competing with WhatsApp messenger. WeChat has an Enhanced User ...
                                                                                                  • Integrating Telegram with Zoho Desk

                                                                                                    Telegram Messenger Telegram is a cloud-based messaging application widely used by businesses to communicate with their customers. By integrating Telegram messaging app onto the Zoho desk dashboard you can also expand your customer services through ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources