View and understand the Ongoing conversation report in Omnichannel real-time analytics

2025-04-30

Omnichannel for Customer Service offers a suite of capabilities that extend the power of Dynamics 365 Customer Service Enterprise to enable organizations to instantly connect and engage with their customers across digital messaging channels. An additional license is required to access Omnichannel for Customer Service. For more information, see the Dynamics 365 Customer Service pricing overview and Dynamics 365 Customer Service pricing plan pages.

The Ongoing conversation report shows ongoing conversations from the last 24 hours that are currently being handled by customer service representatives (service representatives or representatives) in your organization and that aren't yet closed. The report displays those conversations that have the open, active, wrap-up, or waiting status. Learn more in Understand conversation states.

This report provides a holistic view of the conversations in real time. It includes details about subject, status, active service representative details, queue, channel, wait time, handle time, and customer sentiment. Learn more in Overview of Omnichannel real-time analytics dashboards.

Note

Only digital messaging, chat, and voice channels are supported. Record routing isn't supported.
The reports are prefiltered based on the queues you're logged in to as a supervisor. So you see metrics and conversations relevant to the assigned queues only.

Learn more about the metrics that are shown on the Ongoing conversation report.

The image shows real-time ongoing conversations report.

You can perform different actions, such as assign or transfer a conversation, as described in the following sections.

Assign or transfer conversations

You can view service representative skills and proficiency, availability, and available capacity. These insights help you manage and allocate resources effectively. You can assign or transfer conversations only to service representatives who are part of the current queue. You can manage the queues for service representatives. Learn more in Manage users.

Refer to the following table to see when assign and transfer are enabled, depending on the various conversation states.

Type	Conversation state	Assign	Transfer
Record	Open	Assign to queue	Not enabled
Record	Open	Assign to representative	Not enabled
Record	Active	Not enabled	Transfer to representative
Record	Wrap-up	Not enabled	Not enabled
Record	Waiting	Enabled	Enabled

Assign conversations

In the Copilot Service workspace app, go to the dashboard view selector, and then select the Ongoing Conversations report.
Select a conversation in an Open state, and then select Assign.
In the Assign conversations dialog, select Find an agent or Find a queue. If you select Find an agent, only those service representatives whose presence matches with one of the allowed presence values in the workstream configuration are displayed.

If you select Find a queue, all other queues—except the one to which the conversation is currently assigned—are displayed.
Select Assign.

Transfer conversations

Once a conversation is assigned to a representative, it's in the Active state. You can select the conversation and transfer it.

Select a conversation in the Active or Waiting state, and then select Transfer.
In the Transfer conversation dialog, select a representative from the list of service representatives that appears. A list of service representatives belonging to the same queue and whose presence matches with one of the allowed presence values in the workstream configuration is displayed.
Select Transfer. The system transfers the selected conversation to the representative.

Monitor conversations

Listen to an ongoing conversation. When you select Monitor, you receive a message that indicates that monitoring has started. This action applies to active conversations that the service representative accepted, conversations in a wrap-up state, and conversations that are in a waiting state only. If you have the representative app open in multiple tabs or browsers, the monitored conversation opens in the one where you select Monitor. Other browsers remain as-is.

From the dashboard view selector, select the Ongoing Conversations report. The list of conversations that your service representatives are currently handling appears.
Select a conversation that you want to monitor, and then select Monitor. The conversation page opens.
Optionally, to join a conversation, select Join chat in the communication panel.

Both the service representative and the customer receive notifications when you join a conversation. Depending on your requirements, you can consult with the service representative and customer. Learn more in View communication panel.

Force close conversations

Note

We recommend that you use the Force close option cautiously because it closes the customer conversation immediately.

Forcibly close a conversation by closing the work item. When you select Force close, a confirmation message appears. You must select Proceed to close the work item.

From the dashboard view selector, select the Ongoing Conversations report.
Select a conversation and then select Force Close.

The participants receive a notification that a supervisor ended their conversation.

Assign, transfer, monitor, or force close conversations in customized reports

To perform the actions on your customized reports, complete these prerequisites:

Enable all of the customizations in data model customization, including step 4 Step 4: Embed customized reports back to Dynamics 365.
Create reports using the out-of-the-box data model in your custom reports.
Make sure appropriate roles exist for viewing and embedding reports. Learn more in Configure analytics and insights dashboards.

In Copilot Service workspace, go to Customized reports > Ongoing conversations report, and then select the conversation that needs to be updated.

When the Agent Name doesn't exist, the following options are enabled.

Assign: Assign a representative by queue for the conversation.
Force close: Force close the conversation if necessary.

When the Agent Name exists, the following options are enabled.

Transfer: Transfer the conversation from one representative to another in the same queue.
Monitor: To monitor the chat, open the conversation dialog.
Force close: Force close the conversation if necessary.

Refer to the following table to see actions that are enabled, depending on the various conversation states.

Type	Conversation state	Assign	Transfer	Monitor	Force close
Record	Open	Assign to queue	Not enabled	Not enabled	Enabled
Record	Open	Assign to representative	Transfer to representative	Not enabled	Enabled
Record	Active	Assign to representative	Transfer to representative	Not enabled	Enabled
Record	Wrap-up	Not enabled	Not enabled	Enabled	Enabled
Record	Waiting	Enabled	Enabled	Enabled	Enabled

After you assign or transfer conversations, manually refresh the report to view the latest status.

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