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Supervisor view of historical analytics for unified routing

Applies to: Dynamics 365 Contact Center—standalone and Dynamics 365 Customer Service only

Historical analytics for unified routing helps supervisors, customer service managers, administrators with insights into the effectiveness of the routing configurations. Using these analytics, they can optimize their routing strategy to improve their customer satisfaction and workforce efficiency.

The historical analytics reports must be enabled and provisioned for you to be able to view the metrics.

View the historical analytics reports for unified routing

For the records that are routed using unified routing, the CSR Manager can view the historical analytics in the customer service representative (service representative or representative) apps. Similarly, the supervisor can view the conversations-specific report in Copilot Service workspace.

In these reports, you can view the performance of the routed items and queues. By looking at the metrics, you can determine why a particular work item has landed in a queue, why a service representative got one service request over the other, and why one of the queues has unwarranted load, while other is starved. You can then check the diagnostics reports for the corresponding work items, such as cases and conversations, to view and understand how they have been routed. Routing diagnostics provide information on the classification and assignment rules that were used to classify and assign the work items.

Historical analytics for unified routing
Historical analytics for unified routing
Diagnostics for unified routing