Enable actions in ongoing conversation report for customized reports

Important

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Enabled for Public preview General availability
Users by admins, makers, or analysts - Oct 31, 2024

Business value

When customers extend the out-of-the-box real-time analytics, supervisor actions such as Assign, Transfer, Force close, and Monitor don't work. This issue compromises the extensibility feature because supervisors need to toggle between two versions of the real-time reports. By enabling these actions within customized reports, supervisors can use the real-time analytics and customize them to their needs without losing any functionality.

Feature details

Supervisor actions such as assign, transfer, monitor, and force close are available in customized reports.

  • Monitor: Supervisors view ongoing conversations, customer sentiment, and agent responses in real time.
  • Assign: Supervisors assign conversations to specific agents based on availability and skill.
  • Transfer: Supervisors transfer conversations to another agent.
  • Force close: Supervisors end conversations.

Geographic areas

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Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Assign, transfer, monitor, or force close conversations in customized reports (docs)