The Agent Section is a powerful tool for managers and team leads to evaluate and optimize team performance. This guide will walk you through accessing, analyzing, and leveraging agent data, such as call ratings, sentiment analysis, and key performance indicators, to drive team efficiency and success. By following these steps, you’ll uncover actionable insights to help your team achieve its goals.
Call Summary Trend Line Exploration 📊
1. Accessing the Call Summary Trend Line
Navigate to the Homepage
On the Shilo.ai homepage, locate the section called "Call Summary."
2. Interpreting the Trend Line
Visual Representation
The "Call Summary" section provides a visual representation of call data.
It includes trend lines that display data sets over time.
Data Points
Hover over any point on the trend line to see the specific data for that day.
3. Customizing the Trend Line View
Remove Search Criteria:
You can remove different search criteria to focus only on the data you want to see.
This feature is particularly useful for sales managers or agents who prefer a visual representation of their data.
Adjust Display:
Customize the trend line view to show relevant data sets that align with your analysis needs.