Getting Started
Crews and Agents
Conversations
Introduction and Interface
Starting Conversations
Joining Conversations
Filters and Statuses
Search and Titles
Chat Features
Voice, Video, and Screen Share
Adding Agents and Contacts
Message Templates
Conversation Attributes
Contacts
Experiences
Adding a New Experience
Distributing an Experience
Scheduling an Experience
Importing Experiences
Exporting Experiences
Cloning Experiences
Adding and Using Experiences Tags
Outbounds
Appointments
Including an Appointment Flow within a Crew
Setting Your Availability
Including Appointment Bookings within Experiences
Customer View: Booking an Appointment
Reporting
Settings
Chat Widget Installation
Identity Verification
Install TABLE on your web app (for logged-out users)
Install TABLE on your web app (for logged-in users)
Experience Buttons
Chat Widget Installation for WiX
Payments
Notifications
Troubleshooting
TABLE Tutorials
SuperAdmin Company Account Setup
SuperAdmin Introduction
1. Login and Updating Account Settings
2. Configuring your Workspace Settings
3. Adding Threads
Signing Up and Setting Up Your Agent Account
Introduction
1. Signing Up
2. Configuring your Account Settings
3. Enabling Notifications and Downloading the TABLE Mobile App
4. Setting your Appointment Availability
Adding Crews and Inviting Agents
Experiences
Introduction: Experiences
1. Adding and Setting Up a New Experience
2. Experience Steps and Customer Response Types
3. Adding and Linking Steps
4. Testing and Distributing an Experience
5. Scheduling an Experience
6. Tips and Other Experiences Features
Contacts
Outbounds
Reporting
Release Notes
- All Categories
- Reporting
- Agent Performance
Agent Performance
Updated
by Anya
The Agent Performance page allows you to view metrics for all of your Agents and get more insight into their activity. Details about these metrics are explained in detail below:
Change the date range to see Agent metrics for different periods of time. Simply click on the date field on the top right and use the calendar popup to adjust the start and end dates.
Within this time period you are able to see the following metrics:
- "Messages" shows the number of messages that each Agent sent.
- "Appointments" shows the number of appointments booked with each Agent.
- "Conversations" shows the total number of Conversations that each Agent was a part of.
- "Closed" shows the total number of archived Conversations that each Agent was a member of.
- "Assisted" shows the total number of Conversations each Agent stopped being a member of.
You can click on each metric heading to rank your Agents based on the selected category. Click again to switch between descending and ascending order.
Click the "Export" button to export the data from this page to a CSV file. Confirm by clicking "Export" on the pop up message and the file will be sent to your email for you to download.
