Viewing support agents and assignments on Monitoring Dashboard


On the Monitoring Dashboard, Live Chat administrators and supervisors can view information about support agents and the chats assigned to them. Supervisors can also view the requests to assist agents. 

Administrators and supervisors can use this information to review the occupancy of support agents and take necessary actions when needed.

The administrators can access the Monitoring Dashboard from BMC Helix ITSM: Smart IT.

To access the Monitoring Dashboard:

  1. Log in to BMC Helix ITSM: Smart IT.
  2. From the navigation bar, select Live Chat > Dashboard.
    Alternatively, select More > Live Chat > Dashboard

SmartIT_Nav_Bar.jpg


This video (5:25) briefly tours the Live Chat Monitoring Dashboard.

icon_play.png https://youtu.be/LBgAEecYhY8

The Monitoring Dashboard is supported by Action Request (AR) System version 19.11, BMC Helix ITSM: Smart IT, and BMC Helix IT Service Management version 20.08 or later. 

Important

  • Users with Eschat_Admin or Eschat_Supervisor permissions can access the Monitoring Dashboard.
  • Administrators and supervisors with Eschat_Agent authority can access the agent console and the monitoring dashboard.
  • Supervisors can join a chat session from the monitoring dashboard without the agent's invitation.

Monitoring Dashboard Overview

The Monitoring Dashboard provides detailed information about support agents and chat sessions for the selected companies and support queues. The dashboard displays total open chats, assigned chats, chats in queue, and average queue time.

For the information to appear on the dashboard, you must select the Company and Support Queue from the lists. By default, all the companies to which the user (administrator or supervisor) has access are selected in the Company list with their respective support queues, and support queues mapped to the Global company are selected in the Support Queue list.

Tip

  • To search and select company or support queue reports on the Monitoring dashboard, type the first few characters of the company or support queue name in the search box.
  • The information in the dashboard changes according to the companies and support queues you select. The Monitoring Dashboard does not display information if you have not selected any company and support queue.

The information in the Monitoring Dashboard auto-refreshes every 15 seconds. However, you can also manually refresh the information:

  • To manually refresh the information, click Refresh_button.png (Refresh).
  • To pause the auto-refresh, click Pause.jpg (Pause).
  • To resume the auto-refresh after pausing, click Resume.jpg (the Resume button appears only after you click the Pause button).

Dashboard_Overview_new.png

The Monitoring Dashboard contains the following tabs that display information related to the support agents and their assigned chats:

Agents tab

When you open the dashboard, the Agents tab is displayed by default. This tab displays information about all the support agents, where each row in the table represents one support agent. The following image shows the Agents tab:

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The following table describes each column in the Agents tab:

Column name

Description

Agent

Displays the list of names and login IDs of all the support agents.

Chats

Displays the number of chats that are currently assigned to each support agent.

Max chats

Displays the maximum number of chats a support agent can accept based on their bandwidth.

Important: The administrators can override this setting if the Agent Auto Accept setting in the Support Agent Console is enabled and the <adminOverrideAvailableFor> setting in the System Configuration is set to True. To learn about the settings, see Configuring-the-chat-session-settings-for-support-agents.

After making the above settings, administrators can select the number of maximum chats for each agent from the drop-down list as shown in the following image:

max_chat.png


Average session time

Displays the average time spent by a support agent on all assigned chats.

Average wait time

Displays how long an end user waits on an average to get a response from a support agent.

Available

Displays whether a support agent is online or offline. The Available.png symbol indicates that the support agent is online, and the Not_Available.png symbol indicates that the support agent is offline. 

Status reason

Displays the reason that the agent has selected as their unavailability status.

Bar charts

The Agents tab also has the following bar charts:

Chart

Description

Example

Open chats per agent

Displays the total number of open chats for each support agent. Each bar on the X-axis represents a support agent, and the Y-axis displays the number of open chats. The bars are sorted in descending order.

Important Note: This bar chart only displays information for support agents with assigned chats. Agents with no assigned chats appear in the table but not in the bar chart.

open_chats.png

Average session time (in hours and minutes) per agent

Displays the average time spent by each support agent on their assigned chats. Each bar on the X-axis represents a support agent, and the Y-axis displays the average session time. You can place the mouse pointer over a bar to view the Average session time of a support agent, which appears in the HH: MM (Hours: Minutes) format. The bars are sorted in descending order.

These bar charts display information for eight support agents at a time. A slider appears below the chart if there are more than eight support agents. You can drag the slider and view the hidden information as shown in the image below:


Chart_Slider.jpg

Chats tab

The Chats tab displays information for all the chats where each row in the table represents one chat.

The following image displays details of the Chats tab:

chats_tab.png

The following table describes each column in the Chats tab:

Column name

Description

Agent

Displays the name and login ID of the support agent working on a particular chat. The indicator's color on a support agent's profile picture shows whether an agent is online or offline.

Status

Displays the current status of a chat. The status can be AssignedIn Queue, or Pending Transfer.

  • Assigned: Indicates that a chat is assigned to a support agent.
  • In Queue: Indicates that the chat is not yet assigned to a support agent.
  • Pending Transfer: Indicates that the support agent has transferred the chat to another support agent, but the second support agent has not yet accepted it.

Session Time

Displays the total time taken to resolve a chat from when a support agent accepts the chat.

Note: Administrators can set two different colors for the warning SLA and the breach SLA for Session time. To know about the settings, see Defining-service-level-agreements

Queue Time

Displays how long a chat is waiting in the queue for support agents to answer.

Note: Administrators can set two different colors for the warning SLA and the breach SLA for Queue time. To know about the settings, see Defining-service-level-agreements

Last response time

Displays the time that has passed since the customer's last message.

Customer

Displays the name of the customer who has initiated the chat.

Company

Displays the customer's company name.

Support queue

Displays the support queue to which the chat belongs.

Topic

Displays the issue category the customer selects, such as hardware, software, or operating system issues.

Request

Displays the text of the first message from the customer.

Last message

Displays the text of the last message, which could be from the customer, the support agent, or a system-generated message.

Important

When a supervisor transfers a chat from one agent to another from the same customer, the chat's user profile does not appear. To see the user profile, open a chat from a different customer and then return to the original chat.


Chat statistics tab

The Chat Statistics tab displays high-level statistics for Total open chats, Chats in queue, Assigned chats, Average queue time, Longest queue time, and Average session time.

chat_stats.png

The longest queue time is highlighted in red on breaching the SLA.

Time related information like Average queue time, Longest queue time, and Average session time is displayed in the MM: SS (Minutes: Seconds) format. If the time exceeds 60 minutes, the format changes to HH:MM: SS (Hours:Minutes: Seconds). For example, the longest queue time could be 01:12:33 (1 hour, 12 minutes, and 33 seconds). If the time exceeds 24 hours, only the number of days is displayed. For example, the longest queue time could be 1 day or 2 days.

 

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