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LivePerson Support Webcasts. Online Reports. Sa’eed Copty | 9.17.2013. Agenda. Get to know us Reports S tructure Call Center Report – Key Components Call Center Report – Same data d ifferent view The C oncept of Reporting Targets Conversion Reports Types
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LivePerson SupportWebcasts Online Reports Sa’eedCopty| 9.17.2013
Agenda • Get to know us • Reports Structure • Call Center Report – Key Components • Call Center Report – Same data different view • The Concept of Reporting Targets • Conversion Reports Types • Conversion Reports Differences • Q&A
Get to know us • Presenter: Sa’eedCopty • 2 Years with LivePerson’s Tier3 support team • Handled mainly reporting and data inquiries • Currently the Tier3 Team Leader • A car enthusiast and an avid gamer • My Team: Tier3 Support • Support engineers based in IL and US • Work with LivePerson customers in resolving complex issues • Work with R&D and Backend engineers • Participate in Customer communities • Collaborate with all customer facing groups
Reports Structure • Converting activity data into report results: • Results are continuously generated for each account and report type • Some report types need to be initialized to collect data • Different reports constitute different views of the same data Report Results Generator Visitor Activity Results DataBase Admin Console Reports Operator Activity
Call Center Report – Key Components • Collecting essential operational metrics for call center managers: • Operator Performance:from the operator’s point of view • Chat Volume: from the chatting visitor's point of view • Service Level: from the visitor queue’s point of view • Different views of the data could reflect different results for similar metrics Operator Performance Chat Volume Service Level Three different views of the same data Call Center
Call Center Report – Same data different view • Some examples of common differences between these components: • Operator: SteveChat Operator Performance (Tab 13): 20 Chats StartedVolume By Operator (Tab 3): 18 Chats Started • Chat Operator Performance (Tab 13): 58 operators Volume By Operator (Tab 3): 34 operators Tab 3 Tab 13 Chats in skill Support Operators in skill Support Operators that took those chats Chats taken by those Operators Including transfers
The Concept of Reporting Targets • Business logic meets reporting data… • When do we count a chat conversion? • Time of checkout • A targeted visitor? • What was purchased? • Interactive Chat? After or during chat only Visitor must meet selection conditions Specific item/value must be purchased Hello? Chat must meet selection conditions
The Concept of Reporting Targets (Cont.) • Based on what we saw… • Would this scenario be counted as a conversion? • Yes, the customer is in the “pipeline” • And this scenario? • Depends on the report type!
Conversion Reports Types • Conversion reports that use targets: • Sales Summary – Customized: • Reports only on “in-session” conversions • Focused on pipeline chats (Proactive / Dynamic Button) • Visitor type is a main separator (Hot/Cold Lead) • Credits all agents involved in the chat • Conversion Summary • Reports on “in-session” and Cross session conversions • Focused on the “Room” where the conversion took place • Agent crediting algorithm • Simpler target setup (matching options)
Conversion ReportsDifferences • Examples of the main differences: • Operator: RosySales Summary: 4 Proactive and Button Sales Conversion Summary: 3 Total Conv. Credit • Sales Summary:50 total conversionsConversion Summary:1500 total in-session conversions Sales Sum. Conv. Sum. Sales Sum. Conv. Sum. Credits all involved agents Credits first / last / all agents Target was set to match “1” Target was set to match “Numeric” Including transfers According to it’s target This will include values of 0
Conversion ReportsDifferences (Cont.) • Sometimes chat transcripts don’t have all the details • Operator: TimSales Summary: 5 Proactive and Button Sales Chat Transcripts: 7 sales were counted manually • Chat Transcripts: 20 total conversionsConversion Summary:27 total conversions Chat start time is used Sales Sum. Conv. Sum.. Credited based on target rules Cross session crediting No indication about rules Sessions without a chat not available Session start time is used Transcript Transcript
Q&A ?