Conversations Matrix

the chats docid\ gbjns2wkgebszf5evi07n matrix reports overview docid\ w77fotsoi3fpy lzwmcj2 provides a detailed view of conversation counts grouped by customizable parameters this allows users to analyze communication trends by various criteria and timeframes, offering powerful insights into messaging activities purpose the conversations matrix organizes conversation data into a table format, grouped by selected row and column parameters this is useful for identifying patterns, comparing engagement metrics, and managing communication across platforms or categories getting here this module is accessible to admins , managers , and users with access to the reports module restricted users (users with limited views as defined by admins) cannot view this report steps to access navigate to the reports overview docid\ w77fotsoi3fpy lzwmcj2 from the left hand menu under the "chats" section, select conversation matrix using the report grouping options users can group rows and columns by parameters such as category the type of enquiry, such as "business enquiry" or "appointment confirmation " channel the source of the conversation (e g , whatsapp, facebook) first assignee the agent initially assigned to the enquiry last assignee the agent who last worked on the enquiry source the trigger for the conversation (e g , flow, template, or contact) open/close date or month the date or month the conversation was opened or closed dynamic columns data columns are dynamically adjusted based on selected groupings, showing relevant metrics for the grouped parameters interactive table columns sidebar a sidebar to manage which groupings are shown in rows or columns row groups adjustments to row groupings to reorganize data display column labels parameters to define how columns are segmented timeframe selection the period selector allows users to analyze data over custom timeframes such as "last month," "this month," or a specific date range view options the conversations matrix offers several interactive options period selection choose the time period for data analysis column and row adjustments add, remove, or rearrange data parameters pagination controls navigate between pages to view all data entries expanding rows and columns expand, reduce, or move through the table to focus on specific rows or columns example scenarios analyze how many conversations were categorized as "service enquiry" across different channels in a given month compare agents' performance by the number of enquiries assigned or closed by each exporting the data the data from the conversations matrix can be exported in multiple formats csv excel to export right click on the report select the export option (hint it's the last one) select your preferred file format the download begins automatically practical use cases agent performance docid\ j02hvqfv zxhicifjol j tracking use the first assignee and last assignee groupings to monitor which agents handle the most conversations or which agents close the most cases channel comparison group by channel to identify which communication platforms generate the most conversations and adjust marketing strategies accordingly customer interaction trends use the category parameter to evaluate which types of customer enquiries are most frequent, helping businesses prepare resources or automate common queries workflow optimization track open date and close date to identify bottlenecks in response or resolution times, optimizing workflows to improve customer experience best practices define objectives before analysis determine what you want to measure (e g , agent performance, channel efficiency) to select the most relevant grouping options use specific timeframes narrow down the timeframe to analyze targeted performance or campaign results for specific periods export data for further analysis leverage the export feature to analyze larger datasets offline or present insights to stakeholders combine metrics use multiple grouping options (e g , channel and category ) to identify more nuanced patterns, such as which channel receives the most business enquiries faqs can i save my grouping preferences for future use? currently, the conversations matrix does not support saving custom views you’ll need to reselect your grouping and filters each time you access the report what does “first assignee” vs “last assignee” mean? “first assignee” refers to the agent who was initially assigned to the conversation, while “last assignee” refers to the agent who last handled or closed it these help track performance and handoffs can i group data by multiple row and column combinations at once? yes, you can select multiple groupings for both rows and columns via the sidebar to create a multidimensional view of your data what is the difference between open date and close date filters? open date refers to when the conversation was initiated, while close date indicates when it was resolved or marked as closed why is my exported file missing some columns or rows? only the data currently visible on the screen or within the selected filters is exported adjust filters and view settings before exporting for complete data capture can restricted users view their own performance in this report? no restricted users are not granted access to the conversations matrix report only users with full reports access can view it does the report update in real time? yes, the report reflects real time data based on the latest activity within the system any updates or changes made to conversations, users, or metrics are reflected immediately how can i identify which channel is underperforming? group by “channel” and compare conversation volume, resolution rates, or categories to determine which platform requires improvement can i use this report to track campaign effectiveness? yes, by grouping conversations by source and filtering by time period, you can evaluate which automated flows or campaigns generated the most engagement is there a limit to how many groupings i can apply? while there’s no strict limit, applying too many row and column groupings may make the report harder to read it’s best to focus on the most relevant dimensions for clarity