Dashboard

Kore.ai Bots Platform provides in-depth insights and metrics on the performance of the virtual assistants. Following are the key features:

• Bot Summary to get a bird’s eye view of all the bot configuration and capabilities in a place. See here for details.
• From the Usage Metrics section view real-time and standard dashboards on your bot’s performance. See here for details.
• The Containment Metrics section provides insights into how effectively customers are engaging with the bot vs transferring to agents or dropping offs. . See here for details.
• The Custom Dashboard allows you to design your own reports and dashboards. See here for details.

Bot Summary

Bot Summary can be accessed from the Build tab in the top menu and is the default page displayed when you open any bot. This page gives a detailed summary of the Bot configuration. This includes various snippets of bot definition as widgets. Clicking on any of these widgets takes you to the corresponding module.

These snippets give an overview of the:

• Tasks added to the bot (list of Linked Bots in case of a Universal Bot)
• Knowledge Graph configured including the summary like the number of paths, terms, synonyms, etc.

Note: The Knowledge Graph widget in the Bot Summary shows the right details after training the bot. For more information on training the knowledge graph, see Knowledge Graph Training.

• Small Talk groups along with the number of conversations added
• Digital Skills added in terms of the number of Forms, Widgets, and Panels
• Natural Language – utterances, patterns, and synonyms
• Channels enabled
• Activity Logs – visible only to the owner of the bot;
• Team working on the Bot – visible only to the owner of the bot;
• Events Handlers, Environment Variables, and Content Variables  configured
• Interruption Behavior, Authorization Profiles configured
• Debug Logs and any other settings configured for this Bot.

Clicking any of the above-mentioned cards takes you to the corresponding page.

You can use this page to Import Bot and Export Bot and add New Tasks and New Group (Small Talk) too.

Usage Metrics

From the Analyze tab on the top menu, you can access the Usage Metrics page. This page is your one-stop bot activity and bot user overview. It includes both interactive and non-interactive sessions. See here for more details on sessions.

Real-time Status

The first section on the Usage Metrics page is Real-time Status. This gives an overview of your Bot usage at a given point in time. It is set to refresh every 30 secs, which can be customized from 10secs to 10 mins using the dropdown next to the Refresh button.

Please note that the Real-time Status metrics should be used only if the Conversation Session Behavior under the Manage Sessions module is set to ‘Proactively close the sessions after inactivity’ .

If your virtual assistant is using the ‘Do not proactively close the sessions after inactivity’ option, then the Real-time Metrics may not represent the correct information. This configuration keeps the conversation sessions open state as it anticipates that the user can resume the conversation post inactivity period. All such open conversation sessions are treated as active and hence they are included in the Real-time Status metrics.

The Realtime Status includes:

• Active Users – number of users interacting with the Bot at that given moment in time.
• Active Channels – clicking the card expands the list of active channels along with the number of users using the channel.
• Active Agent Sessions – sessions that are in progress at a given instance.

The Refresh button can be used to get the latest data.

Other usage metrics give an idea regarding the bot’s performance in terms of the frequency of user interaction, channels of interaction, tasks performed, etc.

• Chat Session Records: By default, Bot usage metrics based on usage of the bot during the past 24 hours are displayed. You can customize the metrics displayed by the time period and bot selection. Filter criteria can also be applied, see below for details.
• An overview of the number of Successful Tasks being completed, the number of Conversation Sessions, and the number of Alerts Sent are displayed.
• A graphic illustration of the Messages and Conversation Sessions. This includes
  • Messages – the number of messages exchanged between the user and Bot;
  • Conversation Sessions – the number of conversation sessions initiated with the bot ie the exchange between user and Bot without change of intent even after a specified idle time See here for details on the session definition.
• Details of:
  • the number of Successful Tasks in the selected period of time;
  • the pie chart comparing Intent Recognition vs Failed Tasks;
  • Name and Count of successful tasks executions, with an option to export as CSV;
  • Channels of interaction with the number of messages exchanged;
  • Number sessions in Agent Transfer.

  

Containment Metrics

Notes:

• Containment metrics are only available for conversation sessions created after the 8.0 release, i.e post-November 1, 2020.
• Containment metrics are generated only for conversations in a closed state, see here for more on conversation session durations.

Containment Metrics provides insights on whether the calls were successfully answered by the virtual assistant or if the calls were landed with agents.

The metrics are categorized into:

• Self-service Conversations – Conversations that get executed successfully will be considered Self-service conversations. A conversation will be considered self-service if a task is successfully executed even without any user interaction.
• Drop-offs – These include sessions where the user exits the chat session abruptly. This will include all the sessions where the session has ended in any of the following scenarios:
  • The user was in the middle of a task execution;
  • The last task ended as a Task Failure;
  • The last interaction/message resulted in an ‘intent not identified’ scenario;
  • Non-interactive sessions;
  • No response from the bot.
• Agent Transfer Conversations – These include conversation sessions that reached the Agent Transfer Nodes of the Dialog Tasks.

Each category gives a bird’s eye view of:

• The number of conversation sessions that have started in the selected time period;
• The percentage increase or decrease when compared to the previous time period.

The following table gives the details of the metrics displayed.

Filter Criteria

A filter can be applied to display the required Metrics.

• Select the Time Period:
  • 7 Days – Data aggregated over the past seven days is displayed.
  • 24 Hours – Only data aggregated during the immediately preceding 24 hours is displayed. This is the default setting.
  • Custom – Click to display the Custom Date Range dialog that you can use to define a specific date period. On the left side, select or enter a start date, and then on the right side, select or enter the end data for displaying activity data. Selection up to a maximum of 90 days preceding the current date is allowed.
• Using the Filter option, select:
  • Metrics over a specified Channel.
  • Metrics for a specified Language.
  • The conversation session types can be either one or both (default setting) of the following:
    • interactive – the normal conversation between the user and the bot;
    • non-interactive – sessions where bot messages are presented to the user without any message from the user

    See here for details on conversation session types.

  • based upon the meta tags added at a message, user, or session level. Multiple tags can be selected wherein the ‘AND’ condition is applied.

Tag-based

You can filter the dashboard using meta tags added at a message, user, or session level. Multiple tags can be selected under the filter criteria, an ‘and‘ condition will be applied across multiple fields selected for filtering.

The following table gives the widget-wise applicability of meta tags on the dashboard.