For the complete documentation index, see llms.txt. This page is also available as Markdown.

Customer report

With the support of customer reports, companies can better monitor and manage customer service activities, thus enhancing customer satisfaction.

Customer report interface

(1) Information filter

  • Campaign name: filter by campaign name to be reported

  • Agent: the name of the agent that needs reporting

  • Export data: export data file in excel format to computer according to filter information

(2) Statistic report

  • Campaign: filtered campaign name

  • Total customers: total number of customers in the campaign

  • New customer: the customer has not been called once in the campaign, corresponding to the customer status in the campaign is not implemented

  • Processing: the customer is in the process of preparing and making a call by the system

  • Called but failed: Called the customer at least once but the agent and customer did not connect with each other and the maximum number of calls out has not been reached

  • Called all retry attempts but failed: the maximum number of calls to the customer has reached the limit but all calls failed

  • Success: successfully called the customer (the customer answered the phone)

  • Callback appointment: the call meets the customer and is scheduled to call back (agent action when calling out from the campaign)

  • No callback: the call meets the customer and the customer reports (the agent chooses the callback option, when making a meeting call, there will be an option if the customer has an appointment to call back for the agent to choose)

  • Make an error call: the call to the customer failed (usually due to the wrong customer phone number)