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Omnichannel Intraday Supervisor Insights Reports

Download the Power BI template (.pbit) files for Intraday Supervisor Insights for Omnichannel for Customer Service app.

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  • Version:

    1.0

    Date Published:

    15/01/2024

    File Name:

    Intraday Monitoring.zip

    Live Conversations.zip

    File Size:

    443.6 KB

    559.7 KB

    The intraday insights reports provide KPIs that helps supervisors or customer service managers to keep track of the work that their agents do. Also, helps in managing the work of agents who work with customers to resolve queries every day through various service channels. These reports perform the following tasks:
    • Monitor key performance indicators (KPIs)
    • Monitor workload of agent
    • Monitor unassigned workload
    To learn more, see Configure intraday insights dashboard and Introduction to intraday supervisor experiences.

  • Supported Operating Systems

    Windows 10, Windows 7 Service Pack 1, Windows 8, Windows 8.1

    To learn more, see Pre-requisites and system requirements of Omnichannel for Customer Service

    1. Open the Power BI Desktop and sign in with your credentials.
    2. Go to your workspace > File > Import > Powers BI template and select the downloaded pbit file.
    3. Select Edit on the message.
    4. Choose your workspace and select the dataset.
    5. Change to your organization created workspace and select the dataset.
      6. Note: The dataset creation may take up to 15 minutes to appear in the created workspace.
    6. Publish and save the pbix file to the created workspace.
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