View data associated with a contact
The Details panel in the Media Player enables you to explore several categories of data associated with the contact. The sections available depend on your role, the contact type and contents, and the features enabled in Workforce Optimization.
Prerequisites
- Your organization has a QM or CR license
- You have the View Contacts permission
Page location
Interactions > Double-click a contact > Details panel
When multiple agents handle the same customer call (for example, when one agent transfers the call to another), Workforce Optimization creates a separate contact for each agent involved and gives these contacts the same associated contact ID. The Associated Contacts section displays such contacts, allowing you to see all segments of a call, from when it enters the contact center to when it ends.
A customer calls Agent A. Agent A transfers the customer to Agent B, and Agent B transfers the customer to Supervisor C. Workforce Optimization creates three separate contacts and gives them the same associated contact ID.
For further examples, see Watch the screen capture of a contact.
Workforce Optimization orders associated contacts chronologically and highlights the currently-loaded contact in blue. To load an associated contact, do either of the following:
- Click the associated contact that you want to load.
- Click the Previous or Next button in the Media Player (see Play contacts).
You can also hover over an associated contact to see a tooltip that contains further details.
NOTE Associated contacts might not align correctly. For example, the system clock time on each PC with Smart Desktop can vary if the desktops are not syncing to the same time server. The system clock time can also vary on each PC between syncs to the same time server.
You might not be able to play back some associated contacts. This is due to various reasons:
- They were deleted.
- They did not meet workflow criteria.
- They were under the minimum length.
With this type of contact, the energy bar associated with the contact is empty, and the recording is unavailable. You cannot listen to those segments of the call, but you can view them so you can follow how the call moved through the contact center. When you use the Next and Previous buttons to move through the list of contacts, the Media Player automatically skips contacts you cannot listen to.
NOTE You can only play back associated contacts that are within your scope. An error message appears for calls that are out of your scope.
The Contact Information section displays contact data. The data shown depends on the type of contact. Information for calls is different than information for emails, for example.
The following tables describe all possible contact data that can appear in the Contact Information section of the Details panel. Each table orders contact data alphabetically.
Contact Data | Description |
---|---|
Audio File Upload State |
The status of the contact’s audio file. Possible values for this field are as follows:
|
Called Number |
The direct inward dialing (DID) or Dialed Number Identification Service (DNIS) number of the phone that received the call. Displays “unknown” if the called number is unlisted or blocked. This field applies only to calls. |
Calling Number |
The caller ID or Automatic Number Identification (ANI) of the calling party. Displays “unknown” if the calling number is unlisted or blocked. This field applies only to calls. |
Contact Direction |
The direction of the contact: inbound or outbound. |
Contact Duration |
The length of time between the call being answered and the call being dropped, including ring time and extended screen time (if any) in HH:MM:SS. The call duration is received from the signaling service. The call duration shown in the contacts table and the Media Player might not be the same due to the difference in “event duration” (the time between events) and “recording duration” (the duration within the actual recorded file). In these scenarios, the call duration would be different:
This field applies only to calls. |
Contact ID |
The conversation’s unique ID. |
Contact Type |
The contact type. The possible values for this field are:
|
Daily Workflow |
The name of the Daily Workflow associated with this contact (see Automate QM workflows). |
End of Interaction Workflow |
The name of the End of Interaction workflow associated with this contact. |
External Parties |
(Chat and SMS contacts only) The phone number, email address, or other identifier of the person who interacted with the agent. |
From Address |
(Email contacts only) The email addresses in the From field. This option is available only when Analytics is enabled. |
HR |
Indicates if the contact has been marked as an HR contact. |
Reason |
The reason the conversation was recorded. This reason is set in the recording rule (see View data associated with a contact). |
Recording Type |
The recording type associated with this device. |
State |
The current evaluation state of the contact. The possible values for this field are:
|
Subject |
Filters email associated with non-call contacts based on the email addresses in the To field. This option is available only when Analytics is enabled. |
Survey Name |
The name of a survey. |
Survey Score |
The score of a completed survey. |
To Address |
Filters email associated with non-call contacts based on the email addresses in the To field. This option is available only when Analytics is enabled. |
Training |
Indicates if the contact has been marked as a training contact. |
Video File Upload State |
The status of the video or audio file. Possible values for this field are:
|
Contact Data | Description |
---|---|
Agent ACD ID |
The ID of the agent in the ACD. |
First Name |
The agent’s first name. NOTE If the First Name, Last Name, Group and Team fields are blank, the recording is a root call. A root call is an unreconciled contact that appears as an QM archive contact. Once reconciled, the call is assigned a user (see How root calls and reconciliation work). |
Group |
The name of the group. |
Last Name |
The agent’s last name. |
Team |
The name of the team the agent belonged to at the time the contact was recorded. |
Contact Data | Description |
---|---|
Approved By |
The name of the person who approved the evaluation. You can see this information if one of these is true:
|
Calibrated |
Indicates if the contact has been marked for calibration. |
Date Evaluated |
The date when the contact was evaluated. This value appears if you are the evaluator or when the View Evaluator Details permission is enabled. If this permission is not enabled, the value ##### is displayed. NOTE The date and time used to calculate the Date Evaluated value is calculated using the Universal Time Coordinated (UTC) time plus or minus an offset value associated with your time zone. For example, 09/22/2019 2:00 AM UTC converts to 09/21/2019 9:00 PM Central Daylight Time (CDT). The Date Evaluated filter uses the UTC time of when the call is evaluated. That means, depending on your time zone, a call recorded on late in the evening in the CDT time zone on 09/21/2019 is filtered as a call that was recorded on 09/22/2019. If you search the recordings that occurred on 09/21/2019 using the Date Evaluated filter, you may also need to search the recordings for the previous or next day, depending on your time zone. |
Date Responded |
Date the agent responded to the evaluation. |
Evaluation Form |
The name of the evaluation or calibration form used to score the customer conversation. |
Evaluation Response |
Indicates the response status for the contact:
|
Evaluator Name |
The name of the evaluator or calibrator. You can see this information if one of these is true:
|
Score |
The evaluation score given to the contact. NOTE Calibration scores do not appear in this field. For calibration scores, use the Evaluation Calibration. |
Contact Data | Description |
---|---|
% Hold |
The percentage of the call spent in a hold state. |
% Pause |
The percentage of the call spent in a pause state. |
% Silence |
The percentage of the call spent in a silence state (during which neither the caller or the agent are speaking). |
% Talk Over |
The percentage of the call spent in a talkover state (during which both the caller and the agent are speaking). |
Hold Events |
Number of detected hold events. |
Pause Events |
Number of detected pause events. |
Silence Events |
The number of detected silence events. |
Talk Over Events |
The number of detected talkover events. |
Total Hold Duration |
The total duration of hold time. Format = HH:MM:SS. |
Total Pause Duration |
The total duration of pause time. Format = HH:MM:SS. |
Total Silence Duration |
The total duration of silence time. Format = HH:MM:SS. |
Total Talk Over Duration |
The total duration of talkover time. Format = HH:MM:SS. |
Contact Data | Description |
---|---|
Predictive Evaluation Score |
The predicted evaluation score of an unscored contact. Workforce Optimization bases this predicted score on Analytics data and previous evaluation scores. Workforce Optimization uses the following pieces of Analytics data: call and agent attributes, speech hits, and desktop activity. |
Predictive Net Promoter Score |
The predictive net promoter score for the contact. |
Sentiment |
The sentiment score for the contact. Possible values are Positive, Neutral, and Negative. |
Contact Data | Description |
---|---|
Variable text |
The custom metadata available in Workforce Optimization varies by the configuration of your ACD and the Metadata Manager page. You can edit the values in custom metadata fields. See Edit custom metadata associated with a contact. |
The Post-Call Survey section displays the results of a survey completed by the customer after the contact ends. Post-call survey data appears only when your system is configured to deliver surveys and the customer has submitted a response.
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