How to Keep Track of Stats Using SwiftCX AI Copilot Dashboard

Monitor and manage your team's performance effectively with the SwiftCX AI Copilot dashboard. Follow these steps to keep track of stats:

1. Create a Team in SwiftCX

1. Navigate to User Management:
   • Log into your SwiftCX account.
   • Go to the "User Management" section.
2. Create Team:
   • Select "Teams" and click on "Create Team."
   • Name your team and select the same agents that were added to the Zendesk group. This helps focus usage on those specific agents.

2. Access AI Copilot Dashboard

1. Open Dashboard:

   • Navigate to the AI Copilot menu.
   • Click on "Dashboard" to view key performance indicators (KPIs), trends, and top users' performance. This section provides an overview of how your team is performing with the help of AI Copilot.

   

2. View Usage:

   • Click on "Usage" under the AI Copilot menu to see a more granular view of app usage by agent.

   

   • Here, you can click on an agent's name to get an overview of the tickets where the agent used AI Copilot, giving you detailed insights into individual performance.

   

Conclusion

By following these steps, you can effectively keep track of your team's performance using the SwiftCX AI Copilot dashboard. This will help you monitor KPIs, trends, and individual agent usage, ensuring that your team is utilizing AI Copilot to its fullest potential. For further assistance, please visit our SwiftCX Guide or contact our support team.

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