1. Odoo 18 Enterprise Book- LiveChat

4. Reporting Menu

The Reporting section of the Live Chat module provides insights into various aspects of chat interactions. It includes sub-menus such as Session History, Session Statistics, Operator Analysis, and Customer Ratings.

4.1 Session History

The ‘Session History’ window presents details of past chat sessions, including the Visitor Number or Name, Date, Time, Duration, Participants, duration of messages exchanged, and customer ratings, as shown in the screenshot below.

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You can create articles using the Knowledge interface, import records, and create dashboards and spreadsheets using the corresponding icons placed inside the action button at the top of the window for a thorough analysis and documentation of website history.

Clicking on a visitor column will open the detailed history of the visitor, and you can also start a chat with the visitor.

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Apart from the kanban view, you can also change the reporting window to a list view using the ‘List’ icon. Using the search bar filters, you can create or customize various filter and grouping options to get specified visitor data using the Filter, Group, and Favorites buttons provided inside the search bar area.

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4.2 Session Statistics

The ‘Session Statistics’ reporting feature provides a detailed overview of live chat interactions between website visitors and support agents. This tool helps businesses monitor the performance and effectiveness of their real-time customer engagement activities.

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Key features include the number of speakers, Days of activity, Duration of Session in minutes, Is visitor anonymous, Rating, Messages per session, Session not rated, Time to answer, and count-based filtering options are included in the ‘Measures’ filter option. By analyzing these metrics, managers can maintain high service standards and identify areas for improvement. The feature also allows for comparing agent performance across the team. The ‘Session Statistics’ window allows users to analyze session data in graphical and pivot formats.

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The session statistical reports can also be customized using filters and various groups by options using the advanced search bar area.

4.3 Operator Analysis

The ‘Operator Analysis’ menu provides reports on chat performance based on individual operators. Opening the window will show the graphical view of all the operators based on their number of sessions handled by them, as illustrated in the screenshot below.

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This reporting feature evaluates the performance and activity of each live chat operator. This helps businesses maintain high service quality and improve team performance. Here, the key ‘Measures’ include the number of handled sessions, Average ratings, Average duration, Time to answer, and Count option help to change the reporting perspective based on these different metrics.

The reporting can also be viewed in pie, bar, or line charts, with multiple filtering and grouping options available for customized reporting.

4.4 Customer Rating

The ‘Customer Rating’ feature records visitor feedback on chat interactions. This reporting feature is crucial for understanding customer satisfaction levels and evaluating the quality of service provided by support agents. You can see the kanban dashboard view of the customer ratings with the Customer Name, Website ID, Date, Time, and Ratings, as illustrated in the screenshot below.

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Reports can be accessed in Kanban, List, Pivot, and Graph views, offering businesses valuable insights into customer satisfaction. For example, you can see the graphical view of the Customer Ratings report from the screenshot provided below.

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In the graphical view, the key features include the Count and Rating metrics to get a detailed breakdown of the customer ratings. Using the Filter and Group By options included in the advanced search bar area, you can view ratings by individual operators, specific live chat channels, or over selected time periods to identify patterns and trends. To get more specifics, you can customize the filters and grouping options as per the requirements.

By monitoring customer ratings, companies can ensure their live chat support meets customer expectations and make informed decisions for training, staffing, and service improvements.

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