View Search Results
After running a search within a defined date range, the results are displayed in the search results table.
The interactions you can see in the search results depend on the definition of your Interaction-Segment View. For example, the view may limit the results to interactions for your team.
Customize the Search Results Fields
You can customize the fields that show in the search results.
-
Use the Select columns drop-down.
You can add as many columns as you like. A warning appears if you exceed the recommended number of columns (calculated according to your computer settings).
-
Change the order of columns by dragging and dropping the column titles (except for the Type column, which is fixed in the far left position).
Display settings are saved per user.
View Related Segments
When a segment is part of a complex call with multiple segments,is displayed in the Type column.
Click the icon to view all related segments with the same Master Contact ID in a separate window. All the related segments are displayed with the same columns as in the main search results page.
In a complex call with multiple transfers, an interaction might have more than one Master Contact ID. The related segments for each Master Contact ID in the interaction are displayed separately and are not aggregated in a single view.
The segments displayed depend on the definition of the Interaction-Segment View assigned to you. For example, the view may limit the results to segments for your team.
You can run the following actions on the segments:
-
Play
-
Share
-
Calibrate
-
Self assessment
-
Delete segment
Aggregated data for the entire interaction is displayed. You can play, share, and delete the entire interaction.
View Primary Hierarchy Paths
You can view the primary hierarchy structure for an agent or team associated with a call.
The tooltip shows the hierarchy path at the time of the recording.
You can filter search results by hierarchy. In the Filters pane, click the Hierarchy selector. Select organizational units (OUs) and teams in the primary hierarchy. The search results display interactions for the agents and teams that belong to the selected OUs and their sub-units.
Filtering by hierarchy is only available for users with Hierarchy Manager > View and Teams > View permissions.
When you select a team in the Hierarchy selector, results are displayed according to the corresponding team IDs. If the team name has been changed, the search results can include interactions associated with the previous team name.
For example: A team name is changed from Team Suzy to Team Nancy. Selecting Team Nancy in the Hierarchy selector can return results for Team Nancy and Team Suzy.
What Can You See in the Search Results?
Column | Description |
---|---|
Agent ID |
The unique ID assigned to an agent. When there are multiple agents for a segment An interaction between two parties, such as a customer and an agent. Each segment represents a stage in the interaction, such as when a call is transferred to another agent, or agents speak internally to consult., this field has multiple values. The agents are listed in respective order in the Agent ID, Agent Name, and Team Name fields. |
Agent name |
The name of the agent as specified in the CXone employee account. When there are multiple agents for a segment, this field has multiple values. The agents are listed in respective order in the Agent ID, Agent Name, and Team Name fields. |
Agent sentiment |
Agent's overall mood in the segment detected from words or phrases (positive, negative, mixed, neutral). Only available for users with CXone Quality Management Advanced. |
Behavioral Metrics |
These columns are grouped together under the Behavioral Metrics section: Acknowledge loyalty Actively listening Be empathetic Build rapport Demonstrate ownership Effective questioning Inappropriate action Promote self-service Set expectations Behavior scores are displayed as icons. Tooltips display the score as a percentage. See Agent Behavior Insights Report. Only available for users with CXone Quality Management Premium. |
Business data fields | Custom fields that you can use to display data imported from your third party systems. See Business Data. |
IA Category |
IA categories offer greater customization and search abilities by using rules that include keywords, participants, operators, and timing conditions. Analytics automatically identifies customer-defined or OOTB categories for segments. The tooltip for each category shows its full category path. This helps to distinguish between categories with duplicate names. Only available for users with IA license and CXone Quality Management Advanced or Premium license. |
QM Category |
QM categories use keywords to filter interactions containing any of the keywords in a category. Analytics automatically identifies customer-defined or OOTB categories for segments. Only available for users with CXone Quality Management Advanced or Premium license. |
Contact |
A unique numerical identifier assigned to each segment. The contact number is only displayed for new segments. |
CSAT % |
The customer satisfaction (CSAT) score for the primary question in the survey. The primary question is the contact center satisfaction question. The tooltip shows the name, score, and channel for that survey. The score is unavailable if the customer didn't respond to the primary question. You can view the survey response by clicking on the CSAT % score. Only available for users with Feedback Management. |
Customer info |
Customer phone number or email. For voice calls:
|
Customer sentiment |
Customer's overall mood in the segment detected from words or phrases (positive, negative, mixed, neutral). Only available for users with CXone Quality Management Advanced. |
Direction |
Icons that show if the segment is inbound, outbound, or internal. |
An agent assigns a tag with additional information about the call. See Manage Dispositions. Dispositions are displayed only when there is an agent in the interaction. |
|
Duration |
Length of the interaction. The duration of a digital interaction is from the time the case is assigned to the agent to the time the case is unassigned from the agent's inbox. |
Email subject |
Subject of the email. |
Enlighten sentiment Overall mood for a segment generated by Enlighten. The rating is based on a predictive net promoter score (very positive, positive, neutral, negative, or very negative). |
Customer sentiment generated by Enlighten based on a predictive net promoter score (strongly positive, moderately positive, neutral, moderately negative, or strongly negative). Only available for users with CXone Quality Management Advanced. |
Evaluation score |
The CXone Quality Management score of an evaluation, calibration, or self-assessment An evaluation performed by the agent on their own interaction, using the evaluation form. Manager or supervisor can send one or more self assessments to agents.. See CXone Quality Management. When there's no score, an icon displays the evaluation status. Hover over the icon to display more information about the evaluation. To access an evaluation form that is not in Appealed status, click its score. (You must be assigned to the appropriate Evaluation view.) Evaluations are available only for segments with CXone agent participation. Evaluations are not available for off-platform segments and IVR Automated phone menu that allows callers to interact through voice commands, key inputs, or both, to obtain information, route an inbound voice call, or both. segments. Only available for users with a CXone Quality Management license and the View evaluations > Scores permission. |
Evaluator |
The name of the user assigned to a standard or collaborative evaluation for the interaction. Multiple evaluators can be assigned. Evaluator names are displayed for new evaluations. Only available for users with a CXone Quality Management license and the View evaluations > Evaluators permission. |
External Call ID |
The ID of a contact as defined in the third-party telephony system. Available for users with CXone Multi-ACD. |
External Contact ID |
The ID of a contact as defined in the external source of the recording. Available for users with CXone AppLink. |
External Segment ID |
The ID of a segment as defined in the external source of the recording. Available for users with CXone AppLink. |
Group |
The name of the agent's group. When an agent belongs to more than one group or when there are multiple agents in the call, the names of all the corresponding groups are displayed. The tooltip for each group displays the agent that belongs to it. |
Hold Count |
The number of times the caller is put on hold during the voice call segment. |
Hold Time |
The total amount of time the caller spends on hold during the voice call segment. |
Interaction ID |
The unique ID (UUID) for the interaction. When multiple segments across multiple channels are associated with a single interaction, the segments can have the same Interaction ID. The Interaction ID is not the Segment ID, Contact ID, or Master Contact ID. |
Litigation Hold |
Indicates whether an interaction is under litigation hold. When an interaction is under litigation hold, its metadata and media cannot be deleted by an Interactions Hub deletion policy. Available for users with Interactions Hub. |
Master Contact |
The master or parent ID of the contact The person interacting with an agent, IVR, or bot in your contact center.. The contact can contain one or more related segments. This column was previously named Contact ID. |
Organization info |
|
Recording alerts |
Recording alerts include:
|
Segment ID |
The unique ID of the segment. |
Skills |
A classification assigned to agents in the ACD, based on abilities, specialties, and knowledge. See Manage Skills. Skills are displayed only when there is an agent in the interaction. |
Source |
The source of the recording: CXone, CXone Multi-ACD (CXone Open), or an external source (CXone AppLink). Available for users with CXone Recording side-by-side licenses. |
Start time |
Time the segment starts. |
Team |
Agent's team name. When there are multiple agents for a segment, this field has multiple values. The agents are listed in respective order in the Agent ID, Agent Name, and Team Name fields. |
Type |
Information about the interaction channel and recording status.
Icons for voice and screen recordings indicate when they cannot be played back:
You can view life-cycle management information for recorded media. Hover over the icon representing the segment's media type. The tooltip displays the current state of the media and the retention dates for both screen and voice recordings, including IVR calls. The tooltip will also indicate whether the interaction is currently under litigation hold. Life-cycle management information is not displayed for digital segments. |