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Reports for Management

 

 

The Reports section centralizes all strategic information on the platform, allowing you to track performance indicators, team productivity, credit consumption, contact growth, and more.

At the top of the screen, you will find several tabs, each dedicated to a specific type of report. Below, you can see the details of each one.

 

Report Tabs

1. Credits

This tab shows credit usage and availability:

  • Purchased credits
  • Used credits
  • Daily credit consumption
  • Channels that consumed credits

Useful to understand resource usage and identify the most expensive channels.

 

2. Overview

Displays the main operational indicators:

  • Inbound contacts
  • Outbound contacts
  • Total contacts
  • Chats by channel
  • Chat closing reasons
  • Agent performance
  • Contacts by region

This tab provides a consolidated view of the operation, helping identify trends quickly.

 

3. Operator Analysis

Focused on measuring and comparing team productivity:

  • Operator productivity
  • Individual performance
  • Export operator analysis

Ideal for evaluating each agent’s performance and supporting management actions.

 

4. Calls

Shows all information related to phone calls:

  • Calls made
  • Answered calls
  • Missed calls
  • Minutes spoken
  • Calls by day
  • Minutes spoken per operator
  • Consolidated call report

Provides a complete view of phone-based customer service.

 

5. Ads

Allows you to track campaign results:

  • Contacts by ad
  • Ad reports

Important for measuring the effectiveness of lead generation through paid media.

 

6. Broadcasts

Contains data about mass messaging:

  • Broadcast data
  • Broadcasts by channel
  • SQS broadcast

Helps track bulk messaging and measure effectiveness by channel.

 

7. Contacts

Here you can monitor your contact base growth in real time:

  • Total contacts in the database
  • New contacts
  • Contacts created yesterday
  • Contacts attended yesterday

Also includes the Contact Report, with detailed data such as ID, name, phone, email, CPF, and gender.
You’ll also find charts like Operator x Contacts added to portfolio, allowing you to compare goals and performance.

 

8. Other Tabs

Additional reports include:

  • Logs → Detailed system event records
  • U.C.E Journey → Tracking the customer communication journey
  • Sales Records → History of sales linked to contacts

 

Conclusion

The Reports area serves as a complete management panel, gathering data on credits, contacts, team performance, calls, ads, broadcasts, and sales.

With this tab-structured view, you can:

  • Monitor operations in real time
  • Evaluate team and channel performance
  • Control costs and credit consumption
  • Make strategic decisions based on reliable data
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