A dashboard for volume, time, and cost with drill-down to the underlying cases
A dashboard reporting what the agents performed, at what cost, and to what effect.
A dashboard reporting what the agents performed, at what cost, and to what effect.
Web, with access granted by role
Exceptions and sensitive decisions that require authority or human judgement.
What it does
Every action an agent takes is logged. The dashboard presents that log as management information: volume handled by channel and by hour, the proportion resolved without human involvement, the reasons for escalation, response and resolution times, and cost per resolution measured against the cost of the same work performed manually. Any figure can be opened to the individual conversations beneath it. The same data is issued monthly as a written review pack.
How it works, step by step
This standard example shows the steps, decision rules, and human handoff point. We tailor it after reviewing your systems and policies.
- Arrives fromMetrics scattered across CRM, sales, operations, and files
- Step 1Aligns each metric definition, source, and refresh cadence with decision owners
- Step 2Connects sources and reconciles the numbers against current reports
- ChecksHas the metric passed quality and reconciliation checks before display?
- TrustedPublished with filters, alerts, and a clear owner for every metric
- Review neededClearly flagged and withheld from decisions until the data gap is resolved
- RecordedThe formula, source, last refresh, and known exceptions are recorded
Operates across
- Web, with access granted by role
What is included
The guardrails it runs under
Four principles govern what we build and what we decline, and they apply to every agent without exception.
Included in every engagement
- Defined permissions, escalation to a named owner, and reporting
- Delivery as a scoped pilot, an operations retainer, or a build-and-handover project
- Operation across WhatsApp, web chat, voice, email, and your CRM and calendar
Identify the process that carries the highest cost
We will demonstrate how a Falaq agent would carry it out, beginning with a scoped engagement and measures agreed in advance.