New features overview
👋 Goodbye "Reports" tab
We will be removing the “Reports” tab from our menu. Over the past 6 months, we have been working to replace all the dashboards with new and improved versions. These are all available under Analytics – Reports.
Current top navigation menu:
New top navigation menu:
User Overview - dashboard improvements
Overview of all replies sent and tags added by agents
- Replies Sent: see all replies sent by this agent
- Tags Added: see all messages tagged by this agent
Example replies sent:
Example tags added:
Filtering on agents & groups
We have added 2 new ways to filter the users overview dashboard:
- Groups: You can create custom groups of agents and save these as a filter.
- Teams: If you are using teams, you can filter this dashboard by teams as well.
Use the agents’ filter to select specific agents or a group of agents. To create a new group click on + Group.
When adding a new group, simply give it a name and select the agents you want to be part of this group.