How do I access CSAT-based reports on the Convin Dashboard?

This article will help you finding the CSAT based reporting on Convin Dashboard.

To access report-level CSAT analysis, there are currently two types of CSAT Score analysis reports available. These reports offer a comprehensive view of ongoing trends. You can find them under the “All Reports” section.

To access the “CSAT-based Reports” section, please follow the steps below:

  1. Navigate to the Home Page of your Convin Dashboard.


  2. Select the Overall Dashboard.


  3. Click on "All Reports."


  4. Search for CSAT Analysis Report and CSAT Dashboard Report.


  • Select CSAT Analysis Report to view the number of conversations handled by each agent, along with the count of satisfied, dissatisfied, and neutral customer interactions.


  • Open the CSAT Dashboard Report to get a comprehensive overview that includes CSAT categories, assigned agents, CSAT scores, and the reasons behind each conversation’s categorization all in one place.



Summary:

Access report-level CSAT analysis through the “All Reports” section in the Convin Dashboard. You can explore two report types — CSAT Analysis Report for agent-wise conversation and satisfaction metrics, and CSAT Dashboard Report for a detailed overview of CSAT categories, scores, and reasons for each rating.

📩 Still need help? Contact our support team at  [email protected]—we’re happy to assist!

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