The Dashboard

General Dashboard

If you are a manager or an administrator in Captivated, you can view a snapshot of your team’s activity over a selected period of time by clicking “Dashboard” in the lefthand menu. 

Items you can view: 

  • Messages per channel 
  • Outbound Messages
  • Currently Queued Conversations
  • Initiated Conversations
  • Open Conversations
  • Google Review Requests (If your team has this feature)

Conversation Dashboard

The Conversation Dashboard shows data regarding all conversations such as: 

  • Conversations by Queue
  • Conversations Completed by User
  • Transfers by Queue
  • Transfers by User

You can track data such as reply time and transfer time per user. Average time to take a conversation and average duration of the conversation. 

Payments Dashboard

You can also view all of your payment requests and transactions via the “Payments” section in the lefthand menu.  Like the general dashboard, you can view payments made between a specific range of dates and you can filter your payments by paid, unpaid, canceled and failed.  You can also search for a payment by the reference number.  

  • To view the payment directly in the conversation, just click on the chat bubbles. 
  • To send a refund, click on the three dots. 
  • To download to CSV, hit the download button. 

Transactions Dashboard

To view, filter and/or download your transactions by type, head to the Transactions Dashboard. Again, to view the payment directly in the conversation, just hit the blue chat bubbles next to the date and time. 

 Workflows Dashboard 

 If you have access to workflows on your Captivated account, you can view your current Workflow States and as well as a historical summary of contacts who have entered a workflow under the “Workflows” tab of your Dashboard. If you have multiple workflows on your account, you can select which one you’d like to view using the dropdown above the “Current States” bar graph.

“Current States” shows how many contacts are currently in each state of your workflow, enabling you to see where people are in your pipeline and address any points of congestion that need attention within your business’ processes. You can hover over a specific state with your mouse to view the actual number of contacts in that state. The “Current States” widget is represented in a bar graph without a date picker because it always shows what is currently happening.

The “Summary” widget shows how many contacts have entered and exited the workflow within the given time you specify in the date picker. The pie chart shows a breakdown of the workflow state a contact was in when they exited a workflow. You can hover over a specific state of the pie chart with your mouse to view the actual number of contacts that were in that state when they exited the workflow. 

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