Articles in this section

Discover: Filter tickets on agent and ticket meta data

Discover automatically categorizes your tickets into granular support query topics, and overlays them with your support KPI metrics to give you insights. With filters in Discover, you can now get granular insights into your customer support queries.

Discover's filters include product, requester persona, agent department, ticket source, ticket priority, agent geo location, agent time zone, and agent email. Custom filters can also be requested through a customer service manager.

How can you leverage filters?

Product

With a product filter, Discover can help businesses understand which products or features generate client-facing support queries. This can be shared with product teams to influence prioritization.

Requester Persona / Client

Filtering based on the requester persona can help identify which persona is facing friction in which areas. This can be leveraged to inform customer success teams and enable product and engineering teams to understand areas of product improvement.

Agent Department

For businesses with categorized agents in departments, the agent department filter can provide quick insights into how a group of agents is doing. This can be leveraged with agent email to get a deeper dive into individual agent performance, helping to identify areas where agents might need help or training.

Ticket Source

The ticket source filter can help businesses understand which channels users are using for support about a topic. This can help optimize the customer experience across different channels.

Ticket Priority

The ticket priority filter can help businesses confirm that they are prioritizing correctly and that top clients are always being prioritized. This filter can be leveraged with requester persona to ensure that top clients are being prioritized.

Agent Geo Location / Timezone

For businesses with agents across multiple locations and time zones, the agent geo location and agent time zone filters can help understand which topics are trending by location and time zone. This can help ensure that agents are aware of the most common topics for those zones.

Agent Email

Finally, the agent email filter can be leveraged independently or with the agent department to examine each agent's performance more deeply and identify areas where they might require more training.

Discover's new filters provide businesses with powerful insights to better understand their customer support queries and agent performance.

Was this article helpful?
0 out of 0 found this helpful

More resources

  • Need support?

    Submit a request and our support team will assist you

  • Business hours

    Monday to Friday 8am - 5pm PST excluding US holidays

  • Contact us

    support@forethought.ai