Anthony Wong
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Articles
Recent activity by Anthony Wong-
Admin Configuration
OverviewThis page serves as a central index for all Admin Configuration articles. Click any of the links below to navigate directly to a specific topic. Articles are organized by their location wit...
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Viewing and Sharing a Custom Dashboard
SettingsClicking the Settings button opens a pop-out window where you can rename or delete the Dashboard.Dashboard LinkClicking this button opens a pop-out window displaying a static URL indicating...
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Agent Vue (The Basics)
OverviewAgent Vue allows you to build agent-specific micro-dashboards that can be added to an existing “Dashboard.” Each Agent Vue displays real-time, agent-level data, such as queue assignments, i...
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Linking a Report to a Chart
OverviewAny chart in Insights can be linked to a report, providing a drill-down path to interaction-level detail directly from the chart. This is useful when a chart surfaces something unexpected, ...
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Reference Lines
OverviewReference lines add a fixed horizontal marker to a chart at a specified value. They are useful for visually indicating a target, threshold, or SLA directly on the chart, making it easy to s...
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Building a Custom Dashboard
The basic conceptOne use-case for reports and charts is inclusion on a custom-built dashboard. At its core, the dashboard-building interface is a simple grid. Reports or charts go into those contai...
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Building a Big Number Stat
OverviewA “Big Number Stat” displays a single key metric prominently, making it ideal for dashboards where you need to see current performance at a glance. Conditional formatting extends this by au...
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Building an Agent Vue
OverviewThis article walks through building an Agent Vue from scratch. The example produces a micro-dashboard that displays each agent's avatar, name, logged-in queues, interaction count, average t...
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Building a Chart
OverviewThis article walks through building a pie chart in Insights using Queue Segment Activity data. The example produces a breakdown of incoming support interactions by communication type, and c...
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Charts
OverviewCharts in Insights allow you to visualize your contact center data in a way that makes trends, comparisons, and distributions immediately clear. Like reports, charts are built by selecting ...