This article defines the metrics and attributes you can use to create Explore reports based on agent state. These datasets are also used for the agent state prebuilt dashboards. See Analyzing agent state and activity.
This article contains the following topics:
Agent state dataset
The Agent state dataset contains metrics and attributes that relate to when an agent enters a given state and how long they’re in that state. Supervisors can use this information to create timestamp reports that give them an in-depth look at how their agents spent their time.
In this dataset, an agent’s time in a given state is recorded only after their state changes. This means that if an agent is in a single state for the entire duration of the report’s time period, their state is not reported, as there have been no changes to it. To report on agent states with or without changes, use the Agent state daily dataset instead.
This section contains the following topics:
Agent state metrics
This section lists and defines all metrics available in the Agent state dataset.
Metric | Definition | Explore formula |
---|---|---|
Agent time in state / seconds | The time spent in seconds by the agent in a
given state per channel. When you add this metric to a report and slice the results by an agent attribute, you must also add the Group attribute. If you don't, an agent's total time is counted for each group they're in. When you add this metric to a report and slice the results by the State attribute, you must also add the Channel attribute. If you don’t, the time spent in per-channel states is counted multiple times. See Why is the per-channel agent status time different than the unified agent status time? |
Agent state attributes
This section lists and defines all attributes available in the Agent state dataset.
Attribute | Definition |
---|---|
Group ID | The ID number of the group. |
Group name | The name of the assigned group. |
Channel | The channel that an agent state relates to. Possible values include Support, Talk, Messaging, Chat, and Unified. |
State | The state of the agent. Possible values
include:
When you add this attribute to a report, you must also add the Channel attribute. If you don’t, the time spent in per-channel states is counted multiple times. See Why is the per-channel agent status time different than the unified agent status time? |
Agent name | The name of the agent. |
Agent role | The role of the agent. |
Agent ID | The ID of the agent. |
Agent email | The email address of the agent. |
Agent external ID | The external ID of the agent. |
Agent locale | The locale of the agent. |
Agent is moderator | Whether the agent is a moderator. |
Agent status | The status of the agent. Possible values are Active or Suspended. |
Agent active | Whether the agent is active. |
Agent suspended | Whether the agent is suspended. |
Agent organization ID | The organization ID of the agent. |
Agent tags | Tags added to the agent. |
Agent timezone | The time zone of the agent. |
State start time | A collection of attributes in different units of time that record the time at which an agent entered a state. |
State end time | A collection of attributes in different units of time that record the time at which an agent exited a state. |
Agent state daily dataset
The Agent state daily dataset contains metrics and attributes that relate to how groups and agents spend their time across channels. This dataset helps you understand, at a daily level, agents’ total time spent in certain states.
Data in this dataset is aggregated at the end of each day and reported in the viewer's time zone. (See Which time zone does Zendesk use?)
Because the data is aggregated daily, any group membership changes are reflected only in the following day’s data. For example, let’s say an agent is moved from Group A to Group B at noon on January 20. The data for January 20 shows them in Group A (even after they were moved), while the data for January 21 shows them in Group B.
This section contains the following topics:
Agent state daily metrics
This section lists and defines all metrics available in the Agent state daily dataset.
Metric | Definition | Explore formula |
---|---|---|
Agent daily time in state |
The total time per day spent by agents in a given state per channel. This metric is aggregated daily and cannot be broken down into smaller time increments. When you add this metric to a report and slice the results by an agent attribute, you must also add the Group attribute. If you don't, an agent's total time is counted for each group they're in. When you add this metric to a report and slice the results by the State attribute, you must also add the Channel attribute. If you don’t, the time spent in per-channel states is counted multiple times. See Why is the per-channel agent status time different than the unified agent status time? |
Agent state daily attributes
This section lists and defines all attributes available in the Agent state daily dataset.
Attribute | Definition |
---|---|
Group ID | The ID number of the group. |
Group name | The name of the assigned group. |
Channel | The channel that an agent state relates to. Possible values include Support, Talk, Messaging, Chat, and Unified. |
State | The state of the agent. Possible values include:
When you add this attribute to a report, you must also add the Channel attribute. If you don’t, the time spent in per-channel states is counted multiple times. See Why is the per-channel agent status time different than the unified agent status time? |
Agent name | The name of the agent. |
Agent role | The role of the agent. |
Agent ID | The ID of the agent. |
Agent email | The email address of the agent. |
Agent external ID | The external ID of the agent. |
Agent locale | The locale of the agent. |
Agent is moderator | Whether the agent is a moderator. |
Agent status | The status of the agent. Possible values are Active or Suspended. |
Agent active | Whether the agent is active. |
Agent suspended | Whether the agent is suspended. |
Agent organization ID | The organization ID of the agent. |
Agent tags | Tags added to the agent. |
Agent timezone | The time zone of the agent. |
Time - Agent time in state | A collection of attributes in different units of time that return when the agent’s state was recorded. |
Agent productivity dataset
The Agent productivity dataset contains metrics and attributes that relate to work items offered and assigned to agents and how agents used their capacity. Supervisors can use this information to create reports that provide an in-depth look at the productivity of their agents.
This dataset reports on the number of work items newly assigned to an agent during a given time period. It doesn’t report on the total number of existing work items where the agent is listed as the assignee. To report on existing work items instead, use the dataset for the channel you’re interested in. For example, use the Support - Tickets dataset to see how many total tickets are assigned to an agent.
Data in this dataset is aggregated hourly, meaning reports can’t be broken down into smaller time increments.
If an agent has no new work items assigned to them for a given hour, no data is recorded for that timeframe. This means reports will include gaps for hours during which an agent wasn’t assigned any work items. In the example report below, no work items were assigned to the agent during the 15:00 hour, so no data was returned.
Similarly, if an agent wasn’t in the Online state for a given hour, no data is recorded for the Agent average used capacity metric.
Agent productivity metrics
This section lists and defines all metrics available in the Agent productivity dataset.
Metric | Definition |
Agent average used capacity | The average capacity used by an agent for a
channel during a period (while they are in the Online state
only). A null value means the agent was not online. A
0.00 value means the agent was assigned no work
items during that period.
Note: The
metrics omnichannel_agent_productivity_capacity_seconds
and omnichannel_agent_productivity_agent_online_seconds
shown in the formula are used only for calculating
average used capacity and can't be added directly to a
report.
Formula: SUM(omnichannel_agent_productivity_capacity_seconds) /SUM(omnichannel_agent_productivity_agent_online_seconds) |
Agent max used capacity | The maximum capacity used by an agent for a channel during a period. |
Agent min used capacity | The minimum capacity used by an agent for a channel during a period. |
Max capacity limit | The maximum capacity assigned to an agent by the admin per channel. |
Offer count |
The number of work items offered to the agent during a specific period. Available only for web and mobile messaging, social messaging, and live chat. Acceptance rate is not available if auto-accept or broadcast mode is used for routing. Offer count is measured at the agent level, meaning this metric returns values for the agent regardless of group filters. |
Accepted count |
The number of work items accepted by the agent during a specific period. Available only for web and mobile messaging, social messaging, and live chat. Acceptance rate is not available if auto-accept or broadcast mode is used for routing. Accepted count is measured at the agent level, meaning this metric returns values for the agent regardless of group filters. |
Acceptance rate |
The ratio of accepted work items to the total work items assigned to an agent during a specific period. Available only for web and mobile messaging, social messaging, and live chat. Acceptance rate is not available if auto-accept or broadcast mode is used for routing. If no work items are offered to or accepted by an agent in the given time period, this metric returns a null value. Acceptance rate is measured at the agent level, meaning this metric returns values for the agent regardless of group filters. Formula: IF (ATTRIBUTE_ADD(SUM(Offer count),[Agent productivity start time - Date]) > 0) THEN 100*SUM(Accepted count)/SUM(Offer count) ELSE 0 ENDIF |
Agent productivity attributes
This section lists and defines all attributes available in the Agent productivity dataset.
Attribute | Definition |
Group ID | The ID number of the group. |
Group name | The name of the assigned group. |
Channel | The channel that a capacity value relates to. Possible values include Support, Talk, Messaging, and Chat. |
Agent name | The name of the agent. |
Agent role | The role of the agent. |
Agent ID | The ID of the agent. |
Agent email | The email address of the agent. |
Agent external ID | The external ID of the agent. |
Agent locale | The locale of the agent. |
Agent is moderator | Whether the agent is a moderator. |
Agent status | Whether an agent is active or suspended. |
Agent active | Whether the agent is active. |
Agent suspended | Whether the agent is suspended. |
Agent organization ID | The organization ID of the agent. |
Agent tags | Tags added to the agent. |
Agent timezone | The time zone of the agent. |
Time - Agent productivity start time | A collection of attributes in different units of time that return when work item capacity was recorded. The start time is recorded when the work item is assigned to the agent. |
Time - Agent productivity end time | A collection of attributes in different units of time that return when the end time when work item capacity was recorded. The end time is recorded when the work item is solved or assigned to another agent. |