Bold360 Plus subscribers can use the Dashboard to view a summary of account activity from anywhere: desktop, tablet, or phone.
The Dashboard (https://dashboard.boldchat.com) gives you the following:
To access the Dashboard, log in to your Digital DX account at https://dashboard.boldchat.com.
When viewing on a desktop:
When viewing on a phone or tablet:
The following charts are available to Bold360 Plus subscribers at https://dashboard.boldchat.com.
Chart name | Description | User Tips | Options and Filters |
---|---|---|---|
Chat activity | A summary of chat activity in your account. By default, it shows the total number of offered chats per day for one week, including the current day. | Hover over or tap a line to view additional details. | Options: Total chats offered, Abandoned chats, Answered chats, Time period (Last 24 hours, 7 days, 30 days).
Filters: Department, folder, website. |
Chat performance | A summary of information about chats in your organization compared to target goals. Use this chart to track performance against Service Level Agreements (SLAs). | Items that have missed a performance goal are shown red.
To display a notification on the Dashboard when a goal is missed, edit the report |
Columns to show: Actual, Goal, Difference.
Goal values: Average Speed to Answer (mm:ss), NPS, Overall Chat Satisfaction. Filters: Department, folder, website. |
Chat status | Summary information about active and queued chats. Click the chart for details. | To display a notification on the Dashboard when a chat has waited too long in the queue, edit the report ![]() You can choose to show details of the longest waiting chat on this chart, but this disables Department and Website filters. Click the chat to see the waiting customer's name. |
Filters: Department, folder, website (except when showing the longest waiting chat, in which case only the Folder filter is applied). |
Operator rating | A summary of agents ratings submitted by customers on the post-chat survey. | Items that have missed a performance goal are shown red.
To display a notification on the Dashboard when a goal is missed, edit the report Click the page selector at the bottom of the chart to flip through multiple pages when the number of agents exceeds five. |
Filters: Department, folder |
Operator status | The number of agents in your organization by status: In Chat, Available, Away, Offline. | Click the chart for details. | Filters: Department |
Customers | A summary of customer monitoring activity on your sites, including the number of customers on each page. | The chart itself displays filtered data, while the Total Visit Count and Total Active Invitations are for the entire account. | Option: Add a bar to represent each filter.
Filters: Folder. |