reports-analytics-guide
Velaro includes six built-in analytics reports. This guide explains what each metric means, what good looks like, and what actions to take when numbers are off.
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Value Report
The Value Report shows ROI from chat automation over a selected time window (30, 60, or 90 days).
Key metrics:
- Bot Deflection Rate — percentage of conversations fully handled by the AI bot without agent involvement. 50–70% is good for most accounts. Below 40% means the bot needs more training or workflows are routing too aggressively to humans.
- Hours Saved — estimated agent hours saved by bot deflections. Calculated as: deflections × avg handle time ÷ 60.
- Estimated Savings — hours saved × configured agent cost per hour. Adjust the cost input to match your actual agent cost.
- AI Skill Executions — how many times the bot used an integration skill (CRM lookup, order status, etc.). High skill usage = high automation value.
- Resolution Rate — conversations where the customer's issue was resolved without escalation. Above 80% is healthy.
- Avg First Response Time — how quickly a human or bot first responded. Under 60 seconds is excellent. Over 3 minutes risks abandonment.
SLA Compliance — percentage of conversations where the first human response was within the configured SLA target (default 5 minutes). Below 90% usually means understaffing or routing issues during peak hours.
Actions when deflection rate is low:
- Check which intents are falling through to agents in Chat Intelligence
- Add or improve bot workflows for your top 5 missed topics
- Review Transfer step conditions — overly broad conditions hand off too early
Actions when response time is high:
- Check team routing — are conversations queuing in the right team?
- Review agent availability during peak hours
- Enable bot fallback responses for after-hours gaps
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Agent Performance
AI-scored conversation quality for individual agents, based on a rubric applied to recent chats.
Key metrics:
- Avg Quality Score — 0–100 AI score across dimensions: resolution, empathy, professionalism, accuracy. Above 80 is good.
- Sentiment Breakdown — positive / neutral / negative customer sentiment. More than 15% negative warrants investigation.
- Per-agent scores — click any agent to see their individual conversation samples and where they lost points.
Actions when scores are low:
- Review low-scoring conversations with the agent directly
- Agents scoring below 65 consistently should be coached on resolution and empathy dimensions
- Agents with high volume but low scores may be rushing — check handle time vs quality tradeoff
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CSAT Results
Customer satisfaction survey scores collected after chat conversations end.
Key metrics:
- Satisfaction Rate — percentage of surveys rated 4 or 5 out of 5. Industry benchmark is 85%+. Below 75% is a signal something is wrong.
- Top Teams — which teams are getting the highest scores. Large gaps between teams point to coaching or process differences.
- Score distribution — 1–2 star ratings need individual review. These are customers who had a bad enough experience to say so.
Actions when CSAT is low:
- Pull the 1–2 star conversations and look for patterns (long wait, wrong answer, transfers, bot failures)
- Check if low scores correlate with a specific channel, team, or time of day
- Configure surveys in Settings → CSAT if response rate is too low to draw conclusions
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Chat Intelligence
AI-analyzed conversation themes — what customers are actually asking about and how well each topic is being handled.
Key metrics:
- Top Themes — the most common topics customers raise. These should align with your bot's trained workflows. If a top theme has no bot workflow, that's a deflection opportunity.
- Missed Conversations — conversations where the customer's issue was NOT resolved. Grouped by theme to show where you're losing customers.
- AI Resolved vs Agent Resolved vs Deflected — the three outcome buckets. More AI-resolved = more efficient. More missed = more churn risk.
- Missed by Page — which pages on your site generate the most unresolved conversations. Signals where to add proactive chat triggers or improve content.
Actions when a theme has high missed rate:
- Build or improve a bot workflow for that topic
- Add a knowledge base article and enable KB search for the bot
- Check if the bot is transferring these to the right team
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Leaderboard
Ranked agent performance across configurable metrics, with optional team filter and competition mode.
Key metrics (selectable):
- Total Chats — raw conversation volume. Useful for workload planning.
- CSAT — satisfaction score per agent. Most meaningful for quality-focused teams.
- Resolution Rate — how often the agent resolves without escalation.
- Avg Handle Time — faster is not always better — pair with CSAT to distinguish efficiency from rushing.
- First Response Time — how quickly agents pick up conversations.
Competitions — create time-bounded competitions with prizes for top performers. Visible to agents on their own dashboard.
Actions:
- Use leaderboard monthly in team meetings — public recognition drives engagement
- Look at agents in the bottom quartile for two consecutive periods — that's a coaching conversation
- Filter by team to compare within peer groups rather than across different-volume teams
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KB Performance
How your knowledge base articles are performing on help.velaro.com.
Key metrics:
- Views — how often each article is read. High-view articles are your most important content — keep them accurate.
- Search queries — what customers search for. Queries with no results = article gaps.
- Bot deflections via KB — how often the AI bot cited a KB article to answer a question.
Actions when search has no-result queries:
- Write articles for the top no-result queries
- Add synonyms and tags to existing articles that cover those topics
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General Guidance
Trend direction matters more than absolute numbers. A 60% deflection rate that is rising is better than a 70% rate that is falling.
Compare periods, not snapshots. Always use the period selectors to compare this month vs last month before drawing conclusions.
Bot + Agent = one system. Low agent CSAT often traces back to the bot failing first — a bad handoff, a wrong answer, or a long queue wait created by the bot not deflecting enough.
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