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Adding a post-chat survey report to the Dashboard

Updated on March 16, 2021

Start analyzing customer responses as the web chatbot summarizes survey results, by adding a survey report widget to your Dashboard.

Pega Customer Service Implementation Guide
To add a survey report widget to the dashboard, perform the following steps:
  1. Log in to the Interaction Portal.
  2. On the left-hand side of the Home page, select Dashboard.
  3. In the top-right corner, select the Personalize dashboard icon to display slots in which you can add report widgets.
  4. In the Customer Satisfaction Dashboard section, select Add widget(s) to display the Add widgets to slot dialog box.
    You can add a report widget to a slot in which a report already exists, or delete the existing report in the slot and then add the new report widget.
  5. In the Add widgets to slot dialog box, under the CUSTOMER SERVICE category, choose a report to add to the slot:
    • CES for chat-Summarizes customer ease of interaction scores.
    • CSAT for chat-Summarizes customer satisfaction scores.
    • NPS for chat-Summarizes customer Net promoter scores.
  6. Select the report that corresponds to the survey type configured in the App Studio Post-chat survey setting, and then click Add selected.
    The figure below shows each report type in a slot:
    OOTB survey reports added to slots
    OOTB survey reports added to slots
  7. To save the added survey report widget to the Dashboard, click Publish.

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