Overview of AI Copilot Report

AI Copilot Reports are designed to provide insightful, data-driven analytics and assistance to streamline workflows, enhance decision-making, and improve productivity. This guide offers a detailed understanding of what AI Copilot Reports are, their key features, and how to use them effectively.

Accessing the AI Copilot Report

To access the AI Copilot Report:

1. Log in to your BoldDesk portal.

2. Navigate to Artificial Intelligence Module > Performance > AI Copilot Report.

   

Overview Statistics Metrics

The overview statistics widget provides the following metrics:

• Copilot Questions: Represents the total number of questions asked by agents to the AI Copilot during conversations. This metric helps measure agent engagement with the AI, indicating how frequently users rely on it for support or information.
• Answered Questions: This is the number of agent questions that were successfully answered by the AI Copilot during conversations. This metric reflects the AI’s ability to understand queries and provide relevant, helpful responses. A high count indicates strong AI performance and effective customer engagement, while lower numbers may highlight areas for improvement in training or configuration.
• Unanswered Questions: The total number of agent questions that the AI Copilot was unable to answer. These may result from unclear queries, unsupported topics, or limitations in the AI’s training or configuration. Tracking unanswered questions helps identify gaps in the AI’s knowledge base and areas where improvements may be needed.

Conversations Widget

This widget presents a detailed table of all interactions involving AI Copilot. Each row includes:

• Conversation: The actual question asked.
• Brand: The brand associated with the query.
• Category: Indicates if the query was handled by Global Copilot or a specific category.
• Created On: Timestamp of when the question was asked.
• Details: A link to view the full conversation and AI response.

Filtering Options

Customize your report view using filters to analyze AI Copilot performance over a specific time period or by team and agent.

• Date Range Filter.
• Group and Agent Filter

1. Date Range Filter

Analyze AI Copilot interactions within a specific time frame. The selected date range applies globally across all widgets.

2. Groups & Agent Filters

This filter allows you to analyze AI Copilot performance either by Group or by individual Agent, but not both simultaneously. You can choose one filtering method depending on the level of detail you need.
To filter by Group or Agent:

• Click on the Group option.
• Open the Group dropdown.
• Select one or more support teams to view their performance.

Save View

Use Save View to preserve your customized report layout for future access.

Steps:

• Click Save View.
• Enter a View Name (required).
• Choose an Access Level:
  • Private – Only you can see it.
  • Any Agent – All agents can access.
  • Group – Only selected groups can view.
• Click Save to confirm.

Frequently Asked Questions (FAQs)

1. What is the AI Copilot Report?
   A dashboard that provides data‑driven analytics on how agents use AI Copilot, helping streamline workflows, improve decisions, and boost productivity.

2. Who can access the AI Copilot Report?
   To know who can access the AI Copilot Report, explore more on Permissions Required for AI Dashboards & Reports in BoldDesk.

3. How do I open the AI Copilot Report?
   Log in → Artificial Intelligence module → Performance → AI Copilot Report.

4. What does “Copilot Questions” measure?
   The total number of questions agents asked the AI Copilot during conversations—an indicator of engagement and reliance on AI.

5. What does “Answered Questions” indicate?
   How many agent questions the AI Copilot successfully answered—reflects AI understanding and response relevance.

6. What does “Unanswered Questions” mean?
   Questions the AI couldn’t answer due to unclear queries, unsupported topics, or configuration/training gaps—use this to identify improvement areas.

7. What details are shown in the Conversations widget?
   Each interaction lists the question, Brand, Category (Global Copilot or specific category), Created On timestamp, and a Details link to view the full conversation and AI response.

8. How do the filters work (Date, Group, Agent)?

• Date Range applies globally across all widgets.
• You can filter by Group (team view) or Agent (individual view)—not both at the same time.

9. How do I save and control access to a custom report view?
   Click Save View, enter a name, choose Private (only you), Any Agent (all agents), or Group (selected groups), then click Save.