Operative Intelligence

Go to the Customer Demand Summary insights chart.

From any page in the OI portal, click ‘Insights’ at the top of the page, then click ‘Customer Demand Summary’

Click on bars in the insights chart to drill down to the inquiry of interest

At the top of the chart, click ‘View Data Sample’

A list of example interactions for the selected inquiry will be displayed. 

To view more information for a specific interaction, click the arrow to the left of the transcript to expand the interaction details.

To view more or less records, use the Records to show/export drop down to select the desired amount

To take the records for external use, click the 'Export' button. This will download as a CSV file that is compatible with Excel.

1. Go to the Customer Demand Summary insights chart.
 From any page in the OI portal, click ‘Insights’ at the top of the page, then click ‘Customer Demand Summary’
 
 
 
 
2. Click on bars in the insights chart to drill down to the inquiry of interest
3. At the top of the chart, click ‘View Data Sample’
 
 
4. A list of example interactions for the selected inquiry will be displayed. 
 
 
 
5. To view more information for a specific interaction, click the arrow to the left of the transcript to expand the interaction details.
 
 
 
6. To view more or less records, use the Records to show/export drop down to select the desired amount
 
 
 
7. To take the records for external use, click the 'Export' button. This will download as a CSV file that is compatible with Excel.

Note: If you find and interaction you believe has been misclassified, please let the OI team know by following <a href="https://support.opintel.io/en/articles/6431816-what-if-i-find-a-transcript-that-doesn-t-match-the-classification-labels">these steps</a>.

How to view examples of interactions by inquiry including viewing the transcript and interaction details.