Sidekick Guides and Answers Performance Dashboard

The Sidekick Guides and Answers Performance Dashboard complements the summary information that you’ll find within Journeys and the Answer Performance page by providing more visibility into how Sidekick is using the instructions authored in Guides and the information available as Public Answers to engage with Customers. You can improve Sidekick's performance by augmenting Answer content, adding new Answers, or creating Guides to handle additional workflows.

Adding information surfaced by Suggested Answers as Public Answers increases Sidekick’s ability to respond to and resolve a greater number of Customer questions. Use the Sidekick Answer Performance Dashboard to measure the impact of your changes and see how new Answers you have added are leading to improvements in Sidekick’s Resolution rates.

Before you start

We recommend you review the following before using any OOTB Dashboards.

• Review Overview of OOTB Dashboards.

• Get familiar with Time Anchors. Every report tile in the dashboard uses a specific time anchor to aggregate data, so you must understand how this concept is utilized.

• Metrics noted on this page are also available through Insight Builder.

Core Concepts

Review the foundational definitions below to understand better the metrics used in the dashboard:

• Journeys – Journeys provides teams with clear, actionable insight into how Sidekick is performing. It surfaces patterns from real customer Conversations, identifies automation gaps, and highlights opportunities to improve your knowledge base and AI workflows.

• Answer Performance – The Answers performance page is a view accessible within Journeys and shows the Public Answers Sidekick referenced in order to generate a response to the Customer.

• Suggested Answers – The Suggested Answers page displays a set of Answers that Sidekick has automatically generated based on Agent replies to Customer inquiries that it was not able to fully resolve.

• Sidekick Profile – Multi-brand organizations may use different advice, terminology, and brand tone that is specific to each sub-brand. Those instructions are captured in the Sidekick Profile, which then applies to multiple Guides.

Access the Sidekick Guides and Answers Performance Dashboard

1. Click on the top left corner of the screen.

2. Click Reports.

3. Under the Sidekick category, click Sidekick Guides and Answers Performance Dashboard.

4. Set the dashboard filters.

5. Clickon the top right corner of the dashboard to refresh dashboard data bounded by the filter.

   • Note – After the initial dashboard load,changes to. If you change the filter, click refresh again to reload the dashboard.

Sidekick Guides and Answers Performance dashboard tiles

Sidekick Guide Performance over time

The first tile in the dashboard shows the count of Conversations where Sidekick attempted to respond to the Customer using a Guide.

The green line shows the proportion of those Conversations where Sidekick Resolved the Customer inquiry without directly handing off to an Agent.

The purple line shows the proportion of those Conversations where Sidekick started to help the Customer, sent at least one AI-generated response, but then handed the Conversation off to an Agent.

The purple line is representative of “Assisted Conversations”

Conversations where Sidekick provided at least one response to the Customer, but then handed off to an Agent are referred to as “Assisted Conversations.”

As you add information surfaced in Suggested Answers as Public Answers and configure new Guides, you will typically see the proportion of Sidekick Resolutions (denoted by the green line) increase over time.

Sidekick Profile Performance

The second chart shows usage and performance for a given Sidekick Profile that has been configured. It is based on the count of Conversations and is filtered for the date range selected in the top-level dashboard filter.  

Each bar represents the count of unique Conversations where Sidekick has referenced a Guide within a Sidekick Profile when attempting to respond to the Customer. Each bar within the chart displays the following:

• Assisted Conversations

  • Conversations where Sidekick sent at least one AI-generated response before handing off to an Agent.

• Resolved Conversations

  • Conversations where Sidekick resolved the Customer’s inquiry without handing off to an Agent.

• Conversations Not Resolved or Assisted

  • Conversations where Sidekick referenced a Guide within the Sidekick Profile but neither Assisted or Resolved.

Values within the ‘Conversations Not Resolved or Assisted’ column do not count as Billable

Conversations that were neither Assisted or Resolved are not considered Billable Conversations.

Guide Performance - Week over Week

The third tile in the dashboard shows week-over-week performance for each Guide that has been configured within the last three weeks. Use the information in this table to understand how frequently Sidekick references each Guide, what proportion of those Conversations Sidekick has resolved without needing to hand off to an Agent, and what proportion of those Conversations Sidekick has helped with, but needed to hand off to an Agent to complete the interaction.

Answer Performance - Week over Week

The final tile in the dashboard shows week-over-week performance for each Answer in your company’s Public Answers repository that Sidekick has referenced within the last three weeks.

Use the information in this table to see how frequently Sidekick leverages each Answer, what proportion of those Conversations Sidekick has resolved without needing to directly hand off to an Agent, and what proportion of those Conversations resulted in a hand off to an Agent.

FAQ