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Supervisors โ€” Basic Reporting

๐Ÿ“ฆ Basic โ€” included with every Connie account. Accessed from the left nav in the Connie UI (Queues Stats, Teams View, native Insights dashboards). For Supervisors & Administrators.

STUB โ€” scaffold only. Outline and source pointers below; prose to follow.

Purpose (one line): How a Program Manager / Supervisor monitors real-time activity, reads native Insights, filters, drills down, and exports โ€” using the Basic tier included with every account.

Audience / Tier: Supervisors & Program Managers ยท ๐ŸŸฆ Basic (included).

See Concepts & Glossary for all metric definitions used below.


Intended H2 outlineโ€‹

Monitor Real-Time Activityโ€‹

Read Native Insights Dashboardsโ€‹

Filter by Date Range & Variablesโ€‹

Parse by defined variables such as Date Range (V0.1 baseline)

Drill Down: KPI โ†’ Conversation Segmentโ€‹

Data displayed graphically once called (V0.1 baseline)

Run & Export a Reportโ€‹

Export capability โ€” XLSX / CSV (V0.1 baseline)


Draws fromโ€‹

  • V0.1 baseline scenario โ€” user stories #1โ€“#5 (real-time view, access from nav, filter by variables, graphical display, export).
  • Sprint record S11-260601 โ€” Queues Stats is a flat per-queue board (per-supervisor filter); department/team summary lives in Teams View (real-time) + Insights (historical).
  • CACC โ†’ Realtime Data & Reporting + Historical (Adhoc) Data & Reports.
  • Live surfaces: Queues Stats, Teams View, Flex Insights Analytics Portal.