Reports: Overview
The Overview is your single-screen morning check-in, one place to see whether anything needs attention today.
Business overview
What you see. A Today at a glance strip (today's messages, items pending review, open escalations, recent CSAT); total messages handled with a volume trend; headline KPIs (AI resolution %, average response time, CSAT, escalations with the count still unresolved); channel mix, document types, and a volume heatmap of your busy hours; and an auto-generated action items to-do list.
How to use it. Start your day here. If the action-item list is empty and AI resolution and CSAT look healthy, things are running themselves. If not, each action item links you straight to the problem.
Common questions
The Overview is your single-screen morning check-in: a Today at a glance strip, total messages handled with a trend, headline KPIs (AI resolution %, CSAT, escalations), channel mix and a busy-hours heatmap, plus an auto-generated action-items to-do list.
Action items are raised automatically when an inbox has an error, when escalations are unresolved beyond the 24-hour SLA, when documents are stale (older than 30 days), or when a data source failed to sync. Each item links you straight to the problem.