FreeLive online
Dates on request
Free: WhatsApp Lead Automation Demo
with DAIDU faculty
- Duration
- 45 minutes
- Location
- Online
- Audience
- For business owners, sales teams
See a complete WhatsApp lead flow and decide whether it fits your business.
Customer Service automation
Support Team Performance Reports
Pulls ticket and chat data from your helpdesk and CRM to report first response time, resolution time, backlog and CSAT by team and agent, with AI-highlighted coaching areas.
The business problem
Support managers often lack timely, accurate performance data. Compiling reports from several tools takes hours and is quickly outdated. Bottlenecks and coaching needs are spotted late.
The manual process today
Where the time goes before automation:
- Export reports from the helpdesk
- Combine data from chat and phone tools
- Build charts in spreadsheets
- Discuss performance with incomplete data
The AI workflow
How the automation runs
Each step below runs on its own; a person steps in only where the workflow says so.
Support Team Performance Reports
Ticket, chat and call data sync from support tools.
- 01
Data collected
Ticket, chat and call data sync from support tools.
Zendesk, Freshdesk, Intercom, HubSpot, Salesforce
- 02
Calculate KPIs
First response time, resolution time, backlog, CSAT and NPS are calculated.
BI tool
- 03
Build dashboards
Role-based dashboards show team and agent performance.
Power BI, Looker Studio
- 04
Highlight issues
AI points out trends, bottlenecks and possible coaching needs.
LLM, analytics
- 05
Send scheduled reports
Weekly and monthly reports go to managers by email or Slack.
Email, Slack
Recommended technologies
What it is built with
Typical choices; we adapt the stack to the tools you already use.
- Helpdesk and CRM
- BI dashboards
- LLM for insights
- Email or Slack
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What changes
Qualitative benefits. We measure the real effect on your process during the first weeks.
- Up-to-date view of support performance
- Less time spent on reporting
- Bottlenecks spotted early
- Data-based coaching
How we implement it
Timelines depend on your systems and are confirmed after discovery.
- 01Agree KPIs and targets
- 02Connect support tools
- 03Design dashboards for each role
- 04Schedule reports
- 05Review trends in team meetings
FAQ
Questions about this automation
Can phone calls be included?
Yes, if call data from your telephony system is connected.
Will agents see their own data?
We recommend giving agents access to their own dashboard so the data supports self-improvement.
Learn to build this
Workshops that teach it
Prefer to build it in-house? These workshops cover the skills and tools behind this workflow.
- Proposed
HealthcareHybridProposedDates on requestAI for Healthcare Admin
with DAIDU faculty
- Duration
- 1 day
- Location
- Dubai
- Audience
- For clinic managers, front-office and admin teams
Design an appointment and reminder workflow and a non-clinical FAQ assistant for your clinic.
Consultation
Discuss this automation
Want Support Team Performance Reports running in your business? Tell us about your tools and volumes and we will scope it with you.
- A 30-minute call with someone who builds automations
- We look at one process you repeat every week
- You leave with a clear next step, whether or not you work with us
Discuss This Automation
Replies within working hours