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Impact of Team Structure on Dashboards

Active Agents Detail Dashboard

Supervisors

As a primary supervisor, their default view includes all agents within their team. As a secondary supervisor, their default view will include only the agents assigned to them within the team. Additionally, both (primary and secondary supervisors) have access to a filter enabling them to view agents managed by other secondary supervisors. This filter will dynamically load agents based on the selected secondary supervisor. Additionally, there will be an option labeled "All agents," enabling them to view details of all agents within the team.

  • When a team and a specific supervisor are selected, only agents assigned to that supervisor will be displayed.

  • When a team and the "all supervisors" option are selected, all agents and supervisors for that team will be shown.

Active Conversation Detail Dashboard

Supervisors

As a primary supervisor, their default view include all agents within their team. As a secondary supervisor, their default view will include only the agents assigned to them within the team. Additionally, both (primary and secondary supervisor) have access to a filter enabling them to view agents managed by other secondary supervisors. This filter will dynamically load agents based on the selected secondary supervisor. Additionally, there will be an option labeled "All agents," enabling them to view details of all agents within the team.

  • When a team and a specific supervisor are selected, only agents assigned to that supervisor will be displayed.

  • When a team and the "all supervisors" option are selected, all agents and supervisors for that team will be shown.

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