👤 What is the Agent Report?
The Agent Report is a tool designed exclusively for each user with the Agent role to make a detailed tracking of their own performance within the platform.
It is a vital tool for your day-to-day because it allows you to:
Monitor your performance in a completely autonomous way.
Identify opportunities for improvement in your management.
Have absolute clarity about your response times, volume of conversations handled, and sales achievements.
🧭 Access and System Rules
Where is it located? As soon as you enter Atom, you will find direct access to this report on your Home screen. Important note: This report is 100% personal. You will only be able to view your own metrics, with no access to information from other colleagues or teams.
Update frequency: Data is automatically updated twice a day: at 6:00 AM and 6:00 PM (GMT-6).
Data period: The report keeps a history of the last 30 days. By default, when you log in, you will see today's date loaded and the data corresponding to your configured work schedule.
🧩 Structure: What information does it show?
This report is divided into three main tabs, each focused on a key aspect of your activity:
1. Summary
Here you will find the general overview of your daily performance. It includes:
Number of conversations assigned, attended, and classified.
Your average response times.
Sales made (conversations closed with a success classification).
A visual chart with the distribution of conversations assigned to you throughout the day.
2. Groups
If you participate in different groups or service departments within the platform (e.g., Sales and Support), this tab allows you to see your performance segmented specifically by each group.
3. Audit
It is your work log. In this section you will be able to consult:
The exact details of each conversation attended.
Customer information.
A direct access link to the conversation, so you can jump to your inbox and review the full chat history if needed.
🔍 Filters and Help Tools
You can adapt the report at any time to segment your information using the following filters:
Assignment date (Default: Today)
Work schedule (Default: According to your settings)
Channel (WhatsApp, Facebook, Instagram, etc.)
Group
Attention category
💡 Integrated help: If you have questions about how an exact number is calculated, simply hover over the information icon (i) that accompanies the key metrics. Also, you have a "Instructions" tab that includes a direct link to the knowledge base and a step-by-step explanatory video.
Take control of your productivity! 🚀
By checking your Agent Report daily, you will have total transparency about your work, allowing you to better organize your time, avoid bottlenecks, and reach your service goals more easily. ✅