evaluagent

How Do I Create And Manage Root Cause Groups

How To Use The CX Performance Report

Line Item Groups

How To Use The Data Exporter

How Do I Report On Root Causes

How To Use The Line Item Performance Report

How To Use The Insights Report

How Do I Give Agents Access To Auto QA Results

How Do I Save And Reuse Report Filters

How To Use The Calibration Performance Report

How Do I Use The Insights Leaderboard

How To Use The Evaluator Performance Report

Selecting Your Default Dashboard Experience

How Do I Manage Dashboard Columns And Metrics

How Do I Set Up Report Subscriptions

Getting Started With The Conversation Analytics Exporter

How Do I Connect BI Tools To Evaluagent

SmartView Custom Dashboards Creating Managing Widgets

Controlling Who Can Build Edit SmartView Custom Dashboards

SmartView Custom Dashboards Creating Managing Dashboards

How Do I Share My Dashboard

How Do I Use Dashboard Templates

How To Use The KPI Report

Introducing SmartView Custom Dashboards

Alex Richards

Reporting Reporting provides dashboards, KPI reports, and performance analytics within evaluagent...

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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