Getting there
1
In the left navigation expand Optimize.
2
Select Email Analytics for the dashboard, or open Advanced → Email History to work with individual threads.
Email figures only start appearing once at least one of your agents is working email. Email agents pick tickets up from a connected Freshdesk mailbox — see Email Agents for the connection steps.
What the dashboard tracks
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How much of your email volume your AI agents handled without a person getting involved — the share of conversations the agent resolved itself, against those that were escalated or ended without a resolution.
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The proportion of email conversations that reached a resolution, so you can see whether the channel is actually closing customer questions rather than simply moving them along.
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How long customers are waiting for a reply, plotted over the selected period so a slowdown shows up as a shape rather than a single number.
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The breakdown of how email conversations ended. See Email outcomes below for how each conversation is bucketed.
Email outcomes
Every email conversation is filed against one outcome once it ends. Two outcomes are built in:- Contained – the AI agent resolved the thread on its own.
- User Abandoned – the conversation ended without a resolution because the customer stopped replying.
Email History
Optimize → Advanced → Email History lists your email conversations so you can review threads, replies and escalations across tenants. Select View on any row to open the full transcript drawer for that thread, with the customer’s messages and the agent’s replies in the order they were sent.Supervisor controls
Email History is also where a supervisor can end a conversation that is still running.1
Switch on the in-progress filter so the list shows only live conversations.
2
Each live row’s action cell now carries a View button plus a chevron menu. Open the menu to reach Escalate and Resolve. The same two controls appear as an Actions dropdown in the header of the transcript drawer when the conversation you have open is in progress.
3
Pick the one you want. A spinner appears while the request is in flight, then the row leaves the list and the drawer closes.
If the request does not go through you will see Failed to resolve email session or Failed to escalate email session instead, and the conversation is left as it was.
Behaviour worth knowing
- The in-progress list now reflects reality. A conversation that ended in an error used to sit in it indefinitely, so supervisors saw live threads that were not live; errored conversations now leave the list.
- Exporting from Email History gives you your email conversations. The export previously produced a file of voice calls instead.
- Escalate does two things in one step — it hands the conversation to a human and then completes it. Use it when a person needs to take the thread over, and Resolve when the conversation is finished and simply needs closing out.
Where to go next
Email Agents
Connect a Freshdesk mailbox and configure how your agent replies, resolves and escalates.
Chat Analytics
View the equivalent analytics dashboard for your chat channel.