Conversation Explorer

Accessing Content within Conversation Explorer

Multiple permissions are required in order to view all content within the Conversation Explorer. Access is dependent on the installation and the permissions assigned to a given user.

Interactive Guide

Getting Started

The Conversation Explorer screen provides search and replay functionality for the various media types saved to Eleveo servers. Use the advanced search filters to find and then review recorded media. The built-in Interaction Player supports playback of several media types; including audio, video and recorded screens. If you have email or chat integrated with the installation, the Conversations Explorer provides a preview of these conversations. Email integration with Salesforce is currently supported.

Click Conversations in the navigation tree of Quality Management to get started. The Conversation Explorer is where you can search and view emails, chats or play recorded conversations as well as initiate a conversation review. Proper privileges are required to access the Conversation Explorer and to view conversations. See the Quality Management Roles page for more details.

The Conversation Explorer consists of the following main sections. 

1. Top bar – Contains the search bar, currently applied filters, and action buttons used for saving, refreshing, and resetting filters.

2. List of conversations – All or the filtered conversations are listed in this main section, together with the number of the conversations found. The Load More button and the selected row is highlighted. The columns displayed are customizable (see Conversation Settings page). By default, conversations are displayed in the order in which they occurred. Starting from the current time (most recent events) and then proceeding backwards in time.

3. Key conversation info and actions – Summary of the selected conversation and the key actions used for reviewing, tagging, downloading/exporting, or anonymizing.

   • The follow items for individual conversations can be downloaded / exported:

     • JSON files - Participants, custom data, reviews, etc. Text contained within emails, chat content, assigned tags, transcriptions, AI grading, flags and topics detected,

     • MP3 files - Enabled if the conversation contains at least one call - download the call conversation audio file. (video recordings are not exported from this screen!)

     • ZIP files- This option exports all available media in ZIP format. (Screen Recordings are not available for export)

4. Preview pane – Shows conversation segments and review history on a timeline. Call segments can be played from here, chats are grouped in threads, and emails listed in the order they occurred. Results of Automatic Reviews are also displayed.

5. Detail pane – Shows detailed information about the selected conversation segment. (Click on one of the segments to view more details, including the Automatic Review score and Correlation ID/SID) Note- if MP4 files are processed there are multiple segments visible in the details pane.

   • Summary – A brief summary of the conversation generated by the Speech Generative AI service displays (if available). multilingual

   • Topics – Conversation topics detected by the Speech Generative AI service displays (if available). english only

   • Flags – A set of Viewing Conversations - Details Pane are displayed. Available flags include: overall sentiment, repeat contact, escalation requested, churn risk identified. If detected, the relevant flag is highlighted. See Viewing Conversations - Details Pane english only

   • AI Rating – The Speech Generative AI server evaluates every conversation. The resulting score is visible to users with the appropriate privileges. See Viewing Conversations - Details Pane multilingual

6. Transcription – Transcriptions for the media (if available, see Viewing Conversations - Details Pane ) display in the Detail Pane. Click to reveal, and then scroll to view the available transcription. The name of the speaker (if known) and their emotion (if available) are indicated for each spoken phrase.  multilingual

7. Acoustic and emotion – Acoustic and emotion information is displayed (if available, see the Viewing Conversations - Details Pane). Click to reveal, and then scroll to view the text. The overall emotion of the speaker at the end of the last segment is indicated for the segment. This is the emotion of the speaker when they left the call.  

8. Insights – AI generated highlights and recommended next steps (if available, see Viewing Conversations - Details Pane). Click to view a detailed breakdown. multilingual

9. Player – Media playback is controlled from within the player. The audio waveform, speech tags and other recorded media are displayed within the player.

The listed conversations are divided into (1) Default Columns and (2) Custom Columns:

Default Columns

The conversation list includes the following default columns:

• Direction – The call direction can be determined; whether it was an Inbound, Outbound, Internal, or (due to some constraints) an unknown direction. 

• Types – This field indicates whether the recorded conversation was a Call, Screen, Video Call, Email, or Chat, as well as the associated conversations count. 

• Started – The date and time when the conversation started.

• From/To – Identified Agent(s) and/or customer involved in the conversation.

• Other participants – Customers identified either by Name, ID, Phone or Email Address and other participating agents not identified in the Agents column. 

• Comments – Comments associated with any conversation or its segments are displayed.

• Duration – The duration is displayed here of the call conversation in – hours, minutes and seconds.

• Tags – When the Tag icon appears, this indicates that the conversation is tagged. Hovering over the icon shows all available tags. Clicking the tag enables viewing all tags and comments associated with the selected conversation. More information about Conversation Explorer is covered later on this page.

• Review score – If available, showing the conversation's review score. Clicking the review icon opens the review details section in the Conversations Details Window.

• Automatic Review – If Automated Quality Management (AQM) is licensed, and configured, the score assigned by Automated Rules is visible. Multiple scores may be displayed, based on the Automated Rules configured within the system.

• Custom Columns

  • Additional columns are displayed if they have been customized by an administrator, as described on the Conversation Settings page. 

The total number of found conversations is displayed at the top of the active window (1). When you scroll down the Conversation Explorer, click the Load more button (2) to load more conversations.

Saving or Refreshing a Search

Search for conversations according to the criteria described in the following sections.

The default filters are displayed on the top left of the Conversation Explorer.

• Search in Conversations – Search conversations that either include or exclude specified terms, names or other entered text contained in several fields. Learn more in the Searching for Conversations in the Conversation Explorer. Best matching conversations are listed first.

• Default Time period filter – A preset filter to display conversations that occurred in the last 90 days. Remove the filter by clicking the cross button on the filter label. Alternatively, along with other filters, change the Time period filter to another date range as explained in the following sections. 

• Default Reviewable only filter – A preset filter to display reviewable conversations. Remove or modify the filter as described in the following sections.

• Filters – Click to view the filtering options. A filtering pane with all filter options opens to the right of the screen. Individual filters are explained in the following sections. Available options are customizable (more details on the Conversation Settings page).

• Three dot menu – Click to view additional options.

  • Save active filters – Click to create a new Saved Filter based on the currently applied settings. (The Saved Filters pane displays.)

  • Reset filters to default – Clear all filters and revert to default settings.

  • Reset all filters – clear all filters.

Clicking any of the set filters at the top bar opens the filters pane with the selected filter option.

At any time, while searching for conversations, use the buttons at the top right of the active window to perform the following actions:

•  Filters – Click to view the filtering options available to narrow down the number of displayed conversations.

  • Active filters are highlighted:

    

• Saved Filters – Retrieve and use previously saved filters or create a new one.

  • You can rename or delete your saved filters. (Use a unique name for each search to save!) A confirmation dialogue prompts confirmation before proceeding.

    

•  Refresh Filters – Re-run the search with all the previously set parameters, or refresh the list.

  

Interaction Player

The Interaction Player and Its Functionality

The various parties in the conversation are displayed below the primary waveform separately. Click on the waveform button to view or hide the individual segments. Each individual waveform is color-coded: green for customers, blue for agents (if the ID or DN for the specific agent is available to be paired with the conversation or segment).

1. Click the Play or Pause button to control the conversation playback(long recordings may take some time to load before they are playable).

2. Hover over the volume icon and click to adjust the audio volume or click the speaker icon to mute the sound.

3. If media files are present, the following options may be visible:

   1. Screen Recording – If the conversation you are playing contains a screen recording (record will be marked with the Screen button). Click on the button to open the playback window. If no screen recording is available, the button is greyed out.

      During playback, the button will be highlighted. Screen recordings are not loaded until you expand the playback window. Audio is playable at any time.

   2. Video Recording – If the conversation you are playing contains a video recording (record will be marked with the Video recording button). Click on the button to open the playback window. If no video recording is available the button is greyed out.

4. The scroll bar (on the right-hand side) is only visible in the case that there are more than four media streams.

For more details and advanced functionality, please refer to the Interaction Player page.

Advanced Functionality

Please refer to the dedicated pages for more information about using the Conversation Explorer: