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Test the CX Insights installation

After you complete the initial configuration and user access, test the CX Insights installation by opening a CX Insights dashboard.

To access a dashboard,

  1. Log in to CX Insights. You can use the same login credentials that you use for PureConnect.

  2. Click the CX Insights folder.

  3. Select IVR Dashboards or Real Time Dashboards. Both these dashboards offer a range of metrics presented in different views.

  4. Select the dashboard you want to explore. For example, the following image shows the Agent Details dashboard.

Note!

  • You can only view the dashboards for which you have access permissions defined in the CIC server.
  • After successful loading, the Real Time dashboards refresh every 30 seconds with real-time statistic values.

The dashboards you can view depends on the Analytics license type (Designer/Core) you are assigned and the access permissions to view.