Admin

this documentation provides a structured overview of key functions performed on the admin portal related which includes role management, journey configurations, and mis reporting for institutions utilizing video kyc processes let's deep dive into the details 1 role management 1 role management function creating and managing roles such as admins , managers , and agents steps login to the admin portal navigate to left side bar select among to create new roles 2 flows and vkyc journey configuration 2 flows and vkyc journey configuration function creating and configuring flows and vkyc journey journey type selection assisted vkyc or assisted + unassisted steps login to the admin portal goto the settings create a flow or select the default flow on the left side bar select the vkyc type configure the journey 3 3 mis mis report generation function generating management information system (mis) reports steps locate the mis reporting feature in the admin portal generate reports to track and analyze system performance and user activities there are three types of report which we can download raw data raw data report report the raw data report includes detailed information about each call and the associated activities during the video kyc process it contains data points such as the merchant's name, email, phone number, call status, session details, internet speed, location information, device details, call duration, feedback submission, and more this report provides a comprehensive overview of individual call interactions, facilitating analysis and tracking of the video kyc process at a granular level true false 202,293false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled 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false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type agent productivity report agent productivity report this mis report provides two reports to get an indepth view of the agents productivity overall agent analysis overall agent analysis agent analysis agent analysis overall agent analysis the metrics outlined in the report offer valuable insights into agent productivity at a glance, focusing on call handling efficiency and overall performance this data empowers administrators to make informed decisions, enhance agent productivity, boost customer satisfaction, and optimize the video kyc process for improved results it also provides a clear overview of agent productivity, call handling effectiveness, and areas that may require enhancement we get following metrics in this report true 3 falsefalse unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type true unhandled content type true unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type true unhandled content type true unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type agents analysis it includes information such as the agent's name, username, email, phone number, call details (start and end times, duration), location data, device information, feedback submissions, and specific events during the interactions the report captures various statuses like customer drop off, missed calls, incompatible browser detection, and more it also records the processes followed during the interactions, including landing page visits, instructions page interactions, call dequeuing, and feedback submissions overall, the report offers a comprehensive overview of agent activities, customer interactions, and system processes during the recorded sessions true falsefalse unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type scheduled calls report scheduled call reports provide insights into the scheduling aspect of video kyc sessions these reports capture data related to rescheduled calls, scheduled date and time, average internet speed, banker details, queue position, online bankers, initial queue position, and other relevant scheduling information by analyzing these reports, administrators can track scheduled call activities, monitor rescheduling trends, and optimize the efficiency of the video kyc scheduling process true falsefalse unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type getting help getting help if you have any questions, need clarification, or have suggestions to enhance our 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