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CX ManagerKnowledgeBotsDashboards & Reporting
2 years ago

Updates & Bug Fixes

Release Date: 10/25/22: 

CX Manager

  • Fixed a bug where uploading two files in a row on a Case without any existing files sometimes caused the Files tab to disappear
  • Updated the Case Management flow to default the value for the Select Survey field when an Organization only has one Customer Acceptance Form configured


Knowledge

  • Fixed a bug where some organizations were not seeing Articles in their primary Library list
  • Fixed a bug where Users were taken to the view state of a Draft instead of the edit state after they created a new Article


Virtual Assistants

  • Added a text wrapping feature on Message Nodes, which makes it easier to read the whole text when building Flows
  • Increased the max width of the Message node so that it can better scale with the canvas size
  • Added new pretrained Types under the Entity section. Now users can create Entities with these additional Types: Locations, Business Name, Person Name, Money, Date, Time and Quantity to increase the quality of our NLP models
  • Made the global triggering phrases visible for default system intents like "anger", "confused", etc.
  • Added notes field to all Node components, giving users the option to add and track their notes for each component
  • Added instructions under Triggering Phrases. The instructions provide directions on the least amount of phrases variations needed for model training to achieve better results
  • Fixed a bug where User Response Nodes were expanding past the Message Node region on the canvas UI
  • Fixed a bug in the If branch node where the text field to match the previous user input was missing
  • Fixed an issue where sort option under the column headers was not working for the Intents and Entities section


Reporting & Dashboards

General

  • We reduced the time it takes to load Report previews and export Report data to Excel

Cases Reports

  • Added Escalation Notes as an available Column and Filter on Cases Reports
  • Added a new column to the Case Table View to now show the Customer Location ID associated with a Case. We also added the Customer Location ID as a field available when you use the Export to Excel functionality from a Cases View.
  • Fixed an issue that was preventing the Category field from working as a Filter on Cases Reports
  • Fixed an issue where filtering by a picklist value that is the default value for a field does not include results using the default value'
  • Updated the Column & Filter for the Waiting Status field, which shows if the Case is in a Ready or Waiting status

Knowledge Reports

  • Dynamic Knowledge Report
    • Added the ability to report on Label Names in addition to Label IDs
    • Renamed the field 'Comment Cnt' to '# of Comments'
    • Renamed the field 'Note Cnt' to '# of Notes'
  • KBs Created Report
    • Removed the KB ID and KB Root ID fields
    • Updated the following field names
      • 'KB Title' > 'Article Title' 
      • 'KB Root Title' to 'Library Name'
    • Added an additional column to detail what was changed for each row
  • KB Activity Report
    • Removed the KB ID and KB Root ID fields
    • Updated the following field names:
      • 'KB Title' > 'Article Title' 
      • 'KB Short Name' > 'Article URL'
      • KB Root Title > Library Name
      • KB Views > Article Views
      • KB Views Per-Org > Article Views Per-Org

Form Reports

  • Fixed a bug where the values on exported Form Reports did not always align with with the proper header
Avatar of authorAlan Finlay