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            Configure a Service Agent Analytics Dashboard

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            Configure a Service Agent Analytics Dashboard

            The Tableau Next Service Agent Analytics dashboard template provides data about your service agent performance, conversation metrics tracking, and how to optimize your agents. It includes 12 visualizations focusing on agent performance, usage, and quality. The dashboard is designed for users who refine and improve AI agents, delivering real-time insights.

            Required Editions

            View supported editions.
            User Permissions Needed
            To view Marketplace templates: Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set
            To install semantic models in Data 360: Data Cloud Architect permission set
            To install and view Service Agent Analytics: Agentforce Service Agent Configuration permission set

            This template requires:

            • Installation and setup the Agentforce Analytics Foundations. For more information, see Set Up Agent Analytics . These steps include installing the required data kit and enabling session tracing.
            • A minimum of one Service Agent.
            • AI Agent DMOs: AI Agent Interaction, AI Agent Interaction Message, AI Agent Interaction Step, AI Agent Moment, AI Agent Moment Interaction, AI Agent Session, AI Agent Session Participation, AI Agent Tag, AI Agent Tag Association, AI Agent Tag Definition, and AI Agent Tag Definition Usage.

            This template is designed to work with the AI Agent DMOs, mapping your Agentforce analytics data for use in insights.

            1. From a workspace, click Add and select New Dashboard.
              The Dashboard action in the Add menu.
            2. To view dashboard templates, select From Marketplace.
              Open the Tableau Next Marketplace with existing templates to create a dashboard.
            3. In the Marketplace, select the Service Agent Analytics template tile, and click Next.
              Tableau Next Marketplace with the Service Agent Analytics template selected.
            4. View the template details and click Next.
            5. Select the data space for the semantic model.
            6. Click Create Dashboard to start the installation process.

            The template checks your org to make sure that all prerequisites and permissions are set up correctly to install the dashboard. If the template validation is successful, the installation process begins. If it fails, you’re provided with a list of errors to resolve.

             
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