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Agent or Bot Transfer Report Sample Queries
Use these sample queries to monitor WhatsApp engagement by tracking how many conversations were sent to agents or bots for resolution.
| Available in: Lightning Experience |
Available in:
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Number of Conversations That Required an Agent or Bot Transfer
This query groups information by journey and activity details. Information returned includes a conversation count and applicable channels. You can filter using a specified time period.
SELECT
ssot__WorkflowId__c,
COUNT(*) AS COUNT
FROM
ssot__MessageEngagement__dlm
WHERE
ssot__EngagementChannelActionId__c = 'ROUTE' AND
ssot__EngagementNotesTxt__c IN ('SERVICE_CLOUD', 'DIGITAL_MARKETING') AND
ssot__EngagementDateTm__c BETWEEN from_iso8601_timestamp('START_DATE') AND
from_iso8601_timestamp('END_DATE')
GROUP BY
ssot__WorkflowId__cNumber of Conversations That Required an Agent or Bot Transfer with Average Transfer Time
This query groups information by journey and activity details. Information returned includes a conversation count, journey name, activity name, and applicable channels. You can filter using a specified time period.
SELECT
e.ssot__SendTimePhoneNumber__c AS contact,
e.ssot__EngagementDateTm__c AS transferred_event_time,
MAX(p.ssot__EngagementDateTm__c) AS transfer_event_time,
e.ssot__EngagementDateTm__c AS message_after_transfer_time,
date_diff(
'second',
MAX(p.ssot__EngagementDateTm__c),
e.ssot__EngagementDateTm__c
) AS time_difference_seconds,
e.ssot__SenderCode__c AS senderCode
FROM
ssot__MessageEngagement__dlm p
INNER JOIN ssot__MessageEngagement__dlm e ON
e.ssot__EngagementChannelActionId__c = 'ROUTE' AND
e.ssot__EngagementDateTm__c > p.ssot__EngagementDateTm__c AND
e.ssot__EngagementNotesTxt__c IN ('SERVICE_CLOUD', 'DIGITAL_MARKETING') AND
e.ssot__SendTimePhoneNumber__c = p.ssot__SendTimePhoneNumber__c AND
e.ssot__SenderCode__c = p.ssot__SenderCode__c
GROUP BY
e.ssot__SendTimePhoneNumber__c,
e.ssot__EngagementDateTm__c,
e.ssot__SenderCode__cNumber of Conversations That Required an Agent or Bot Transfer with Average Number of Messages Before Transfer
This query groups information by journey and activity details. Information returned includes a conversation count, average number of messages before the transfer, journey name, and applicable channels. You can filter using a specified time period.
SELECT
COUNT(*) AS numberOfMessagesSendBeforeTransfer,
e.ssot__SendTimePhoneNumber__c,
e.ssot__SenderCode__c
FROM
ssot__MessageEngagement__dlm e
LEFT JOIN ssot__MessageEngagement__dlm p ON
p.ssot__EngagementChannelActionId__c = e.ssot__EngagementChannelActionId__c AND
p.ssot__EngagementNotesTxt__c = 'MARKETING_CLOUD_ENGAGEMENT' AND
e.ssot__SendTimePhoneNumber__c = p.ssot__SendTimePhoneNumber__c AND
e.ssot__SenderCode__c = p.ssot__SenderCode__c AND
(
p.ssot__EngagementChannelActionId__c = 'SEND_STATUS' OR
p.ssot__EngagementChannelActionId__c = 'INBOUND'
)
WHERE
e.ssot__EngagementNotesTxt__c IN ('SERVICE_CLOUD', 'DIGITAL_MARKETING') AND
e.ssot__EngagementChannelActionId__c = 'ROUTE'
GROUP BY
e.ssot__SendTimePhoneNumber__c,
e.ssot__SenderCode__cPercentage of Conversations That Transferred and Failed to Transfer
This query groups information by error reason code. Information returned includes the transfer count, error count, error code, and the reason for failures. You can filter using the journey name and a specified time period.
SELECT
ssot__WorkflowId__c,
(
COUNT(
CASE
WHEN ssot__MessageRecipientSendStatus__c is NOT NULL THEN 1
END
) / COUNT(*)
) * 100 AS percentageOfError
FROM
ssot__MessageEngagement__dlm
WHERE
ssot__EngagementChannelActionId__c = 'ROUTE' AND
ssot__EngagementNotesTxt__c IN ('SERVICE_CLOUD', 'DIGITAL_MARKETING') AND
ssot__EngagementDateTm__c BETWEEN from_iso8601_timestamp('START_DATE') AND
from_iso8601_timestamp('END_DATE')
GROUP BY
ssot__WorkflowId__cTime Elapsed Between Transfer and First Bot or Agent Contact
This query groups information by error reason code. You can return information at an individual level or aggregated by channel identifier. Information returned includes the transfer count, average wait time, number or channel, error code, and the reason for failures. You can filter using the journey name and a specified time period.
SELECT
e.ssot__SendTimePhoneNumber__c AS contact,
e.ssot__EngagementDateTm__c AS transfer_event_time,
MIN(e.ssot__EngagementDateTm__c) AS message_after_transfer_time,
date_diff(
'second',
e.ssot__EngagementDateTm__c,
MIN(p.ssot__EngagementDateTm__c)
) AS time_difference_seconds,
e.ssot__SenderCode__c AS senderCode
FROM
ssot__MessageEngagement__dlm p
INNER JOIN
ssot__MessageEngagement__dlm e ON
p.ssot__EngagementChannelActionId__c = 'ROUTE' AND
e.ssot__EngagementDateTm__c = p.ssot__EngagementDateTm__c AND
e.ssot__EngagementNotesTxt__c IN ('SERVICE_CLOUD', 'DIGITAL_MARKETING') AND
e.ssot__SendTimePhoneNumber__c = p.ssot__SendTimePhoneNumber__c AND
e.ssot__SenderCode__c = p.ssot__SenderCode__c
WHERE
p.ssot__EngagementNotesTxt__c IN ('SERVICE_CLOUD', 'DIGITAL_MARKETING')
GROUP BY
e.ssot__SendTimePhoneNumber__c,
e.ssot__EngagementDateTm__c,
e.ssot__SenderCode__cTime Spent in Transferred Conversations
Information returned includes the transfer count, average time spent in the chat before case resolution in Service Cloud, and number or channel. You can filter using the journey name and a specified time period.
SELECT
e.ssot__sendtimephonenumber__c AS contact,
e.ssot__engagementdatetm__c AS transfer_event_time,
Min(e.ssot__engagementdatetm__c) AS message_after_transfer_time,
date_diff(
'second',
Min(p.ssot__engagementdatetm__c),
Max(p.ssot__engagementdatetm__c)
) AS time_spend_agent,
e.ssot__sendercode__c AS senderCode
FROM
ssot__messageengagement__dlm p
INNER JOIN ssot__messageengagement__dlm e ON
p.ssot__engagementchannelactionid__c = 'ROUTE' AND
e.ssot__engagementdatetm__c = p.ssot__engagementdatetm__c AND
e.ssot__engagementnotestxt__c = 'ENGAGEMENT_SERVICE' AND
e.ssot__sendtimephonenumber__c = p.ssot__sendtimephonenumber__c AND
e.ssot__sendercode__c = p.ssot__sendercode__c
WHERE
p.ssot__engagementnotestxt__c IN ('SERVICE_CLOUD', 'DIGITAL_MARKETING')
GROUP BY
e.ssot__sendtimephonenumber__c,
e.ssot__engagementdatetm__c,
e.ssot__sendercode__c