Prerequisites
- At least one agent deployed and handling conversations
- Admin or Account Manager access
1
Check the Performance Dashboard
The Dashboard gives you a high-level view of how your agents are doing.
- Navigate to Dashboard in the sidebar — the Overview tab opens by default
- Select a time range (e.g., Last 7 days) from the header filters
- Review the four key metrics at the top:
- Compare to the previous period using the +/- percentages. A sudden change is worth investigating.
2
Browse Conversations
Numbers tell you what is happening. Reading conversations tells you why.
- Navigate to Chat History in the sidebar
- Click More filters and apply filters to focus your review:
- CX Score Range = Poor or Needs Improvement — find the worst conversations
- Support Asked = Yes — see what the agent couldn’t handle
- Needs Review = Yes — conversations flagged by the LLM evaluator
- Read through 5-10 conversations to understand patterns
3
Enable the Thread Evaluator
The Thread Evaluator automatically scores every conversation across five quality dimensions.
- Navigate to Settings > Thread Evaluation > Thread Evaluator
- Toggle the evaluator on
- Review the five scoring dimensions and their default weights:
- Optionally add custom instructions to align scoring with your quality standards
- Click Save
4
Analyze CX Scores
After the evaluator has run for a day or two, check the Evaluation tab.
- Navigate to Dashboard and select the Evaluation tab
- Review the CX Score gauge — this is your overall quality score (0-100)
- Check dimension averages — which dimension is pulling the score down?
- Review the CX Score distribution — what share of conversations fall into Poor (0-49), Needs Improvement (50-79), and Good (80-100)?
- If you have multiple agents, check CX Score by Agent to compare performance
See CX Score for how the score is calculated.
5
Review User Feedback
Direct feedback from users gives you specific signals that automated scoring may miss.
- Navigate to Dashboard and select the Feedback tab
- Review the issue type distribution — which category dominates?
- Click through to individual conversations to understand the context
- Navigate to Feedbacks in the sidebar for the full list with filtering and reviewer assignment
See Feedback Analytics and Feedback List.
6
Set Up Topic Analysis
Topic analysis helps you categorize conversations automatically and spot trending subjects.
- Navigate to Settings > Conversation Labels and create your topics (see Conversation Labels)
- Navigate to Settings > Topic Analyzer and enable it (see Topic Analyzer)
- After conversations are analyzed, check the Topics tab on the Dashboard (see Topics Analytics)
7
Create an Improvement Loop
Use what you’ve learned to fix issues systematically:
- Identify — use the Dashboard to find the biggest issue (low CX dimension, high escalation, common feedback type)
- Diagnose — read conversations in Chat History to understand the root cause
- Fix — update the knowledge base, agent instructions, or tool configuration
- Test — run Simulation Testing to validate the fix
- Deploy — push the change to production
- Monitor — watch the Dashboard to confirm the metric improves
Checklist
- Performance Dashboard reviewed
- Low-scoring conversations investigated in Chat History
- Thread Evaluator configured and enabled
- CX Score dimensions analyzed in the Evaluation tab
- User feedback reviewed
- Topics configured and Topic Analyzer enabled
- First improvement cycle completed
What’s Next
- Performance Dashboard - All dashboard tabs and metrics
- Thread Evaluator - Evaluation configuration
- CX Score - Scoring methodology and interpretation
- Simulation Testing - Validate changes before deploying
- Agent Best Practices - Design patterns for better agents
