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Insights Mobile App - Ask the Expert Series

  • 1.  Insights Mobile App - Ask the Expert Series

    Posted 6 hours ago

    Welcome to the Genesys Education Ask the Expert series on the Genesys Cloud Insights Mobile App! 

    As today's contact centers become increasingly mobile and distributed, supervisors need quick access to operational insights-even when they're away from their desks. The Genesys Cloud Insights Mobile App helps supervisors and operations leaders stay connected by providing real-time visibility into contact center performance from their mobile devices. 

    The latest release introduces two enhancements designed to make the app even more valuable: Intraday Aggregates and the ability to view multiple media types simultaneously. 

    To learn more about the Insights Mobile App, how these new capabilities help supervisors make better decisions, and best practices for getting the most value from the app, we spoke with @Gary Lo Director, Product Manager for Workforce Engagement Management (WEM) and Supervisor AI.

    What is the Insights Mobile App?

    The Insights Mobile App is designed to give supervisors and operations leaders quick access to the information they need to monitor contact center performance from wherever they are. While it isn't intended to replace the full Genesys Cloud desktop experience, it complements it by providing real-time operational visibility on a mobile device. 

    Whether you're walking the contact center floor, attending meetings, working remotely, or simply away from your desk, the app allows you to stay informed and quickly understand how your contact center is performing. 

    Who is the Insights Mobile App designed for?

    Anyone responsible for monitoring real-time performance can benefit from the app. That includes contact center supervisors, operations managers, team leads, leaders overseeing multiple locations, managers supporting hybrid workforces, and even on-call operational managers who need visibility outside of normal business hours. 

    If your role involves keeping an eye on service levels, queue performance, or operational health, the Insights Mobile App provides a convenient way to stay connected. 

    Many supervisors already use Genesys Cloud in a browser. What should they also use the mobile app?

    The mobile app isn't meant to replace the desktop experience-it complements it. 

    When you're sitting at your desk and need to perform detailed analysis or configuration, Genesys Cloud in the browser is the right tool. But supervisors aren't always at their desks. They're coaching agents, attending meetings, walking the contact center floor, or working remotely. 

    The Insights Mobile App gives you immediate access to operational metrics, queues, agents, alerts, and key performance indicators directly from your phone, allowing you to stay informed and react more quickly to changing conditions without needing to open your laptop. 

    What surprises customers most after they begin using the app?

    One of the biggest surprises is just how much operational visibility the app provides. Many customers expect a simplified dashboard, but quickly discover they can understand queue health, monitor performance trends, and respond to changing conditions without opening Genesys Cloud. 

    Another common observation is how useful alerts become. Once supervisors begin incorporating the app into their daily routine, many find themselves checking it throughout the day because it provides a quick, convenient pulse on their operation. 

    Why were Intraday Aggregates Added?

    Supervisors often need more than a snapshot of what's happening right now-they need to understand how today's performance compares to their goals throughout the day. 

    Intraday Aggregates help provide that context by allowing supervisors to monitor cumulative performance instead of focusing solely on current conditions. This makes it easier to identify trends, understand whether service levels are recovering, and make more informed operational decisions. 

    Can you share some real-world examples of when Intraday Aggregates are especially valuable?

    There are many situations where Intraday Aggregates can help supervisors make faster decisions. 

    For example, during a morning check-in, supervisors can quickly see how the day is progressing. While walking the contact center floor, they can determine whether queue performance is improving or deteriorating. During meetings, they can quickly answer questions about operational performance without returning to their desk. 

    The feature is also useful after lunch when supervisors want to determine whether service levels have recovered following a busy morning, or anytime they're away from their desk and receive an alert that requires immediate awareness of overall performance.

    The latest release also allows supervisors to view multiple media types simultaneously. Why is this important? 

    Today's contact centers rarely manage only voice interactions. Supervisors are often responsible for voice, chat, email, and messaging channels simultaneously. 

    The ability to monitor multiple media types together provides a more complete picture of operational performance without requiring supervisors to switch between different views. Reducing that context switching helps supervisors identify emerging issues more quickly and better understand workload across channels. 

    What do experienced supervisors do differently when using the Insights Mobile App? 

    The most successful supervisors treat the app as part of their daily operational workflow rather than something they only open when there's a problem. 

    They customize the metrics that matter most for their operation, monitor trends instead of focusing on a single metric, configure alerts to provide early warning of changing conditions, and compare current performance with intraday results before deciding whether action is needed. 

    What are some common mistakes new users should avoid? 

    One common mistake is focusing only on current metrics instead of looking at overall trends throughout the day. Another is not configuring alerts, which can reduce the value of having real-time visibility. 

    Some users also monitor too many queues at once, making it more difficult to focus on what's most important. Finally, it's important to remember that the mobile app complements the desktop experience-it isn't intended to replace the detailed analytics and configuration capabilities available in the full Genesys Cloud application. 

    If you could give supervisors one piece of advice, what would it be? 

    Make the app part of your daily routine. 

    The Insights Mobile App is designed to help you stay connected to your operation wherever you are. By checking it regularly throughout the day, configuring meaningful alerts, and watching performance trends instead of isolated metrics, you'll be better prepared to recognize changes early and respond before small issues become larger operational challenges. 

    Where can people go to learn more about the Insights Mobile App?

    The Insights Mobile App is available for both iOS and Android devices. While the experience is largely consistent across platforms, installation requirements and prerequisites vary slightly. 

    For platform-specific guidance, refer to the following Resource Center articles: 

    • Insights for iOS FAQs 

    To learn more about the latest enhancements, read Gary Lo's Community article introducing Intraday Aggregates and Viewing Multiple Media Types Simultaneously. 


    #GenesysCloud
    #Training

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    Melissa Talamonti-Clark
    Product Manager, Genesys Education
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