Customize your reports and get automated data updates via the Dialpad API, allowing you to analyze and export agent performance data by activity or agent, whether for internal reports or your own Business Intelligence tools.
Let’s dive into the details.
Who can use this
Dialpad WFM is available to all Dialpad admin users, and as a standalone product.
Contact your Customer Success Manager to discuss adding Dialpad WFM to your plan.
Types of exports
You can export two types of performance data through the Dialpad API.
Performance by Activity
Performance by Agent (Daily)
Note
Go to the Dialpad API documentation for a sample JSON response and easy-to-understand metric definitions.
Access the API using the same authentication and key requirements.
Exporting performance by agent
Get detailed agent performance and activity over time by exporting the following details.
Total conversation closed
Utilization and occupancy
Time spent in different statuses (e.g. available, occupied, wrap-up)
Adherence scores
Planned vs actual occupancy
Exporting performance by activity
Get a breakdown of activity performance metrics by exporting the following details
Conversations opened, commented on, and closed
Adherence
Average conversation/interaction time
Adherence (time in/out of schedule)
Note
You can also download some of the same performance metrics by activity and agent as CSV files directly from the app.
Frequently asked questions
How can I export a month’s worth of data?
If your request returns more than 500 results, the data will be split into pages. Use the returned cursor to get the next set of results. When the cursor is null, you've reached the end.
Who can export data?
Only users with admin permissions can export data.
Can I export other data?
Yes! You can download performance data as a CSV from the app. You can also export schedules with clock-in/out times from the Timesheets tab.