Articles in this section

Export Performance Data via Dialpad API

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 Admins can export performance data via API. 

Dialpad WFM is available to all Dialpad 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)

Additional documentation

Read 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)

Tip

You can also download some of the same performance metrics, broken down by activity and agent, as CSV files directly from the app. 

Frequently asked questions

Does Dialpad have API documentation?

Yes. Read our Developer Documentation for more details on API management and creation. 

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.


 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.