Challenge #401: Auto Insights Special Edition – Team 4 Performance Analysis

[AYXAcademy]

Welcome! It is time for the third Auto Insights Special Edition challenge!

We hope you had lots of fun discovering the features of this amazing tool and are ready to start taking your insights to the next level.

A solution to the Week 2 Auto Insights challenge can be found here.

A friendly reminder: To participate, you will need access to Alteryx Auto Insights (AAI), which is part of the Cloud Platform. If you do not have AAI already, you can take this opportunity to start a free Cloud Trial. Additionally, remember that you can access interactive lessons in Maveryx Academy for extra assistance.

In this final challenge, you work for HelpNow, a software company based in the USA and renowned for their excellent customer support. You are a call centre team lead for Team 4 and are about to conduct your monthly customer service agent performance reviews. You want to use Auto Insights to identify performance trends to help facilitate your coaching conversations with customer service agents.

To solve this, you will use the Call Centre Operation Analysis dataset, which contains the call centre data from HelpNow. In this dataset, each row represents the calls a customer service agent takes and has information about the agent, the brand the call is related to, call type, time of call, and team details. The date range of the data is May 31, 2020, to April 30, 2022.

Task:

Create a Mission (KPI Deep Dive Report) using the preloaded Call Centre Operation Analysis dataset (available in the Datasets tab) using the Calls column as your Measure.

Answer the following questions for your team (Team 4):

1. The teams have a monthly competition for the greatest number of calls taken. What is the total number of calls did Team 4 take? Which rank did Team 4 place in the competition that month?
2. How did calls trend in April 2022 compared to March 2022 for Team 4?
3. Which agent(s) on Team 4 contributed most to the overall trend?
4. Which agent(s) on Team 4 had the largest increase in Average Handling Time?
5. Which call type drove this increase?
6. Going forward, you would like to monitor Team 4’s productivity on a monthly basis. How can you automate this so that you receive a report on the first of every month?

Solution:

To share your solution, please upload your PowerPoint presentation to this post.

Posting your solution to the challenge will count towards earning Weekly Challenge badges!

Enjoy solving this Auto Insights challenge!

Video Solution:

[ggruccio]

The US Instance does not have the full dataset.  I tried the UK instance and was able to complete.

[peter_gb]

Interesting way to get us to try out new features but I miss the designer challenges. Not loving these AI things really. Although this does seem useful 

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[Carolyn]

Solved!

[rarieg06]

Spoiler

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[Erin]

I'll have to explore this more at a later time to understand how to have views of the entire call center with the teams as the breakout (so team leads can understand how they stack up in comparison to the whole), as well as deep dive filters by team. Then when it comes to scheduling, there's probably a way to dynamically add the team name (like team 4) to the report title. Very interesting! 

[mirzaglamocak_alteryx]

Solution Attached

[rmassambane]

401 - Not doing those since I don`t have access to Auto Insights.