Updated Charts & A.I. Insights from Vera

We’ve redesigned our charts and added AI generated insights from Vera to make your dashboard more interactive and actionable. This all-new interface will make it easier for your team to uncover patterns and trends and make data informed decisions using AllVoices tailored insights. 

Note: Admins will only be able to view the case data they have access to as defined by their user role and access.  

Improvements:  

AI generated Insights using Vera 

• Pre-generated insights related to changes in case volume 
• Helpful prompts to guide your data analysis 
• Ability to “Ask a question” to Vera about your charts 

Easily filter charts 

• User can click into a chart to filter and that interaction will simultaneously filter the other charts in the dashboard
• User can filter by: 
  • Clicking on a bar or pie chart 
  • Clicking on the legend in the chart
  • Clicking into the dropdown on each chart and selecting desired filters 
    • Note: Filtering is not available on open text department or locations 

Easily reset chart filters 

• The floating ‘Reset Filters’ button allows you to reset all filters from wherever you are in the dashboard view 
• The individual eraser on each chart allows you to remove the filters for just that chart 
• Clicking on the bar or pie or the minus symbol in the legend allows you to or remove individually applied filters    
• Clicking into the ‘Filters’ dropdown and deselecting the associated boxes will also unapply filters 

Ability to filter on intake source

•  Slack, Phone or Web 

View issues by subtype

• Ability to view issue subtypes across your organization in a single view from greatest to least impact 

Vera’s Insights

Case volume insights

By default when you login Vera will generate an insight based on any recent changes in Case Volume

Prompts

You can select from the pre-set prompts to gain further insights generated by Vera:

For More Options: 

• Press ‘Regenerate prompts’ to view more options 
  • Each prompt will take you to the relevant chart with an AI generated insight from Vera

Ask a question to Vera 

You can “Ask a question” to Vera related to your company’s data 

For example: What issues are affecting my workplace?

Note: All insights will take reflect the date range and case type selected ‘All, Employee, Public, or Admin’ 

Filters

Filter by Case Type

If you have multiple case types you can click the to filter all charts by case type: 

• All, Employee, Admin, or Public 

Filter by Date Range

• Filter data by custom date range or pre-set date range options available 

Filter on All, Open or Resolved

You can choose to filter data for all cases, open cases, or resolved cases.  

Selecting ‘All’ shows the total cases according to the date they were created 

Selecting ‘Open’ shows the total cases that are still open according to the date they were created

Selecting ‘Resolved’ shows the total cases that are resolved according to the date they were created 

Export Data 

You can export the filtered data into a pdf using the ‘Export’ button 

Note: Larger exports will be sent via email 

Case Volume Chart 

The case volume chart will show you changes in Case Volume for ‘All Issue Types’ based on the date range and filters applied  

You can also drill into a specific issue type to see how it compares to the total issues for that time period based on the date range and filters applied 

Fitler by intake source 

If you have a phone line or slack integration you can filter by intake source: 

• Phone, Web, Slack 

Filtering

When you click to filter any chart, that filter will apply across all charts in the dashboard 

Applying Filters: 

Clicking on a bar chart or pie chart

Clicking on the legend in the chart

Clicking into the dropdown on each chart and selecting desired filters 

Important: Filtering is not available on open text department or locations 

Clearing Filters

The floating ‘Reset Filters’ button allows you to reset all filters from wherever you are in the dashboard view 

The individual eraser on each chart allows you to remove the filters for just that chart 

TBD Screenshot not yet merged 

Clicking on the bar or pie or the minus symbol in the legend allows you to or remove individually applied filters    

Clicking into the ‘Filters’ dropdown and deselecting the associated boxes will also un-apply filters