[Preview] Talkdesk Voyager: Monitoring and Reporting

Note: This feature is available in Preview for select customers.

The Voyager Monitor runs, reviews reports, and acts on runs and participants that need attention.

Table of Contents

Prerequisites

The following requirements apply:

  • Licenses: Talkdesk Voyager enabled on the account.
  • Permissions: Permission to create Voyagers.

Using the Voyager Monitor

The Voyager Monitor shows whether a Voyager is running, where people are in the flow, and which outcomes or issues need attention.

Understanding Run Statuses and Run Controls

A Voyager run can have one of the following statuses, as supported by the applicable Voyager configuration:

  • Active: The run is in progress.
  • Completed: The run finished.
  • Failed: The run ended unsuccessfully.
  • Paused / Resumed: The run was paused and optionally resumed.
  • Stopped: The run was stopped before completion.

Where supported, the run controls pause, resume, or stop a run.

Reviewing Voyager Reports

Talkdesk Voyager provides the following reports:

  • Voyager Execution Report: Shows how many people entered a run and how executions were distributed across statuses.
  • Voyager Node Outcome Report: Shows how people split across outcomes at a selected Voyager step.
  • Participant progress: Shows the status and current step of people moving through a Voyager.

Reviewing the Voyager Dashboard

The Voyager dashboard shows broader Voyager activity and account-level patterns. Where supported, it also compares activity across Voyagers and shows historical trends.

Handling Runs That Need Attention

Basic failures and participants that require attention are surfaced directly in the product, so engineering logs are not needed to identify the runs or participants that need action. To handle them, complete the following steps:

  • Open the Voyager Monitor.
  • Filter for runs or participants that need attention.
  • Inspect the current step and status of the participant.
  • Use the run controls (pause, resume, or stop) where supported.

Sharing and Exporting Reports

Supported Voyager reports can be shared or exported for review and archival use.

 

Additional Resources

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