Monitor Engagement Agent Activity with Agent Analytics (Beta)

The Engagement agent Tableau dashboard helps sales leaders and sales operations managers understand how Agentforce Engagement is helping to achieve business outcomes, including lead pipeline generation and sales team productivity. The Tableau dashboard provides additional metrics that aren’t available in Agentforce Control Center and lets you dive deeper into the numbers to gain insights for your business.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Engagement and Data 360 add-ons.

Note The Agentforce Lead Nurturing name has changed to Agentforce Engagement. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.

• Set Up the Agent Analytics Engagement Dashboard (Beta)
  The Agent Analytics Engagement dashboard works with your Engagement agent and Data 360 to provide the key metrics you need to understand and optimize your business. Both Agentforce Engagement and Data 360 must be enabled in order to set up the dashboard.
• Get Insights with the Agent Analytics Engagement Dashboard
  The Agent Analytics Engagement dashboard helps you understand how effectively your agent performs and helps you to identify areas you can improve. There are two tabs on the Engagement dashboard: Overview and Agent Effectiveness.