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BETA - KPI Reporting - Unassigned
BETA - KPI Reporting - Unassigned

What does it mean if a report shows a metric called "unassigned"?

Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

Beta Users

This Reporting format is only available for our Beta Users. Soon is going to be available for all smrtPhone users.


Unassigned Reports

If you see the Unassigned status on your Reports there are a couple of reasons it might be showing up.

πŸ” The Call/SMS Flow is set up to go to a Team (multiple agents from your smrtPhone account.) In this case, if no one from that specific team is answering or responding to a text no one will be assigned as the Call Owner meaning the call is Unassigned.

Learn more about Call Flows / SMS Flows β‡’

➿ The Unassigned status can also happen when a team is called and all of the members from that team are connected to a call (busy) and there is no voicemail attached to that phone number. When this happens, the call is not going anywhere.

πŸ”’ If the incoming calls are routed directly to a personal phone number using the Number option in the Call Flow setup, it will be labeled as Unassigned because the final destination is outside of smrtPhone.

βŒ› Finally, sometimes the CRM may be lagging or acting strange and it will not update the reports with the correct Call Owner. We find this is <1% of the time, and typically depends on the day and time the calls are made.

🌐 Podio Users: When using the SMS API to send text messages directly from Podio comments or respond to them using the comments, they will be labeled unassigned. In this situation, the system can not tell which specific Agent sent the message through Podio comments.

Depending on the frequency and volume of unassigned status, you may want to investigate further to see if you can improve processes to create more clarity for tracking purposes.

πŸ’‘ Overview Report β‡’

πŸ’‘ Campaign Report β‡’

πŸ’‘ Team Performance β‡’

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