We have updated the Goal area in the Hustle Admin app to provide you with more insight into the progress and performance of goals and a view into the conversations between your agents and contacts. The Goal Dashboard displays key goal stats and the Conversation Review area allows you to dive into the details of conversations between your Agents and Contacts.
Viewing overall goal performance
The goal index displays all goals within a group and high-level stats so you can understand progress toward completion for each goal and other details like how many people have RSVP'd, as well as the number of reminders sent.
View details on agent performance in the Goal Dashboard
In addition to the overview stats, clicking on a goal now provides you with agent level details for invitations, reminders and performance information for each agent.
As an Admin, you can view the agent level detail on invites sent, the number of RSVP’s accepted/declined as well as the number of Unread messages and skipped messages.
Review conversations between agents and contacts
To review a conversation, click on an agent row to reveal the conversation panel. Within this area, you have the ability to view conversations with an agent and take actions on conversations such as adding/removing tags and opting-out contacts from goals.
- It is not possible to interact with a contact in this view
- Reading a thread will not mark the thread as read for the agent
Search conversations and filter messages
In addition, you can search conversations by contact name, group or tag and view a filter of just unresponded messages.
- It is not currently possible to search the context of conversations using keywords. A search will only populate results for contact names, group names, or tags.
Take action on an agent
On the goal detail panel, on each agent row, you can click the Actions button on the right to access additional agent options.
Within this area you can take the following actions:
- Resend the 4 digit security code via text
- Show 4 digit security code
- Remove agent from Group
Additionally, you can click on the 📣 megaphone to “nudge” an agent to let them know they have contacts to message. When an agent has completed messaging their contacts, the bullhorn changes from a 📣 megaphone to a ✊ fist so that you can fist bump/give props to the Agent.