Monitored Bots
Human-in-the-Loop Ecosystem
6 min
overview the problem the failure points of automation standard bots are effective at handling simple, repetitive queries, but they often fail when faced with high customer emotion, complex multi part questions, or unexpected requests this "failure gap" is where the customer experience breaks it includes critical failures like getting stuck in a repetitive loop ("sorry, i don't understand") failing to recognize severe customer frustration misclassifying a complex request (e g , confusing a "dispute" for a "payment") these failures lead to high drop off rates, damage brand perception, and erode customer trust the solution a human in the loop ecosystem the monitored bots solves these critical failure points by transforming the bot from an isolated tool into an integrated part of your customer happiness team it pairs your powerful voice or chat bot with an intelligent, real time human oversight layer instead of waiting for a bot to fail and dump a frustrated customer into a blind queue, our system empowers a new role, the "monitoring agent," to proactively observe, analyze, and intervene in conversations as they are happening this "human in the loop" ecosystem provides two distinct layers of value immediate intervention skilled agents are alerted to critical issues in real time and can seamlessly intervene via barge (taking full control) to save the conversation operational efficiency & cost reduction this system delivers a direct financial benefit by deploying the bot and a smaller, highly efficient monitoring team to handle complex queries, you can reduce the need for a large, traditional agent queue this lowers your cost per interaction while maintaining or even improving key metrics like resolution time and csat the primary benefit is the transformation of your bot from a simple deflection tool into a fully supported, resilient, and premium customer service channel , ensuring even your most complex interactions are handled with expertise and care key features monitoring workbench & prioritized view this is the agent's command center, providing a dedicated "monitoring agent" role and ui agents are presented with a "focused view"—an intelligently sequenced list of active bot conversations, prioritized based on your configured capacity rules (attention span and agent reserve) to automatically guide their focus real time critical alerting this is the system's proactive safety net an intelligent backend engine analyzes 100% of conversations and automatically triggers visual alerts on the agent's workbench for high risk events, such as a sentiment crash (rapid drop in customer emotion) real time sop metrics on interaction(s) this feature transforms the "focused view" into an actionable dashboard each interaction card is enriched with essential, at a glance data points, including an interaction subject intent, a live sentiment score , live timers (total duration), customer & channel data seamless intervention suite barge allows an agent to instantly take full control from the bot with a seamless, professional handoff the agent receives the entire conversation history, so the customer never has to repeat themselves full context interaction panel when an agent selects an interaction, a deep dive panell (the right hand panel) provides complete situational awareness this includes the full historical transcript, ai generated summaries, customer profile details, and past interaction history, ensuring the agent is fully informed before they act resilient fallback logic an automated safety net that ensures 100% reliability if the monitoring team is at full capacity (based on your admin settings) or it's outside business hours, the system intelligently routes the interaction to a standard live agent queue or offers a callback, guaranteeing no customer is ever left trapped in a failed bot loop getting started prerequisites before you can begin, ensure your account and environment are correctly set up you must have an administrator account with permissions to manage user roles and monitoring configurations you must have purchased the "monitored bot" , which provides both the bot engine and the integrated monitoring capabilities you must have a valid license entitlement for the "monitoring agent" role(s), allowing you to create new monitoring agents or update existing ones you must have an existing contact center platform that is configured to receive and handle escalated "barge" interactions from the monitoring service you must have identified the "monitoring pivot(s)" —the specific entities like campaigns, queues, or intents—where you intend to apply monitoring your monitored bot must be configured to route interactions through one of these pivots core concepts to get the most out of your monitored bot, it's important to understand these key terms monitoring agent this is a special user role, distinct from a standard call taking agent a monitoring agent has permissions to observe live bot interactions, receive alerts, and use intervention tools (barge), but they are not automatically routed standard inbound/outbound calls critical alert a real time notification that flags a high risk interaction for immediate review in this product, this is triggered by specific backend rules, such as a "sentiment crash" or a "bot repetition loop" barge the action where a monitoring agent takes full control of a live conversation from the bot the bot is disengaged, and the agent continues the interaction (via voice or chat) from within their contact center interface attention span an administrative setting (applied per monitoring pivot) that defines the maximum number of interactions a single monitoring agent can be assigned to observe at one time agent reserve an administrative setting (applied per monitoring pivot) that reserves a percentage of your monitoring capacity as a "safety net" to ensure an agent is always available for high priority critical alerts focused view the main workspace (left panel) in the agent workbench where the agent's list of assigned interactions is displayed the system uses your admin settings to prioritize and sequence this list frequently asked questions (faq) q what is a "monitoring pivot"? a a "monitoring pivot" is the specific entity in your contact center (like a campaign, queue, or skill/intent) that you apply monitoring rules to you configure alert rules and agent capacity (like attention span) for each pivot, and your bot must be set up to route interactions to it q what happens if the monitoring system is at full capacity and a new bot interaction begins? a this is handled by our "monitoring capacity fallback" logic if the monitoring pool is at its maximum limit during business hours, the interaction is automatically routed to your designated live agent fallback queue outside business hours, the bot will automatically initiate the "raise callback" flow q will an agent assigned the "monitoring agent" role also receive normal inbound calls? a no the "monitoring agent" role is a specialized role excluded from the standard automatic call distribution (acd) agents with this role are not automatically routed general inbound or outbound calls, allowing them to remain focused on monitoring q what channels (voice, whatsapp, web chat) support the monitored bot? a the monitored bot product, including its core monitoring and intervention features, is designed to be compatible with both voice and chat (e g , web chat, whatsapp) channels q what exactly is "attention span"? a attention span defines the maximum number of live bot conversations a single monitoring agent can supervise simultaneously think of it as a "concurrency limit" for human supervision; it allows you to control the balance between operational efficiency and quality a higher span allows one agent to monitor more volume (saving costs), while a lower span ensures deeper focus on individual conversations for high stakes or vip queues q what is "agent reserve" and why do we need it? a agent reserve is a dedicated safety buffer that keeps a specific percentage of an agent's bandwidth free for critical interventions instead of "maxing out" an agent with passive monitoring duties, this setting ensures they always have the immediate mental capacity and availability to jump in and take over a conversation the moment a sentiment crash occurs, preventing delays during emergencies
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