The Daily Digest is an automated email report that provides a powerful, at-a-glance summary of the last 24 hours of activity in your Voxjar account. It's a key tool for helping everyone from Admins to Agents stay informed and focused on what matters most.
This guide will walk you through setting up your digests and understanding the role-specific information they contain.
Anatomy of the Daily Digest
The content of the digest is tailored to the user's role (Admin, Evaluator, or Agent) to ensure everyone receives the most relevant information for their day-to-day work.
For Admins (Company-Wide Overview)
Admins receive the most comprehensive digest, summarizing performance across the entire account.
Work Queue Tasks: A summary of open tasks across the account, including unread comments, assigned evaluations, past due tasks, and disputes that need to be resolved.
AI Overview: If enabled, this shows the high-level summary generated by your AI about the organization's overall performance, trends, and sentiment from the previous day.
Completed Evaluations: A statistical breakdown of all evaluations (both AI and Human) completed across the account in the last 24 hours. It includes total counts, average scores, and pass rates.
Top 5 & Bottom 5 Agents by Score: Highlights the highest and lowest-scoring agents based on all evaluations from the past day, giving you a quick look at top performers and agents who may need support.
Highest & Lowest Performing Questions: Shows which scorecard questions are consistently scored the highest and lowest across all evaluations, helping you identify areas of team-wide strength and potential confusion on your scorecards.
AI Insights: A summary of insights your AI has discovered, including:
Strongest & Weakest Skills: The top skills demonstrated and the skills that were most lacking in conversations.
Most Common Topics: The topics that appeared most frequently in customer interactions.
Overall Sentiment: A high-level indicator of customer sentiment from the analyzed calls.
For Evaluators (Team & Task Overview)
Evaluators receive a digest focused on the evaluations they are responsible for, helping them manage their workload and track the performance of the agents they score.
Work Queue Tasks: A personalized to-do list including your assigned evaluations, past due items, unresolved disputes, and unread comments you've been mentioned in.
AI Overview: If enabled, this shows the same organization-level AI Overview that Admins see, providing important context for the evaluations you're performing.
Completed Evaluations: Statistics for the evaluations you personally completed in the last 24 hours, including your total counts, average scores, and pass rates for both AI and Human evaluations.
Top 5 & Bottom 5 Agents by Score: Ranks the agents you evaluated in the last day, making it easy to see performance trends among the specific team members you are responsible for coaching.
Highest & Lowest Performing Questions: Highlights the highest and lowest-scoring questions from the scorecards you submitted, helping you identify trends and calibration opportunities.
For Agents (Personal Performance Overview)
Agents receive a digest focused exclusively on their own performance and tasks, providing direct, timely feedback.
Work Queue Tasks: Your personal task list. This includes unread comments where you've been mentioned and a list of your submitted disputes that have been recently resolved (approved or rejected), so you can review the final decision and feedback.
AI Overview: If enabled, this shows a personalized overview generated by your AI that summarizes your individual performance, strengths, and areas for improvement from the previous day's interactions.
Completed Evaluations: A summary of all evaluations (AI and Human) completed on your interactions in the last 24 hours, showing your average scores and pass rates.
Highest & Lowest Performing Questions: Shows the questions on which you scored highest and lowest, giving you specific feedback on your strengths and opportunities for growth.
AI Insights: A personalized summary of AI-driven feedback from your calls, including your strongest/weakest skills, the most common topics from your conversations, and the overall sentiment of your interactions.
How to Configure Daily Digests
Setting up these reports is simple and can be done right in your account settings.
Navigate to Settings.
Click on Notifications in the Account Settings section.
Locate the Daily Digest section and toggle the switch to enable it.
Days to send digest: Check the boxes for the days you want the report to be sent.
Time of day: Set the specific time and select your account's timezone. You will see a confirmation of the next scheduled delivery time.
Delivery Method: Email is currently supported, but Slack and Teams are on the way.
Creative Use Cases
The "Hands-Off" Manager: Schedule the Admin Digest for 8 AM daily. You get a complete pulse on team performance and customer sentiment with your morning coffee, allowing you to manage by exception.
The QA Team: Use the Evaluator digest as their daily to-do list. The "Lowest Performing Questions" section can help you spot confusing scorecard questions that may need team-wide calibration.
Agent Self-Coaching: Encourage agents to use their personal digest for self-improvement. It provides immediate, data-driven feedback, empowering them to take ownership of their growth without waiting for a formal review.