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Essence V2

A powerful new suite of dashboards - designed to help contact centers and voice of customer teams make faster, more data-driven decisions.

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Written by Abby Webster

Dashboards are powered by Daisee’s advanced LLM-based intent model, giving you granular visibility into customer call drivers, performance trends, and cost implications.

Essence V2 includes four dashboards, each focused on a distinct operational use case:

  • Call Volumes & Root Causes

  • Call Volume Anomalies

  • Costs & Efficiencies

  • Key Performance Indicators (KPIs)

You can find the new dashboards under the Essence V2 tab in your Daisee platform. If you don't see this tab, please contact support.

Dashboard Overview 🔍

1. Call Volumes & Root Causes

Purpose: Understand why customers are calling and identify root causes.

What it shows:

  • Volume of calls by intent, topic, and category

  • Top root causes

  • Intent breakdown across key metadata (e.g., product, line of business)

Use it to:

  • Quantify common reasons for contact

  • Find opportunities for self-service or upstream fixes

  • Prioritise high-volume, high-impact intents

2. Call Volume Anomalies

Purpose: Spot unusual changes in call patterns quickly.

What it shows:

  • Volume variance vs. historical baselines

  • Emerging intents or surges in root causes

  • Trendlines across time periods

Use it to:

  • Detect new issues before they escalate

  • Investigate sudden spikes in call drivers

  • Validate the impact of recent product/policy changes

3. Costs & Efficiencies

Purpose: Understand the financial impact of call types.

What it shows:

  • Cost per intent/root cause

  • Intent volume vs. average handle time (AHT)

  • Opportunity areas for efficiency or deflection

Use it to:

  • Target intents with high cost-to-value ratio

  • Justify automation or policy changes

  • Link operational improvements to ROI

4. Key Performance Indicators (KPIs)

Purpose: See how specific call drivers impact performance metrics.

What it shows:

  • Intent-to-KPI mapping (e.g., CSAT, FCR, NPS)

  • Correlation between call reasons and performance outcomes

  • Segment performance by intent, root cause, team, or product line

Use it to:

  • Improve high-priority KPIs

  • Guide coaching with intent-level context

  • Identify customer journeys that need support

How the Data Works 🔧

Essence V2 dashboards are powered by Daisee’s LLM intent engine, which classifies each call into five levels:

Level

Description

Category

Broad area of the call (e.g., "Account")

Topic

More specific subject (e.g., "Online Banking")

Intent

The caller's goal (e.g., "Update personal details")

Root Cause

The reason the customer had to call (e.g., "Forgot password")

Nature

Whether it's an issue or enquiry (classified using AI phrase detection)

How we extract this:

  • Our LLM summarises each call

  • A phrase classifier detects intent, topic, and root cause phrases

  • These are mapped to your Phrase Library, which clusters similar language into standard terms

  • Final classification is stored per call and used in all dashboards

Tips for Using Essence V2 Dashboards 🧠

  • Filter by period, team, or intent using control filters at the top

  • Click into charts to drill into specific segments

  • Use dropdown filters to segment data across multiple dimensions (e.g., intent × root cause)

  • Export insights or schedule reports to stakeholders with ThoughtSpot’s "Liveboard" features

FAQs 💬

Q: Is this replacing the original Essence dashboard?

A: No. The original “Call Volume Analysis (LLM)” dashboard remains available. Essence V2 is an extension that provides deeper, role-specific analysis.

Q: How often is the data updated?

A: The dashboards reflect new calls as they’re processed (typically near-real time), depending on your ingestion pipeline.

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