Analyze HAQM Connect agent event stream with HAQM Athena and HAQM QuickSight-part 5

Introduction

Organizations want contact center reporting and analytic capabilities for agents’ activities. This enables them to manage agent staffing and optimizing the contact center work force operations. Contact center platforms with limited integration capability make it challenging to generate custom reports and perform advanced agent activity analytics. HAQM Connect agent event streams are HAQM Kinesis Data Streams that provide you with near real-time reporting of agent activity within your HAQM Connect instance.

In this blog you will learn how to enable Agent Event Stream, stream data out of HAQM Connect, and develop an analytics solution using HAQM QuickSight.

Overview

Fig 1 – High-level architecture diagram

In this architecture, you will use HAQM Kinesis Streams to capture HAQM Connect Agent Event data in an HAQM Simple Storage Service (S3) bucket. HAQM Kinesis Data Streams streams the Agent event data into S3 by using an HAQM Kinesis Data Firehose. Using a data stream in the middle provides the advantage of using Agent Event data in other processes/solutions at the same time. For example, this data stream can be used to transfer the agent event records to HAQM DynamoDB database for the data to be consumed in third-party applications.

AWS Glue catalog has the table definitions for the contact event stream. You can run queries in HAQM Athena and generate reports. For visualization, you can use HAQM QuickSight.

This solution uses a parameter named “Project Name” that defines the solution domain. You can deploy this solution multiple times with different project names to maintain isolation. Because it will be used to name fundamental components, such as an HAQM S3 bucket, the project name must be unique globally.

Prerequisites

To follow along with the solution presented in this blog post, you should be familiar with the following AWS services and features:

• HAQM Connect
• HAQM EventBridge
• HAQM Simple Storage Service (S3)
• AWS CloudFormation
• HAQM Kinesis
• HAQM Athena
• AWS Glue
• AWS Identity and Access Management (IAM)
• An active AWS account with the permission to create and modify AWS IAM roles.

Walkthrough

1. Sign in to the AWS Management Console.
2. Download the CloudFormation template from here onto your local machine.
3. In your preferred Region, create a CloudFormation stack using the template file downloaded in step 2.
4. Keep the defaults on the remaining options page and select Create Stack
5. Enable Agent Event Stream for your instance, the stream name is “<ProjectName>-ae”

Validation

In this step, you generate data by making or receiving calls using HAQM Connect. You can go to HAQM Connect Contact Control Panel (CCP) to receive calls using a software phone or desktop phone. Within a few minutes, Agent Event stream data will appear in the bucket named as your project name under “ae-base” as “.parquet” files.

1. Navigate to HAQM Athena table, you should see “connect-ae” table. Click on three dots besides the connect_ae table, then select Preview Table.
2. Athena displays the query results when you run it.

Visualize in HAQM QuickSight

HAQM Athena allows you to visualize the results of your query directly within HAQM QuickSight. Before connecting HAQM QuickSight to Athena, you must grant HAQM QuickSight access to Athena and its associated HAQM S3 bucket. For more information, see managing HAQM QuickSight permissions to AWS resources. After granting the access permissions, you create a new dataset in HAQM QuickSight based on the Athena table that was created.

Next create a new analysis in HAQM QuickSight:

1. Navigate to QuickSight and select Analysis.
2. Click on New Dataset, then select Athena and give the data source a name.
3. In the example below, the name chosen is ‘aes-reporting’. Afterwards, click on Create data source.
4. Choose the name of the database (same name as your project name) and table/view, created as part of the blog, then click Select. (Make sure the QuickSight instance is in the same Region where you ran the CloudFormation template)
5. Finally, click Visualize to complete the dataset creation.
6. In the next screen, you should see the Agent Event Analysis page to configure analytics in the sheet.
   1. Login-Logout Report uses the login-logout view created from the Agent Event Stream table. The view analyzes all the logins and logouts for the agent in the filtered date time period. Then calculating the time elapsed between the login event and the subsequent logout event. The view also omits the agent events on the default Routing Profile (i.e. Basic Routing Profile). If there is a login event but a missing subsequent logout event, then it set the logout event as unavailable or NA. See a screenshot of the LOGIN-LOGOUT report below.
   2. Agent-Status report uses the Agent-Status view created from Agent Event Stream Table. The view analyzes all the event types like (Login, Logout, Status Change) except the Heart Beat. The view also omits the agent events from the Default Routing Profile. The report calculates the time spent by an agent in each of the status. Refer to the visual of the Agent Status Report below.
   3. Agent-Status-Summary view aggregates the status time from the Agent-Status view by the agent status. This view can build graph and pie-chart on the QuickSight. Refer to the screenshot of the agent summary below.
      

After following the steps above, you can use HAQM QuickSight to add different columns from the call records and perform visualizations. You can also create views within HAQM Athena to build enhanced visualizations. If interested in exploring more, review this blog post. Last, you can also build dashboards that continuously monitor your HAQM Connect instance and share those dashboards with others in your organization.

Cleanup

In order to delete the resources created by the stack:

• Delete the CloudFormation template.
• Delete the objects and the HAQM S3 bucket created from the CloudFormation template.
• Delete the Glue database created from the CloudFormation template.

Conclusion

In this blog, you learned one way to analyze and visualize your Agent Event stream using HAQM QuickSight. We showed how HAQM Kinesis and HAQM Athena process agent event to build customized and enhanced visuals. To build further analysis, by creating views within HAQM Athena, check this blog post for more details. To visualize your data in Tableau and Power BI, follow Building AWS data lake visualizations with HAQM Athena and Tableau and Using the HAQM Athena Power BI connector blog, respectively.

For more analytics capabilities on HAQM Connect data sources, refer the following blogs in the HAQM Connect reporting blog series:

• Analyze HAQM Connect Contact Trace Record (CTR)
• Analyze HAQM Connect Contact Lens
• Analyze HAQM Connect Chat sentiments
• Analyze HAQM Connect Chatbot performance
• Analyze HAQM Connect Agent Event Stream (AES)
• Automating HAQM QuickSight dashboard creation for analyzing HAQM Connect data
• Analyze data for HAQM Connect Outbound Campaigns (Contact event Streams)
• Create Custom Reports for HAQM Connect Cases

Author Bio

	Mehmet Demir is a Senior Solutions Architect at HAQM Web Services (AWS) based in Toronto, Canada. He helps customers in building well-architected solutions that support business innovation
	Kalyan Thandri is a consultant at AWS. He designs and implement HAQM Connect Contact Center solutions for AWS customers.
	Ankur Taunk is a Senior Specialist Solutions Architect at AWS. He helps customer achieve their desired business outcomes in the Contact Center space leveraging HAQM Connect.