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# Resolution rate optimization

## Overview

Measuring your AI Agent's success is a challenging task. It's impossible to
go into every conversation that customers have with your AI Agent, and with
all of the different reports and metrics you can look at, it can be hard
to know which ones to focus on.

The **automation resolution** metric (AR) is not only
a measure of whether your AI Agent was able to automatically resolve a
customer's inquiry without handing them off to human support, but also
whether it was able to successfully address the reason why your customer
came to your AI Agent in the first place. Your AI Agent uses AI language
understanding to assess both customers' inquiries and its own responses
to figure out whether a successful automatic resolution did or didn't
happen.

### Why automated resolution? \[#why-ar]

Historically, metrics like the [containment rate](/docs/optimization/performance/reports/performance-reports)
have come close to measuring success, but they couldn't provide
a complete picture. The containment rate tells you which proportion of
conversations that customers had with your AI Agent ended without being handed
off to a human agent. But without context, this metric can only tell you
so much. Can you differentiate between a customer who ended a
conversation with your AI Agent because they were satisfied, as opposed to
one who got frustrated and gave up?

While containment can be a useful metric to get a quick glance of the
proportion of AI Agent conversations that didn't escalate to a human agent,
automated resolution takes it a step farther. By measuring the success
of those conversations and the content they contain, you can get a much
better idea of how helpful your AI Agent content really is.

## Limitations

Automated resolution classification has the following constraints:

* Before February 24, 2025, only knowledge content was used to assess conversation accuracy and predict whether a user's issues were resolved. Processes, Actions, Coaching, and Company Descriptions were not yet considered.
* Before July 31, 2024, AI Agents only assessed a statistical sample of conversations for automated resolutions. As a result, conversations that happened before this date may not have classifications.

## Use cases

Automated resolution data helps you understand and improve your AI Agent's performance.

* **Measure AI Agent effectiveness**: Track whether your AI Agent successfully addresses end user inquiries without requiring handoff to human support.
* **Identify content gaps**: Find patterns in unresolved conversations to discover missing information in your knowledge base.
* **Validate conversation quality**: Differentiate between end users who were satisfied and those who gave up, providing deeper insight than containment rate alone.
* **Drive continuous improvement**: Provide feedback on classifications to improve the model and refine your AI Agent's content over time.

## Capabilities & configuration\[#ar-classification]

Understanding how automated resolution works helps you interpret and act on your AI Agent's performance data.

### How classification works

Your AI Agent analyzes each conversation to understand both the
customer's intent and the AI Agent's response. Based on that analysis, it then
assigns a classification of either Resolved or Not Resolved to each
conversation.

For a conversation to be considered automatically resolved, the
conversation must be:

* **Relevant:** The AI Agent effectively understood the customer's inquiry and
  provided directly related information or assistance.

* **Accurate:** The AI Agent provided correct, up-to-date information.

* **Safe:** The AI Agent interacts with the customer in a respectful manner and
  avoided engaging in topics that caused danger or harm.

* **Contained:** The AI Agent addressed the customer's inquiry without having to
  hand them off to a human agent.

To get an overview of what percentage of conversations
were automatically resolved, you can use the [Automated Resolution Rate](/docs/optimization/performance/reports/performance-reports)
report.

### Conversation lifecycle

Understanding when conversations are assessed helps you interpret resolution data accurately.

For contained conversations, the AI Agent will assess a conversation for automated resolution after the conversation ends.

Conversations may end immediately if:

* A customer clicks **End Chat** on web chat
* A customer hangs up during a voice call, or
* A human agent ends an escalated conversation.

Idle conversations will automatically be ended after 24 hours in web chat and social channels, and 72 hours in email.

For escalated conversations, the AI Agent marks the conversation as **Not Resolved** immediately following the handoff.

## Quick start

Review your AI Agent's automated resolution performance in a few steps.

**To view automated resolution data:**

On the Ada dashboard, go to **Analytics** > **Reports**.

Select the **Automated Resolution Rate** report.

Review the graph to see the percentage of conversations that were automatically resolved over time.

Scroll down to the **Conversations** section to view individual conversations and their classifications.

For detailed instructions on providing feedback, see [Implementation & usage](#provide-feedback-ar).

## Implementation & usage \[#provide-feedback-ar]

You can read through individual conversations to see how
customers interacted with your AI Agent. If you disagree with how your AI Agent
automatically classified a conversation, you can provide feedback.

> **Note**
>
> This feedback is used to improve the classification model. It
> does not override the automatic classification assigned to the
> conversation.

**To provide feedback on a classification:**

1. Open a conversation. You can do this two ways: from the Automated
   Resolution Rate report, or from the **Convos** view.

   * **From the Automated Resolution Rate report**

     If you're looking at the [Automated Resolution Rate](/docs/optimization/performance/reports/performance-reports)
     report, scroll down to the **Conversations** section. Click a
     conversation to read the entire transcript.

   * **From the Convos view**

     On the Ada dashboard, go to **Convos**. Optionally, you can use the **AR Classification** filter to narrow down
     conversations by selecting **Resolved** or **Not Resolved**
     to look through those conversations.

     Select a conversation in the conversation library on the left side
     of the screen to read through the entire transcript.

2. If the sidebar on the right side of your page is collapsed, click
   **Details** to expand it. There, you can read through your AI Agent's
   automatic assessment of the conversation:

   **Inquiry Summary**

   An automatically generated summary of what the customer wanted to accomplish. For example, `The customer wanted to know how to temporarily disable auto deposits`.

   **Classification**

   The classification of either Resolved or Not Resolved that your AI Agent assigned to the conversation.

   **Reason for Classification**

   Your AI Agent's understanding of what happened in the conversation, which led it to the classification that it assigned. For example, `The AI Agent provided a detailed step-by-step guide on how to disable auto deposits, both on the mobile app and the web version`.

   Take a second to understand the reasoning that your AI Agent used to make
   its classification, so you can give more targeted feedback.

3. Beside **Agree?**, click **Yes** or **No**.

   If you clicked **No**, enter some additional details about what your
   AI Agent got wrong in its assessment.

4. Click **Submit**.

## Best practices \[#find-trends-improve-content]

Automated resolution data can help you find gaps in your AI Agent's content that you can improve.

While going through your automatic resolution data, ask yourself:

* **What kinds of patterns am I seeing?**

  For example, let's say there are a lot of unresolved conversations
  caused by your AI Agent being unable to understand what your customer was
  asking for. Are there [improvements](/docs/knowledge/core-workflows/knowledge-setup) you can make to your knowledge base content to improve recognition?

* **Is there additional information I can add?**

  If you see that multiple unresolved conversations relate to the same
  topic, consider adding that information to your knowledge base to address it.

Keep in mind, it's not a realistic goal to
get to 100% automated resolutions in your AI Agent. Some customers ask for
handoffs immediately, and others might ask inquiries that are off-topic
or even abusive, and you can't expect your AI Agent to resolve those queries.

## Related features

Explore additional optimization and reporting options.

* Conversations: View and manage AI Agent conversations.
* [Performance reports](/docs/optimization/performance/reports/performance-reports): Track automated resolution rate and other metrics.
* [Knowledge](/docs/knowledge): Improve your AI Agent's content to increase resolution rates.
* [Coaching](/docs/optimization/coaching): Refine your AI Agent's responses based on conversation insights.
* [Handoffs](/docs/handoffs): Configure escalation paths for unresolved conversations.

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Have any questions? Contact your Ada team, or email us at [](mailto:help@ada.cx?subject=Help%20Docs%20inquiry).