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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Self-Service Analytics

Configure the Self-Service Analytics framework so you can use the generated metrics in a dashboard.

Before you begin

Role required: admin

About this task

Complete the following tasks to use the metrics generated by the Self-Service Analytics framework in a dashboard of an application:

Procedure

  1. Activate Self-Service Analytics.

  2. Configure activity contexts for Self-Service Analytics.

  3. Configure pattern elements for Self-Service Analytics.

  4. Configure pattern element groups for Self-Service Analytics.

  5. Configure activity patterns for Self-Service Analytics.

  6. Set up the deflection configuration for Self-Service Analytics.

  7. Configure scheduled jobs for Self-Service Analytics.

  8. Activate Self-Service Analytics
    Activate the Self-Service Analytics Core plugin (com.snc.self_service_analytics_core) if you have the admin role. This plugin activates related plugins if they are not already active.

  9. Configure activity contexts for Self-Service Analytics
    Define the type of activities you want to collect as Self-Service Analytics data for a user entity such as consumers and customer contacts.
  10. Configure pattern elements for Self-Service Analytics
    Configure a pattern element to specify a single activity type and how many times it occurs. Each pattern element is implemented as regular expressions.
  11. Configure pattern element groups for Self-Service Analytics
    Define a logical combination of two pattern elements, pattern element group, or both and how many times the combination occurs. Each pattern element group is implemented as regular expressions.
  12. Configure activity patterns for Self-Service Analytics
    Configure an activity pattern to combine the pattern element, pattern element group, or both for a user entity and link them to an outcome.
  13. Set up the deflection configuration for Self-Service Analytics
    Associate a period of time with an activity context that defines how long a system will wait for a case to be created to match a deflection pattern.
  14. Configure scheduled jobs for Self-Service Analytics
    Schedule when to run the deflection configuration to generate the activities that match an activity pattern within an activity window.

Parent Topic:Configuring Knowledge Management

Related topics

Self-Service Analytics dashboard for customer service