# Email Sentiment Report

The Email Sentiment report displays information relating to email sentiment analysis allowing users to quickly and clearly see developing trends regarding incoming emails and take action where necessary.

<figure><img src="/files/ZLz8PBQbmSlqnj1MjSDR" alt=""><figcaption></figcaption></figure>

### How does the Email Sentiment Report work <a href="#how-does-the-email-sentiment-report-work" id="how-does-the-email-sentiment-report-work"></a>

In order for the Email Sentiment report to be available, the EnateAI Sentiment Analysis integration must be enabled (this can be done in Enate's Marketplace in Builder). When this integration runs it generates the data needed for the report. Once this integration has been activated, information will automatically begin to be sent into and displayed in the report.

### Accessing the Email Sentiment Report <a href="#accessing-the-email-sentiment-report" id="accessing-the-email-sentiment-report"></a>

Access to and the ability to edit the sentiment report is controlled by permissions in user roles, in the same way as all other reports within Enate. If users do not have the right permissions enabled, they will not be able to access the report. To edit the report users will need the 'Create Custom Reports' permission enabled.

### Email Sentiment Report Default Structure <a href="#email-sentiment-report-default-structure" id="email-sentiment-report-default-structure"></a>

#### **Email Share by Sentiment Type**

<figure><img src="/files/TqxWitX6fNdVmbn8YUhk" alt=""><figcaption></figcaption></figure>

The positive and negative smileys are interactive, i.e. clicking on them will filter the page content accordingly. This updated display replaces the previous pie chart style display showing sentiment share.

#### **Impact Zones**

<figure><img src="/files/JHWx7z4vkR8HgXVJYMtB" alt=""><figcaption></figcaption></figure>

This chart will replace the old chart - Email sentiments by Work Item SLA''. The legends of the new chart are as follows:

• **High Priority Zone:** SLA Not Met + Negative Sentiment.

• **Success Optimization Zone:** SLA Met + Negative Sentiment.

• **Positive Zones:** SLA Met + Positive Sentiment.

• **Neutral Zones:** SLA Met or SLA Not Met + Neutral Sentiment.

Hovering over the chart will show the options where a Question Mark will appear. Hovering over the question mark will show the tooltip which explains the zones, to help users better understand each section.

<figure><img src="/files/M1dR6iJO1HEQ6m8EIJo4" alt=""><figcaption></figcaption></figure>

**Sentiment Zones Explained:**

* **High Priority Zones:** Negative sentiment + SLA missed – needs urgent attention.
* **Success Optimization Zones:** Negative sentiment + SLA met – SLA OK, but experience needs work.
* **Neutral / Positive Zone:** Feedback aligns with sentiment – either neutral or positive.

<figure><img src="/files/yThzS6f5qtHnzR8jLd9l" alt=""><figcaption></figcaption></figure>

#### **Email Sentiment By Ticket Categories**

<figure><img src="/files/RZjAVDP5iPHN710v3Rsb" alt=""><figcaption></figcaption></figure>

We are adding a new chart into the report: 'Email Sentiment By Ticket Categories'. As the name suggests, this shows the email sentiments by ticket categories, with concatenated levels i.e. “Level 1 > Level 2 > Level 3”.

#### **Email Sentiments By Number of Times Work Item Reopened**

<figure><img src="/files/w2dpyRx7KCETVi64DXR3" alt=""><figcaption></figcaption></figure>

A new line chart is being introduced into the report: 'Email Sentiments By Number of Times Work Item Reopened'. This will have the email sentiment count categorized by the number of times work items were reopened. The grouping 'buckets' are: 1-3 Times, 3-5 Times, 5-7 Times, 7+ Times. This will help with assessment on the relationship between client feedback ratings and the number of times a work item was reopened.

#### **Email Sentiment Comparison By Context**

<figure><img src="/files/zhYgNgFifMgZM9CdLkPa" alt=""><figcaption></figcaption></figure>

This chart now has a sentiment selector drop-down where users can select which sentiment to display on the chart. By default it will have Positive and Negative sentiment selected.

### Available Data Fields for Sentiment Analysis

See below for a complete list of all the available data fields that can be used within the Email Sentiment report:

<table><thead><tr><th width="171">Table</th><th width="240">Fields</th><th width="319">Description</th></tr></thead><tbody><tr><td>Context</td><td>Contract</td><td>Name of the Contract</td></tr><tr><td>Context</td><td>Customer</td><td>Name of the Customer</td></tr><tr><td>Context</td><td>Service</td><td>Name of the Service</td></tr><tr><td>Context</td><td>Supplier</td><td>Name of the Supplier</td></tr><tr><td>Date</td><td>Date</td><td>Calendar range of dates for filtering data</td></tr><tr><td>Date</td><td>Month</td><td>Months of the dates</td></tr><tr><td>Date</td><td>Year</td><td>Year of the dates</td></tr><tr><td>Feedback</td><td>Comments</td><td>Feedback comments given on each workitem</td></tr><tr><td>Feedback</td><td>Logged</td><td>Feedback logged date in date time format</td></tr><tr><td>Feedback</td><td>LoggedDate</td><td>Feedback logged date in date format</td></tr><tr><td>Feedback</td><td>Rating</td><td>Feedback rating from 1 - 5</td></tr><tr><td>Feedback</td><td>6M Moving Avg(Ratings)</td><td>6 months moving average over the number of ratings. To be visualised against dates.</td></tr><tr><td>Feedback</td><td>Avg. Rating</td><td>Average ratings given across all workitems</td></tr><tr><td>Feedback</td><td>Total Ratings</td><td>Total number of ratings given</td></tr><tr><td>Feedback Types</td><td>Feedback Type</td><td>Ratings grouped as Happy, Unhappy &#x26; Neutral</td></tr><tr><td>Process</td><td>Process</td><td>Name of the process each Work Item belongs to</td></tr><tr><td>Process</td><td>Process Group</td><td>Process group given for Cases / Tickets</td></tr><tr><td>Process</td><td>Work Item Type</td><td>Type of the Work Item (Ticket, Action or Case)</td></tr><tr><td>Sentiment Scores</td><td>Logged</td><td>Email logged date in date time format</td></tr><tr><td>Sentiment Scores</td><td>LoggedDate</td><td>Email logged date in date format</td></tr><tr><td>Sentiment Scores</td><td>Sender</td><td>Email sender's full name or email address (depending on whichever is availible)</td></tr><tr><td>Sentiment Scores</td><td>Sentiment Confidence</td><td>Confidence level of the email classification (or sentiment score) in percentage (0 - 100%)</td></tr><tr><td>Sentiment Scores</td><td>6M Moving Avg</td><td>6 months moving average over the number of emails that have sentiment scores. To be visualised against dates.</td></tr><tr><td>Sentiment Scores</td><td>Email Count</td><td>Total number of emails that sentiment score</td></tr><tr><td>Sentiment Scores</td><td>Work Item Count</td><td>Total number of workitems with emails that have sentiment score</td></tr><tr><td>Sentiment Types</td><td>Sentiment Type</td><td>Types of sentiment (Positve, Negative or Neutral)</td></tr><tr><td>Ticket Categories</td><td>Ticket Category1</td><td>Ticket Category level 1</td></tr><tr><td>Ticket Categories</td><td>Ticket Category2</td><td>Ticket Category level 2</td></tr><tr><td>Ticket Categories</td><td>Ticket Category3</td><td>Ticket Category level 3</td></tr><tr><td>Users</td><td>User Name</td><td>Full name of the user responsible for the work item</td></tr><tr><td>Users</td><td>Email Address</td><td>Email address of the user responsible for the work item</td></tr><tr><td>Users</td><td>Team Manager</td><td>Full name of the manager of the users responsible for the work item</td></tr><tr><td>Work Items</td><td>Assigned User Count Groups</td><td>Grouping of Assigned User Count into different buckets (e.g., 0, 1-3, 3-5, 5-7 etc.). Assigned User Count is the unique number of users assigned to the work item througout it's lifecycle (from start to end).</td></tr><tr><td>Work Items</td><td>Customer Duration(Hrs)</td><td>Total time (in working hours) taken to complete the work item as per the customer calendar. Value will be blank if the work item is still in progress.</td></tr><tr><td>Work Items</td><td>Customer Duration Groups</td><td>Grouping of Customer Durations into different buckets (e.g., 0-24, 24-48, 48-72, 5-7 etc.)</td></tr><tr><td>Work Items</td><td>DueDate</td><td>Work Item Due Date in date time format</td></tr><tr><td>Work Items</td><td>EndDate</td><td>Work Item End Date in date time format</td></tr><tr><td>Work Items</td><td>Has Defects</td><td>Whether the Work Item has defect or not (Yes or No)</td></tr><tr><td>Work Items</td><td>Is Reopened</td><td>Tickets that got opened after going to resolved status</td></tr><tr><td>Work Items</td><td>Reference</td><td>Reference number of each Work Item</td></tr><tr><td>Work Items</td><td>ResolvedDate</td><td>Work Items Resolved Date in date time format</td></tr><tr><td>Work Items</td><td>SLA</td><td>Service Level Agreement to indicate where Work Item is Overdue or not</td></tr><tr><td>Work Items</td><td>StartDate</td><td>Work Item Start Date in date time format</td></tr><tr><td>Work Items</td><td>Title</td><td>Title of the Work Item</td></tr><tr><td>Work Items</td><td>Supplier Duration(Hrs)</td><td>Total time (in working hours) taken to complete the work item as per the supplier calendar. Value will be blank if the work item is still in progress.</td></tr></tbody></table>


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