Why you need live visibility
Automation only helps if you know it's working. When you wait for a monthly report or a manual audit, a small mistake, like a misread policy, can touch many conversations before anyone notices. You need to see the change the day it starts, not weeks later.
- Monthly reports arrive too late
- Manual audits only sample a few tickets
- A drop in one topic hides inside the overall rate
How Yuma shows automation health
Yuma shows how automation is performing as it happens: which tickets it resolves, which it hands to your team and how quickly replies go out. When escalations climb or a workflow stops resolving, it flags it so you can look before the problem spreads.
From there, open the conversations behind the change, find out why a ticket was handled wrong and fix the playbook in your Handbook. Every playbook has its own rollout setting, as introduced in Yuma 2.0, so you can lower it or pause it while you fix it.
A new returns playbook that needed a tweak
A fitness equipment brand rolls out a new returns playbook. The next morning, the live view shows more returns tickets going to the team than usual. The support lead opens a few, sees the warranty wording in the playbook is unclear, fixes it in the Handbook and watches escalations settle the same day.
Benefits
01Speed
Catch issues early
You see a change the moment it starts, not in next month's report.
02Clarity
Answers, not exports
Ask Yuma why a number moved and get the reason, without building a report.
03Focus
Review what matters
Your team reviews the workflows that slipped, not a random sample of tickets.
04Visibility
Every channel in one view
Email, chat, social DMs and phone show up side by side, all measured the same way.
Step by step
- 01
Watch live status
See resolutions, handoffs and reply times as conversations happen. - 02
Spot the change
Yuma flags a workflow when escalations climb or resolutions drop. - 03
Open the tickets
Read the conversations behind the change and see what went wrong. - 04
Fix the playbook
Update the rule in your Handbook, and the next conversations follow it. - 05
Roll it back out
Raise the playbook's rollout again once the numbers settle.
