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Availability2021.1 or later

Monitoring components

Parts that capture chats

Continuous monitoring

Live capture in sessions

From insight to action

Automated responses to conditions

Deployment and configuration

Set up chat capture

Overview

GermainUX monitors the functional performance, technical health, and user experience of live-agent and chatbot interactions in near real time. It correlates chat activity with the surrounding application, customer journey, user session, errors, and business outcomes. This helps teams determine whether a poor experience was caused by agent availability, ineffective bot responses, technical failures, or the application in which the conversation occurred.

Monitoring components

Supported chat types

GermainUX can monitor:
  • Live-agent conversations.
  • Chatbot conversations.
  • Conversations that move between a bot and a human agent.
  • Sales and eCommerce assistance.
  • Customer-service and technical-support conversations.
  • Chat embedded within CRM and internal business applications.
  • Supported CTI and digital-contact-center activity.
  • Application-specific chat implementations through custom integration.
The data available depends on the events exposed by the chat platform and the approved GermainUX integration.

Capabilities

Depending on the chat technology and configuration, GermainUX can collect and analyze:
  • Conversation started and ended events.
  • Messages sent and received.
  • Agent and bot participation.
  • Agent availability.
  • Bot-to-agent escalation.
  • Conversation and response durations.
  • Chat errors and disconnections.
  • Customer activity before, during, and after the conversation.
  • The page, application, and workflow in which the chat occurred.
  • Browser and application errors affecting the conversation.
  • Related network requests and WebSocket activity.
  • Available user, agent, bot, conversation, and session identifiers.
  • Session Replay evidence, subject to privacy configuration.
  • Conversion, abandonment, or workflow outcomes when configured.
Only the events and attributes available through the supported chat integration can be collected.

Business outcomes

Drop-off and ineffective-chat analysis

GermainUX can identify and analyze chat experiences that fail to help the user complete the intended journey. Examples include: The exact conditions and outcomes must be defined according to the chat platform and the organization’s business process.

Customer-journey correlation

Chat activity can be correlated with the surrounding journey to answer questions such as:
  • Which pages generate the most support requests?
  • What did users do immediately before opening chat?
  • Which errors or failed searches caused users to request assistance?
  • Did the conversation help the user complete the workflow?
  • Which chat interactions are associated with conversion or abandonment?
  • Are customers repeatedly seeking help for the same application problem?
  • Did a technical issue affect both the application and chat?
  • What happened after the conversation ended?
This correlation is particularly useful for eCommerce, CRM, customer portals, and employee-facing business applications.

Continuous monitoring

GermainUX RUM JS or the GermainUX RUM Extension continuously monitors supported chat activity during real user sessions. Use:
  • RUM JS when the GermainUX monitoring script can be deployed directly in the application.
  • RUM Extension when direct script deployment is unavailable or the application’s security architecture prevents access to the required browser context.
The captured chat evidence is associated with the available application, page, browser, user, conversation, and session context.

Technical investigation with JS Profiler

When a chat issue requires deeper investigation, the GermainUX JS Profiler can provide evidence such as:
  • JavaScript function execution.
  • Function duration.
  • JavaScript errors and stack traces.
  • Chat-related network requests.
  • WebSocket and resource activity available to the browser.
  • Long-running browser tasks.
  • Browser events and user interactions.
  • DOM activity.
  • Application, page, and session context.
The JS Profiler complements continuous chat monitoring. It should generally be enabled for a controlled scope when detailed technical evidence is required.

Session Replay

When Session Replay is enabled, authorized users can review the customer or employee experience surrounding a conversation. Session Replay can help show:
  • What the user was doing before opening chat.
  • Whether the chat interface appeared and responded correctly.
  • Which application errors or delays occurred.
  • Whether the user repeatedly clicked or abandoned the workflow.
  • What happened after the conversation ended.
Chat messages and input fields must be masked, excluded, or recorded only according to the organization’s privacy and compliance requirements.

Analytics

GermainUX can analyze chat data through KPIs, measures, pivots, trends, drill-through views, and user-session context.

KPIs

Chat monitoring can produce or contribute to KPIs such as: Custom KPIs can be created for application-specific conversation, escalation, conversion, or service requirements.

Message and conversation analysis

When message content collection is authorized and configured, GermainUX can use it for analytics such as:
  • Detecting configured phrases of interest.
  • Categorizing recurring topics or problems.
  • Identifying errors, warnings, or business confirmations.
  • Analyzing sentiment when the applicable analytics are enabled.
  • Finding conversations associated with drop-off or conversion.
  • Quantifying the number of users affected by a recurring issue.
  • Surfacing selected conversation events on the Session Replay timeline.
Whenever GermainUX needs to detect and analyze a specific sentence each time it appears in a conversation or session, create a Phrase of Interest for that sentence.

From insight to action

Detected chat conditions can be used to:
  • Notify GermainUX users through email or another configured notification channel.
  • Create a Watch for an existing chat insight.
  • Trigger an approved HTTP request, webhook, script, or other GermainUX action.
  • Provide contextual information to an external bot, agent tool, or workflow.
  • Generate a scheduled or event-driven report.
  • Initiate an approved diagnostic or corrective process.
Examples include:
  • Notify a support team when customers wait too long for an agent.
  • Trigger an approved integration when chat disconnections exceed an SLA.
  • Inform an external bot that a product is unavailable so an alternative can be suggested.
  • React to an unsuccessful product search with an approved contextual workflow.
  • Escalate repeated bot failures to a human-support process.
Actions require explicit configuration and access to the target system. GermainUX does not change a chat platform’s behavior unless an approved integration or automation has been configured. A Watch notifies GermainUX users about an existing insight. It does not create the underlying chat insight.

Supported integrations

Other chat technologies can be supported when they expose browser events, JavaScript APIs, network interfaces, WebSockets, webhooks, or another integration mechanism accessible to GermainUX. Support for a platform should be validated before promising specific events or analytics.

Configuration

Chat Monitoring requires integration with the applicable chat platform. Typical configuration includes:
1

Deploy RUM JS or the RUM Extension

2

Confirm that normal browser-monitoring data reaches GermainUX

3

Identify the chat technology and supported integration interface

4

Select the conversation events, transactions, and metadata required

5

Map the supported chat events to GermainUX data

6

Configure approved customer, agent, bot, and conversation identifiers

7

Define response, waiting, escalation, completion, and abandonment conditions

8

Configure privacy masking, exclusions, access, and retention

9

Validate agent, bot, escalation, error, and abandonment scenarios

10

Confirm that chat data is associated with the correct user session and business journey

Many browser and user-experience capabilities are preconfigured. Customization is required only for platform-specific events, business outcomes, privacy requirements, or additional analytics.

Privacy and security

Chat conversations may contain personal, financial, health, authentication, or other confidential information. Before collecting message content:
  • Define which events and messages are necessary.
  • Avoid collecting passwords, tokens, secrets, payment credentials, or authentication data.
  • Mask or exclude sensitive message and input content.
  • Apply consent requirements.
  • Restrict access to chat data and Session Replay.
  • Configure role-based access and appropriate retention.
  • Validate customer, employee, agent, and bot data separately.
  • Obtain approval from the organization’s privacy, security, and compliance owners.
  • Revalidate the integration after chat-platform or application changes.
Message collection should be limited to the minimum information required for the approved analytics purpose.

Validation

After deployment:
1

Open the monitored application with an authorized test account

2

Start a controlled chatbot or live-agent conversation

3

Exchange test messages

4

Test agent availability or bot-to-agent escalation when applicable

5

Complete or abandon the conversation

6

Confirm that the expected chat events and transactions reach GermainUX

7

Verify customer, agent, bot, page, conversation, and session associations

8

Review the corresponding browser and Session Replay evidence

9

Confirm that masking and exclusions operate correctly

10

Validate the expected KPIs, watches, and configured actions

Deployment and configuration

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The content of this document is proprietary to GERMAIN SOFTWARE.