Containment & Transfer Rates (Dedicated Sub-View)

This is the expanded, full-page version of the Containment and Transfer Rates chart. While the Dashboard view (Section 8) shows a compact version, this dedicated sub-view provides the complete filter panel for in-depth analysis.

Figure 1: Containment and Transfer Rates — Full Sub-View with Filter Panel

1. Global Containment Filter Panel

The right-side filter panel is consistent across most sub-views within the Containment tab. The following filters are available:

Filter	Description
Date Selection Type	Dropdown to choose between Custom Dates (manual date range) or relative date options (Current Day, Current Week, Current Month, Current Quarter, Previous Day, Previous Week, Previous Month, Previous Quarter).
Start Date / End Date	Manual date and time fields for specifying the exact reporting period (e.g., 03/01/2026 12:00:00 AM to 04/08/2026 12:00:00 AM).
Channel	Filters by communication channel (e.g., “chat”, “phone”). Allows users to analyze containment performance per channel.
Stage	Filters by environment (e.g., “PROD” for production, “DEV” for development). Ensures users are analyzing production data, not test data.
Assistant	Filters by the specific AI assistant name (e.g., “SiriusXM Cancellation Retention”, “Weather App Bot”). Supports “(All)” to show all assistants. Enables per-assistant performance comparison.
Initiation Method	Filters by conversation initiation type: “Inbound” (user-initiated) or “Outbound” (system-initiated). Allows separate analysis of containment by direction.
Business Day	Filters by day-of-week designation. Supports “(All)” or individual day selection. Useful for comparing weekday vs. weekend performance.

These filters apply to most sub-views within the Containment tab. Exceptions will be noted where applicable.

Chart Details

The chart displays a dual-line time series with the Containment Rate (blue) and Transfer Rate (orange) plotted daily. A legend in the right panel confirms the color coding. The Y-axis ranges from 0% to 100%, and the X-axis shows the Day of Conversation Date.

Business Value: The dedicated sub-view with full filters enables targeted analysis. For example, a team leader can filter by a specific assistant to evaluate whether a recent bot update improved containment, or filter by channel to compare chat vs. voice containment rates. This level of drill-down is not available on the summary Dashboard view.