Dashboard¶
What it's for¶
The Dashboard is the first page you see after you sign in. It gives you a quick read on how your AI voice agents are performing: how many calls they handled, how many succeeded, and how long calls lasted. Below the headline numbers, you get a set of cards called dashlets, such as call volume, sentiment, and recent calls. Admins can choose which dashlets appear and in what order.
Who can use it¶
Everyone in the workspace can view the Dashboard. Only admins can use Customize to add, remove, or reorder dashlets.
Read the headline numbers¶
Four cards always appear at the top of the page:
| Card | What it shows |
|---|---|
| Total Calls | Calls handled in the selected time range, with the change versus the previous period. |
| Success Rate | Share of calls marked successful, with the change in percentage points. |
| Avg Handle Time | Average length of a call. |
| Total Agents | Number of agents in the workspace, and how many are active. |
A green arrow means the number went up compared with the previous period. A red arrow means it went down.
Change the time range¶
- Open the date range menu in the top-right corner. It starts on Last 7 days.
- Choose Last 24 hours, Last 7 days, Last 30 days, or Last 90 days.
The headline numbers and most dashlets update to match the new range.
Available dashlets¶
| Dashlet | What it shows |
|---|---|
| Call Volume | Bar chart of calls per day. |
| Success Rate | Success rate with its trend. |
| Agent Leaderboard | Your top five agents by calls, success rate, and average call length. |
| Sentiment | Pie chart of positive, neutral, and negative calls. |
| Cost Tracker | Line chart of usage cost over time. |
| Recent Calls | The last five calls, with caller and called numbers, status, and length. |
| Campaign Progress | Completion bars for up to four outbound campaigns. |
| Avg Handle Time | Average call length. |
| Appointments | Appointments booked, with completed and cancelled counts. |
| Custom KPIs | Up to four of your custom KPIs. |
| ROI Metrics | Revenue, cost, ROI percentage, and pipeline value. |
| VoicePay Margin | VoicePay revenue against cost by month. Shows data for platform superusers only. |
Customize your dashlets¶
Your dashlet layout is saved for you in the current workspace. Other people keep their own layouts.
- Click Customize in the top-right corner.
- To reorder a dashlet, use the up and down arrows on its card.
- To remove a dashlet, click the X on its card.
- To add a dashlet, click Add Dashlet below the grid. In the Add Dashlet window, click Add next to the one you want. Dashlets already on your dashboard show Added.
- Click Done when you are finished.
Changes save as you make them. You don't need a separate save step.
Troubleshooting¶
- "Error loading dashboard": The page could not load your statistics. Click Retry.
- A dashlet says "No data", "No sentiment data", or similar: There were no matching calls in the selected range. Try a longer range.
- Custom KPIs says "No custom KPIs configured": You haven't set up any custom KPIs yet.
- You don't see Customize: Only admins can change dashlets. Ask your workspace admin.