🛠️ How-to guide

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WHAT IT DOES

The Insights dashboard shows how your agents are performing across the whole workspace — the key numbers, their trends, and a per-agent breakdown — and lets you ask questions in plain language and pin the answers as live tiles.

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Opening it

Select Insights in the sidebar. The dashboard is workspace-wide (all your agents); use the agent filter to narrow to one.

The numbers at a glance

Four headline tiles, each with a trend sparkline:

The Insights dashboard — headline KPIs with trend sparklines, the per-agent Agents Overview, filters for date range and traffic source, and the Ask bar for building your own charts.

The Insights dashboard — headline KPIs with trend sparklines, the per-agent Agents Overview, filters for date range and traffic source, and the Ask bar for building your own charts.

Agents Overview

A table of every agent with its conversation count for the period, change vs. prior, Success rate, Last active time, and a mini trend. Select an agent to open it.

Filters

Filters at the top scope every tile below them, and they're kept in the page address — so a filtered view can be sent to a colleague and opens the same way for them.

Ask a question, then pin it