🛠️ 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.

• Conversations — total conversations in the period.
• Avg Response Time — how quickly the agent replies, averaged across turns.
• Escalation Rate — the share of conversations handed off to a human.
• Grounded Rate — the share of knowledge answers backed by your content.

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

• Date range — 7d / 30d / 90d (default 30 days).
• Traffic source — All, Production (live channels), or Test (your own testing and the simulator), so real usage isn't mixed with your trials.
• Agent filter — focus on one or more agents.
• Refresh to pull the latest.

Ask a question, then pin it

Use the Ask bar to ask in plain language — for example "which agent escalates most?" — and get a chart back. Select Save to pin it to your dashboard as a live tile you can resize and reorder. The Try chips offer starters like Conversations per day, Top RAG projects, Channels, and Escalations by reason. You can also set an Alert on a metric to be notified when it moves.