Who This Is For / When to Use
Use this dashboard if you want to:
Measure AI Agent performance over time
Compare results by channel or date range
Understand how AI Agents contribute to bookings, actions, and time savings
What the Conversation AI Dashboard Shows
The dashboard provides performance data for one AI Agent at a time based on selected filters.
Core Metrics Explained
Total Unique Contacts
The number of distinct contacts who interacted with the AI Agent.Total Actions Triggered
The number of system actions completed by the AI Agent (for example: workflow triggers, appointment link shares, contact updates).Total Appointments Booked
The number of appointments successfully scheduled through the AI Agent.Time Saved
An estimated amount of manual handling time avoided through AI automation.
Accessing the Conversation AI Dashboard
Go to AI Agents → Conversation AI.
Open the AI Agent you want to review.
Select the Dashboard tab.
Filtering Dashboard Data
Use filters to control which data is shown.
Available Filters
Channel Selector – View performance by specific communication channels or all channels.
Date Range Selector – Compare performance across custom time ranges.
These filters update all charts and metrics instantly.
Understanding Metric Cards
At the top of the dashboard, summary cards show high-level performance for the selected filters.
Each card may include:
Current totals
Percentage change compared to the previous period
Viewing Trends Over Time
Below the summary cards, line charts display performance trends.
Available Charts
Total Unique Contacts Over Time
Shows daily interaction volume.Actions Triggered Over Time
Breaks down automation activity such as:Appointment links shared
Workflows triggered
Contact info updated
Stop bot events
How to Use This Data Effectively
Identify Engagement Quality
A high Unique Contacts count with low Actions Triggered may indicate the AI Agent is answering questions but not progressing conversations.
Measure Automation Impact
Track Time Saved to quantify operational efficiency improvements from AI handling.
Optimize Agent Behavior
Use Appointments Booked and Actions Triggered to evaluate whether the AI Agent is guiding users toward desired outcomes.
Common Issues and Fixes
“Data for the selected timeframe isn’t available”
Cause: No AI Agent activity occurred during the selected date range.
Fix: Expand the date range or confirm the AI Agent is active on at least one channel.
Metrics show zero despite conversations occurring
Cause: Only the primary AI Agent responds to inbound messages.
Fix: Confirm the correct AI Agent is set as primary and assigned to the relevant channels.
Key Notes to Remember
Dashboard data is agent-specific, not account-wide.
Only primary AI Agents generate inbound performance data.
Filters apply to all metrics and charts simultaneously.