AI Dashboard

​

📊 Overview

The AI Dashboard is a central overview of your AI assistants and the calls handled by them. Here you can see how many agents and phone numbers you have, how many calls occurred in a chosen period, how long calls lasted on average, how many were successful, how many appointments were booked, and why calls ended. Charts and tables below help you explore the details.

​

🧰 Filters (top row)

This row controls which agent and which date range the overview uses. 👤 Select Agent

• All — data for every AI agent combined.
• Choosing a named agent limits the overview to that agent’s calls and metrics.
• Changing the agent usually refreshes the overview automatically; if not, press Filter.

📅 Date Range Pick a preset such as Today, Yesterday, Last 7 Days, This Month, Last Month, and others.

• If you choose Custom dates, the Start Date and End Date fields become active. Set your range, then press Filter.
• For other presets, start and end dates are set for you and those fields stay inactive; the overview may refresh on its own.

🗓️ Start Date / End Date

• Used only with Custom dates.
• Charts and summary cards follow the period you define here once you apply the filter.

🔄 Filter

• Use this after changing dates or when the screen does not refresh by itself. It updates all related numbers and charts for your current choices.

​

📈 Summary cards

Each card shows one key figure. Hovering (or focusing) on a card may show a short explanation. 👩‍💻 Total Agents

• The number of all AI agents in your account, whether active or inactive.
• This count does not depend on the date filter; it describes your overall setup.

☎️ Total Numbers

• The total count of phone numbers used with your AI setup.
• One agent can have more than one number.

📞 Total Calls

• All calls in the selected date range and selected agent scope, including inbound and outbound.

⏱️ Avg Duration

• The average length of calls in that period, shown in minutes and seconds.

📅 Appointments

• Calls where an appointment date and time was recorded.
• Clicking this card opens the Appointment Details panel .

✅ Call Successful

• Calls marked as successful (yes).

🔀 Transfers

• Calls that ended with a transfer to another destination.

​

🚦 Number Status Overview

This section focuses on spam or risk status of your numbers. It reflects the current status of numbers more than a single call date. 📊 Number Status Chart

• A chart comparing Clean and Flagged numbers.
• Counts shown beside the chart:
  • Clean Numbers
  • Flagged Numbers
  • Total Numbers (overall count used in this view)

⚠️ AI Spam Numbers Details Lists numbers whose status is Flagged or In Progress.

​

📊 Call Analytics

Charts in this section use your selected date range and agent. 📆 Call Counts

• How many calls occurred on each day across the period.

🟢 Call Success Rate

• Share of calls marked successful, unsuccessful, or unknown (ring-style chart).

🔄 Call Directions

• How many calls were inbound, outbound, or web.

🔚 Disconnection Reasons

• Why each call ended — for example caller hung up, assistant hung up, transfer, voicemail reached, busy line, no answer, or other connection or system situations. Counts are shown per reason type.

😊 User Sentiment Distribution

• How calls are split across Positive, Neutral, Negative, and Unknown sentiment.

☎️ Call Picked Up Rate

• Over time, the percentage of calls where the end reason indicates a connected conversation (for example caller hangup, assistant hangup, or transfer) versus all calls.

🎯 Call Successful Rate

• Over time, the percentage of calls marked successful.

🔀 Call Transfer Rate

• Over time, the percentage of calls that ended in a transfer.

👨‍💼 Transfers by Agent

• Which AI agent transferred calls and how many times.

Reading the chart: Each color is a different AI agent; larger segments mean more transfers. Hover a segment for exact counts. You can click a segment, use the legend below, or use +X more to pick an agent when there are many. ⏲️ Average Call Duration

• Average call length by day over the period.

📅 Appointments

• Trend of appointment-related activity by day.

📬 Voicemail Rate

• Percentage of calls that reached voicemail.

​

📆 Appointment Details panel

Opens when you click the Appointments summary card.

• Shows the company name and total appointment count at the top.
• Table columns typically include:
  • Call Date — when the call happened
  • Agent — which AI agent handled it
  • From / To — calling and called numbers
  • Duration — call length
  • Appointment — booked appointment time
  • Status — whether the call was marked successful
  • Sentiment — sentiment label
  • Recording — audio player if a recording exists
  • Actions — Details to open full call information

Use Close to dismiss the panel. An error message may appear if data cannot be loaded.

​

📞 Call Details panel

Opens when you choose Details on a call row.

• Date and time, Agent, Duration, Direction (inbound, outbound, or web).
• From and To numbers.
• Appointment — scheduled time, or not specified.
• Call Analysis: whether the call was successful, user sentiment, and Hangup reason (why the call ended).
• Recording may appear with playback controls if available.
• If present, Summary and Transcription appear in separate sections; if not stored for that call, those sections stay hidden.

​

🔀 Transfer Details panel

Used for a detailed list of transfer calls when opened from the workflow that uses it.

• Shows the Agent name and total transfer count at the top.
• Table: Call Date, Agent, From, To, Duration, Status, Direction, Sentiment, Recording, Actions (Details).

Table features often include search, sort, pagination, and a choice of how many rows to show per page.