> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aisync.link/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<img src="https://mintcdn.com/rizler/M-4O9hEOZUTFe5W-/images/ai/dashboard/overview.png?fit=max&auto=format&n=M-4O9hEOZUTFe5W-&q=85&s=db04f398658f76cc08982b3323c1f556" alt="AI Dashboard filters for agent and date range" className="rounded-lg border shadow-sm" width="3340" height="1504" data-path="images/ai/dashboard/overview.png" />

## 🧰 Filters (top row)

This row controls **which agent** and **which date range** the overview uses.

<img src="https://mintcdn.com/rizler/BcXgr0UXXgNeYZsJ/images/ai/dashboard/filter.png?fit=max&auto=format&n=BcXgr0UXXgNeYZsJ&q=85&s=f084777505999f93ee03803dc110dcd3" alt="AI Dashboard filters for agent and date range" className="rounded-lg border shadow-sm" width="763" height="106" data-path="images/ai/dashboard/filter.png" />

**👤 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.

<img src="https://mintcdn.com/rizler/vI6-GIIJehr5hU-T/images/ai/dashboard/kpi.png?fit=max&auto=format&n=vI6-GIIJehr5hU-T&q=85&s=335c527c7af8e91f9b28d2034dec46f8" alt="AI Dashboard summary metric cards" className="rounded-lg border shadow-sm" width="1516" height="460" data-path="images/ai/dashboard/kpi.png" />

**👩‍💻 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)

<img src="https://mintcdn.com/rizler/c_JwGsQxaiUReXdK/images/ai/dashboard/number-status-overview.png?fit=max&auto=format&n=c_JwGsQxaiUReXdK&q=85&s=70f3339dbfc19bd0058e48119d809a45" alt="Number status chart comparing clean and flagged numbers" className="rounded-lg border shadow-sm" width="2718" height="904" data-path="images/ai/dashboard/number-status-overview.png" />

**⚠️ AI Spam Numbers Details**

Lists numbers whose status is **Flagged** or **In Progress**.

| Column             | Meaning                                             |
| ------------------ | --------------------------------------------------- |
| **#**              | Row number                                          |
| **Phone Number**   | The phone number                                    |
| **Nickname**       | The label you gave the number                       |
| **Spam Status**    | Current status (for example flagged or in progress) |
| **Area Code**      | Area code                                           |
| **Inbound Agent**  | Agent linked for inbound calls                      |
| **Outbound Agent** | Agent linked for outbound calls                     |
| **Updated At**     | When the record was last updated                    |

## 📊 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.

<img src="https://mintcdn.com/rizler/BcXgr0UXXgNeYZsJ/images/ai/dashboard/call-counts.png?fit=max&auto=format&n=BcXgr0UXXgNeYZsJ&q=85&s=abc496172cbe41aa601846d90929fb5d" alt="Call counts over time" className="rounded-lg border shadow-sm" width="878" height="348" data-path="images/ai/dashboard/call-counts.png" />

**🟢 Call Success Rate**

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

**🔄 Call Directions**

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

<img src="https://mintcdn.com/rizler/BcXgr0UXXgNeYZsJ/images/ai/dashboard/call-direction.png?fit=max&auto=format&n=BcXgr0UXXgNeYZsJ&q=85&s=e570a989050acbf904afb36643e3f152" alt="Call direction distribution" className="rounded-lg border shadow-sm" width="2614" height="930" data-path="images/ai/dashboard/call-direction.png" />

**🔚 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.

<img src="https://mintcdn.com/rizler/BcXgr0UXXgNeYZsJ/images/ai/dashboard/disconnection-reason.png?fit=max&auto=format&n=BcXgr0UXXgNeYZsJ&q=85&s=7ebf70bf2b0c49353215a1c1968ba38f" alt="Disconnection reasons chart" className="rounded-lg border shadow-sm" width="893" height="391" data-path="images/ai/dashboard/disconnection-reason.png" />

**😊 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.

<img src="https://mintcdn.com/rizler/BcXgr0UXXgNeYZsJ/images/ai/dashboard/call-rate.png?fit=max&auto=format&n=BcXgr0UXXgNeYZsJ&q=85&s=8669937031dc93d84cfc4b3aad49e911" alt="Call picked up rate and call successful rate over time" className="rounded-lg border shadow-sm" width="894" height="347" data-path="images/ai/dashboard/call-rate.png" />

**🔀 Call Transfer Rate**

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

<img src="https://mintcdn.com/rizler/vI6-GIIJehr5hU-T/images/ai/dashboard/transfer-voicemail.png?fit=max&auto=format&n=vI6-GIIJehr5hU-T&q=85&s=c05017a7c63e09e6daea178ae0b7a88b" alt="Call transfer rate and voicemail rate over time" className="rounded-lg border shadow-sm" width="1621" height="391" data-path="images/ai/dashboard/transfer-voicemail.png" />

**👨‍💼 Transfers by Agent**

* Which **AI agent** transferred calls and how many times.

<img src="https://mintcdn.com/rizler/QTkQHX9Uu9OR5irc/images/dashboard/analytics/transfer-by-agent.png?fit=max&auto=format&n=QTkQHX9Uu9OR5irc&q=85&s=5422cc8437679663fb0fc03b5b73dd01" alt="Transfers by agent doughnut chart" className="rounded-lg border shadow-sm" width="1621" height="391" data-path="images/dashboard/analytics/transfer-by-agent.png" />

**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.

<img src="https://mintcdn.com/rizler/vI6-GIIJehr5hU-T/images/ai/dashboard/average-call.png?fit=max&auto=format&n=vI6-GIIJehr5hU-T&q=85&s=1583db023c3905dc6d1264ea2bfab905" alt="Average call duration, appointments trend, and voicemail rate" className="rounded-lg border shadow-sm" width="1577" height="712" data-path="images/ai/dashboard/average-call.png" />

## 📆 Appointment Details panel

Opens when you **click the Appointments** summary card.

<img src="https://mintcdn.com/rizler/vI6-GIIJehr5hU-T/images/ai/dashboard/appointment1.png?fit=max&auto=format&n=vI6-GIIJehr5hU-T&q=85&s=3d7b83adbe68c94ae6e7a4efb2dffa54" alt="Appointment details panel header" className="rounded-lg border shadow-sm" width="1516" height="460" data-path="images/ai/dashboard/appointment1.png" />

* 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

<img src="https://mintcdn.com/rizler/BcXgr0UXXgNeYZsJ/images/ai/dashboard/appointment2.png?fit=max&auto=format&n=BcXgr0UXXgNeYZsJ&q=85&s=531a60780452d5bd57154528c691769c" alt="Appointment details table" className="rounded-lg border shadow-sm" width="2378" height="1270" data-path="images/ai/dashboard/appointment2.png" />

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.

<img src="https://mintcdn.com/rizler/QTkQHX9Uu9OR5irc/images/dashboard/analytics/call-details.png?fit=max&auto=format&n=QTkQHX9Uu9OR5irc&q=85&s=7675a88defbcdd5f16855a8a02563606" alt="Call details panel" className="rounded-lg border shadow-sm" width="1592" height="921" data-path="images/dashboard/analytics/call-details.png" />

* 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.

<img src="https://mintcdn.com/rizler/QTkQHX9Uu9OR5irc/images/dashboard/analytics/transfer-call-details.png?fit=max&auto=format&n=QTkQHX9Uu9OR5irc&q=85&s=80298d4546278e5b458d411cbe3f94b2" alt="Transfer details panel" className="rounded-lg border shadow-sm" width="1276" height="582" data-path="images/dashboard/analytics/transfer-call-details.png" />

* 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.
