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Artificial Intelligence · 2 min read

Conversation AI Agents Dashboard

The Conversation AI agents dashboard shows how all your Conversation AI agents perform in one place.

Who can see it

Access is controlled by the View Conversation AI Dashboard permission. To turn it on for a team member, go to Settings > My Staff, edit the user, open Roles & Permissions > AI Agents, and turn on View. The dashboard then shows on the Conversation AI home page and on each agent.

Open the dashboard

  1. Go to AI Agents > Conversation AI.
  2. Open the dashboard, or pick an agent to see its own results.
  3. Use the channel selector and date range picker to narrow the data.

Filters

  • Date range: compare periods, like last week against last month.
  • Channel: focus on one channel, such as SMS or Instagram.
  • Agent: look at a single agent's results.

Metrics

| Metric | What it means | | --- | --- | | Total Unique Contacts | Different contacts who talked with Conversation AI in the period. | | Total Messages | Messages exchanged with contacts in the period. | | Average Messages per Contact | Average messages exchanged with each contact. | | Total Actions Triggered | Actions the AI started, such as booking, workflows, or contact updates. | | Appointment Link Shared | Times the AI shared a booking link. | | Workflows Triggered | Workflows the AI started during conversations. | | Contact Info Updated | Times the AI collected or updated contact details. | | Stop Bot Triggered | Times a conversation hit a Stop Bot rule or keyword. | | Cancel Appointment | Appointments the AI canceled with the contact. | | Reschedule Appointment | Appointments the AI rescheduled. | | Transfer Bot | Times the AI handed the conversation to another agent. | | Human Handover | Times the AI handed off to a person. | | Total Appointments Booked | Appointments booked by Conversation AI. | | Time Saved | Estimated time saved by automated handling. |

Summaries and transcripts

In the conversations list at the bottom of the dashboard, each conversation has:
  • Summary: a short AI summary of the key points.
  • View Transcript: the full conversation between the contact and the AI.

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