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Summary Dashboard

The Summary dashboard gives a snapshot of the Virtual Assistant’s conversations, user analytics, and performance over time. You can filter the information by date, conversation type (interactive and non-interactive), conversation status, and more.

To view the Summary dashboard, follow the steps:

  1. Click the three dots on the left navigation pane and then click Analytics. The Analytics panel is displayed with the list of reports.

    Overview Dashboard

  2. Click Summary under the Overview section of the Analytics panel. The Summary dashboard is displayed on the right side of the page.

  3. Select appropriate filters on the dashboard and click Apply.

Note

The Summary/Overview dashboard is available only post-9.3 release, i.e. post-July 24, 2022.

Summary Dashboard Components

Once users start interacting with your assistant, you can view the following details in the Overview dashboard:

  • Conversations Dashboard: Displays the key virtual assistant metrics and insights into the usage and containment of the conversations. You can view the conversations’ trend with the breakup of self-service, drop-off, and agent transfers. Learn more.
  • Users Dashboard: Displays trend-based analytics data on new and returning users. Learn more.
  • Performance Dashboard: Provides insights on the NLP and execution performance of the virtual assistants including intent identification rate, goal completion rate, service, and script execution rates. Learn more.

Filter Criteria

The Virtual Assistants Overview data can be viewed based on specific filter criteria that can be selected. Learn more.