The Conversation AI dashboard gives you real-time visibility into how your AI bots are performing. Use it to track key metrics, identify optimization opportunities, and make data-driven decisions to improve your automated customer interactions.
Accessing the dashboard
Go to AI Agents > Conversation AI and select the Dashboards area.
Filtering and comparing data
Use the filter controls at the top of the dashboard to refine your view:
- Channel — filter by SMS, Facebook, Instagram, WhatsApp, live chat, or all channels
- Date range — compare performance across specific periods
- Agent selector — view data for a specific bot or all bots combined
Selecting different date ranges lets you compare performance over time and identify trends.
Key metrics
The number of unique contacts the bot engaged during the selected period.
Click this metric to see a day-by-day chart and the following detail data:
- Total messages — total messages sent during the period vs. the previous interval
- Average messages per contact — helps you understand how many exchanges are typically needed to resolve a query
Actions triggered
The total number of actions the bot completed. Click to expand and see a breakdown:
| Action | What it means |
|---|
| Appointment link shared | Bot sent your calendar booking link to a contact |
| Workflows triggered | Automations started as a result of bot interactions |
| Contact info updated | Contact records modified by the bot |
| Stop bot triggered | Bot was stopped after meeting a defined condition |
| Cancel appointment | Bot removed a scheduled appointment at the customer’s request |
| Reschedule appointment | Bot moved an appointment to a new time |
| Transfer bot | Conversation handed off to another bot |
| Human handover | Conversation transferred to a human agent |
Appointments booked
The number of successful appointments scheduled via the bot during the selected period.
Time saved
An estimate of the manual effort avoided through automation — gives a clear picture of the productivity impact your bots are delivering.
Reading the charts
Click any metric tile to view a graphical day-by-day breakdown. This helps you:
- Identify peak days for bot activity
- Spot drops in performance that may indicate a configuration issue
- See how changes to training or bot settings affect outcomes
Below the chart, additional detail data appears relevant to the selected metric.
Optimization recommendations
The dashboard surfaces actionable recommendations based on your bot’s performance — for example, suggesting new FAQ entries for common unanswered questions, or recommending adjustments to response settings.
Review the dashboard weekly when you first launch a new bot. Once performance stabilizes, a monthly review is sufficient for most accounts.
.png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=878008bf159fcc4964d0c0d508b6e400)
.png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=e7fddd192d86dd299bb26a190e6a7e96)