For the complete documentation index, see llms.txt. This page is also available as Markdown.

Dashboard

Navigate to Dashboard

The dashboard page has customizable widgets that will allow a user to see summary reports at a glance.

Widgets can be added, removed, resized, and repositioned on the page. Each widget can be filtered by date and/or organization unit.

The page can be filtered by date/time range and/or by organization units. These controls are located on the top right corner. The page filters will not apply to widgets with custom filters.

Widget
Description

Queue Interactions Chart

This report shows the total number of Interactions for your queues. This does not include direct calls. This chart can be helpful for seeing which queues are receiving the most or least interactions.

In Out Chart

This report represents the total number of inbound and outbound interactions by your organization. If you have recording enabled, all interactions are being tracked including direct inbound/outbound calls.

Leaderboard

This report represents the agent with the largest interaction count (Total Inbound Direct Calls + Total connected interactions). The Average Handle Time is also displayed here. This can be helpful with getting an idea of which team member is handling the most interactions and finding their average handle time.

Call By Day Chart

This report represents the total number of interactions in a day-by-day format. This gives you a snapshot of the interaction volume in a given period.

Callback Requested

This report represents the total number of contacts that have requested a callback.

Queue Summary

This report displays queue information, including total count, Abandond count, and service level.

Agent Summary

This report displays a visual representation of interactions handled by agents. More information can be found by hovering over a block.

If no data or not all data is shown on the charts, review the user's data access policies. See Organization Units

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