Dashboard
Your at-a-glance view of how all your companions are doing.
The Dashboard is your command center for everything happening across your entire account. Unlike Companion Insights, which focuses on a single companion, the Dashboard gives you the big picture -- all your companions, all your visitors, and all your resource usage in one place.
Want to drill into a specific companion's data? Go to that companion and open its Insights page instead. The Dashboard is for the bird's-eye view.
A shared date range picker and granularity selector sit in the sticky header bar alongside the tab navigation. Your date selection persists when you switch between tabs, so you can compare Analytics and Engagement data for the same period without re-selecting dates.
The Dashboard is organized into four tabs:
Analytics
Organization-wide conversation quality, sentiment, response quality scoring, lifecycle stages, friction signals, product insights, interaction trends, keywords, and geographic distribution.
Engagement
Summary cards for chat and guide engagement plus user traffic, a ranked Companion Performance table, chat session insights with AI analysis, and a visitor table with expandable per-companion breakdowns.
Support
Support tickets across all companions -- searchable table with CRM sync, source tracking (guide or chat), status badges, and filtering by companion, source, and date range.
Usage
Your subscription details, credit balance, storage and training token usage, and a credit consumption chart covering all companions.
The Dashboard opens to the Analytics tab by default, giving you a comprehensive overview of conversation quality and companion performance across your organization.
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