The Conversation AI Dashboard is designed to give you comprehensive insights into your AI bot’s performance. This article gives you an overview of this feature so you can track key metrics, optimize bot efficiency, and make informed, data-driven decisions that drive growth and success.
Why It Matters #
- Greater Transparency: With the Conversation AI Dashboard, you gain real-time visibility into your bot’s performance, making it easier to track and understand its impact.
- Enhanced Optimization: The actionable insights provided enable you to continuously refine your bot responses, improving overall efficiency and effectiveness.
- Informed Decision-Making: Armed with data-driven insights, you can make smarter decisions, ultimately enhancing AI-driven customer interactions and maximizing the value of your bot.
How It Works #
Access the Dashboard #
To get started, navigate to the Conversation AI Bot tab inside the AI Agents section and select the Dashboards area.
Filter & Compare Data #
Refine your insights by using the Channel, Date Range, and Agent Selector. These tools allow you to narrow down the data to specific channels or periods, enabling side-by-side comparisons to track performance over time.
Monitor Key Metrics #
The dashboard provides real-time data on a variety of performance indicators, including:
- Total Unique Contacts: The number of unique contacts engaged by the bot.
- Actions Triggered: The total number of bot-driven actions completed.
- Appointments Booked: The number of successful appointments made via the bot.
- Time Saved: An estimate of the reduction in manual effort, offering a clear view of productivity gains.
Click on each metric to view a graphical representation of the data by day. This allows you to identify peak days and view trends across the period.
Below this table, you will find data relevant to the selected metric, when available, providing further insights into its performance.
Total Unique Contacts #
When this metric is selected, you will see:
- Total Messages: The total number of messages sent during the selected period compared to the previous interval, providing a clear view of messaging volume and trends.
- Average Messages per Contact: A key metric that helps you optimize response settings by indicating the average number of messages exchanged with each contact, improving interaction efficiency.
Total Actions Triggered #
The Total Actions Triggered metric gives you insight into:
- Appointment Link Shared: The number of times the bot sent your calendar booking link to contacts, facilitating easy appointment scheduling.
- Workflows Triggered: The total instances in which an automation was initiated as a result of a bot interaction.
- Contact Info Updated: The number of times a contact’s details were modified, ensuring accurate and up-to-date information.
- Stop Bot Triggered: The number of times the bot was stopped after meeting the specified condition.
- Cancel Appointment: The number of times the bot has removed a scheduled appointment from the calendar upon a customer’s request.
- Reschedule Appointment: The number of times the bot has moved a scheduled appointment on the calendar upon a customer’s request.
- Transfer Bot: The number of times the bot handed the conversation to another bot or workflow.
- Human Handover: The number of times the bot reassigned a conversation to a human agent.
The dashboard doesn’t just show you the numbers; it provides recommendations to help improve your bot’s performance. Whether it’s optimizing response settings or improving appointment scheduling, the insights offered are practical and actionable.
Future Enhancements #
Soon, the Conversation AI Dashboard will include the ability to identify common queries your bot receives and suggest adding them to the FAQ to improve response accuracy and bot efficiency.
Frequently Asked Questions #
Where do I find the Conversation AI Dashboard? #
Navigate to the Conversation AI Bot tab inside the AI Agents section and select the Dashboards area.
Can I filter the dashboard data? #
Yes. Use the Channel, Date Range, and Agent Selector to narrow the data to specific channels or periods and run side-by-side comparisons over time.
What top-level metrics does the dashboard track? #
It tracks total unique contacts, actions triggered, appointments booked, and time saved, with graphical views available for each metric by day.
What actions are counted under Total Actions Triggered? #
It includes appointment links shared, workflows triggered, contact info updated, stop bot triggered, cancel appointment, reschedule appointment, transfer bot, and human handover.
Does the dashboard offer recommendations? #
Yes. Beyond the numbers, it surfaces practical recommendations, such as optimizing response settings or improving appointment scheduling.
What enhancements are planned? #
An upcoming enhancement will identify common queries your bot receives and suggest adding them to the FAQ to improve response accuracy and efficiency.
