Dashboard data is scoped to your current organisation. Use the filter bar at the top of each tab to narrow results by initiative, agent type, deployment, or time range.
Accessing the dashboard
Navigate to Monitor → Dashboard in the left sidebar. You’ll see a personalised greeting based on the time of day and three tabs for different analytics views.- Performance
- Content
- Feedback
The Performance tab gives you a high-level snapshot of your agent’s usage and engagement metrics, with the ability to drill down into specific channels, regions, and devices.
Filter bar
Use the filter bar at the top to refine the data you see:- Initiatives — Filter by specific initiatives (country-level campaigns).
- Agent Types — View data for HCP Product Detailers, Patient Navigators, or both.
- Deployments — Narrow to specific widget deployments.
- Time Range — Select 7, 30, 60, or 90 days.
Metric cards
Six key metrics are displayed as cards, each showing the current value and a period-over-period percentage change so you can spot trends at a glance:| Metric | What it measures |
|---|---|
| Visitors | Unique users who interacted with your widget |
| Conversations | Total conversation sessions started |
| Total Messages | Combined count of all user and agent messages |
| Messages / Conversation | Average number of messages per conversation session |
| Avg Conversation Time | Mean duration of a conversation from first to last message |
| AE Rate | Percentage of conversations that triggered an adverse event flag |
Performance chart
Below the metric cards, a line chart lets you visualise any selected metric over time. You can:- Select which metric to display from the dropdown.
- Toggle previous period comparison to overlay the prior period’s data for easy trend comparison.
Breakdown tables
Scroll down to see detailed breakdowns of your traffic across multiple dimensions:| Breakdown | Details |
|---|---|
| Channels | Where conversations originated (e.g. website, direct link) |
| Referrers | Which external sites referred users to your widget |
| Entry Paths | The URL paths where users first encountered your widget |
| Top Pages | The most-visited pages where your widget is embedded |
| Device Type | Desktop, mobile, or tablet usage split |
| Regions | Geographic regions with country flags for easy identification |
| Browser | Browser usage breakdown (Chrome, Safari, Firefox, etc.) |
Tips for effective analytics use
Review weekly
Set a regular cadence — weekly is ideal — to review your dashboard metrics. This helps you catch trends early and measure the impact of changes you’ve made.
Compare time periods
Always use the previous period comparison toggle on the Performance chart. Absolute numbers without context can be misleading.
Act on feedback
Don’t just collect feedback — act on it. Regularly review negative comments and use them to refine your agent’s knowledge base and guardrails.
Track topics over time
Use the Content tab to monitor how user interests evolve. This can inform your content strategy and highlight areas where your agent needs more knowledge.