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What is the Dashboard?

The Dashboard is your central hub for monitoring your AI agent’s performance. Get real-time insights into conversations, key metrics, and overall agent effectiveness.
Clarky dashboard

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Key Sections

Key Metrics

View essential performance indicators

Analytics

Dive deep into conversation data

Recent Conversations

Quick access to latest interactions

Active Users

See who’s currently chatting

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Accessing the Dashboard

Navigate to the Dashboard from any page:
1

Select Your Agent

From the workspace, choose the agent you want to monitor.
2

Click 'Dashboard'

The Dashboard is usually the default landing page for each agent.
3

Explore Metrics

Scroll through to see all available insights.

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Dashboard Layout

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Top Overview Cards

The dashboard displays key metrics prominently at the top:
  • Total Conversations: Count of all conversations in the selected time period
  • Average Response Time: How quickly your agent responds
  • Resolution Rate: Percentage of conversations resolved without human help
  • Active Now: Number of users currently in conversation

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Conversation Timeline

Visual representation of conversation volume over time:
  • See peaks and valleys in customer inquiries
  • Identify busy times of day
  • Plan staffing accordingly
  • Track growth trends

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Channel Breakdown

View performance by channel:
  • Chat
  • Voice
  • Text/SMS
  • Email
  • Number of chat conversations
  • Average chat duration
  • Most common questions
  • User satisfaction ratings

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Time Range Selection

Filter data by different time periods:
  • Today: Real-time data for the current day
  • Yesterday: Previous day’s performance
  • Last 7 Days: Week-over-week trends
  • Last 30 Days: Monthly overview
  • Last 90 Days: Quarterly analysis
  • Custom Range: Select specific dates
The time range selector affects all metrics and charts on the dashboard.

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Quick Actions

Access common tasks directly from the dashboard:

View All Conversations

Jump to the full inbox to see all conversations

Add Knowledge

Quickly update your agent’s knowledge base

Adjust Settings

Modify agent configuration

View Contacts

Access your CRM contacts

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Recent Activity Feed

See latest interactions:
  • New conversations started
  • Messages sent by the agent
  • Human takeovers
  • Escalations
  • Completed conversations
Each activity item shows:
  • Timestamp: When it occurred
  • Channel: Where it happened (chat, voice, text, email)
  • Quick Preview: Snippet of the conversation
  • Status: Active, completed, or needs attention
Click any activity to view the full conversation.

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Performance Indicators

Visual indicators help you quickly assess performance:

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Status Indicators

  • 🟢 Green: Everything operating normally
  • 🟡 Yellow: Minor issues or areas needing attention
  • 🔴 Red: Critical issues requiring immediate action

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Trend Arrows

  • ↗️ Up Arrow: Metric increasing compared to previous period
  • ↘️ Down Arrow: Metric decreasing
  • → Flat Arrow: No significant change

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Notifications

The dashboard displays important notifications:
Conversations waiting for human takeover.
Questions the agent couldn’t answer well.
Integration issues, payment problems, or configuration warnings.
Achievements like “1000th conversation” or high satisfaction ratings.

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Best Practices

Make the dashboard part of your daily routine to stay on top of agent performance.
When you notice patterns (busy times, common questions), adjust your agent or staffing.
Look at performance across channels to see which are most effective for your business.
Track specific metrics relevant to your business goals (e.g., lead capture rate, resolution time).

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Customizing Your Dashboard

While the default dashboard layout works for most users, you can customize:
  • Which metrics appear at the top
  • Time range defaults
  • Notification preferences
  • Data refresh frequency

Dashboard Settings

Customize your dashboard experience

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Mobile Access

Access your dashboard on mobile:
  • Responsive design works on any device
  • Mobile app provides optimized view
  • Real-time notifications on your phone
  • Quick actions available

Get Mobile App

Download the Clarky mobile app

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Exporting Data

Export dashboard data for reports:
  • Download as CSV or Excel
  • Schedule automated reports
  • Share with stakeholders
  • Integrate with BI tools
Data exports respect your selected time range and filters.

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Next Steps

View Detailed Metrics

Explore individual performance metrics

Analyze Performance

Deep dive into analytics

Check Inbox

Review conversations

Improve Agent

Enhance your agent’s knowledge