> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Overview

> Monitor your AI agent's performance at a glance

## 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.

<Frame>
  <img src="https://mintcdn.com/clarky/6ZUWNmRy8fF45V0M/images/dashboard.png?fit=max&auto=format&n=6ZUWNmRy8fF45V0M&q=85&s=43f7fc065726aa3829ec8aa06505b2c6" alt="Clarky dashboard" width="3176" height="1768" data-path="images/dashboard.png" />
</Frame>

## Key Sections

<CardGroup cols={2}>
  <Card title="Key Metrics" icon="chart-line" href="/features/dashboard/metrics">
    View essential performance indicators
  </Card>

  <Card title="Analytics" icon="chart-bar" href="/features/dashboard/analytics">
    Dive deep into conversation data
  </Card>

  <Card title="Recent Conversations" icon="messages">
    Quick access to latest interactions
  </Card>

  <Card title="Active Users" icon="users">
    See who's currently chatting
  </Card>
</CardGroup>

## Accessing the Dashboard

Navigate to the Dashboard from any page:

<Steps>
  <Step title="Select Your Agent">
    From the workspace, choose the agent you want to monitor.
  </Step>

  <Step title="Click 'Dashboard'">
    The Dashboard is usually the default landing page for each agent.
  </Step>

  <Step title="Explore Metrics">
    Scroll through to see all available insights.
  </Step>
</Steps>

## Dashboard Layout

### 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

### 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

### Channel Breakdown

View performance by channel:

<Tabs>
  <Tab title="Chat">
    * Number of chat conversations
    * Average chat duration
    * Most common questions
    * User satisfaction ratings
  </Tab>

  <Tab title="Voice">
    * Total calls received
    * Average call duration
    * Call resolution rate
    * Missed calls
  </Tab>

  <Tab title="Text/SMS">
    * Text messages exchanged
    * Response time
    * Opt-out rate
    * Popular topics
  </Tab>

  <Tab title="Email">
    * Emails processed
    * Response time
    * Escalation rate
    * Customer replies
  </Tab>
</Tabs>

## 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

<Note>
  The time range selector affects all metrics and charts on the dashboard.
</Note>

## Quick Actions

Access common tasks directly from the dashboard:

<CardGroup cols={2}>
  <Card title="View All Conversations" icon="inbox">
    Jump to the full inbox to see all conversations
  </Card>

  <Card title="Add Knowledge" icon="brain">
    Quickly update your agent's knowledge base
  </Card>

  <Card title="Adjust Settings" icon="gear">
    Modify agent configuration
  </Card>

  <Card title="View Contacts" icon="users">
    Access your CRM contacts
  </Card>
</CardGroup>

## 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.

## Performance Indicators

Visual indicators help you quickly assess performance:

### Status Indicators

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

### Trend Arrows

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

## Notifications

The dashboard displays important notifications:

<AccordionGroup>
  <Accordion title="Agent Needs Attention">
    Conversations waiting for human takeover.
  </Accordion>

  <Accordion title="Knowledge Gaps">
    Questions the agent couldn't answer well.
  </Accordion>

  <Accordion title="System Alerts">
    Integration issues, payment problems, or configuration warnings.
  </Accordion>

  <Accordion title="Milestones">
    Achievements like "1000th conversation" or high satisfaction ratings.
  </Accordion>
</AccordionGroup>

## Best Practices

<AccordionGroup>
  <Accordion title="Check Daily">
    Make the dashboard part of your daily routine to stay on top of agent performance.
  </Accordion>

  <Accordion title="Watch Trends">
    Pay attention to trends over time rather than day-to-day fluctuations.
  </Accordion>

  <Accordion title="Act on Insights">
    When you notice patterns (busy times, common questions), adjust your agent or staffing.
  </Accordion>

  <Accordion title="Compare Channels">
    Look at performance across channels to see which are most effective for your business.
  </Accordion>

  <Accordion title="Set Goals">
    Track specific metrics relevant to your business goals (e.g., lead capture rate, resolution time).
  </Accordion>
</AccordionGroup>

## 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

<Card title="Dashboard Settings" icon="sliders" href="/features/settings/overview">
  Customize your dashboard experience
</Card>

## 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

<Card title="Get Mobile App" icon="mobile" href="/features/settings/mobile-app">
  Download the Clarky mobile app
</Card>

## Exporting Data

Export dashboard data for reports:

* Download as CSV or Excel
* Schedule automated reports
* Share with stakeholders
* Integrate with BI tools

<Note>
  Data exports respect your selected time range and filters.
</Note>

## Next Steps

<CardGroup cols={2}>
  <Card title="View Detailed Metrics" icon="chart-line" href="/features/dashboard/metrics">
    Explore individual performance metrics
  </Card>

  <Card title="Analyze Performance" icon="chart-bar" href="/features/dashboard/analytics">
    Deep dive into analytics
  </Card>

  <Card title="Check Inbox" icon="inbox" href="/features/inbox/overview">
    Review conversations
  </Card>

  <Card title="Improve Agent" icon="brain" href="/features/knowledge/overview">
    Enhance your agent's knowledge
  </Card>
</CardGroup>