Dashboards

Every dashboard in the workspace is listed by name under Dashboards in the side menu. Tap + New to make one: start blank or from the Sales calls template. Tap a dashboard's name to rename it; tap Edit to add, move or remove tiles; pick 7, 30 or 90 days at the top.

Tiles

• Live tiles recompute each time the dashboard opens, for whoever is looking: calls placed, connected, connect rate, average talk time, hot leads, follow-ups due, calls per day, talk time per call, best hours to call, pipeline, the hot leads list, who to call next, the team leaderboard.
• Pushed tiles hold a number, chart or table a bot wrote: sales from a sheet, admissions from a website, rows from a database on a machine. The bot updates the same tile each time.
• Notes hold a target or how to read the page.
• Shortcuts open a place in the app, like Call next or Pipeline.

Let a bot build it

Make a dashboard called "Admissions this week" with enquiries per day,
connect rate, and a table of the 10 hottest leads. Add a note with
the weekly target of 40 demo classes.

Bots use the dashboards tool: list, create, rename, delete, set a tile, move or remove a tile, and set the period. For data on a machine (a database, an export, an API) a bot loads rows into the warehouse with ingest, charts them with run_sql and create_chart, and can show a number, chart or table right in the chat with show_widget. Plans allow 3, 25 or 200 dashboards.