Creating dashboards
Learn to construct powerful data visualizers for monitoring key metrics in NLX's Dialog Studio
Check out the quick start guide for setting up a dashboard in minutes.
Using templates
For your convenience, templates are available to use or easily build from. Simply start by selecting the + Add dashboard link:
Enter name of dashboard
If needed, modify panels by hovering & selecting from the icons that appear (edit, duplicate, remove)
When done, click Save
Analytics templates
Expand to read a description and panel setup of each template:
Custom dashboards
To create your own dashboard of tracked metrics and chosen charts, start by clicking the + Add dashboard link:
Enter name of dashboard
Click + Add panel button; repeat as needed
Hover on panel > Choose edit icon
Enter a name for the panel & description of what it tracks
Select visual Chart type > Choose from compatible metrics for chosen chart
When done, click < Back to panels link to edit other panels or select Save
Did you know?
When editing a panel, a checklist is conveniently provided on the right to indicate the setup requirements of your selected Chart type.
Edit a dashboard
To edit an existing dashboard in Analytics, tap the Edit dashboard link:
Chart type
Theme
Metric
Not able to select the metric you want when editing a panel? You may need to adjust your chosen Chart type for compatibility.
Check Formulas & multi-metrics for advanced calculations to apply.
External analytics
To display data from an external data source, begin by creating or editing an analytics dashboard:
Integrating an external data source is only available through the Table chart type.
Add or edit a panel from your dashboard
Set Chart type to Table
Select Webhook as the Data source > Choose External for Type
Enter the URL of the endpoint (your endpoint must respond with a status code and string body of the data in CSV format)
Click Save
Sample payload:
Optional
Add one or more headers > Include name/value pair
Toggle Sensitive setting on to redact information from Event logs
Aggregation
Min: Displays the minimum value of the chosen metric
Avg: Displays the average, or mean, of the chosen metric
Max: Displays the maximum value of the chosen metric
Sum: Displays the total value of the chosen metric
Filters
Filters allow you to include or exclude specific resources or criteria from your data:
Navigate to your Analytics dashboard > Hover on panel > Choose edit icon
After selecting Chart type & metric, expand the Filters section
Specify whether to include/exclude resources from data displayed
When done, click Save
When adding more than one item to include or exclude from your dataset, the following toggle setting is made available:
Any: Returns data if at least one item from the list is present in a conversation
All: Returns data if all items from the list are present in a conversation
Private/Public visibility
Each analytics dashboard created in a workspace may be set to one of two visibility settings:
Public: Visible to all who access the workspace
Private: Visible only to the creator of the dashboard
Dashboards made Public cannot be made Private later.
Setting up alerts
Alerts allow you to specify individuals that should receive emailed notifications when a particular metric's value is triggered:
Navigate to an Analytics dashboard > Hover on panel > Choose bell icon
Enter trigger criteria & the period of time over which the alert will continually be checked in 5-minute intervals
Select subscriptions to receive email notifications. Need to set up a subscription? See Subscriptions
When done, click Create alert
Optional
Region: Choose between Global or European Union, if applicable to your bot's deployment
Hours of operation: By default, alerts may be sent any time of day, Sunday through Saturday. You may adjust these settings to correspond with business hours, or to specify different subscribers for different intervals of the day
To delete an alert, tap the bell icon > select the alert > click the Delete alert link. You may also remove it via the Notification manager.
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