📈Analytics dashboard

From start to finish, set up an analytics dashboard in minutes with NLX's Dialog Studio

Checklist

You'll complete the following to successfully create an analytics dashboard:

Step 1: Select a template

Est. time to complete: ~1 minute

Within your workspace, you may create as many analytics dashboards as needed to display a variety of select metrics for you and different stakeholders to monitor:

  • Select Analytics from workspace menu > Choose + Add dashboard

  • Enter a name for your dashboard

  • Choose the dashboard's visibility setting (Private/Public)

  • Select from an available template

    • Overview: Provides general traffic metrics

    • Performance: Tracks health of workspace webhooks/APIs (Actions and Data requests)

    • User experience: Focuses on how users converse with deployed bots and NLP performance

Step 2: Enhance panels

Est. time to complete: ~5 minutes

If desired, enhance a template by adding more panels (+ Add panel) or editing existing panels:

  • From your analytics dashboard, hover on a panel > Choose edit icon

  • Change or choose Chart type, Metric, & Theme

  • Expand Filters section > Specify whether to include/exclude resources from data displayed

  • Click Save

Step 3: Adjust appearance

Est. time to complete: ~2 minutes

Recolor and reorder the panels that comprise your dashboard to easily scan and prioritize data:

  • Select a dashboard > Click the Edit dashboard link

  • Click and drag panels to their new position across the dashboard

  • Hover on a panel > Select edit icon

  • Tap color circle beside panel name > Select color

  • When done, click Save

Optional: Add multi-metrics

For dashboards that feature a Bar chart, Line chart, or Table, you can choose to compare multiple metrics against within the same panel:

  • Select a dashboard > Click the Edit dashboard link

  • Enter a name > Select Bar chart, Line chart, or Table for Chart type

  • Click + Add dataset or + Add data column > Enter name

  • Select a metric to track

  • Choose the time interval (e.g., Day shows results on a daily basis) and aggregation

  • Click + Add dataset link > Repeat steps above for additional datasets/data columns

  • Click Save

If needed, apply filters under each metric to create a subset of data.

Optional: Set up alerts

If the performance of a particular metric dips above or below a critical threshold, you can easily create an alert to display in your workspace's Notification center and to auto-email specific individuals:

  • Navigate to an Analytics dashboard > Hover on panel > Select bell icon

  • Enter trigger criteria & time interval

  • Select subscriptions to receive email notifications

  • Click Create alert

Need to set up a subscription? See Subscriptions

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