Creating dashboards
Learn to construct powerful data visualizers for monitoring key metrics in NLX's Dialog Studio
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
Select a template
If needed, modify panels by hovering & selecting from the icons that appear (edit, duplicate, remove)
When done, click Save
Template details
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
Need a deep dive on setting up your panel? See Edit a panel
Edit a dashboard
To edit an existing dashboard in Analytics, tap the edit icon beside its name when hovered:
Edit a panel
To construct your dashboard with data that's meaningful to you, start by selecting + Add panel. Hover over the panel to select its edit option:
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.
Enter a name & description of the panel
Click Save when done configuring with the available options below
Chart type
Chart | Description | Example |
---|---|---|
Value | Displays a single numerical output of a chosen metric | Sum of all Data requests invoked |
Gauge | Displays a numerical value of a chosen metric against its maximum range | Sum of successful SMS actions sent against the range of all SMS actions sent |
Funnel | Displays stages of a metric as it filters downward | Sum of all Conversations filtered by language (Stage 1) then a specific intent (Stage 2) then an analytics tag (Stage 3) |
Pie chart | Displays numerical proportions of a chosen metric within a selected group | Data requests invoked as the chosen Metric and Data request as the selected Grouping for showing all data requests created in the workspace with their proportions when triggered in conversations |
Bar chart | Displays vertical columns of the values of one or more chosen metrics over time | Sum of conversations through voice channels versus conversations through chat channels (using filters), set to a time interval of each day |
Line chart | Displays changes in the values of one or more chosen metrics over time | Sum of Data requests invoked that have timed out (using filters with analytics tags applied to timeout nodes), set to a time interval of every hour |
Box plot | Displays the median value of a chosen metric along the range of its captured minimum and maximum values | Median value of Action response times (in seconds) displayed within its range of min and max values |
Table | Displays one or more chosen metrics in rows and columns. Rows are auto-generated based on the Grouping type selected in Column 1 of your table | Sum of conversations occurring with bots and subsequent columns showing the sum of conversations occurring in different cities (using filters) |
Theme
⚫ Neutral: Provides data visualization of the panel in a black scheme
🟢 Success: Provides data visualization of the panel in a green scheme
🔴 Error: Provides data visualization of the panel in a red scheme
Metric
Not able to select the metric you want when editing a panel? You may need to adjust your chosen Chart type for compatibility.
📊 Make information visible from an external data source using the Tables Webhook.
Metric | Description |
---|---|
Actions invoked | Total number of Actions triggered during user conversations |
Percentage of successful actions | Percentage of Actions triggered that were resolved during conversations |
Actions response time | Length of time Actions took to resolve when triggered during conversations |
Conversations | Total number of sessions initiated between bot and user |
Time spent per conversation | Length of time (displayed in seconds) of a conversation session between bot and user |
Intents detected | Total number of intents users were directed to |
Intents detected without input | Total number of intents users were directed to without use of a User Input node |
Intents invoked | Total number of times the bot tried to locate the correct intent |
Time spent per intent | Length of time (displayed in seconds) users experienced an intent flow |
Lifecycle hooks invoked | Total number of Lifecycle hooks triggered during user conversations |
Messages per conversation | Average number of user messages sent to a bot per conversation session |
Messages | Total number of user messages sent to a bot |
Confidence score | Median confidence level the NLP has had understanding users' utterances when directing them to the correct intent |
Time spent per node | Length of time (displayed in seconds) users spent on individual nodes that make up intent flows |
Phrase occurrences | List of captured user phrases and their total occurrences |
Phrase trends | Percentage increase or decrease of phrase occurrences for a selected time interval |
Response time | Length of time (in seconds) all webhook/API resources took to resolve when triggered during conversations |
Users | Number of unique users to initiate a conversation |
Data requests invoked | Number of Data requests triggered during user conversations |
Percentage of successful data requests | Percentage of Data requests triggered that were resolved during conversations |
Data requests response time | Length of time Data requests took to resolve when triggered during conversations |
Check Formulas and 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 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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