Open Analytics
Click Analytics in the sidebar. The page opens on a dashboard; use the dropdown next to the title to switch between the dashboards available to your account. The selected dashboard is saved in the page address, so you can bookmark it or share the link with teammates who have access.Work with dashboards
1
Choose a dashboard
Pick a dashboard from the dropdown at the top of the page.
2
Filter the data
Open the dashboard’s filter bar (collapsed by default) to narrow the data by date range, agent, outcome, or other fields the dashboard offers.
3
Drill in
Hover over charts for exact values, and use each chart’s filters to focus on a segment.
4
Export
Open a chart’s ⋮ menu to download its data (for example as CSV or Excel) or save the chart as an image.
What you can use it for
- Compare agents: see which agents and scripts produce the best connect and success rates.
- Monitor operations: track call volume, average duration, and failed calls by day or hour.
- Spot trends: follow outcomes over weeks and months to catch changes early.
- Report to stakeholders: export charts for weekly or monthly reports.
Access
Two settings control who sees Analytics:
If the page shows “No dashboards to display”, no dashboards are set up for your account yet. Contact support.
Need a report that isn’t in the standard dashboards? Email to discuss a custom dashboard.
Related
Agent results and insights
Per-agent results and script performance.
Statuses and outcomes
What each outcome in the charts means.
Team and permissions
Control who can view analytics.
Webhooks
Send results to your own BI tools.