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Insights Overview

The Insights workspace (Side nav → Insights, or /insights) centralizes analytics and operational controls for every agent. A shared filter bar lives at the top of every tab:
  • Agent select – choose All Agents or a specific agent.
  • Date filter – pick Today, Yesterday, Last 7 days, Last 30 days, or Custom (with from/to date pickers). The active label appears next to the date dropdown so you always know which range you are viewing.
Tabs across the top – Insights, Chat Log, Leads, and Call Logs – respect those filters. Each tab focuses on a distinct area of performance or governance.
Insights main
  1. Click Insights in the side navigation.
  2. Choose an agent (or All Agents) and the date range you care about.
  3. Switch tabs to see the matching summary, transcripts, lead submissions, or call records.
  4. Browse each tab for the perspective you need:
    • Insights → usage trends and user counts
    • Privacy → public/private visibility
    • Setting → agent status and credit budgets
  • Chat log → transcript review and export
  • Leads → captured contact information
  • Call Logs → telephony session history
  1. Use the export buttons where available to grab offline copies.
Below is a closer look at what each tab provides.

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Tab Reference

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1. Insights (Default View)

  • Shows a line graph of Credits used over time (hover for exact values).
  • Summarizes Unique users for the selected range (displays “No data” if there were no interactions).
  • Ideal for monitoring engagement trends and credit consumption.
  • Related guide: Agent Analytics

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2. Privacy

  • Toggle the agent between Private (internal-only access) and Public (shareable externally).
  • Useful when publishing agents to the web or restricting experiments to internal testers.
  • Related guide: Privacy

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3. Setting

  • Toggle the agent On/Off to pause or reactivate it.
  • Set a Maximum credits limit and click Update to enforce usage budgets.
  • Helps contain costs and prevent runaway spend during testing or high-traffic periods.

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4. Chat log

  • Lists conversation transcripts for the chosen date range.
  • Export options:
    • Export Conversations – download full transcripts.
    • Export Unattended – isolate chats where the agent could not respond.
  • Related guide: Chat Log
  • Displays “No data” if no chats occurred in the timeframe.

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5. Leads

  • Surfaces names, emails, and other lead data captured through agent forms or conversations.
  • Use Download all to export the entire leads dataset.
  • Shows “No data” if no leads were collected.
  • Related guide: Leads

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6. Call Logs

  • Records metadata for voice/video calls handled by the agent.
  • Provides an Export Call Logs option to download call records.
  • Displays “No data” when the agent has not handled calls.
  • Related guide: Call Logs

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Best Practices

  • Schedule Reviews: Check Insights regularly to catch engagement spikes or drops.
  • Budget Wisely: Set credit caps in Setting before campaigns or demos.
  • Archive Transcripts: Download chat logs for audits or training improvements.
  • Track Lead Flow: Sync the Leads export with your CRM to keep pipelines current.
  • Monitor Call Quality: Audit call logs to evaluate telephony performance and escalation needs.
When you need more detail, jump into the dedicated guides for each tab: Together, these tools ensure you understand how every agent is performing and give you the levers to adjust access, usage, and accountability on demand.