{"id":22826,"date":"2019-11-05T10:50:05","date_gmt":"2019-11-05T10:50:05","guid":{"rendered":"https:\/\/developer.kore.ai\/v10-1\/?p=22826"},"modified":"2023-11-20T05:29:35","modified_gmt":"2023-11-20T05:29:35","slug":"how-to-create-custom-dashboard","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/how-tos\/how-to-create-custom-dashboard\/","title":{"rendered":"Create Custom Dashboard"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p>Let\u2019s create a dashboard using various metrics to analyze the performance of a Virtual Assistant and identify trends for business needs using a Banking Bot as an example.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Problem_Statement\">Problem Statement<\/span><\/h2>\n<p>As a Banking Bot client, you want to track the following metrics:<\/p>\n<ul>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/how-tos\/how-to-create-custom-dashboard\/#Dollar_Value_Breakup\">Dollar Value Breakup<\/a><\/li>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/how-tos\/how-to-create-custom-dashboard\/#Customer_Type_Summary\">Customer Type Summary<\/a><\/li>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/how-tos\/how-to-create-custom-dashboard\/#Task_Fulfillment_Trend\">Task Fulfillment Trend<\/a><\/li>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/how-tos\/how-to-create-custom-dashboard\/#Top_Failure_Tasks\">Top Failure Tasks<\/a><\/li>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/how-tos\/how-to-create-custom-dashboard\/#Channel_Volume_Trend\">Channel Volume Trend<\/a><\/li>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/how-tos\/how-to-create-custom-dashboard\/#Filter_the_Messages_using_the_Having_Clause\">Filter the Messages using the Having clause<\/a><\/li>\n<\/ul>\n<p>You can create a custom dashboard to achieve all the scenarios listed above, with detailed step-by-step instructions as described in the following sections.<\/p>\n<p>Once the Dashboard is configured for the listed scenarios, it looks like below.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/CustomDashboard.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22827\" src=\"\/wp-content\/uploads\/sites\/35\/CustomDashboard.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094212\/CustomDashboard.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094212\/CustomDashboard-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094212\/CustomDashboard-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Pre-requisites\">Pre-requisites<\/span><\/h2>\n<ul>\n<li>Bot building knowledge.<\/li>\n<li>Custom Meta Tags usage. See <a href=\"\/docs\/bots\/bot-builder-tool\/dialog-task\/custom-meta-tags\/\" target=\"_blank\" rel=\"noopener noreferrer\">here<\/a> for more information.<\/li>\n<li>A <a href=\"\/docs\/bots\/how-tos\/creating-a-banking-bot\/\" target=\"_blank\" rel=\"noopener noreferrer\">Banking Bot<\/a> with the dialogs as follows:\n<ul>\n<li><a href=\"\/docs\/bots\/how-tos\/banking-bot-transfer-funds\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Transfer Funds<\/strong><\/a>\u00a0&#8211; The Dialog task walking the user through the steps in transferring money.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/BB_TransferFunds.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23459\" src=\"\/wp-content\/uploads\/sites\/35\/BB_TransferFunds.png\" alt=\"\" width=\"1361\" height=\"766\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094247\/BB_TransferFunds.png 1361w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094247\/BB_TransferFunds-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094247\/BB_TransferFunds-1024x576.png 1024w\" sizes=\"auto, (max-width: 1361px) 100vw, 1361px\" \/><\/a>In this diaog, we have included a Script node to add Custom Meta Tag, TransferValue, based upon the amount transferred. The following script is used:<\/p>\n<pre>if(context.entities.TransferAmount[0].amount &gt; 50000){\r\n   tags.addSessionLevelTag(\"TransferValue\",\"HighValue\");\r\n}\r\n\r\nif(context.entities.TransferAmount[0].amount &gt; 10000)\r\ntags.addSessionLevelTag(\"TransferValue\",\"MediumValue\");\r\n\r\nif(context.entities.TransferAmount[0].amount &gt; 0)\r\ntags.addSessionLevelTag(\"TransferValue\",\"LowValue\");<\/pre>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/CD_transferMoney_script.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22828\" src=\"\/wp-content\/uploads\/sites\/35\/CD_transferMoney_script.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094212\/CD_transferMoney_script.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094212\/CD_transferMoney_script-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094212\/CD_transferMoney_script-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/li>\n<li><strong>Manage Payee<\/strong> &#8211; For the user to manage their payee list.<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/CD_managePayee.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22830\" src=\"\/wp-content\/uploads\/sites\/35\/CD_managePayee.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094211\/CD_managePayee.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094211\/CD_managePayee-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094211\/CD_managePayee-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a>Here we have a Script that assigns a value to the customerType meta tags:\n<pre>if(context.custType == 3){\r\n   tags.addUserLevelTag(\"CustomerType\",\"Premium\");\r\n}\r\nif(context.custType == 2){\r\n   tags.addUserLevelTag(\"CustomerType\",\"Gold\");\r\n};\r\nif(context.custType == 1){\r\n   tags.addUserLevelTag(\"CustomerType\",\"Regular\");\r\n};<\/pre>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Implementation\">Implementation<\/span><\/h2>\n<p>Let\u2019s consider how each metric mentioned in the problem statement can be implemented using widgets from the Custom Dashboard.<\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>From the left navigation panel, under <strong>Dashboard<\/strong> click <strong>Custom Dashboard.<\/strong><\/li>\n<li><strong>Create New Dashboard<\/strong>.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/CD_createDashboard.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22836\" src=\"\/wp-content\/uploads\/sites\/35\/CD_createDashboard.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094209\/CD_createDashboard.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094209\/CD_createDashboard-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094209\/CD_createDashboard-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/li>\n<li><span style=\"font-weight: 400;\">\u00a0<\/span><span style=\"font-weight: 400;\">Use the <\/span><b>Add Widget<\/b><span style=\"font-weight: 400;\"> button to add widgets for the above scenarios. You can add up to 4 widgets per row and organize them by moving anywhere within the row or across the rows on the dashboard. You can also manually resize the widgets.<\/span><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>The details for each widget are explained in the following sections.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Dollar_Value_Breakup\">Dollar Value Breakup<\/span><\/h3>\n<ol>\n<li><strong>Add Widget<\/strong><\/li>\n<li>Query setup:\n<ul>\n<li><strong>Dataset<\/strong> &#8211; <em>Analytics<\/em><\/li>\n<li><strong>Select<\/strong> &#8211; <em>sessionTag.TransferValue as TransferValue,count(taskName)<br \/>\n<\/em>This will let the platform know what data to fetch. Here we are using the session tag values added to the Transfer Amount task against the total number of tasks executed.<\/li>\n<li><strong>Group By<\/strong> &#8211; <em>sessionTag.TransferValue<\/em><\/li>\n<li><strong>Run<\/strong> to see the results from the above query.<\/li>\n<\/ul>\n<\/li>\n<li>Widget Setup\n<ol>\n<li>Select\u00a0<strong>Pie chart<\/strong><\/li>\n<li>Set <strong>Dimension<\/strong> to TransferValue<\/li>\n<li>Set\u00a0<strong>Metrics<\/strong> to count(taskName)<\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/CD_transferMoney_setup.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22834\" src=\"\/wp-content\/uploads\/sites\/35\/CD_transferMoney_setup.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094210\/CD_transferMoney_setup.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094210\/CD_transferMoney_setup-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094210\/CD_transferMoney_setup-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/li>\n<li>See the <strong>Preview<\/strong> and if all is fine, click <strong>Update to Dashboard<\/strong><br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/CD_transferMoney_preview.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22833\" src=\"\/wp-content\/uploads\/sites\/35\/CD_transferMoney_preview.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094211\/CD_transferMoney_preview.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094211\/CD_transferMoney_preview-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094211\/CD_transferMoney_preview-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Customer_Type_Summary\">Customer Type Summary<\/span><\/h3>\n<p>This query provides usage statistics based on the customer type.<\/p>\n<p>Repeat the steps listed in the previous section (<a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/how-tos\/how-to-create-custom-dashboard\/#Dollar_Value_Breakup\">Dollar Value Breakup<\/a>) with the following details:<\/p>\n<ol>\n<li><strong>Add Widget<\/strong><\/li>\n<li>Query setup:\n<ul>\n<li><strong>Dataset<\/strong> &#8211; <em>Analytics<\/em><\/li>\n<li><strong>Select<\/strong> &#8211; <em>userTag.CustomerType as CustomerCategory, count(taskName)<\/em><\/li>\n<li><strong>Group By<\/strong> &#8211; <em>userTag.CustomerType<\/em><\/li>\n<li><strong>Run<\/strong> to see the results from the above query.<\/li>\n<\/ul>\n<\/li>\n<li>Widget Setup\n<ol>\n<li>Select <strong>Bar chart<\/strong><\/li>\n<li>Set <strong>Dimension<\/strong> to <em>CustomerCategory<\/em><\/li>\n<li>Set <strong>Metrics<\/strong> to <em>count(taskName)<\/em><\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/CD_managePayee_Setup.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22835\" src=\"\/wp-content\/uploads\/sites\/35\/CD_managePayee_Setup.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094210\/CD_managePayee_Setup.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094210\/CD_managePayee_Setup-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094210\/CD_managePayee_Setup-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/li>\n<li>See the <strong>Preview<\/strong> and then click <strong>Update to Dashboard<\/strong><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Task_Fulfillment_Trend\">Task Fulfillment Trend<\/span><\/h3>\n<p>This query provides day-wise task success vs. failure trends.<\/p>\n<p>Repeat the steps listed in the previous section with the following details:<\/p>\n<ol>\n<li><strong>Add Widget<\/strong><\/li>\n<li>Query setup:\n<ul>\n<li><strong>Dataset<\/strong> &#8211; <em>Analytics<\/em><\/li>\n<li><strong>Select<\/strong> &#8211; <em>date,metricType, count(metricType) as TotalTasks<\/em><\/li>\n<li><strong>Filter By<\/strong> &#8211; <em>metricType = &#8216;successtasks&#8217; or metricType = &#8216;failedtasks&#8217;<\/em><br \/>\nWe want to see only Success or Failed Tasks<\/li>\n<li><strong>Group By<\/strong> &#8211; <em>date,metricType<\/em><\/li>\n<li><strong>Run<\/strong> to see the results from the above query.<\/li>\n<\/ul>\n<\/li>\n<li>Widget Setup\n<ol>\n<li>Select <strong>Bar chart<\/strong><\/li>\n<li>Set <strong>Dimension<\/strong> to <em>date<\/em><\/li>\n<li>Set <strong>Metrics<\/strong> to <em>TotalTasks<\/em><\/li>\n<li>Set <strong>Overlay<\/strong> to <em>metricType<\/em><\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/CD_taskFulfill.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22840\" src=\"\/wp-content\/uploads\/sites\/35\/CD_taskFulfill.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094208\/CD_taskFulfill.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094208\/CD_taskFulfill-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094208\/CD_taskFulfill-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/li>\n<li>See the <strong>Preview<\/strong> and then click <strong>Update to Dashboard.<\/strong><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Top_Failure_Tasks\">Top Failure Tasks<\/span><\/h3>\n<p>This query provides top tasks that are failing.<\/p>\n<p>Repeat the steps listed in the previous section with the following details:<\/p>\n<ol>\n<li><strong>Add Widget<\/strong><\/li>\n<li>Query setup:\n<ul>\n<li><strong>Dataset<\/strong> &#8211; <em>Analytics<\/em><\/li>\n<li><strong>Select<\/strong> &#8211; <em>taskName as TaskName,count(taskName) as Failures<\/em><\/li>\n<li><strong>Filter By<\/strong> &#8211; <em>metricType = &#8216;failedtasks&#8217;<\/em><br \/>\nWe want to see only Failed Tasks<\/li>\n<li><strong>Group By<\/strong> &#8211; <em>taskName<\/em><\/li>\n<li><strong>Run<\/strong> to see the results from the above query.<\/li>\n<\/ul>\n<\/li>\n<li>Widget Setup\n<ol>\n<li>Select <strong>Table chart<\/strong><\/li>\n<li>Set <strong>Dimension<\/strong> to <em>TaskName<\/em> and <em>Failures<\/em><\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/CD_topFailures.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22837\" src=\"\/wp-content\/uploads\/sites\/35\/CD_topFailures.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094209\/CD_topFailures.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094209\/CD_topFailures-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094209\/CD_topFailures-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/li>\n<li>See the <strong>Preview<\/strong> and then click <strong>Update to Dashboard<\/strong><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Channel_Volume_Trend\">Channel Volume Trend<\/span><\/h3>\n<p>This query provides channel-wise usage details.<\/p>\n<p>Repeat the steps listed in the previous section with the following details:<\/p>\n<ol>\n<li><strong>Add Widget<\/strong><\/li>\n<li>Query setup:\n<ul>\n<li><strong>Dataset<\/strong> &#8211; <em>Messages<\/em><\/li>\n<li><strong>Select<\/strong> &#8211; <em>date,channel,count(messageId)<\/em><\/li>\n<li><strong>Group By<\/strong> &#8211; <em>date,channel<\/em><\/li>\n<li><strong>Run<\/strong> to see the results from the above query.<\/li>\n<\/ul>\n<\/li>\n<li>Widget Setup\n<ol>\n<li>Select <strong>Line chart<\/strong><\/li>\n<li>Set <strong>Dimension<\/strong> to <em>date<\/em><\/li>\n<li>Set <strong>Metrics<\/strong> to <em>count(messageId)<\/em><\/li>\n<li>Set <strong>Overlay<\/strong> to <em>channel<\/em><\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/CD_channelvol.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22841\" src=\"\/wp-content\/uploads\/sites\/35\/CD_channelvol.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094208\/CD_channelvol.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094208\/CD_channelvol-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094208\/CD_channelvol-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/li>\n<li>See the <strong>Preview<\/strong> and then click <strong>Update to Dashboard<\/strong><\/li>\n<\/ol>\n<p>You Custom Dashboard is ready. Set the <strong>Date Range <\/strong>to see the required metrics for the scenarios.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Filter_the_Messages_using_the_Having_Clause\"><span style=\"font-weight: 400;\">Filter the Messages using the Having Clause<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This query uses a <\/span><b>Having <\/b><span style=\"font-weight: 400;\">clause, to display the number of filtered messages for <\/span><i><span style=\"font-weight: 400;\">userIds<\/span><\/i><span style=\"font-weight: 400;\">, where the user has interacted with the virtual assistant more than 12 times. The query setup and result are described below.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Repeat the steps listed in the previous section with the following details:<\/span><\/p>\n<ol>\n<li><strong>Add Widget<\/strong><\/li>\n<li>Query setup:\n<ul>\n<li><strong>Dataset<\/strong> &#8211; <em>Messages<\/em><\/li>\n<li><strong>Select<\/strong> &#8211; <i><span style=\"font-weight: 400;\">count(messageId),userId<\/span><\/i><\/li>\n<li><strong>Group By<\/strong> &#8211; <em>userId<\/em><\/li>\n<li><b>Having<\/b> <span style=\"font-weight: 400;\">\u2013 <\/span><i><span style=\"font-weight: 400;\">count(messageId) &gt; 12<\/span><\/i><\/li>\n<li><b>Run<\/b><span style=\"font-weight: 400;\"> to see the results from the above query.<\/span><\/li>\n<\/ul>\n<\/li>\n<li>Widget Setup\n<ul>\n<li>Select <strong>Table chart<\/strong><\/li>\n<li>Set <strong>Dimension\u00a0<\/strong><span style=\"font-weight: 400;\">to <\/span><i><span style=\"font-weight: 400;\">count(messageId),userId<\/span><\/i><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"font-weight: 400;\">The following is a result when you just retrieve the count of all messages, grouping by the userId.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082332\/Having1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-44165\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082332\/Having1.png\" alt=\"\" width=\"640\" height=\"300\" \/><\/a><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The following is a result when you retrieve the count of messages, grouping by the userId, using the Having clause.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082453\/Having2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-44168\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082453\/Having2.png\" alt=\"\" width=\"640\" height=\"321\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082453\/Having2.png 1478w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082453\/Having2-300x151.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082453\/Having2-1024x514.png 1024w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">See the <\/span><b>Preview<\/b><span style=\"font-weight: 400;\"> and then click <\/span><b>Add to Dashboard<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">.<\/span><\/span><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082606\/Preview-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-44171\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082606\/Preview-1.png\" alt=\"\" width=\"640\" height=\"296\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082606\/Preview-1.png 1481w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082606\/Preview-1-300x139.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082606\/Preview-1-1024x474.png 1024w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><br \/>\n<\/span><\/span>The Having clause widget is added to the dashboard as shown in the following screenshot.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082725\/Custom1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-44174\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220825082725\/Custom1.png\" alt=\"\" width=\"640\" height=\"264\" \/><\/a><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"Let\u2019s create a dashboard using various metrics to analyze the performance of a Virtual Assistant and identify trends for business needs using a Banking Bot as an example. Problem Statement As a Banking Bot client, you want to track the following metrics: Dollar Value Breakup Customer Type Summary Task Fulfillment Trend Top Failure Tasks Channel...","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[74],"tags":[],"class_list":["post-22826","post","type-post","status-publish","format-standard","hentry","category-how-tos"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/22826","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/comments?post=22826"}],"version-history":[{"count":18,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/22826\/revisions"}],"predecessor-version":[{"id":60136,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/22826\/revisions\/60136"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/media?parent=22826"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/categories?post=22826"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/tags?post=22826"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}