GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Help & Learning Resources
Release Notes
Current Version
Recent Updates
Previous Versions
CONCEPTS
Design
Storyboard
Overview
FAQs
Conversation Designer
Overview
Dialog Tasks
Mock Scenes
Dialog Tasks
Overview
Navigate Dialog Tasks
Build Dialog Tasks
Node Types
Overview
Intent Node
Dialog Node
Dynamic Intent Node
GenAI Node
GenAI Prompt
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections
Node Connections Setup
Sub-Intent Scoping
Entity Types
Entity Rules
User Prompts or Messages
Voice Call Properties
Knowledge AI
Introduction
Knowledge Graph
Introduction
Terminology
Build a Knowledge Graph
Manage FAQs
Knowledge Extraction
Import or Export Knowledge Graph
Prepare Data for Import
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Knowledge Graph Analysis
Answer from Documents
Alert Tasks
Small Talk
Digital Skills
Overview
Digital Forms
Digital Views
Introduction
Widgets
Panels
Session and Context Variables
Context Object
Intent Discovery
Train
NLP Optimization
ML Engine
Overview
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
LLM and Generative AI
Introduction
LLM Integration
Kore.ai XO GPT Module
Prompts & Requests Library
Co-Pilot Features
Dynamic Conversations Features
Intelligence
Introduction
Event Handlers
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Default Standard Responses
Ignore Words & Field Memory
Test & Debug
Overview
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Conversation Testing Overview
Create a Test Suite
Test Editor
Test Case Assertion
Test Case Execution Summary
Glossary
Health and Monitoring
NLP Health
Flow Health
Integrations
Actions
Actions Overview
Asana
Configure
Templates
Azure OpenAI
Configure
Templates
BambooHR
Configure
Templates
Bitly
Configure
Templates
Confluence
Configure
Templates
DHL
Configure
Templates
Freshdesk
Configure
Templates
Freshservice
Configure
Templates
Google Maps
Configure
Templates
Here
Configure
Templates
HubSpot
Configure
Templates
JIRA
Configure
Templates
Microsoft Graph
Configure
Templates
Open AI
Configure
Templates
Salesforce
Configure
Templates
ServiceNow
Configure
Templates
Stripe
Configure
Templates
Shopify
Configure
Templates
Twilio
Configure
Templates
Zendesk
Configure
Templates
Agents
Agent Transfer Overview
Custom (BotKit)
Drift
Genesys
Intercom
NiceInContact
NiceInContact(User Hub)
Salesforce
ServiceNow
Configure Tokyo and Lower versions
Configure Utah and Higher versions
Unblu
External NLU Adapters
Overview
Dialogflow Engine
Test and Debug
Deploy
Channels
Publishing
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Analyze
Introduction
Dashboard Filters
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
LLM and Generative AI Logs
NLP Insights
Task Execution Logs
Conversations History
Conversation Flows
Conversation Insights
Feedback Analytics
Usage Metrics
Containment Metrics
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Team Collaboration
Plan & Usage
Overview
Usage Plans
Templates
Support Plans
Invoices
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Conversation Sessions
Multilingual Virtual Assistants
Get Started
Supported Components & Features
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Manage Translation Services
Multiingual Virtual Assistant Behavior
Feedback Survey
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
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Data
Overview
Data Table
Table Views
App Definitions
Data as Service
HOW TOs
Build a Travel Planning Assistant
Travel Assistant Overview
Create a Travel Virtual Assistant
Design Conversation Skills
Create an ‘Update Booking’ Task
Create a Change Flight Task
Build a Knowledge Graph
Schedule a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Train the Assistant
Use Traits
Use Patterns
Manage Context Switching
Deploy the Assistant
Use Bot Functions
Use Content Variables
Use Global Variables
Use Web SDK
Build a Banking Assistant
Design Conversation Skills
Create a Sample Banking Assistant
Create a Transfer Funds Task
Create a Update Balance Task
Create a Knowledge Graph
Set Up a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Add Data to Data Tables
Update Data in Data Tables
Add Data from Digital Forms
Train the Assistant
Composite Entities
Use Traits
Use Patterns for Intents & Entities
Manage Context Switching
Deploy the Assistant
Configure an Agent Transfer
Use Assistant Functions
Use Content Variables
Use Global Variables
Intent Scoping using Group Node
Analyze the Assistant
Create a Custom Dashboard
Use Custom Meta Tags in Filters
Migrate External Bots
Google Dialogflow Bot
APIs & SDKs
API Reference
API Introduction
Rate Limits
API List
koreUtil Libraries
SDK Reference
SDK Introduction
Web SDK
How the Web SDK Works
SDK Security
SDK Registration
Web Socket Connect and RTM
Tutorials
Widget SDK Tutorial
Web SDK Tutorial
BotKit SDK
BotKit SDK Deployment Guide
Installing the BotKit SDK
Using the BotKit SDK
SDK Events
SDK Functions
Tutorials
BotKit - Blue Prism
BotKit - Flight Search Sample VA
BotKit - Agent Transfer
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Bot Administration
  5. Dashboard

Dashboard

Note: This page refers to the Dashboard page of the Admin Console, for information on the Analytics Dashboard of the XO Platform refer here.

 

Upon accessing the Admin Console, you will be directed to its Dashboard page.

The Dashboard page of the Admin Console provides information related to assistant activity and a user overview of your company account.

Dashboard Metrics

Real-time Status

This gives an overview of your entire enterprise account at a given point in time. It is set to refresh every 1 minute, which can be customized using the dropdown next to the Refresh button.

The Real Time Status includes:

  • Active Bots – assistants that have one or more active sessions. Clicking on the expand arrow displays the name of the Active Bot along with the number of users interacting with it.
  • Active Channels – clicking on the card expands the list of active channels along with the number of users using the same.
  • Active Agent Sessions – agent sessions that are in progress at a given instance.

Bot Metrics

By default, Bot metrics based on usage of all bots during the last 24 hours is displayed. You can customize the metrics displayed by the time period and bot selection.

Select the Bot for which you want to see the metrics and further select a Task (multiple selections allowed) within the assistant if needed. By default, the metrics for all Bots are displayed

The Time Periods you can select are:

  • 7 Days – Data aggregated over the past seven days is displayed.
  • 24 Hours – Data aggregated during the preceding 24 hours is displayed. This is the default setting.
  • Custom – Click to display the Custom Date Range dialog that you can use to define a specific date period – start date, and the end data for displaying activity data. Selection up to a maximum of 90 days preceding the current date is allowed.
    • Filters can be applied to display Metrics for the following:
      • conversation session type (introduced in ver 8.0 – see here for more details on the conversation sessions) can be either one or both (default setting) of the following:
        • interactive sessions – the conversation which include one or more messages from the user;
        • non-interactive sessions – conversations where only assistant messages are presented without any message from the user;
      • over a specified Channel;
      • based upon the meta tags added at a message, user, or session levels. Multiple tags can be selected wherein the ‘AND’ condition is applied (see below for the applicability of the filter on widgets).

Bot Metrics provide access to the following information:

  • An overview of the number of successfully Completed Tasks, Total Users (unique users) who have interacted with the assistant, and number of Alerts Sent is displayed.
  • A graphic illustration of the Messages and Conversation Sessions by the hour. This includes
    • Number of Messages per hour/day based upon the time period selected. A message is defined as an interaction between the user and the assistant.
    • The number of Conversation Sessions per hour/day based upon the time period selected – Conversation Session is defined as the uninterrupted exchange of messages between the user and the assistant without change of intent even after a considerable idle time based on the assistant’s settings (refer here for sessions configuration).
  • A chart depicting the Billing Sessions by the hour/day based upon the time period selected. These are the number of 15-minute uninterrupted volleys constituting a billing cycle.
  • Hourly (or Daily) details of the Successful Tasks and Active User is displayed.
  • The activity related to Successful Tasks, assistants used, and Active Users are also displayed.

Tag based Filters

Post ver7.1 release of the XO Platform, you can filter the dashboard using meta tags added at a message, user or session levels. Multiple tags can be selected under the filter criteria, an ‘and‘ condition will be applied across multiple fields selected for filtering.

Note: This option is available only when one assistant is selected. Tag selection will be reset if you change the selection.

 

The following table provides the widget-wise applicability of meta tags on the dashboard.

 

Widget Type

Session Tags

User Tags

Message Tags

Realtime Widgets

Not Applicable

Not Applicable

Not Applicable

Completed Tasks

Applicable

Applicable

Not Applicable

Alerts Sent

Applicable

Applicable

Not Applicable

Total Users

Applicable

Applicable

Not Applicable

Messages & Conversation Sessions

Applicable

Applicable

Applicable for Chats

Successful Tasks

Applicable

Applicable

Not Applicable

Active Users

Applicable

Applicable

Not Applicable

Bots Used

Applicable

Applicable

Not Applicable

Sessions Count

Not Applicable

Not Applicable

Not Applicable

Dashboard

Note: This page refers to the Dashboard page of the Admin Console, for information on the Analytics Dashboard of the XO Platform refer here.

 

Upon accessing the Admin Console, you will be directed to its Dashboard page.

The Dashboard page of the Admin Console provides information related to assistant activity and a user overview of your company account.

Dashboard Metrics

Real-time Status

This gives an overview of your entire enterprise account at a given point in time. It is set to refresh every 1 minute, which can be customized using the dropdown next to the Refresh button.

The Real Time Status includes:

  • Active Bots – assistants that have one or more active sessions. Clicking on the expand arrow displays the name of the Active Bot along with the number of users interacting with it.
  • Active Channels – clicking on the card expands the list of active channels along with the number of users using the same.
  • Active Agent Sessions – agent sessions that are in progress at a given instance.

Bot Metrics

By default, Bot metrics based on usage of all bots during the last 24 hours is displayed. You can customize the metrics displayed by the time period and bot selection.

Select the Bot for which you want to see the metrics and further select a Task (multiple selections allowed) within the assistant if needed. By default, the metrics for all Bots are displayed

The Time Periods you can select are:

  • 7 Days – Data aggregated over the past seven days is displayed.
  • 24 Hours – Data aggregated during the preceding 24 hours is displayed. This is the default setting.
  • Custom – Click to display the Custom Date Range dialog that you can use to define a specific date period – start date, and the end data for displaying activity data. Selection up to a maximum of 90 days preceding the current date is allowed.
    • Filters can be applied to display Metrics for the following:
      • conversation session type (introduced in ver 8.0 – see here for more details on the conversation sessions) can be either one or both (default setting) of the following:
        • interactive sessions – the conversation which include one or more messages from the user;
        • non-interactive sessions – conversations where only assistant messages are presented without any message from the user;
      • over a specified Channel;
      • based upon the meta tags added at a message, user, or session levels. Multiple tags can be selected wherein the ‘AND’ condition is applied (see below for the applicability of the filter on widgets).

Bot Metrics provide access to the following information:

  • An overview of the number of successfully Completed Tasks, Total Users (unique users) who have interacted with the assistant, and number of Alerts Sent is displayed.
  • A graphic illustration of the Messages and Conversation Sessions by the hour. This includes
    • Number of Messages per hour/day based upon the time period selected. A message is defined as an interaction between the user and the assistant.
    • The number of Conversation Sessions per hour/day based upon the time period selected – Conversation Session is defined as the uninterrupted exchange of messages between the user and the assistant without change of intent even after a considerable idle time based on the assistant’s settings (refer here for sessions configuration).
  • A chart depicting the Billing Sessions by the hour/day based upon the time period selected. These are the number of 15-minute uninterrupted volleys constituting a billing cycle.
  • Hourly (or Daily) details of the Successful Tasks and Active User is displayed.
  • The activity related to Successful Tasks, assistants used, and Active Users are also displayed.

Tag based Filters

Post ver7.1 release of the XO Platform, you can filter the dashboard using meta tags added at a message, user or session levels. Multiple tags can be selected under the filter criteria, an ‘and‘ condition will be applied across multiple fields selected for filtering.

Note: This option is available only when one assistant is selected. Tag selection will be reset if you change the selection.

 

The following table provides the widget-wise applicability of meta tags on the dashboard.

 

Widget Type

Session Tags

User Tags

Message Tags

Realtime Widgets

Not Applicable

Not Applicable

Not Applicable

Completed Tasks

Applicable

Applicable

Not Applicable

Alerts Sent

Applicable

Applicable

Not Applicable

Total Users

Applicable

Applicable

Not Applicable

Messages & Conversation Sessions

Applicable

Applicable

Applicable for Chats

Successful Tasks

Applicable

Applicable

Not Applicable

Active Users

Applicable

Applicable

Not Applicable

Bots Used

Applicable

Applicable

Not Applicable

Sessions Count

Not Applicable

Not Applicable

Not Applicable

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