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Ask Conductor to build an analytics dashboard or improve one you already use. Describe what you want to measure, then review its proposed changes before applying them.

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When to use it

Use Conductor when you know the question you want a dashboard to answer and need help choosing or configuring charts. You can also ask it to explain an existing chart or suggest improvements to a dashboard. For example, an appointment-booking team could ask: “Help me build a call dashboard showing call volume, success rate, and average duration by week. Break it down by agent.”

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Not sure where to start?

Open a new Conductor conversation on Analytics and choose a starter suggestion. It fills the message box so you can edit it before sending:
  • Build a dashboard — describe what you want to measure and why.
  • Add useful charts — choose charts that support your dashboard’s goals.
  • Improve this dashboard — review the current dashboard and suggest improvements.
Conductor on Analytics showing Build a dashboard, Add useful charts, and Improve this dashboard.

Starter suggestions for building and improving analytics dashboards.

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Build or improve a dashboard

1

Open Analytics and Conductor

Go to Analytics, select the dashboard you want to work on, and open Conductor.
2

Describe your goal

Ask for a new dashboard, a dashboard name change, or charts to add, update, or remove. Include whether you want call or chat data, the metrics, the time range, and any filters or breakdowns.For example: “Add a chart showing unsuccessful calls over the last four weeks, broken down by disconnection reason.”
3

Review the proposal

Review the proposed dashboard and chart changes. Accept the changes you want, reject the others, then submit your review in Conductor.
Full Analytics page with five charts, global date range, Filter and Breakdown controls, and Conductor's pending review. The proposed Call Success Rate chart change appears beside the unchanged charts.

A dashboard proposal with the Call Success Rate chart change.

Analytics dashboard showing a proposed Call Success Rate chart update beside Conductor's Review changes card, with the reject and accept controls.

Review a proposed chart update and accept or reject it before submitting.

Click a proposed change to find the affected chart or setting. Where available, use View original and View proposed to compare versions. Use Undo to change a decision before submitting. If the proposal belongs to another dashboard, click Open this dashboard to review it there. Finish the pending review before manually editing charts or dashboard settings. See Analytics dashboard for available metrics, chart types, filters, and breakdowns.

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Change global filters and breakdowns

Ask Conductor to change global filters and breakdowns when you want the change to apply across the dashboard. Global filters limit which calls or chats appear in every chart; global breakdowns group the results across charts, such as by agent or agent version. For example:
  • “Filter this entire dashboard to inbound calls.”
  • “Break down every chart on this dashboard by agent.”
  • “Remove the global agent breakdown from this dashboard.”
Conductor includes these changes in its dashboard proposal. Review the proposed Filter and Breakdown settings in the dashboard header, accept or reject them, then submit your review.
Analytics header previewing Type: Inbound and an Agent breakdown with the product's native proposal outlines.

A proposed inbound-call filter and agent breakdown in the dashboard header.

Conductor Review changes showing Dashboard filters and breakdown, with accept and reject controls and an unsubmitted review.

Review global filters and breakdowns together before submitting.

If you only want to change one chart, name or attach that chart and say so. Chart-level filters are combined with the global filters, so both restrictions apply. See Filters and breakdowns for the available fields. Conductor can also return a navigation link to an analytics dashboard with filters and breakdowns included. Click View to open that selection and keep the conversation alongside it.

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Give Conductor chart context

With Conductor open on Analytics, click a chart to attach it as context, then ask your question. For example: “Explain what this chart measures and suggest a breakdown to help compare agents.” You can also use Add context (+): choose Charts for charts on the current dashboard, or Analytics to attach a dashboard. To attach several items, use Multi-select, select them, and click Save. Check the context chips before sending your message. See Give Conductor context for other resources you can attach.

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View charts in chat

Conductor can show a chart directly in its reply so you can inspect the result without first adding it to a dashboard. Ask for a metric and time range, such as “Show call counts over the last three months.” The chart shows a snapshot of the results returned with that reply, rather than refreshing as dashboard data changes. You can keep discussing it in chat or save it to a dashboard.
Conductor conversation displaying a Call Counts bar chart for the last three months, with the Add to this dashboard button below the chart.

A Call Counts chart in a Conductor reply, with Add to this dashboard below the chart.

When Conductor returns a chart in its reply, click Add to this dashboard to save it to the dashboard currently open in Analytics. From another page, click Use in Analytics first. The chart and dashboard must use the same data source: call charts belong on call dashboards, and chat charts on chat dashboards. Adding a chart requires analytics edit access. Finish any pending Conductor review before adding it.