Quick Answer
Use the Conversation AI Dashboard to measure bot activity, efficiency, and results over time.
Go to Settings → Conversation AI, open the bot you want to monitor, and select the Dashboard tab. From there, review performance metrics, filter results by channel and date range, and use actionable insights to identify where the bot may need improvement.
Measuring AI Performance Without Guessing What’s Working
You may be using Conversation AI, but it’s not always clear how well your bot is performing or where improvements are needed.
The Conversation AI Dashboard gives you clear metrics and insights so you can track activity, efficiency, and results over time.
Without visibility into performance, it can be difficult to optimize your automation or understand what’s working.
The dashboard helps you measure how your bot is performing, evaluate efficiency, and identify what to improve without relying on guesswork.
At a Glance
Before You Begin
Make sure the bot has enough activity to make the dashboard useful.
- Have an active Conversation AI bot available.
- Open the correct bot before reviewing its dashboard.
- Choose the timeframe you want to evaluate.
- Know which communication channel or channels you want to compare.
- Use the same date ranges when comparing performance before and after a change.
How to Open the Conversation AI Dashboard
Open Settings
Go to Settings in your BizStackPro account.
Open Conversation AI
Select Conversation AI.
Select the Bot
Open the bot you want to monitor.
Open the Dashboard Tab
Select the Dashboard tab to review performance data.
Key Metrics You’ll See
Total Unique Contacts
Shows how many different people the bot interacted with.
Actions Triggered
Shows how often the bot initiated actions such as workflows or updates.
Appointments Booked
Shows the total appointments scheduled through bot-driven interactions.
Average Messages per Contact
Shows how many messages it typically takes to resolve or progress a conversation.
Time Saved
Provides an estimate of manual time avoided through automation.
How to Filter and Compare Dashboard Data
Use the dashboard filters to narrow the data and compare performance over time.
Choose a Channel
Use the Channel Selector to isolate insights by channel, such as chat, SMS, or another available communication channel.
Choose a Date Range
Use the Date Range Selector to focus on a specific timeframe.
Compare Performance
Compare different periods to identify trends, improvements, or declines in performance.
Compare before and after a change
Compare a period before a prompt or workflow update with a similar period afterward to see whether the change improved results.
Understanding Actionable Insights
Actionable insights are system-generated recommendations intended to help improve bot responses, efficiency, and overall performance.
- Look for patterns where conversations take too many messages.
- Review missed opportunities where the bot could have triggered a useful action.
- Use the insights as next steps for improving prompts, goals, or routing.
Best Practices
- Refine responses: If Average Messages per Contact is high, review whether the bot needs clearer prompts or more direct answers.
- Track efficiency: Watch Time Saved to see whether automation is reducing manual work.
- Follow trends: Compare consistent date ranges so performance changes are easier to evaluate.
- Use insights as guidance: Treat dashboard recommendations as a starting point for reviewing prompts, goals, and routing.
Frequently Asked Questions
What metrics does the Conversation AI Dashboard track?
The dashboard tracks Total Unique Contacts, Actions Triggered, Appointments Booked, Average Messages per Contact, and Time Saved.
How can I filter data in the dashboard?
Use the Channel Selector and Date Range Selector to narrow down insights to specific periods or communication channels.
What are actionable insights, and how can they help my business?
Actionable insights are system-generated recommendations intended to help optimize the bot’s performance and efficiency.
Can I compare the bot’s performance over different time periods?
Yes. Use the Date Range Selector to analyze trends and improvements over time.
Continue Learning
Continue learning how to understand, measure, and improve Conversation AI activity.
