Customer Engagement & Scheduling
This section covers Conversations and Calendar together — are customers receiving timely engagement? All widgets respect the shared Dashboard date range picker.
The Customer Engagement & Scheduling section — the Conversations by Channel donut and mini KPIs.
Conversations
Conversations by Channel Chart
The Conversations by Channel chart with its legend and resize controls.
A donut chart of conversations by channel (WhatsApp, Email, SMS, Chat, and others), with a legend showing each channel's count and percentage.
Tip: Use the resize controls to adjust the chart's height.
Conversations Mini KPIs
The Conversations Mini KPIs.
| Card | What it shows |
|---|---|
| Total Conversations | All conversations in the period |
| Active Conversations | Conversations still unresolved |
| Avg. Response Time | Average first-reply time |
| Active Rate | % of conversations still active |
| Total Contacts | Contacts involved in conversations |
| Total Messages | All messages sent and received |
Conversations Trend Chart
The Conversations Trend chart.
A daily bar chart trending WhatsApp, Email, and total conversation volume.
Conversation Insights
The Conversation Insights card.
A Positive / Concern / Action insight card summarizing conversation health for the period.
Calendar
Calendar Trend Chart
The Calendar Trend chart with its header caption.
A daily bar chart of calendar updates, with a header caption showing active calendars and standard appointment duration.
Calendar Insights
The Calendar Insights card and stats strip.
A Positive / Concern / Action insight card, plus a stats strip, summarizing scheduling health for the period.
Video Walkthrough
Watch the complete walkthrough below.