Dashboard Guide
Learn how to use the ChatVix CRM Dashboard to monitor your chatbot's performance and manage your business.
Dashboard Overview
The Dashboard is your command center for monitoring chatbot performance, tracking leads, and managing customer interactions. It provides a real-time overview of your business metrics and allows you to quickly access key features.
KPI Cards
Monitor conversations, leads, tickets, and response times in real-time
Visual Analytics
Charts and graphs showing trends, conversions, and performance metrics
Dashboard Tabs
Overview
Real-time KPIs, graphs, and key metrics at a glance
Activity
Recent conversations, leads, and tickets in chronological order
Analytics
Detailed charts and graphs showing trends and performance
Actions
Quick actions to create leads, tickets, or perform bulk operations
Key Features
Real-Time KPIs
Monitor key performance indicators including total conversations, leads captured, response times, and conversion rates.
Activity Overview
View recent conversations, new leads, and support tickets in a unified activity feed.
Trend Analysis
Compare current period performance with previous periods to identify trends and growth.
Quick Actions
Create new leads or support tickets directly from the dashboard for faster workflow.
Data Export
Export dashboard data in CSV, Excel, or PDF formats for external analysis.
Customizable Views
Switch between Overview, Activity, Analytics, and Actions tabs to focus on what matters most.
How to Use the Dashboard
View Real-Time Metrics
The Overview tab displays KPI cards showing your current performance metrics. Each card shows the current value, growth percentage, and trend indicator.
- Total Conversations - All chatbot interactions
- Leads Captured - Contacts collected from conversations
- Support Tickets - Active and resolved tickets
- Response Time - Average time to respond to customers
Analyze Trends
Use the Analytics tab to view detailed charts and graphs. You can:
- Compare current period with previous periods
- View conversion funnels and drop-off rates
- Analyze lead sources and channels
- Track response times and resolution rates
Monitor Activity
The Activity tab shows a chronological feed of recent events:
- New conversations started
- Leads captured with contact information
- Support tickets created or updated
- Form submissions and responses
Take Quick Actions
The Actions tab provides quick access to common tasks:
- Create new leads manually
- Create support tickets
- Export data in various formats
- Refresh data to get latest updates
💡 Pro Tips
- Use the comparison mode to compare current period with previous periods
- Export data regularly for external analysis and reporting
- Set up notifications to get alerts for important events
- Use keyboard shortcuts (Ctrl+K) for quick navigation