<!-- Source: https://docs.vinsi.ai/getting-started/howto-use-dashboard -->
# How to Use the Dashboard

Learn how to monitor call activity, analyze AI agent performance, and export reports using the VINSI.AI dashboard.

Created September 18, 2025 · Updated September 16, 2026

## Filters

The **Dashboard** has four tabs: **Overview**, **Geographic**, **Agent Performance**, and **Reports**. The filters at the top apply to the data you see:

- **Day / Week / Month** and a date range
- **Call Direction** — All, Inbound, or Outbound
- **Agent**
- **Batch** (e.g. `B-###`) — hidden when Call Direction is Inbound

## Overview

The **General Overview Dashboard** provides a high-level summary of your call activity. Click **Refresh Data** to reload; the **Last updated** time is shown next to it.

- Total Call Minutes
- Number of Calls
- Call Success Rate
- Successful Calls / Tickets Created
- All Active Calls

Below the cards, the **Call Dispositions** chart (click a slice for details) and **Average Call Duration by Agent** chart are followed by an **Agent Performance** grid listing Agent Name, Call Count, and Average Duration.

## Geographic

The Geographic tab shows where calls come from on a map.

- Toggle between **United States** and **Global** views
- Toggle the map between **Calls** and **Duration**
- Summary cards: Total Calls, Active Regions, Top Performing State, International Calls
- Top 5 States by volume and by average duration, Time Zone Distribution, Top Countries, and Language Distribution

## Agent Performance

The Agent Performance tab provides detailed insights into how your AI agents are performing. Use **Analysis View** to switch between Overview, Agents, Voices, and Languages.

- Total Agents
- Top Performer
- Avg Success Rate
- Total Calls

Charts include Agent Call Distribution, Daily Call Volume by Top Agents, Voice Performance Analysis, and Language Distribution Analysis.

## Reports

The Reports tab offers ready-made reports grouped by category.

| Category                 | Reports                                                                                                                                          |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Call Activity**        | All Calls, Inbound Calls, Outgoing Calls, Web Call Sessions, Daily Call Volume, Hourly Call Distribution, Longest Calls, Short Calls (under 30s) |
| **Outcomes & Quality**   | Transferred Calls, Transfer Destinations, Failed / Error Calls, Disposition Summary, Scored Calls, Audited Calls, Flagged / Favorite Calls       |
| **Agents**               | Agent Performance Summary, Agent Activity by Day, Language Usage                                                                                 |
| **Campaigns & Outbound** | Batch Campaign Summary, Batch Call Detail                                                                                                        |
| **Callers & Usage**      | Repeat Callers, Monthly Usage                                                                                                                    |

Reports can be exported to Excel (up to 10,000 rows).
