Custom Dashboards

Build personalized dashboards to monitor the metrics that matter most to your business.

Last updated: April 19, 2026
Last updated:

Live Bots 365 provides a powerful dashboard builder that lets you create personalized views of your AI assistant's performance. Instead of navigating through multiple reports, you can build a single dashboard that shows exactly the metrics you care about — updated in real time. Custom dashboards are especially useful for team leads, managers, and business owners who need a quick overview without diving into raw data.

Default Dashboard

When you first log in, you will see the default dashboard with key metrics across all your assistants and campaigns. This includes total calls today, active campaigns, recent conversations, and overall performance trends. The default dashboard is a great starting point, but most users quickly find they want to customize it to focus on their specific goals.

Creating a Custom Dashboard

Navigate to Dashboards in the left sidebar and click New Dashboard. Give it a descriptive name — for example, "Sales Team Overview" or "Customer Support Metrics." You can create multiple dashboards for different teams, campaigns, or time periods.

Available Metrics

Call Metrics

  • Total calls
  • Inbound vs. outbound
  • Average call duration
  • Peak call hours
  • Calls by assistant

Campaign Performance

  • Contacts called
  • Answer rate
  • Conversion rate
  • Voicemail rate
  • Retry attempts

Conversation Quality

  • Containment rate
  • Transfer rate
  • Hang-up rate
  • Customer satisfaction score
  • Resolution time

Financial

  • Minutes used
  • Cost per call
  • Cost per conversion
  • Credits remaining
  • Projected monthly spend

Dashboard Filters

Every dashboard supports filters that let you narrow the data to a specific time range, assistant, campaign, or phone number. Common filter combinations include:

  • Today / This Week / This Month / Custom Range: Focus on recent performance or historical trends.
  • Specific Assistant: Compare performance across different AI assistants.
  • Specific Campaign: Track the results of a particular outbound campaign.
  • Phone Number: Analyze performance for a specific inbound number.

Sharing Dashboards

You can share dashboards with team members by clicking Share and entering their email addresses. Shared users can view the dashboard but cannot edit it unless you grant edit permissions. You can also generate a read-only shareable link for stakeholders who do not have a Live Bots 365 account.