Conversation AI Agents Dashboard

A consolidated analytics dashboard in HighLevel lets you evaluate all Conversation AI agents from one place. Use filters for date range, channel, and agent to quickly compare outcomes, spot trends, and act faster—without opening each agent individually. This article explains access, permissions, filters, and key metrics, and includes setup steps and FAQs.

TABLE OF CONTENTS

• What is the Conversation AI Bot Dashboard?
• Key Benefits of the Conversation AI Bot Dashboard
• Access & Permissions
• How to Access the Conversation AI Bot Dashboard
• Filters: Date Range, Channel, and All Agents
• Understanding Dashboard Metrics
• Frequently Asked Questions

What is the Conversation AI Bot Dashboard?

The Conversation AI Agents Dashboard provides a unified, high-level view of performance across all Conversation AI agents in your HighLevel account. Instead of visiting each agent’s page to gather insights, you can analyze cross‑agent activity from a single screen and then drill into a specific agent as needed.

Key Benefits of the Conversation AI Bot Dashboard

Understanding how this dashboard accelerates evaluation and decision-making helps teams prioritize the right improvements and allocate resources effectively.

• Single, comprehensive view: See all Conversation AI agents’ metrics on one screen to reduce time spent switching between individual agents.
  
  

• Faster decision-making: Use consolidated insights to quickly identify trends, outliers, and opportunities for optimization.
  
  

• Targeted analysis: Filter by Date Range, Channel, and Agent to isolate what matters and compare performance over different periods or channels.
  
  

• Permission-based visibility: Control who can access the dashboard by enabling a specific permission for the users who need it.
  
  

• No configuration changes required: The dashboard adds visibility on top of your existing Conversation AI setup—no additional bot changes are needed.

Access & Permissions

Proper permissioning ensures the right users have access to sensitive analytics while maintaining security and governance.

• Access to the consolidated dashboard is controlled by a permission: View Conversation AI Dashboard.
  
  

• When enabled for a user, the dashboard appears on the Conversation AI home page and also at the agent level.
  
  

• Admins can toggle access via Agency Settings → Team → Edit User → Roles & Permissions → AI Agents → View Conversation AI Dashboard.

How to Access the Conversation AI Bot Dashboard

Accessing the dashboard is simple and only takes a few clicks. Here you can access the metrics based on date range, communication channels, and also through your desired AI Agent.

Step 1: Go to Conversation AI under AI Agents from your HighLevel dashboard.

Step 2: Select the bot you want to review from the dashboard tab.

Step 3: Use the channel selector and date range picker to filter data by platform or timeframe.

Filters: Date Range, Channel, and All Agents

Filters allow you to refine the dashboard to answer specific questions—such as which channel is driving outcomes or how a single agent performs over time.

• Date Range: Narrow results to specific periods (for example, last week vs. last month) to identify trend changes.
  
  

• Channel: Focus on conversations from a particular channel when comparing performance across communication sources.
  
  

• Agent: Isolate a single Conversation AI agent’s metrics to evaluate impact and troubleshoot effectively.

Understanding Dashboard Metrics

Clear definitions prevent misinterpretation and help teams make high-confidence decisions based on consistent, repeatable metrics. Metric names may vary slightly in the UI over time. Use in‑app labels and tooltips as the source of truth if wording changes.

• Total Unique Contacts: Count of distinct contacts who engaged with Conversation AI within the selected time range (deduped contacts across messages).
  
  

• Actions Triggered: Number of automated actions initiated from AI-driven interactions (such as starting a workflow, applying a tag, creating a task, or transferring a conversation). Actual action types counted depend on your Conversation AI configuration.
  
  

• Appointments Booked: Count of appointments created via Conversation AI. Use this alongside your Calendars to validate specific bookings.
  
  

• Average Messages per Contact: Average number of messages exchanged with each unique contact over the selected period. This helps gauge conversation depth and efficiency.
  
  

• Time Saved: Estimated time savings from automated handling of conversations and tasks. This metric provides directional insight into productivity gains.

Frequently Asked Questions

Q. Where can I find the consolidated Conversation AI dashboard?
Go to AI Agents → Conversation AI. If you don’t see it, check your permission: View Conversation AI Dashboard.

Q. Who can access the dashboard?
Only users who have View Conversation AI Dashboard enabled by an admin. Without this permission, the dashboard is hidden.

Q. What filters are available?
Date Range, Channel, and Agent.

Q. Does this change how my agents are configured?
No. The update adds visibility only—no setup changes are required for your existing agents.

Q. Can I analyze a single agent’s performance?
Yes. Use the Agent filter on the consolidated view, or open the agent‑level dashboard.

Q. Why don’t I see any data?
Confirm your permission is enabled, at least one agent is published, channels are connected, and the date range is correct.

Q. Can I compare channels over time?
Yes. Use the Channel with different Date Range selections to review changes and trends.

Q. Does the dashboard include appointments?
Yes. Appointments Booked shows bookings created via Conversation AI. Validate details in the Calendars area if needed.