Hi, a few recommendations to improve the experience around the Topics 1. Create a Topics template, same as you have it for the Analysis page to organize the page. Would save ample time for like businesses that we deal with| 2. Drag functionality within the Topics and Subtopics. Currently, the first subtopic you add turns out to be the last if you add multiple. Same for topics. - Would much prefer the ability to drag and slide the last to first option, as an example. Thanks

Retention Express 11 days ago

2

Hi Chat-Dash team, I'm building an automated daily reporting system for one of my AI voice clients using Make.com. Currently, I can manually export conversation data from Chat-Dash as a CSV, and I can see that the Chat-Dash dashboard itself retrieves conversation data through your internal API. My goal is to automatically generate and email a daily executive report every day at 5:00 PM without scraping Retell directly. Ideally, I'd like one of the following: • A documented API endpoint for Conversations or Analytics • A permanent API key/service account for server-to-server requests • A scheduled CSV export • A webhook or reporting endpoint that returns conversation analytics for a specified date range The daily report would include metrics such as: Total conversations Business hours vs. after-hours calls Average call duration AI resolution rate Transfer rate Top call reasons Call end reasons Daily trends This would allow agencies like mine to automatically deliver professional daily reports to clients. Is there an official API or another supported method for automating these exports? Thanks!

Gil Galindo 19 days ago

1

First off, I absolutely love ChatDash. We're using it as the client-facing analytics dashboard for our AI voice agents, and it's quickly becoming one of our favorite tools. One feature that would make it incredibly powerful for agencies would be support for calculated dashboard widgets and custom client variables. Right now, widgets can perform operations like Count, Sum, Average, etc., but they can't perform calculations on those results. For example, many of us sell AI subscriptions that include a monthly minute allowance. Example: Included Minutes: 500 Minutes Used: SUM(duration) Minutes Remaining: 500 - SUM(duration) I'd love the ability to create Number widgets using formulas such as: Minutes Remaining Minutes Used This Billing Cycle Usage Percentage Estimated Monthly Invoice Overage Minutes Cost Per Minute Average Cost Per Call It would also be extremely helpful if each client dashboard could have configurable variables like: Included Minutes Monthly Call Limit Billing Start Date Billing End Date Monthly Budget Cost Per Minute Those variables could then be referenced inside formulas and widgets. For agencies like ours that manage AI voice agents for multiple clients, this would eliminate the need for external databases or BI tools just to calculate subscription usage. I genuinely believe this would make ChatDash one of the strongest client reporting platforms available for AI agencies. Thanks again for building such an awesome product!

Gil Galindo 22 days ago

1

being able to show contact first and last name in dashboard would be nice

Jeremy Dupont about 1 month ago

4

I can't see if/when clients have submitted their payment info or logged into their account. This would be super helpful to understand if their account is fully set up and they can get their phone number

Jeremy Dupont about 2 months ago

1

Hello, I have a new client that is on board for us providing an ai agent to handle incoming calls. They even like the Chat-dash whitelabel dashbord. The client doesn’t want to keep checking the Dash board and refreshing to check for new calls. Is there a way to have the calls automatically get emailed to them. thank you

Paul Mocur 2 months ago

Hey, quick question on client visibility. I'm on an admin login and viewing a client account through the client view, but I can't find where to see when that client last logged into the dashboard. Is there a field or report that shows last login activity per client? Thanks!

Franco Nogueira 3 months ago

2

Retell released a new feature anwering the iOS voicemail - please include this as a setting on agents page.

vozi 3 months ago

3

Customer has requested the integration of voice and chat functionalities into a single widget. Additionally, the customer is requesting integration with Retell Chat. The primary motivation for these requests is to reduce current operational costs associated with using multiple separate services (Voiceflow, ChatDash, and Retell).

Pro Level Solutions LTD 3 months ago

I like the new After-Hours Call Tracking. My client has different business hours on weekends, and the existing feature does not have the flexibility to allocate business hours for each day. Am I missing something or is this feature does not offer this option today?

Franco Nogueira 4 months ago

5

Is there a way to have two different conversation labels for instance: Patients Name and Insurance

Paul Mocur 4 months ago

We are starting to build multiple agents for certain clients and need more flexibility in how subscriptions are managed. It would be very helpful if we could manage agent assignment within an existing client subscription directly from the dashboard, including reassigning a subscription to a replacement agent, adding additional agents under that subscription, and removing agents from it when needed. This would help us avoid duplicate subscriptions, unexpected charges, billing confusion, and repeated support requests for routine agent changes. Having this available in the dashboard would make the process much more streamlined for our team and reduce manual backend work for yours.

Darian Sueiro 4 months ago

1

I like the ability to provide a view into afterhours. But, it is restricted the way I am seeing it. I can only choose one set of hours that must be applied to all days. We have customers that are 7 days a week so the best option is to have 7 day option to customize the hours. Our Saturdays and Sundays tend to have different hours than Mon-Fri.

Retention Express 4 months ago

4

Could we have a feature where transcript spreadsheets from the last 7 days from all clients can be emailed to you. I would like to analyse what agents have been busy and are performing well but at the moment it's very manual clicking into everything. I would love to have all transcripts emailed to me and I get an AI model to tell me the trends

Tommy Martin 5 months ago

1

I want to include the 'campaign_id' in the ChatDash outbound webhook data (specifically the 'call.started' event) so that I can track which campaign a call belongs to in my downstream systems. Currently, only 'platformId' (call_id) is available.

Emerald Corn 5 months ago

1

Combined one time set up fee with ongoing subscription in one package.

User 5 months ago

i give my clients 7 days trial option and i don’t have the option here to do it so please add it

Anouar Mata 5 months ago

1

currently on the conversations list page, when doing QA, we are forced to go back and 4th between the clients accounts. is there a global conversations page where we can see all clients calls ?

Agentli BWM 5 months ago

3

I prefer my clients not know what platform we use to build our agents.

Janysh Osmon 5 months ago

1

I have been testing the SaaS option in Chat Dash as I love the idea of it. Is it possible for a SaaS user to purchase a phone number via the interface, or is it limited to importing only via SIP currently? AND if it is limited, is it on the roadmap to add this feature. I fear it will be very limiting and confusing for an average user to have to purchase a phone number elsewhere, then import it. I think they would sooner use another service that has it all combined. Thank you.

AVAIRY Solutions 5 months ago