Your client dashboard now has a powerful analytics page that brings together data from every agent into one place.

Custom Charts — build them in seconds

Add custom charts to your dashboard with the new template picker. Choose from ready-made templates and configure them to track what matters most to your client:

• KPI Cards — single number metrics like total bookings, lead count, or estimated revenue

• Summary Banners — headline-style summaries that combine multiple metrics into one glanceable row (e.g. "142 calls this week, $2,400 estimated revenue, 87% success rate")

• Agent Breakdown Tables — side-by-side comparison of every agent's performance with columns you choose (conversations, call duration, success rate, custom values, and more)

Revenue-aware metrics automatically multiply by your value-per-unit, so a chart tracking bookings at $120 each shows $2,400 — not just "20".

Note: Custom Metrics are only available on Growth or higher plans.

Export Analytics to CSV

One click exports your analytics as a CSV file — per-date breakdowns, KPI totals, voice metrics, and custom chart values included. Available on both the unified client dashboard and individual agent analytics pages across all supported platforms (previously existed only for Voiceflow users). Export access can be toggled on and off in the client access.