Insights Studio - User Guide

Jan 7, 2026

What is Insights Studio?

Insights Studio helps you extract meaningful business insights from your agent and projection datasets without spreadsheets or complex analytics tools.

In a few clicks, you can create dashboards, explore your dataset, and build visual widgets to track volume, trends, category splits, and performance over time.

Who is this for?

Business owners and managers who want quick answers from agent data.
Operations teams who track daily activity and outcomes.
Any non-technical user who needs charts and dashboards in minutes.

What you can do

Create dashboards from agent or projection datasets.
Build widgets: charts, pivot tables, KPI cards, and text blocks.
View raw data in the Data Explorer.
Group by time (Hour, Day, Week, Month).
Choose metrics (Count, Sum, Average, Min/Max, etc.).
Add filters and dropdown filters to focus on specific segments.

1. Dashboards

From the left sidebar, open Insights Studio. You will see the dashboard list with all existing dashboards.

Each dashboard card includes (if it exists):

Dashboard name and data source.
Widget count and created date.
Visibility status (Public or Private).
Quick actions: View, Edit, Delete, and visibility toggle.

To start: Click the "Create dashboard" button.

2. Create a dashboard (choose data sources)

After you click "Create dashboard", a dialog will open.

Enter a dashboard name (example: Sample Analytics).
Select one or more data sources (Click on select all):
- Projection datasets (Poll results, Task, Escalations)
- Custom Agents (your agent datasets).
Click "Create Dashboard".

Tip: You can combine multiple datasets in one dashboard, which makes comparisons easier.

The dashboard opens with an edit dashboard.

Highlight - view data

3. Explore your data in View Data

Before building charts, it helps to understand which fields are available. Click "View Data" to open the Data Explorer.

What you can do here:

Click on select data to see different datasets
Search across rows.
Select any column name you want to filter and select its respective value.
Sort by any column (ascending or descending).

Let’s create dashboard

4. Add widgets to your dashboard

Available only when you’re in Edit mode.

Click "Add Widget" to choose what you want to create:

Chart
Pivot Table
KPI Card
Text Block

4.1 Create a chart

Select "Chart" to open the chart builder.

The chart builder works in this order:

Give the chart a name.
Select the dataset (if multiple are available).
Choose a chart type.
Select Dimensions (X-axis and optional breakdown).
Optionally group by time.
Choose a Metric (count or aggregation).
Add Filters and Display options.
Click "Create Chart" (or "Update Chart").

Example ideas:

Orders by store: X-axis = store, Metric = count (or sum of revenue).
Purpose of visit by project: X-axis = project_name, Breakdown = purpose_of_visit.
Daily visits: X-axis = date or created_at, Group by Time Period = Day, Metric = count.

4.1.1 Give the chart a name.

4.1.2. Select the required dataset (if multiple are available).

4.1.3. Choose a chart type

Pick a chart type based on what you want to understand:

Bar: Compare categories (example: visits by project, expenses by category).
Line or Area: Show trends over time (example: daily orders).
Pie or Donut: Show share or distribution (example: purpose of visit).
Scatter: Compare two numerical fields (example: discount percent vs effective price).

4.1.4. Set Dimensions (X-axis and Breakdown)

Dimensions decide what your chart is grouped by.

X-Axis (Primary Dimension): The main field you want to analyze.
Breakdown (Optional): Splits each X-axis item into multiple series (useful for comparisons).

4.1.5. Dropdown filter

Add the dropdown filter if required in the chart by selecting the

4.1.6. Use "Group by Time Period" for trends

Group by Time Period is optional. Use it when you want to group results by time.

Options:

None: No time grouping (best for category comparisons).
Hour: Results grouped into hours (9 AM, 10 AM, etc.).
Day: Results grouped day-by-day.
Week: Results grouped week-by-week.
Month: Results grouped month-by-month.

Note: For time grouping to work, your selected X-axis should be a date or time field (example: created_at, date, entry_time).

4.1.7. Choose a Metric (what to calculate)

Metrics decide what number the ch

art should show for each group.

*Row Count (COUNT ): Counts how many records exist in each group. This is the most common choice.
Column Aggregation: Calculates a value using a selected column and an aggregation function (sum, average, minimum, maximum, etc.).

When to use which:

Use Row Count for "how many" (visits, orders, records).
Use Column Aggregation for "how much" (total revenue, average discount, max bill amount).