Overview

By default, a newly created dashboard will include several default widgets. These may or may not meet the needs of your role or job function. To add new widgets:

1. Click Add Widget to open the Add Widget menu.

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Note: You may first wish to first delete widgets that are not needed in order to make room for the new. To do so, select the menu icon in the upper corner of the undesired widget, and click delete.

2. The Widget Menu currently has 57 widgets that can be added, but the list may evolve over time. This collection spans three categories.
   1. Agent Performance - This category offers a selection of interactive, insightful widgets designed to monitor, measure, and improve your contact center agents' performance. Widgets in this group track key performance-specific indicators and overall agent productivity. By default, the widgets open into this category.
   2. Conversation Statistics - These widgets focus on providing detailed analytics of customer interactions within your digital contact center. From average response time, channel segmentation, unique customers, and conversations per hour to SLA success rate, these widgets provide granular data on your customer communications.
   3. Other - Additional widget and time trackers.

Adding a Widget to the Dashboard

Follow these steps to add a widget(s) to a current or new dashboard.

1. Click the checkbox next to the desired widget.

2. Scroll to the bottom of the workspace, then click Add.

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Note: You can also see which widgets are already added to the current dashboard already. Each is marked with a green checkmark.

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Note: If you are uncertain of the function of a widget, you can select See Preview to see what it will look like once added to your dashboard.

The preview will be shown within the Add Widget Menu workspace, allowing you to see how it functions:

3. You can also select multiple widgets at once and click Add to add them to your dashboard. Click on Clear selected widgets to unselect the widgets.

   

4. Similarly, you can navigate to other widget categories and add widgets to your Dashboard.