Customise Success Dashboard
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07-08-2025 06:02 AM
Hello Developers,
I'd like to customize the Success Dashboard by adding a new metric titled ‘Self-Solved using AI’, positioned below the existing ‘Self-Solved using Virtual Agent’ section.
At this point, I'm not sure where these metrics are being sourced from or how to configure new ones. Once the option is added, I’d also like to define the underlying numerator/denominator matrix that will drive the metric display.
Could you please guide me on:
Where these dashboard metrics are configured
How I can add and define the new 'Self-Solved using AI' metric
Appreciate your support.
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07-09-2025 01:05 AM
Hi @Naveen87 ,
Thanks for your update. I am sharing my response for your latest request.
Please mark helpful and accept my previous answer worthy for you.
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07-09-2025 08:11 AM - edited 07-09-2025 08:11 AM
Hi @Naveen87 ,
Have you created new data source for interaction table ? if yes "Facts Table" you have to select the interaction table for indicator source and indicator. Reference screenshots as your reference.
Please mark helpful and accept my previous answer worthy for you.
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07-11-2025 01:23 AM
Thank you. That was really helpful.
I found existing entry for relevant table & I have used it now.
My KPI looks like this,
How can I make it look like this?
Can you please Advice.
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07-10-2025 01:13 AM
Hi @Naveen87 ,
Did you get a chance to check my previous response ?
Please mark helpful and correct answer if it's worthy for you.