Widget Configuration

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Creating Widgets

1. Navigate to custom dashboard
2. Click “Manage Widgets” then “Create New Widget”
3. Select widget type
4. Follow 2-3 step wizard
5. Save and add to dashboard

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Stat Widgets

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Step 1: Basics

• Internal identifier for widget list
• Not displayed on dashboard
• Example: “Total Calls This Month”

• Choose data source: calls, leads, campaigns, assistants, phone_numbers, sms
• Determines available columns

• COUNT - Total number of records (no column needed)
• SUM - Sum of values (requires column selection)
• AVG - Average of values (requires column selection)
• MAX - Maximum value (requires column selection)
• MIN - Minimum value (requires column selection)

• Select numeric column to aggregate
• Example: duration for average call length
• Not needed for COUNT

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Step 2: Display & Filters

• Main heading shown on widget
• Example: “Total Calls”

• Optional text below the value
• Hidden if comparison enabled
• Example: “Calls made this month”

• primary (blue), success (green), warning (yellow), danger (red), info (cyan), gray
• Choose based on metric type (green for positive, red for negative)

• Displays small line chart showing daily trend
• Uses same date range as stat

• Shows percentage change from previous period
• Example: Last 7 days vs previous 7 days
• Displays “+15%” or “-8%” with up/down arrow
• Overrides description field

• Filter by creation date
• Options: Today, 1, 7, 14, 30, 60, 90, 180, 365 days

• Add filters to narrow data
• Multiple conditions combined with AND
• See Filtering Data section

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Examples

Aggregation: COUNT
Table: calls
Label: "Total Calls"
Description: "Last 30 days"
Color: primary
Date Range: 30 days

Aggregation: AVG
Table: calls
Column: duration
Label: "Avg Duration"
Color: info
Show Mini Chart: Yes
Date Range: 30 days

Aggregation: COUNT
Table: calls
Label: "Appointments Booked"
Color: success
Compare: Yes
Date Range: 7 days
Conditions:
  - status = completed
  - evaluation.appointment_booked = true

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Chart Widgets

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Step 1: Basics

• line - Trends over time
• bar - Compare categories or time periods
• area - Filled trend chart
• pie - Proportions (requires Group By)
• donut - Pie with center hole (requires Group By)
• polarArea - Circular with varying radius (requires Group By)
• radar - Multi-axis comparison
• radialBar - Single progress indicator

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Step 2: Display & Filters

• Chart title

• Optional subheading text below the chart
• Example: “Last 30 days performance”

• Chart primary color
• For pie/donut, uses multi-color palette (blue, green, orange, red, purple, pink)

• Same as stats

• Group data by column values
• Examples: Status, Campaign Id, Assistant Name
• Required for pie/donut/polarArea charts
• Optional for bar/radar charts
• Cannot use with Group By Period

• Group by time buckets
• Options: hour, day, week, month
• Used for line/bar/area charts
• Cannot use with Group By

• Same as stats

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Step 3: Advanced (Charts Only)

• Background horizontal/vertical lines
• Helps read exact values
• Default: Yes

• Color-coded labels
• Default: Yes for pie/donut/polarArea, No for others
• Position: Bottom of chart

• Hover popups with exact values
• Default: Yes (recommended)

• Values displayed directly on chart elements
• Default: Yes for pie/donut/polarArea, No for others
• Can clutter line/bar charts

• Zoom and download controls
• Default: No

• smooth - Rounded curves (default, visually appealing)
• straight - Direct lines (precise)
• stepline - Step-wise (good for discrete events)

• Thickness in pixels (1-10)
• Default: 2px

• Vertical space in pixels (200-800)
• Default: 300px
• Taller charts better for more data points

• Color gradient effect
• Default: No

• End color for gradient
• Default: Green (#10b981)

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Chart Type Guide

• Use for: Daily/weekly trends, continuous data
• Requires: Group By Period
• Example: Calls per day last 30 days

• Use for: Category comparison, time periods
• Can use: Group By (categories) OR Group By Period (time)
• Example: Calls per campaign, hourly distribution

• Use for: Same as line, emphasizes volume
• Requires: Group By Period
• Example: Call volume trend

• Use for: Proportions, percentages
• Requires: Group By (NOT Group By Period)
• Example: Call status breakdown

• Use for: Like pie but shows magnitude via radius
• Requires: Group By
• Example: Campaign contribution

• Use for: Multi-variable comparison
• Requires: Group By
• Example: Performance across metrics

• Use for: Single percentage/progress
• Does not use: Group By or Group By Period
• Example: Goal completion %

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Examples

Table: calls
Aggregation: COUNT
Chart Type: line
Label: "Daily Calls"
Group By Period: day
Show Grid: Yes
Stroke Curve: smooth
Date Range: 30 days

Table: calls
Aggregation: COUNT
Chart Type: pie
Label: "Call Status"
Group By: status
Show Legend: Yes
Show Data Labels: Yes
Date Range: 7 days

Table: calls
Aggregation: COUNT
Chart Type: bar
Label: "Calls By Hour"
Group By Period: hour
Date Range: 7 days

Table: calls
Aggregation: COUNT
Chart Type: bar
Label: "Calls Per Campaign"
Group By: campaign.name
Date Range: 30 days

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Table Widgets

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Step 1: Basics

• Choose source: calls, leads, campaigns, assistants, phone_numbers, sms

• Select campaign to:
  • Filter table to that campaign
  • Enable custom variable columns
• Optional

• Select assistant to:
  • Filter table to that assistant
  • Enable evaluation field columns
• Optional

• Basic columns: Id, Status, Created At, etc.
• Relationship columns: Assistant Name, Campaign Name
• Evaluation fields: evaluation. (if assistant selected)
• Lead variables: variables. (if campaign selected)
• Default if none selected: Id, Status, Created At

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Step 2: Display & Filters

• Table heading

• Optional subheading

• Same as stats/charts

• Default sort column
• Only simple columns (not relationships)
• Default: created_at

• desc (newest first) - default
• asc (oldest first)

• Number of rows to display (1-100)
• Default: 10

• Same as stats/charts

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Interactive Features

• Table rows are clickable
• Automatically links to detail/edit page for the record
• Works for: Calls, Leads, Campaigns, Assistants

• Change date range directly on the widget
• Overrides the configured default date range
• Useful for exploring different time periods

• Multi-select dropdown to filter by status
• Available for: Calls, Leads, Campaigns, Assistants, SMS
• Select multiple statuses at once

• Long text automatically truncates at 50 characters
• Hover over truncated text shows full content in tooltip

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Column Types

• International format (+1 555 123 4567)
• Country flag prefix
• Examples: client_phone_number, phone_number

• Colored badges
• Examples: status field on any table

• “3 hours ago” format
• Hover shows full datetime
• Examples: created_at, updated_at

• Boolean fields: checkmark or X with green/red badge
• Non-boolean fields: value with gray badge
• Hover shows field description
• Format: evaluation.

• Custom lead data
• Format: variables.
• Examples: customer_name, company

• Access related data
• Examples: Assistant Name, Campaign Name
• Cannot sort by these

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Examples

Table: calls
Columns:
  - Client Phone Number
  - Assistant Name
  - Duration
  - Status
  - Created At
Sort: Created At desc
Rows: 25
Date Range: 7 days

Table: calls
Assistant: [Select to load fields]
Columns:
  - Client Phone Number
  - Assistant Name
  - evaluation.appointment_booked
  - Created At
Sort: Created At desc
Rows: 50
Date Range: 30 days
Conditions:
  - Status = completed
  - Column: Extracted Variables
    Extracted Variable Name: Custom variable
    Custom Variable Name: appointment_booked
    Operator: =
    Variable Value: true

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Filtering Data

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Operators

• = - Equals
• != - Not equals
• > - Greater than
• >= - Greater or equal
• < - Less than
• <= - Less or equal
• like - Contains text
• in - One of (comma-separated)
• not in - Not one of
• is null - No value
• is not null - Has value

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Basic Filtering

Column: Status
Operator: =
Value: completed

Column: Duration
Operator: >
Value: 60

Column: Status
Operator: in
Value: completed,in-progress

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Evaluation Field Filtering

1. Column: Extracted Variables
2. Extracted Variable Name: Status or Custom variable
3. If Custom variable: Enter field name in Custom Variable Name
4. Variable Value: true/false for booleans, or any + custom value

Column: Extracted Variables
Extracted Variable Name: Custom variable
Custom Variable Name: appointment_booked
Operator: =
Variable Value: true

Column: Extracted Variables
Extracted Variable Name: Custom variable
Custom Variable Name: sentiment
Operator: =
Variable Value: any
Custom Value: positive

Column: Extracted Variables
Extracted Variable Name: Custom variable
Custom Variable Name: interested
Operator: =
Variable Value: any

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Multiple Conditions

Filter for successful long calls:
Condition 1:
  - Column: Status
  - Operator: =
  - Value: completed

Condition 2:
  - Column: Duration
  - Operator: >
  - Value: 120

Condition 3:
  - Column: Extracted Variables
  - Extracted Variable Name: Custom variable
  - Custom Variable Name: appointment_booked
  - Operator: =
  - Variable Value: true

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Best Practices

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Widget Naming

• ✅ “Sales Calls - Last 30 Days”
• ✅ “Support Duration Average”
• ❌ “Widget 1”

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Date Ranges

• Today: Real-time monitoring
• 7 days: Weekly performance
• 30 days: Monthly trends
• 90+ days: Long-term analysis

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Colors

• Green (success): Positive metrics
• Red (danger): Alert metrics
• Blue (primary): Neutral metrics
• Yellow (warning): Attention needed
• Gray (info): Secondary info

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Performance

• Use date range filters
• Limit widgets per dashboard to under 20
• Use COUNT when possible (faster)
• Avoid very long date ranges

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Troubleshooting

• Expand date range
• Remove/adjust filters
• Verify table has records

• Select assistant in widget config
• Ensure assistant has post-call schema
• Check field names match

• Pie/donut: Must use Group By (not Period)
• Line/area: Must use Group By Period (not Category)
• Check date range includes data

• Relationship columns need related records
• Evaluation columns need assistant selection
• Variable columns need campaign selection

• Pie/donut/polarArea charts MUST have Group By
• Cannot use Group By Period with these chart types

• Relationship columns (with .) not sortable
• Evaluation fields not sortable
• Use basic columns for sorting