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Last updated: 2026-10-01•Location: Dashboard

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Customer Journeys - OverviewCalendars and AppointmentsAI Text Agents - Overviewbrayv.ai 101

Using the Dashboard

Quick Reference Keywords: Dashboard · AI Agents Insights · Appointment Stats · Journey Insights · Team Leaderboard · Win Rate · ROAS

Overview

The Dashboard (sidebar: Dashboard) shows account-level performance across AI activity, appointments, and journey opportunities. Open /dashboard-advanced (the older /dashboard URL redirects here).

Team members with the Agent role cannot access the dashboard

Page Layout

The page has three independent sections. Each has its own date range control:

SectionWhat it answers
AI Agents InsightsHow much work your AI team has been handling
Appointment StatsBooking volume, who created/owns appointments, completion
Journey InsightsOpportunity volume, conversion, revenue, team performance

Date range options (each section): Last 7 / 30 / 60 / 90 Days, Last 365 Days, Year to Date, or Custom Range (pick From / To and Apply).

Journey Insights also has a journey selector: All Journeys or one specific journey. That filter applies to every card in the Journey Insights section.

AI Agents Insights

  • Text AI — Messages sent over the period, with a chart. Expand Tools Used, Fields Filled, Conditional Tools, and Tool Breakdown for action-level detail.
  • Voice AI — Inbound/outbound calls and the same style of tool expanders for voice agents.
  • KB Searches — Knowledge base query volume (how often agents looked up your FAQs/PDFs/URLs).

Appointment Stats

  • Appointments Booked — Count of appointments booked in the selected range
  • Booked By (Appointments Created By) — Who created the appointments (specific team member, Text AI, Voice AI, Calendar widgets, etc.)
  • Owned By — Which team members own the appointments
  • Appointment Completion Rate — Share of appointments that completed vs cancelled/no-show style outcomes (see card tooltip for the exact definition in your account)

Journey Insights

  • New Opportunities — Opportunities created in the period (with period comparison where shown)
  • Opportunities to Goal — How many reached the journey’s primary goal. When some opportunities are Paused (still open, but the AI is off), the card also shows Non-paused conversion: your conversion rate counting only opportunities the AI was allowed to work. Paused opportunities have an unknown outcome, so to close that gap, turn the AI back on to let it continue pursuing the goal, or set the appointment manually (if it was an appointment goal and the appointment was set by a team member) or mark the opportunity Completed / Won / Lost if a team member already handled it
  • Opportunities by Stage / Status / Source — Distribution breakdowns (Source may offer Show all / Show less)
  • Win Rate — Won opportunities vs eligible opportunities in the period (marking opportunities as 'won' is not something the AI does, so if you don't track wins, this will be zero)
  • Revenue — Value recorded on won opportunities
  • Team Leaderboard — Goal→Won, Total→Won, Won count, and Value by team member
  • Team Assignments — Lead assignment volume vs opportunities (useful with Lead Assignment)

Marking opportunities Won / Lost / Completed on contact or conversation pages is what feeds several of these cards — see Human in the Loop.

Tips

  • Keep the three date ranges intentional — they do not stay locked together
  • Filter Journey Insights to one journey when diagnosing a specific funnel
  • Pair Dashboard numbers with Journeys → Opportunity Board for contact-level drill-down
  • For a short video overview, see brayv.ai 101 §7