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Learn how to configure each widget type with detailed explanations of all options.

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Creating Widgets

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

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Statistic Widgets

Single metric display with optional comparison and trend chart.

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Step 1: Basics

Widget Name
  • Internal identifier for the widget list
  • Not displayed on the dashboard
  • Example: “Total Calls This Month”
Data Table
  • Choose data source: calls, leads, campaigns, assistants, phone_numbers, sms
  • Determines available columns
Aggregation
  • COUNT - Total number of records (no column required)
  • 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)
Column (if SUM/AVG/MAX/MIN selected)
  • Select numeric column to aggregate
  • Example: duration for average call length
  • Not required for COUNT

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Step 2: Display & Filters

Label (required)
  • Main heading displayed on the widget
  • Example: “Total Calls”
Description
  • Optional text shown below the value
  • Hidden if comparison is enabled
  • Example: “Calls made this month”
Color
  • primary (blue), success (green), warning (yellow), danger (red), info (cyan), gray
  • Choose based on metric type (green for positive, red for negative)
Show Mini Chart
  • Displays a small line chart with daily trend
  • Uses the same date range as the statistic
Compare to Previous Period
  • 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
Date Range
  • Filter by creation date
  • Options: Today, 1, 7, 14, 30, 60, 90, 180, 365 days
Conditions (optional)
  • Add filters to narrow data
  • Multiple conditions combined with AND
  • See section Filtering Data

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Examples

Total Calls 
Aggregation: COUNT
Table: calls
Label: "Total Calls"
Description: "Last 30 Days"
Color: primary
Date Range: 30 days
Average Call Duration 
Aggregation: AVG
Table: calls
Column: duration
Label: "Ø Duration"
Color: info
Show Mini Chart: Yes
Date Range: 30 days
Successful Appointments 
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

Visualize trends with 8 chart types.

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Step 1: Basics

Same as statistic widgets, additionally: Chart Type
  • line - Trends over time
  • bar - Compare categories or time periods
  • area - Filled trend chart
  • pie - Proportions (requires grouping)
  • donut - Circle with center hole (requires grouping)
  • polarArea - Circular with varying radius (requires grouping)
  • radar - Multi-axis comparison
  • radialBar - Single progress indicator

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Step 2: Display & Filters

Label (required)
  • Chart title
Description
  • Optional subtitle below the chart
  • Example: “Performance last 30 days”
Color
  • Primary chart color
  • For pie/donut uses multi-color palette (blue, green, orange, red, purple, pink)
Date Range
  • Same as statistics
Group By OR Group By Period (mutually exclusive) Group By - Categorical grouping
  • Group data by column values
  • Examples: status, campaign ID, assistant name
  • Required for pie/donut/polarArea charts
  • Optional for bar/radar charts
  • Cannot be combined with Group By Period
Group By Period - Time-based grouping
  • Group by time buckets
  • Options: hour, day, week, month
  • Used for line/bar/area charts
  • Cannot be combined with Group By
Conditions
  • Same as statistics

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Step 3: Advanced (Charts only)

Show Grid Lines (line/bar/area only)
  • Horizontal/vertical background lines
  • Helps reading exact values
  • Default: Yes
Show Legend
  • Color-coded labels
  • Default: Yes for pie/donut/polarArea, No for others
  • Position: Bottom of chart
Show Tooltips
  • Hover popups with exact values
  • Default: Yes (recommended)
Show Data Labels
  • Values displayed directly on chart elements
  • Default: Yes for pie/donut/polarArea, No for others
  • Can clutter line/bar charts
Show Toolbar (line/bar/area only)
  • Zoom and download controls
  • Default: No
Line Curve (line/area only)
  • smooth - Rounded curves (default, visually appealing)
  • straight - Direct lines (precise)
  • stepline - Stepwise (good for discrete events)
Line Width (line/bar/area only)
  • Thickness in pixels (1-10)
  • Default: 2px
Chart Height
  • Vertical space in pixels (200-800)
  • Default: 300px
  • Taller charts better for more data points
Enable Gradient (radialBar only)
  • Gradient color effect
  • Default: No
Gradient Color (if gradient enabled)
  • End color for gradient
  • Default: Green (#10b981)

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Chart Type Guide

Line Chart
  • Use for: Daily/weekly trends, continuous data
  • Requires: Group By Period
  • Example: Calls per day last 30 days
Bar Chart
  • Use for: Category comparison, time periods
  • Can use: Group By (categories) OR Group By Period (time)
  • Example: Calls per campaign, hourly distribution
Area Chart
  • Use for: Like line, emphasizes volume
  • Requires: Group By Period
  • Example: Call volume trend
Pie/Donut Chart
  • Use for: Proportions, percentages
  • Requires: Group By (NOT Group By Period)
  • Example: Call status breakdown
Polar Area
  • Use for: Like pie, but radius shows size
  • Requires: Group By
  • Example: Campaign contribution
Radar Chart
  • Use for: Multi-variable comparison
  • Requires: Group By
  • Example: Performance across metrics
Radial Bar
  • Use for: Single percentage/progress
  • Does not use: Group By or Group By Period
  • Example: Goal completion %

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Examples

Daily Call Volume (Line) 
Table: calls
Aggregation: COUNT
Chart Type: line
Label: "Daily Calls"
Group By Period: day
Show Grid Lines: Yes
Line Curve: smooth
Date Range: 30 days
Status Breakdown (Pie) 
Table: calls
Aggregation: COUNT
Chart Type: pie
Label: "Call Status"
Group By: status
Show Legend: Yes
Show Data Labels: Yes
Date Range: 7 days
Hourly Pattern (Bar) 
Table: calls
Aggregation: COUNT
Chart Type: bar
Label: "Calls by Hour"
Group By Period: hour
Date Range: 7 days
Campaign Comparison (Bar) 
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

Display detailed records with custom columns.

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Step 1: Basics

Data Table
  • Choose source: calls, leads, campaigns, assistants, phone_numbers, sms
Campaign Filter (leads table only)
  • Select campaign to:
    • Filter table to that campaign
    • Enable custom variable columns
  • Optional
Assistant Filter (calls table only)
  • Select assistant to:
    • Filter table to that assistant
    • Enable evaluation field columns
  • Optional
Column Selection
  • 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)
  • Defaults if none selected: ID, status, created_at

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Step 2: Display & Filters

Label (required)
  • Table heading
Description
  • Optional subtitle
Date Range
  • As in statistics/charts
Sort By
  • Default sort column
  • Only simple columns (no relationships)
  • Default: created_at
Sort Direction
  • desc (newest first) - Default
  • asc (oldest first)
Rows per Page
  • Number of rows to display (1-100)
  • Default: 10
Conditions
  • As in statistics/charts

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Interactive Features

Clickable Rows
  • Table rows are clickable
  • Automatically link to detail/edit page for that record
  • Works for: calls, leads, campaigns, assistants
Live Date Filter
  • Change date range directly in widget
  • Overrides configured default date range
  • Useful to explore different periods
Status Filter
  • Multi-select dropdown to filter by status
  • Available for: calls, leads, campaigns, assistants, sms
  • Multiple statuses can be selected simultaneously
Text Display
  • Long text is automatically truncated after 50 characters
  • Hovering truncated text shows full content in tooltip

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Column Types

Phone Number Columns
  • International format (+1 555 123 4567)
  • Country flag prefix
  • Examples: client_phone_number, phone_number
Status Columns
  • Colored badges
  • Examples: status field in each table
Date Columns
  • “3 hours ago” format
  • Hover shows full date/time
  • Examples: created_at, updated_at
Evaluation Columns (calls table with assistant)
  • Boolean fields: checkmark or X with green/red badge
  • Non-boolean fields: value with gray badge
  • Hover shows field description
  • Format: evaluation.
Variable Columns (leads table with campaign)
  • Custom lead data
  • Format: variables.
  • Examples: customer_name, company
Relationship Columns
  • Access related data
  • Examples: assistant name, campaign name
  • Not sortable by these columns

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Examples

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

All widgets support conditions for filtering data.

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Operators

  • = - Equal
  • != - Not equal
  • > - Greater than
  • >= - Greater than or equal
  • < - Less than
  • <= - Less than 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

Status Filter 
Column: status
Operator: =
Value: completed
Duration Filter 
Column: duration
Operator: >
Value: 60
Multiple Values 
Column: status
Operator: in
Value: completed,in-progress

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Evaluation Field Filtering

Filter by post-call evaluation values. Setup:
  1. Column: Extracted Variables
  2. Extracted Variable Name: Status or Custom Variable
  3. If custom variable: enter field name under Custom Variable Name
  4. Variable Value: true/false for booleans, or any + custom value
Boolean Example - Appointment Booked 
Column: Extracted Variables
Extracted Variable Name: Custom Variable
Custom Variable Name: appointment_booked
Operator: =
Variable Value: true
Non-Boolean Example - Mood 
Column: Extracted Variables
Extracted Variable Name: Custom Variable
Custom Variable Name: mood
Operator: =
Variable Value: any
Custom Value: positive
Check Field Existence 
Column: Extracted Variables
Extracted Variable Name: Custom Variable
Custom Variable Name: interested
Operator: =
Variable Value: any

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Multiple Conditions

Conditions combined with AND: 
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

Use descriptive internal names:
  • ✅ “Sales Calls - Last 30 Days”
  • ✅ “Support Duration Average”
  • ❌ “Widget 1”

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Date Ranges

Adjust range to use case:
  • Today: Real-time monitoring
  • 7 Days: Weekly performance
  • 30 Days: Monthly trends
  • 90+ Days: Long-term analysis

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Colors

Use colors strategically:
  • Green (Success): Positive metrics
  • Red (Danger): Alert metrics
  • Blue (Primary): Neutral metrics
  • Yellow (Warning): Needs attention
  • Gray (Info): Secondary information

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Performance

Keep dashboards fast:
  • Use date range filters
  • Limit widgets per dashboard to under 20
  • Use COUNT if possible (faster)
  • Avoid very long date ranges

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Troubleshooting

Widget shows “No Data”
  • Expand date range
  • Remove/adjust filters
  • Verify table contains records
Evaluation fields not shown
  • Select assistant in widget config
  • Ensure assistant has post-call schema
  • Check field names match
Chart shows empty
  • Pie/Donut: Must use Group By (not period)
  • Line/Area: Must use Group By Period (not category)
  • Check date range has data
Table missing columns
  • Relationship columns require related records
  • Evaluation columns require assistant selection
  • Variable columns require campaign selection
“Group By required” error
  • Pie/Donut/PolarArea charts MUST have Group By
  • Cannot use Group By Period with these chart types
Cannot sort by column
  • Relationship columns (with .) not sortable
  • Evaluation fields not sortable
  • Use basic columns for sorting
For dashboard creation and layout management see Custom Dashboards Overview.