Custom Dashboards

Beyond the Default Dashboard, CX9 supports unlimited custom dashboards — blank or duplicated canvases you configure with your own sections and widgets.

---

Creating a Dashboard

Add New Dashboard (header button) opens a naming modal. The new dashboard starts empty ("Start Building Your Dashboard") and is added to the dashboard selector dropdown.

Building the Dashboard

Edit Mode (header toggle) unlocks dashboard building: adding sections, widgets, and sub-screens.

Add Section

Creates a named container to group widgets within a dashboard or sub-screen.

Add Widget

Nine widget types available:

Widget	Purpose
Stat Card	Single metric
Multi-Value Card	Multiple related metrics together
Image	Custom image
Iframe	Embed external content
Flow Chart	Process/workflow visualization
Data Table	Tabular data — source is Agent Details or Queue Details
Line Chart	Trend over time
Queue Stats	Queue performance metrics
Agent List	Agent status and info

Data Table Widget

When adding a Data Table widget, you configure:

• Table Name
• Data Source — Agent Details or Queue Details (pulls from the same data backing the Agents/Queues table views)

Edit Widget

Existing widgets can be edited for title, data source, and refresh interval.

Sub-Screens

Widgets like navigation cards can open a dedicated Screen View — a separate canvas with its own sections/widgets and an optional marquee (scrolling ticker) banner, reached via "Add Section" inside the sub-screen.

---

Managing Dashboards

Dashboard Settings

Opens a management list of all dashboards (rename, delete, reorder).

Import / Export

• Export — downloads the current dashboard's configuration as JSON.
• Import — uploads a previously exported JSON config to recreate a dashboard.

Slideshow Mode

Configure a rotation of dashboards to auto-cycle through (useful for wallboards):

• Select which dashboards to include (checklist of all five+ custom dashboards).
• Set slide duration.
• Start Slideshow.