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Version: 3.1 (New Interface)

Overview

The Default Dashboard is the landing view of CX9, showing live interaction, agent, and queue metrics across whichever channel/queue scope is selected.

Dashboard Overview


Header Controls​

  • Add New Dashboard β€” opens a modal to name and create a new custom dashboard.
  • Dashboard selector β€” switches between Default, Sales, Support, Operations, and Executive dashboards.
  • Channel filter β€” scopes all widgets to a channel (All, Voice, Email, WhatsApp, Web Chat, SMS, Facebook, Twitter).
  • Queue filter β€” appears once a channel is selected; scopes to a specific queue (All, Sales, Support, Billing, Technical, General).
  • Import / Export β€” save the current dashboard config to a file or load one in.
  • Edit Mode β€” toggles the ability to add/remove sections and widgets.
  • Slideshow β€” auto-rotates between selected dashboards on a timer.
  • Settings β€” manage/rename/delete saved dashboards.
  • Refresh β€” manually reloads dashboard data.
  • Unqueued Interactions button β€” badge shows current count; opens a list of interactions not yet placed in a queue.

What's on the Dashboard​

AreaCovers
Contact Center StatsInteraction Overview, Interaction Flow, SLA Performance, Time Metrics
Agent StatsAgent Status Cards, Agent Status Distribution donut
Queue StatsTotal Queues, Longest Waiting Interaction
TL DashboardAgent status, Agent Interactions

For building your own dashboard layout, see Custom Dashboards.