Introduction to the AgentKong Dashboard
Welcome to AgentKong! This guide will walk you through the main Dashboard, your central hub for monitoring your AI agent's performance at a glance. The dashboard provides a comprehensive overview of key metrics, from lead outreach to booked appointments, helping you make informed decisions and optimize your strategies.
Navigating the Dashboard
The dashboard is the first page you'll see when you log into a specific business account. It is designed for easy navigation and quick access to critical data.
On the left side of your screen, you'll find the main navigation menu which includes:
Dashboard
AI Agents
Conversations
Contacts
Follow-ups
Appointments
Settings
Filtering Data by Date
You can customize the data displayed on your dashboard to cover specific time frames.
Locate the date button at the top left of the dashboard, which defaults to Last 14 Days.
Click on this button to open the date range selector.
You can choose from several presets under Quick Select:
Today
Last 7 Days
Last 14 Days
Last 30 Days
This Year
Last Year
All Time
Alternatively, you can select a Custom Range by clicking specific dates on the calendar.
Understanding Your Data
Sample Data
When you first create a new business account, your dashboard will be populated with Sample Data. This is placeholder information designed to show you what the dashboard looks like with active campaigns.
A notification will appear, stating: "This is sample data to preview your dashboard. It will be replaced with real data once your AI agents start messaging leads."
Key Performance Indicators (KPIs)
The top of the dashboard features five key metrics that provide a high-level summary of your AI's performance over the selected date range.
Leads Contacted: The total number of leads that your AI has messaged.
Leads Replied: The number of leads who have responded and engaged in a conversation with your AI.
Appointments Booked: The total number of appointments successfully booked by your AI.
Conversion Rate: This is the percentage of replies that resulted in a booked appointment. It helps you understand how effectively your AI is converting engaged leads.
Reply Rate: This is the percentage of leads contacted who replied to your agent. This metric indicates the effectiveness of your initial outreach messages.
Visualizing Your Performance
The dashboard includes three charts to help you visualize your data and identify trends over time.
1. Outbound vs Replies
This graph tracks your outbound messaging volume against the number of replies received.
The blue line represents the number of outbound messages sent each day.
The green line represents the number of replies received each day.
By hovering your mouse over any point on the graph, you can see the exact numbers for a specific day. This helps you understand the relationship between outreach volume and lead engagement.
2. Appointments by Channel
This bar chart breaks down the source of your booked appointments by the communication channel used. This allows you to see which channels are most effective for your business. Channels tracked include:
Email
SMS
WhatsApp
Phone
Live Chat
3. Appointments Booked
This chart displays the total number of appointments booked by your AI agent on a day-by-day basis over t