What the dashboard shows

The dashboard gives you a summary of how Echo7 is performing, built from tiles that show charts, totals and trends for the period you select.

What you see depends on two things: your role, and what you’ve selected in the data tree. Select a manager to see figures for that organisation, or select a single assistant to focus on just that assistant.

Reading the dashboard

1

In the Data tab, select the level you want to review – for example your organisation or a specific assistant.

2

Choose the period you want to analyse.

3

Click Reload in the command bar. Totals show the trend compared with the same number of days before your chosen period.

4

If you need the very latest figures, click Refresh in the top-right corner to bypass the cache.

Why figures may not change straight away

  • To keep things fast, Echo7 caches dashboard values and refreshes them a day after they were last calculated.
  • Clicking Refresh forces an up-to-date reload and recalculates values for the selected period.

The most useful tiles for assistant owners

Tile What it tells you
Main chart Conversations, messages and credits over time, plus AI assistant indicators such as overall satisfaction, engagement and frustration.
Number of Assistants How many assistants you have, and how many your licence allows.
Number of Messages How many messages your assistants have generated.
Credits Used and Total Credits Used Credits consumed in the period and overall – useful for keeping an eye on usage.
IDP Pages Processed How many document pages have been processed by Intelligent Document Processing.
Likes and Dislikes How users have rated answers, if feedback buttons are switched on.
Messages per AI Assistant A pie chart showing which assistants are used the most.
Map Where in the world your assistants are being used.

Turning insight into action

  • A rise in Dislikes or the frustration indicator is a sign to review recent conversations in the Conversation Log.
  • A busy assistant with high credit use may benefit from tighter sources or response settings.
  • Compare Messages per AI Assistant to see which channels and use cases are delivering the most value.

Read our guide to improving your assistant’s answers to see how to act on what the dashboard tells you.

Prefer a guided walkthrough? Book a training session and an Echo7 specialist will help your team set it up.

Book a training session

Want to go deeper?

This guide covers the essentials. For detailed reference on every setting and feature, explore the full Echo7 Wiki.

Echo7 Wiki

Want a hand getting set up?

Book a training session with an Echo7 specialist and get your assistant working for your team.