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campaigns quickstart overview chat quickstart streaming non streaming openai compatibility session management variable substitution sms chat web widget workflows migrate to squads quickstart overview examples squads quickstart overview handoff tool passing data between assistants examples webhooks setting server urls server events spam call rejection developing locally server authentication observability evals simulations pre release boards structured outputs scorecard monitoring best practices prompting guide debugging voice agents enterprise environments dev uat prod ivr navigation testing resources faq how vapi works integrations community support security and privacy legal introduction phone calls web calls vapi guides composer cli quickstart quickstart transient vs permanent configurations variables multilingual support personalization with user information voice formatting plan flush syntax background messages idle messages assistant hooks background speech denoising pronunciation dictionaries email address reading speech configuration voice pipeline configuration voice fallback configuration transcriber fallback configuration openai realtime speech to speech provider keys overview model presets performance metrics understanding cost understanding latency tools built in call tools voicemail tool custom tools code tool client side tools web sdk tool rejection plan static variables and aliases custom tools troubleshooting google calendar google sheets slack gohighlevel knowledge retrieval query tool custom knowledge base argument encryption custom keywords custom voices elevenlabs playht cartesia custom transcriber custom tts fine tuned openai models bring your own server tool calling integration appointment scheduling lead qualification inbound support voice widget documentation agent support escalation multilingual agent free vapi number inbound sms twilio telnyx sip telephony sip trunking networking and firewall twilio telnyx zadarma plivo amazon chime sdk troubleshoot sip trunk credential errors troubleshoot sip response codes phone number hooks calls outbound calls websocket transport real time call control customer join timeout voicemail detection call forwarding assistant based warm transfer dynamic call transfers on hold specialist transfer debug forwarding drops call queue management call concurrency call end reasons troubleshoot call errors call analysis call recording retrieve call artifacts quickstart overview quickstart streaming non streaming openai compatibility session management variable substitution sms chat web widget migrate to squads quickstart overview appointment scheduling lead qualification medical triage order management property management multilingual support quickstart overview handoff tool passing data between assistants clinic triage scheduling handoff tool clinic triage scheduling e commerce order management property management routing multilingual support silent handoffs webhooks setting server urls server events spam call rejection developing locally server authentication quickstart advanced quickstart advanced boards quickstart examples quickstart quickstart prompting guide debugging voice agents enterprise environments dev uat prod ivr navigation test suites chat testing voice testing faq core models voices text to speech vapi voices legacy migration elevenlabs playht azure openai cartesia lmnt minimax rimeai deepgram inworld openai azure openai anthropic bedrock gemini groq deepinfra perplexity togetherai openrouter deepgram google gladia speechmatics soniox talkscriber assemblyai aws s3 gcp cloud storage cloudflare r2 supabase langfuse voiceflow chatdash vapify voicerr ai voiceaiwrapper sympana connector support how to report issues enterprise glossary rss feed data flow single sign on sso jwt authentication recording consent plan gdpr compliance hipaa compliance zero data retention zdr pci compliance proxy server guide static ip addresses tcpa consent guidelines website status support dashboard light on this page overview when to use boards what you ll build prerequisites step 1 access boards step 2 add your first insights step 3 create visualizations step 4 apply filters to insights step 5 create calculated metrics formula examples step 6 organize your dashboard layout tips step 7 apply global filters example dashboards sales performance dashboard support metrics dashboard cost monitoring dashboard best practices dashboard design data strategy performance considerations sharing and viewing fullscreen mode refreshing data troubleshooting common errors next steps tips for success scroll to top observability boards quickstart copy page create custom analytics dashboards in minutes overview boards is vapi s custom analytics dashboard system that enables you to create visual dashboards with real time insights build drag and drop dashboards tailored to your teams use cases and reporting needs all through the vapi dashboard interface boards allow you to add and configure insights bar charts line charts pie charts text metrics apply global time range filters and granularity settings build queries visually with field selectors and filter builders create calculated metrics using formulas drag resize and position widgets on a responsive grid when to use boards boards are ideal for sales tracking monitor call volume conversion rates and booking metrics support metrics track resolution times issue categories and customer satisfaction cost monitoring analyze spending patterns cost per call and budget tracking performance analysis measure assistant performance call quality and efficiency what you ll build a sales performance dashboard that displays total calls and bookings for today call volume trends over the past 30 days bookings by assistant call outcomes distribution booking conversion rate calculated metric prerequisites vapi account account with boards access enabled call data existing call data helps create meaningful visualizations boards are accessible through the vapi dashboard at dashboard vapi ai step 1 access boards navigate to the boards feature in your dashboard log into your vapi dashboard at dashboard vapi ai click boards in the left sidebar under the reporting or analytics section your board will be automatically created on first visit your board is created automatically when you first access the boards page you ll see an empty 6 column grid layout where you can add insights step 2 add your first insights start with key performance indicators that show single important numbers 1 add total calls insight click add widget or the button select text widget type configure the insight name total calls today data source select calls metric choose count field select call id time range set to last 24 hours click preview to see the result click add to board drag the insight to your desired position resize if needed by dragging the bottom right corner the number updates in real time hover over the insight to see additional details 2 add total bookings insight repeat the process for a second insight click add widget text configure name total bookings today data source calls metric count of call id time range last 24 hours add a filter to count only successful bookings click add filter field status operator equals value ended click add to board position it next to your first insight step 3 create visualizations add charts to visualize trends and patterns in your data 1 add a bar chart create a bar chart showing calls by assistant click add widget select bar chart configure name calls by assistant data source calls metric count of call id group by select assistant from dropdown time range last 7 days group by time day click preview to see bars showing calls per assistant per day customize appearance optional x axis label date y axis label number of calls colors choose color scheme click add to board 3 add a line chart for trends track call volume over time 1 click add widget 2 select line chart 3 configure name call volume trend data source calls metric count of call id time range last 30 days group by time day 4 optional add multiple lines click add another metric configure second metric e g average duration 5 click add to board line charts are ideal for showing trends over time use them to identify patterns and anomalies 4 add a pie chart show distribution of call outcomes click add widget select pie chart configure name calls by status data source calls metric count of call id group by select status time range last 7 days click add to board pie charts don t have time series grouping they show distribution across categories only step 4 apply filters to insights filter data to focus on specific segments or conditions 1 add filters to an insight open any insight s settings and add filters click the ️ settings icon on any insight click add filter button configure first filter field select status from dropdown operator choose equals value type or select ended click add another filter for multiple conditions example second filter field cost operator greater than value 0 50 click save common filter patterns filter by assistant assistant id select assistant filter by date range started at date filter by cost cost value filter by status status ended step 5 create calculated metrics build custom metrics using formulas to calculate rates averages and more formulas use math js syntax for calculations 1 create a conversion rate metric calculate booking rate using a formula click add widget text enter name booking rate click enable formula mode toggle add first query query name totalbookings metric count of call id add filter status booking_confirmed click add query to add second query query name totalcalls metric count of call id enter formula in the formula editor totalbookings totalcalls 100 click preview to validate click add to board the formula editor supports syntax highlighting and variable autocomplete type to see available queries formula examples common calculated metrics you can create using math js syntax 1 average cost per minute 2 totalcost totalminutes 60 3 4 conversion rate percentage 5 conversions totalcalls 100 6 7 average handle time 8 totalduration totalcalls 9 10 cost per call 11 totalcost totalcalls 12 13 success rate 14 successfulcalls totalcalls 100 formula editor features syntax highlighting variable autocomplete validation on preview supports all math js operations parentheses and more step 6 organize your dashboard arrange insights for optimal visual hierarchy and readability layout actions drag insights click and hold the drag handle icon in insight header resize insights drag the resize handle in bottom right corner delete insights click trash icon ️ in insight settings edit insights click settings icon ️ to modify configuration layout tips insight sizing kpi cards 1 2 column widths charts 3 4 column widths tables 4 6 column widths visual hierarchy place most important metrics at the top group related metrics together use consistent sizing for similar insights step 7 apply global filters control time range and granularity for all insights at once 1 set time range and granularity look for the filter bar at the top of your board 1 time range picker click the time range dropdown choose preset today yesterday last 7 days last 30 days this month last month or select custom range to pick specific dates 2 granularity selector appears next to grouped by choose minute hour day week month quarter year available options depend on time range 3 click apply button to update all insights all insights on the board update simultaneously applied filters show in the filter bar and unsaved changes display a blue apply button you can t group by minute for a year of data granularity options are limited based on the selected time range example dashboards sales performance dashboard track sales metrics and conversion rates insights text total calls last 24h text total bookings last 24h text booking rate formula bookings calls 100 line chart daily call volume last 30 days bar chart bookings by assistant last 7 days pie chart call outcomes distribution support metrics dashboard monitor customer support performance insights text average call duration text total support tickets text resolution rate line chart call volume trend bar chart issues by category bar chart average resolution time by agent cost monitoring dashboard analyze spending and optimize costs insights text total cost today text average cost per call text cost per minute line chart daily spending trend bar chart cost by assistant pie chart cost by call type inbound outbound best practices dashboard design best practices start with 3 5 key metrics avoid overcrowding use consistent time ranges across related insights place most important metrics at the top use appropriate chart types for your data add filters to focus on specific segments avoid these mistakes too many insights impacts performance mix incompatible time granularities ignore visual hierarchy use pie charts for time series data query years of data when you need today s metrics data strategy text insights for single important numbers line charts for trends over time bar charts for comparing categories pie charts for proportional breakdowns not time series apply filters to remove noise from data performance considerations boards with 10 complex insights may load slower use appropriate time ranges and shorter time periods for better performance sharing and viewing fullscreen mode click the fullscreen icon to display your board in fullscreen great for tv displays or presentations refreshing data boards auto refresh based on time range manual refresh click refresh icon if available troubleshooting issue solution insight shows no data check time range may be too narrow or no data exists for that period insight not loading verify query configuration check if filters are too restrictive can t see apply button filters haven t changed button only appears when you modify settings insight appears empty data may exist but filters exclude it try removing filters drag not working click the drag handle icon not the insight body granularity options missing time range may be too narrow day granularity requires multi day range formula shows error check syntax variables must be wrapped in and query names must match exactly insight won t resize may have reached minimum size limit common errors query failed check your filters and ensure fields exist in your data invalid time range adjust time range to valid dates formula syntax error verify formula uses correct math js variable names matching your query names next steps advanced filtering master complex filtering techniques for precise data analysis formula documentation explore more formula patterns for custom metrics call analytics learn about call analysis and insights api reference access analytics data programmatically via api tips for success getting started start simple with a few key metrics test with real data from your calls...
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