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Natural-language dashboards let you describe an analytics view in everyday language. The platform translates the request into approved semantic metrics, shows a preview, and saves nothing until you confirm.

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Build a dashboard view

  1. Open a custom dashboard.
  2. Select Build with AI.
  3. Describe the metrics, time range, comparison, and filters you need.
  4. Select Preview insights and review every proposed card.
  5. Select Add insights to save the plan.
For example:
Show success rate and average duration for outbound calls in the last 30 days.
The manual Add insight editor remains available. Generated insights are regular dashboard widgets, so you can edit, resize, reorder, or remove them afterward.

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Supported analytics language

The built-in planner understands conversation volume, activity over time, success rate, average or total duration, assistant and campaign performance, outcome, status, direction, sentiment, and recent conversations. It supports 7, 14, 30, and 90-day ranges plus previous-period comparisons. Provider costs and internal billing fields are intentionally unavailable. Customer-facing usage remains available through the platform’s canonical minutes and credits surfaces. Filters are limited to approved values for status, direction, sentiment, and success. If a request cannot be mapped safely, the preview returns a clear validation error instead of guessing.

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Safety model

The planner cannot run SQL or request arbitrary tables and fields. Both preview and save use the same versioned semantic metric catalog. The save operation revalidates the complete plan before any widget is written.
Dashboard authorization and analytics remain scoped to the active workspace. An API key cannot use this feature to access another workspace, and the custom_dashboards plan entitlement still applies. The deterministic planner works even when no separate language model is configured.

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Public API

Use POST /dashboards/{id}/natural-language to generate a non-writing preview. Send the returned plan unchanged to PUT /dashboards/{id}/natural-language to validate it again and save its widgets. Both operations require dashboards:write or the legacy calls:write scope. See the API reference for the complete request and response schema.