
This month's updates connect your team's daily quality assurance efforts directly to executive-level strategy. You can now build and share high-level performance dashboards for leadership, giving them a real-time view of the metrics that matter most. We’ve also made it faster than ever to get started with best-practice analytics, letting you deploy complete QA frameworks—including new executive dashboards—in a single click.
Executive Dashboards — Build, customize, and share dedicated dashboards that surface the key performance indicators your leadership team needs to see, all in one place.
Templates Library with Dashboard Support — Install pre-built, best-practice analytics configurations for scorecards, tags, and now complete C-Level dashboards in a single click to accelerate your time-to-value.
Previously, surfacing high-level metrics for leadership required navigating operational screens or manually compiling reports. Now, you can build dedicated dashboards that give executives a clean, at-a-glance view of the KPIs they care about most.
▸ Build custom views: Create tailored dashboards from the ground up, choosing the metrics and widgets most relevant to your stakeholders.
▸ Organize with a flexible grid: Arrange widgets in a configurable grid layout with customizable rows and columns to design the perfect high-level summary.
▸ Manage dashboards efficiently: Duplicate any dashboard to quickly create variations for different teams, reorder your list to prioritize key views, or archive old dashboards without deleting them permanently.
Get started by navigating to the new Dashboards section in the main menu. Access requires the appropriate permissions from your administrator.
Setting up a robust analytics framework from scratch can be a time-consuming manual process. The new Templates Library provides a curated collection of pre-built assets, allowing you to deploy expert-designed configurations in minutes, not hours.
▸ Accelerate your setup: Install complete template packs that include scorecards, prompts, tags, categories, and automation tasks with a single action.
▸ Install ready-made C-Level dashboards: The library now includes complete executive dashboard templates, giving you and your leadership team instant access to key performance insights without any build time.
▸ Keep your analytics current: Easily upgrade installed templates to the latest version to get improvements and new best practices automatically.
Get started by navigating to Settings > Templates to browse the library. Filter by language or industry to find a relevant pack and click Install.
▸ More Reliable Automation Triggers and Analytics Drill-Downs — Your automation rules are now more dependable. Rules using search filters or 'Days Past Due' (DPD) criteria now trigger correctly, ensuring important conversations aren't missed. Additionally, when you click a metric in an Analytics dashboard to view the underlying conversations, the correct filters are consistently applied, so you see exactly the data you expect.