Open Overview
1
Open your project
Sign in and open the project you want to measure.
2
Go to Insights Overview
In the project sidebar, under Insights, select Overview.
Prerequisites
- Analytics entitlement on your plan
- Access to view Insights for this project
- Access to optional panels you want to see (tickets, meetings, handovers, WhatsApp)
Filter
Use Select Date Range (Today, This Week, This Month, Last Month, This Year, or Custom Range). There are no channel or direction filters on this page. Insights pages do not export CSVs.Headline cards
Where the product provides links, cards open deeper Insights or Operate pages.
Breakdown panels
Donut (or similar) panels include:
Panels you lack permission for stay hidden or empty. If some metrics fail to load, the page may still show the rest and warn that not all overview metrics loaded.
Pick This Month and confirm headline cards and at least the Chat and Calls panels show data (or zeros) for your project.
Empty state
If nothing is available for the range: No overview metrics are available for this date range. Widen the range or confirm traffic exists in Operate.Chat and Calls
Overview is a rollup. Drill in when you need filters and trends:Chat
Chat Insights for messaging channels and Web voice — channel filter, engagement, sentiment, topics. Not phone inbound or outbound.
Calls
Call Insights for phone voice only — Inbound / Outbound direction, duration trends, and call outcomes.