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Consultative analytics and generative dashboards in the Brain

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Conversa Labs

Conversa Labs

Last updated on Jul 16, 2026

Overview

The Account Brain offers two ways to read your operation from the data the platform already holds:

  • Consultative analytics matrix — a tab with real KPIs from the native modules (open conversations, first response time, resolution time, CSAT, MRR, CRM pipeline value, active follow-ups, Catalog orders, and Sales metrics such as goals, attainment, coins and commission), plus series (conversation volume over the last days and distribution by status), each chart carrying a one-line consultative read.
  • Generative dashboards — you describe in plain language the panel you want, and the Maestro builds a declarative specification (KPI cards, charts, tables and a summary narrative) with the real values overlaid.

The matrix is read-only and always available; generative dashboards are yours to create, review, save and organize.

Prerequisites

  • An account with the Account Brain enabled.
  • Administrator permission to generate, save, reorder and discard dashboards. Any member of the account can view the matrix and the saved dashboards (read-only).
  • Native modules active and populated so KPIs show real values (for example, Payments for MRR, CRM for the pipeline, Catalog for orders, Sales for goals and commission).

Step by step

View the analytics (matrix)

  1. Open the Account Brain and go to the Analytics tab.
  2. Track the KPI cards and the charts (volume and status).
  3. Where a matching native report exists, click the KPI to open the report with the detail.
  4. If a cached badge appears, the analytics engine was briefly down and the tab showed a native fallback computation — the data is still valid and the tab never breaks.

Create a generative dashboard

  1. Go to the Dashboards tab.
  2. In the generation field, describe in plain language the panel you want (you can also dictate by voice). Example: "show CSAT, MRR and conversation volume for the last two weeks".
  3. Click Generate. The Maestro returns a declarative specification with cards and charts, already with the real values of the native KPIs overlaid.

Review, save and organize

  1. Review the proposal on screen (it is not yet saved).
  2. Click Save to keep it — it becomes a native account dashboard, persisted per account.
  3. Reorder the widgets (move up/down) to adjust the layout.
  4. Saving again updates the existing dashboard; generating without an id creates a new one.
  5. To remove one, use discard (with confirmation) — it is a soft-delete.

Settings & options

  • Native KPIs: open conversations, first response time, resolution time, resolutions, CSAT, MRR, pipeline value, active follow-ups, Catalog orders and Sales metrics. Each returns 0 when the module is inactive or has no data yet.
  • Drill-down: KPIs with a native report link into that report (the rest stay as a plain card).
  • Declarative filters: chips (for example, period/range) that adjust and regenerate the panel — available to administrators.
  • Per-account layout: widget order is personalized per account and mirrored into the saved dashboard on save.
  • Provenance (sources): when the summary is grounded in your knowledge base, source chips appear; clicking one opens the Corpus.
  • Cache-first behavior: the tab always returns a stable shape; with the engine down it uses the native computation (cached badge). A brand-new account renders zeroed KPIs and empty series — never an error.

Use cases

  • Keep a recurring view of the operation (CSAT, MRR, pipeline) in a saved dashboard.
  • Quickly build a panel for a specific question ("I want Catalog orders by week").
  • Combine period with metrics to compare time windows.
  • Open the native report straight from a KPI to investigate a number.

Tips, limits & best practices

  • Ask for specific metrics and combine them with filters (e.g. period) for more useful panels.
  • Use saved dashboards as the team's default view — they persist per account.
  • The generated specification is only kept after you save; if you regenerate or leave, an unsaved proposal is lost.
  • KPIs at 0 usually mean an inactive module or no data yet, not an error.

Troubleshooting

  • KPI at 0: the matching module is inactive or there is no data yet (for example, no subscriptions → MRR 0; no CRM deals → pipeline 0).
  • Action blocked: generate, save, reorder and discard are administrator-only — members have read access.
  • I lost the generated dashboard: the proposal is not kept until you click Save.
  • "Cached" badge: the analytics engine was briefly down; the tab used the native fallback computation and stays functional.

See also