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On this page
  • Objective
  • What do I need
  • Use cases
  • Best practices
  • Steps to follow
  • Prerequisites: get your API Keys
  • 1) Identify the needs of your users
  • 2) List the indicators that you want to include in your reporting
  • 3) Target the resources you need to create your dashboards
  • 4) Write your query with the filters allowing you to obtain a precise result. Automate the query according to yout needs or transform the data and reinject it into an external tool.

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  1. Use Cases
  2. Data & Analytics

Create a custom dashboard

PreviousAnonymize a conversation or visitor dataNextFind contact data using GraphQL

Last updated 1 year ago

Was this helpful?

Objective

Enable the creation and sharing of customized reports to facilitate and accelerate access to data according to your business needs.

What do I need

and

Use cases

  • Create a custom dashboard that fits my business reporting needs

  • Create an automated reporting

  • Compile iAdvize performance indicators with performances of other external channels/tools "multi-channel hypervision”

  • Dump iAdvize data into a BI or data visualization tool for centralization

Best practices

Depending on the targeted resource, you can use our webhooks to trigger the API request rather than launching your requests in batches which can be very consuming. Example: Subscribe to the to trigger the associated API request.

Steps to follow

Prerequisites: get your API Keys

Rest: the access key to our Rest API will be given to you by your CSM.

1) Identify the needs of your users

Example:

A dashboard of previous day’s results to send to your collaborators. You wish to have a consolidated view of all data to avoid having to export the different files via the platform and reprocess them.

2) List the indicators that you want to include in your reporting

Example:

  • First message response time

  • Average response time

  • Missed opportunities

  • Customer satisfaction

  • Conversation tags

  • Page type

3) Target the resources you need to create your dashboards

  • After determining the resources to use, check which filters can be applied to these resources

4) Write your query with the filters allowing you to obtain a precise result. Automate the query according to yout needs or transform the data and reinject it into an external tool.

The full set of resources accessible from the REST API and the GraphQL API can be seen in our documentation ( & APIs).

GraphQL: Authentication uses temporary and revocable access keys.Please note that the lifetime of the key is 24 hours.You can generate an access key by calling the url mentioned in with a user email and a password.

Check the availability of these resources in the developers’ platform documentation ( & APIs)

Rest API
GraphQL API
transaction webhook
GraphQL
Rest
this link
GraphQL
Rest