Create a custom dashboard
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
Rest API and GraphQL API
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 transaction webhook to trigger the associated API request.
Steps to follow
Prerequisites: get your API Keys
The full set of resources accessible from the REST API and the GraphQL API can be seen in our documentation (GraphQL & Rest 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 this link with a user email and a password.
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.
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