Using the dashboard to monitor and manage AI agents (AI agents - Advanced only)


In the AI agents workspace, the default landing page is a dashboard that provides quick access to overall performance metrics, relevant actions, and helpful resources. This dashboard makes it easier to build, launch, and monitor AI agents.


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AI agents - Advanced











This article applies only to customers who
bought AI agents - Advanced before March 10, 2026. Otherwise, see Using the dashboard to monitor and manage AI
agents.

In the AI agents workspace, the default landing page is a dashboard that provides quick
access to overall performance metrics, relevant actions, and helpful resources. This
dashboard makes it easier to build, launch, and monitor AI agents.
This article contains the following topics:

Accessing the dashboard
Viewing overall AI agent metrics
Managing your AI agents
Accessing resources and help

Related article:

Accessing and navigating the AI agents
workspace



Accessing the dashboard

In the AI agents workspace, the dashboard is the default page you’re taken to when
you sign in. You can also access the dashboard at any time.
To access the dashboard


In the AI agents workspace, click
Dashboard in the sidebar.
From here, you can:

View overall AI agent
metrics


Manage your AI
agents


Access resources and
help







Viewing overall AI agent metrics

At the top of the dashboard, you can view the following metrics to get an overall
view of how your AI agents are performing:


Total conversations: The total number of conversations across all your AI
agents and customers.

Automated resolutions (AR): The percentage of conversations that result
in an automated resolution.

Escalated conversations: The percentage of conversations that were
escalated from an AI agent to a human agent.


For more detailed AI agent analytics, see Analyzing AI agent performance with the Analytics
dashboard.



Managing your AI agents

In the “AI agents” section of the dashboard, you can see a list of all your AI
agents. The list shows each AI agent’s name, current status, and channel (messaging
or email). You can also see at-a-glance analytics like overall volume and automated
resolutions for each AI agent.
You can search for a specific AI agent, or filter the list by channel or status.
In the list of AI agents, you can click an AI agent to navigate directly to its use cases. Or, you can click one of the following
options for each AI agent:


Reporting: Takes you to the Analytics dashboard, where you can dig into
performance metrics about your AI agents. See Analyzing AI agent performance with the
Analytics dashboard.

Content: Takes you to the Use cases page, where you can create and manage
use cases to identify the issues customers are asking about. See Creating use cases for AI agents.

Conversations: Takes you to the conversation logs, where you can review
all the messages that have been exchanged between your AI agents and customers.
See Reviewing conversation logs for AI
agents.





Accessing resources and help

In the “Quick actions” section of the dashboard, you can access the following
resources:


Courses: Watch on-demand training courses about
building and optimizing your AI agents.

Articles: Read help center documentation about
getting started with AI agents.

Support: Contact Zendesk customer support if
you need help resolving an issue.




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