Understanding the Marketing Agent Analytics Dashboard
Last updated: August 11, 2026
Use the Marketing Agent Dashboard to review agent performance, visitor engagement, and follow-up activity from one place.
The dashboard is designed for quick scanning: choose an agent, select a date range, review the metric cards, and inspect the engaged visitors table.
Open the Dashboard
Log in to app.docketai.com.
Click Marketing Agent Dashboard in the left sidebar.
The page opens to the analytics view for Marketing Agents.
Dashboard Controls
At the top of the dashboard, use the controls to choose what data you want to review.
Control | Use It For |
|---|---|
Agent selector | Choose the Marketing Agent whose performance you want to review. |
Search | Search within the dashboard view. |
7D / 30D / 90D | Switch between standard reporting windows. |
Custom | Use a custom date range. |
View | Apply the selected view state. |
Export | Export dashboard data when export is available. |
Filter | Narrow the visitor table using filter options. |
Metric Cards
The dashboard shows four core performance metrics:
Metric | What to Review |
|---|---|
Total Interactions | Overall visitor interaction volume for the selected agent and date range. |
Leads Acquired | Lead capture activity for the selected agent and date range. |
Meetings Booked | Meeting-booking activity attributed to the agent. |
CTA Engagement | Engagement with configured calls to action. |
Use these cards to spot movement before drilling into visitor-level details.
Total Interactions
Use Total Interactions to understand overall visitor activity for the selected agent and date range. A rising interaction count usually means the widget is being seen and opened, but it does not by itself prove lead quality.
Review this metric alongside leads, meetings, CTA engagement, and visitor-level conversations.
Leads Acquired
Use Leads Acquired to understand how often the agent captures usable lead information. If interactions are high but leads are low, review the agent greeting, CTA, handoff path, and whether the agent asks for information at the right moment.
Meetings Booked
Use Meetings Booked to track scheduling outcomes attributed to the agent. If this metric is lower than expected, check the meeting scheduler setup, agent instructions, and whether qualified visitors are being routed to booking naturally.
CTA Engagement
Use CTA Engagement to understand whether visitors are clicking configured calls to action. Compare this metric across agents, pages, and date ranges when testing CTA wording or placement.
Optimizing Performance
Use the dashboard to form a simple improvement loop:
Pick one agent and one date range.
Review interactions, leads, meetings, and CTA engagement together.
Open the visitor table to inspect conversation quality.
Adjust one variable at a time, such as knowledge sources, greeting, CTA text, or widget targeting.
Compare the next reporting window before making another change.
Engaged Visitors Table
Below the metric cards, the dashboard shows the Engaged Visitors table.
The live table includes these columns:
Column | What It Helps You Review |
|---|---|
Engaged Visitors | Visitor identity or visitor grouping shown by the dashboard. |
Conversations | Conversation activity associated with the visitor. |
Inferred Company | Company inferred for the visitor when available. |
Location | Visitor location when available. |
Last Interaction | Most recent interaction timestamp. |
Qualification Status | Qualification state associated with the visitor. |
If no visitors match the selected agent, date range, or filters, the dashboard shows an empty state.
How to Use the Dashboard
Select the agent you want to review.
Choose the date range.
Review the four metric cards for high-level performance.
Use Filter or Search to narrow the visitor table.
Open or export the relevant data when you need a deeper review.