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History

Administration

The History section records every stage of the Assistant’s meeting lifecycle. Each event contains detailed information about what happened and when, allowing administrators to audit activities, identify errors, and analyze trends.


The panel automatically records the following lifecycle events:

EventDescriptionStatus
meeting_scheduledMeeting scheduled after invitation processingcompleted
meeting_joinedBot joined the meetingcompleted
meeting_leftBot left the meetingcompleted
meeting_transcriptionTranscription delivered via webhookcompleted
meeting_errorError at any lifecycle stagefailed

Each event records the following data:

  • Identification: session ID, meeting URL, meeting name
  • Sender: email of who forwarded the invitation
  • Organization: organization, product, agent, and user IDs
  • Participants: names and identifiers of participants
  • Transcription: segment and participant count (when applicable)
  • Duration: total meeting time in seconds
  • Errors: detailed error message (when applicable)
  • Timestamps: creation and processing date/time

The history can be filtered by:

FilterDescription
OrganizationFilter events by organization (required)
Event typeFilter by specific type (e.g., meeting_joined)
StatusFilter by status (completed or failed)
PeriodDate range (start and end dates)
PaginationResult limit and offset for navigation

The History section also offers customizable dashboards that allow you to visualize metrics and analyze Assistant data in different formats.

TypeDescription
LineTemporal evolution of metrics
BarCategory comparison (including stacked)
Pie / DonutProportional distribution
AreaTrends with volume
ScatterVariable correlation
GaugePerformance indicators (single and multiple)

Each dashboard can be personalized by the user:

  • Rename: assign a custom name to the dashboard
  • Resize: choose between small, medium, large, or full screen sizes
  • Reorder: drag and drop to set the position in the grid
  • Filter: apply date, selection, text, and number filters
  • Refresh: manual refresh button to reload data
  • Export: download data in CSV format

Available dashboards can be added to your personal view. Each workspace may have pre-configured default dashboards, and you can add or remove them as needed.