The Dashboard button
One button in the page header, bottom-right of the header card, names the dashboard you are on. It is the whole control:
The ⋯ menu acts on its own row, not on the dashboard you are currently viewing - so you can
set another dashboard as your default, or delete one, without switching to it first.
Choose the columns
The editor lists everything the table can show, grouped:
Ticking a column changes the table behind the editor, so you can see the result while you choose.
Columns that hold text - Agent, and every Custom Analysis value - size themselves to the rows
currently on screen, so their width changes as you page or filter. That is intentional: one width
cannot serve both a one-word answer and a three-sentence summary.
If you remove every column, the rows are still listed and still open when clicked - you are not
locked out of a dashboard whose columns you emptied by accident.
Custom Analysis columns
An item from your Custom Analysis library becomes available as a column once its group is attached to an agent, or once it has produced a value on a conversation. Definitions that have never been used stay out of the list. A cell shows the extracted value, or the status word when the group was skipped or failed - a gated group is a different fact from an empty answer. WhatsApp threads show a dash; they carry no analysis. These columns cannot be sorted or filtered on. Renaming an item in the library re-labels the column rather than breaking it, and disabling an item keeps its historical column intact.Nothing saves by itself
Changing columns, filters, or sort marks the dashboard Unsaved and offers Save and Discard. Until you press Save, the change is yours alone and a page reload returns to the saved version. This is deliberate: every dashboard belongs to the whole workspace, so an autosave would change what a colleague is reading mid-scroll.- On a dashboard someone made, Save updates it for everyone.
- On the built-in dashboard the button reads Save as new - the built-in is forked, never overwritten.
- If someone else changed the dashboard while you had it open, Save tells you so instead of quietly overwriting their work.
- Switching dashboards while you have unsaved changes drops them. The dashboard you picked is the one you get.
Who can do what
Every dashboard belongs to the workspace. There are no private dashboards.
Where an action is not available, the menu says why rather than leaving a gap.
Your default and your order
Two things are personal to you, not shared: which dashboard opens by default, and the order they appear in the list. Setting a default with ⋯ → Set as default changes nothing for anyone else. Deleting the dashboard that was your default moves the star back to the built-in one.The built-in dashboard
Exactly one ships with Vocily - Conversations, tagged Default. It shows:Agent · Agent Version · Direction · From · To · Status · Usage · Cost · StartedIt exists so there is something on screen before anyone has saved anything, and so Discard has somewhere to land. It cannot be renamed or deleted, but you can duplicate it and you can set it as your personal default.
Share a dashboard
The dashboard is in the page URL as?view=…, so a link opens on the same one. Links that carry
their own filters - from a billing transaction, for example - apply on top of the dashboard you
are on and show as unsaved, so you can keep them with Save as new.
Limits
On narrow screens
Below roughly 1300px the page switches to stacked cards, which have no columns. The active dashboard still supplies the filters and sort; the column set simply does not apply.What’s next
- Conversation history - the table itself, its filters and statuses.
- Custom Analysis - define the items that become columns.