Drilling down information in dashboard widget

You can drill down information from a dashboard widget based on your requirement. Select the options available in the drop-down list to view specific information in the dashboard widgets.

To use the drill down function feature in the Bot Insight dashboard widget, do the following:

Procedure

  1. Open the dashboard and select the widget.
  2. Right-click to view the Drill Down menu.
    Drill Down menu sample for a mortgage analytics processing bot :
    • Gender
    • Mortage Type
    • Customer ID
    • Company Name
    • Email
    • Loan Due Date
    • Loan Origin Date
    Note: Bot Insight dynamically generates the Drill Down menu options based on the variables you tag when creating the bot.