What is a Dashboard?
A Dashboard in Speak AI is a build-your-own analytics surface where you compose widgets, charts, KPI cards, tables, and notes, on a resizable grid scoped to your chosen folders. Every widget reads from the same data scope and date range, which you control from a single Filters panel. Dashboards are saved and sharable, and they update live as new media is uploaded.
Dashboards are available on Speak AI Enterprise plans. If you do not see Dashboards in your sidebar, contact us to turn it on.
Dashboards are separate from the Explore insights feature. Explore lets you run ad-hoc queries across recordings; Dashboards let you save and share a persistent view you configure once and return to repeatedly.
Creating a dashboard
Open Dashboards in the sidebar. Click Create dashboard. A two-step wizard opens.
Step 1, Start from
Blank dashboard, opens an empty grid seeded with a Usage overview, Uploads over time, and Recent media widget to give you something to work with.
New from template, choose one of the curated templates: Conversation Overview, Voice of the Customer, Team Productivity, or Content Performance. Each template pre-populates a matched set of widgets.
Step 2, Scope and sharing
Enter a Dashboard title.
Pick one or more Folders. At least one folder is required, it defines which media the dashboard shows. The "Shared with" field auto-populates with the groups that already have access to those folders (shown as locked chips). You can optionally add more groups.
Click Create dashboard.
If you have an onboarding goal set, the empty state may show a recommended dashboard pre-scoped to your goal's folder (for example, "Sales Call Insights" or "Voice of the Customer"). Clicking it opens the same wizard at step 2 with the recommended layout already chosen.
Edit mode and view mode
A dashboard opens in view mode after you navigate to it from the list. Click Edit to enter edit mode. In edit mode you can:
Drag widgets to rearrange them on the grid.
Resize widgets by dragging their bottom-right corner.
Click Add widget to open the widget picker dialog and add a new widget.
Click the gear icon on a widget to open Widget settings in a side panel.
Remove a widget using its remove button.
Edit the dashboard title in-line.
Click Done to exit edit mode and return to view mode. Layout changes are saved automatically.
Only the dashboard owner and team members with company-wide folder access can edit, share, or delete a dashboard. Other members with access can view it in view mode.
Adding and arranging widgets
In edit mode, click Add widget. The Add a widget dialog groups every widget type by purpose:
Overview, Usage overview, Total files (KPI trend)
Metrics, Field metric, Metrics group
Breakdowns, Field breakdown, Themes, Sentiment, People breakdown
Trends, Uploads over time, Period comparison, Sentiment over time
Content & team, Recent media, Team activity
You can also type in the search box to filter by name or description. Click a widget card to add it to the dashboard.
To configure a widget after adding it, click the gear icon in its top-right corner while in edit mode. The Widget settings side panel opens. Every widget lets you change its title and accent color. Depending on the widget type you can also choose a field, a measure, an aggregation method, or a chart type. You can also turn on Override dashboard filters to give a single widget its own date range and folder scope.
Applying filters
Click the Filters button in the dashboard toolbar to open the Filters panel. Changes stay local until you click Apply filters. The panel lets you set:
Date range, choose a preset (for example, "Last 30 days"). Toggle Compare to previous period to add period-over-period context to every widget that supports it.
Folder, narrow the scope to one specific folder within the dashboard's allowed folders.
Filter files by field, add one or more custom-field filters. Only files where the chosen field has one of the selected values will appear. Files without the field set are excluded. Click Add filters to add a row; remove a row with the trash icon.
The active filter count is shown next to the Filters button. These settings apply to every widget on the dashboard, including the public share view.
Exporting widget data to CSV
Widgets that display tabular data include an Export CSV action in their header menu. The following widget types support CSV export: Recent media, People breakdown, Team activity, Field breakdown, Uploads over time, and Period comparison. Widgets that show only charts or summary numbers (Sentiment, Themes, KPI trend, Note, Usage overview) do not include a CSV export.
Other dashboard actions
From the dashboard list or the three-dot menu on an open dashboard you can Duplicate a dashboard to use it as a starting point for a new one. Open Settings from the three-dot menu to rename a dashboard, change its icon, or update which groups have access.
The fastest way to reach us is the live chat in the app (the chat bubble in the bottom corner). You can also email [email protected].