- At a Glance reports conversation outcomes, quality, sentiment, and return on investment for a period.
- Billing and Usage reports what the project consumed and which part of that consumption bills.
At a Glance
At a Glance aggregates outcome, quality, sentiment, and cost metrics into a single view that needs no configuration. Use it for a daily check or a leadership review, and to decide which of the deeper pages to open next. Navigation: Project > Insights > At a GlancePage filters
Three controls at the top of the page scope everything below them: an environment filter, a channel filter, and a date range. The date range offers 7, 30, or 90 days, or a custom range of up to 90 days. The filters are shared across the Insights pages, so a range you set here carries over to the next page. Narrow the environment filter when production and non-production traffic would otherwise mix. Test conversations distort containment and cost figures more than any other input. When you change a filter, a Reset filter control appears with the number of filters you applied. Check it before you conclude that a period was quiet, since a narrowed view looks much the same as a slow week.
Metric cards
Six cards summarize the selected period. Each card shows a headline value and a supporting figure that supplies its denominator. Read the two together, because a containment rate means one thing across a thousand conversations and something else across one.
A card shows a dash when the pipeline behind it produces no value for the period. A dash means the measure has no data, not that it scored zero, and it usually indicates that the relevant pipeline isn’t running.
The following table shows how the platform calculates each card and the default colour bands.
Each total is a subset of the one before it. Conversations counts every finished conversation. The evaluated figure counts conversations with a result from at least one pipeline. The outcome total, shown under Outcome Distribution, counts conversations that the Quality Evaluation pipeline gave an outcome. A conversation that only the sentiment or intent pipeline analyzed counts as evaluated but has no outcome yet.
Containment Rate isn’t the same as the Resolution Rate on Customer Insights. Containment asks whether the AI resolved the conversation without a person. Resolution asks whether the customer’s main intent was resolved, whatever happened along the way.
Overview tab
The Overview tab explains the headline numbers. Conversation Volume & Containment Rate plots volume and containment on one timeline. The chart separates the two ways a containment figure moves: the agent resolves a different share of conversations, or the volume changes underneath a stable share. The chart counts volume by the date each session ended, and containment by the date each session started. Days with no data plot as zero, so the current partial day falls near zero. Outcome Distribution divides the evaluated conversations by how they ended. Each category appears as a segment with its count, its share of the total, and a caption that describes the outcome. A footer states how many conversations have an outcome. That total is the denominator of both Containment Rate and Escalation Rate.
The partial and unresolved categories are the reason to read this section rather than the cards alone. Containment and escalation together imply a binary outcome, and these categories hold the conversations that fit neither.


Trends tab
The Trends tab answers questions about direction rather than current state. Three charts cover the period. Multi-Metric Trends plots containment, escalation, and quality on one timeline. Reading the three together is what makes the tab useful, because a containment rise that coincides with a quality fall is a different event from one that doesn’t. Quality uses a 1 to 5 scale but shares the 0 to 100 axis with the two rates, so its line looks flat near the bottom. Point to the line to read its real value.


ROI tab
The ROI tab converts contained volume into money and staffing. Every figure except cost per conversation rests on the assumptions in cost settings, so agree those with your finance team before you circulate anything from this tab.
AI Cost vs Estimated Human Cost plots both costs across the period and states the per-conversation human cost it applies, so anyone who reads the chart can see the assumption behind the comparison. The platform attributes actual model costs to contained conversations.
The gap between the two series is the daily saving.

Conversations tab
The Conversations tab lists the individual conversations behind the metrics, 25 per page. Select a conversation to open its session record, which holds the full trace, cost, and message history. Use this tab when a metric looks wrong and you need to read the conversations that produced it. Use the quick filter to narrow the list.
Open flagged conversations first. They show what the agent got wrong.

ROI cost settings
Select Cost Settings on the ROI tab to set the assumptions that produce the ROI figures, then select Save. Nothing here affects what the platform bills you. These values only determine the baseline that the platform compares your actual spend with.
The default values are $12 human cost per conversation, $4,500 monthly FTE cost, 6 minutes average handle time, and $0.05 estimated AI cost per conversation.
Billing and usage
Billing and Usage shows what the project consumed, how much of that consumption bills, and the policy that decides the difference. Finance and operations teams use it to reconcile spend and to explain gaps between activity and charges. Navigation: Project -> Insights -> Billing & Usage
Data currency
The page reads published billing report rows rather than live traffic, and it states when the platform last published those rows. Published rows are the billing record. When no published rows exist for the period, the page shows a current estimate. Check the timestamp before you reconcile a period, because recent activity appears only after the next materialization. A date range control scopes the page.Usage and billing units
Daily Billing Units plots billing units and included sessions across the period, so you can trace a spike in charges to either more sessions or longer ones.
Channel Breakdown reports sessions, units, and model calls per channel. It shows which channel drives your spend, and it exposes an excluded channel as activity that produced no units.
For example,
web_debug is the Studio test chat. Its LLM calls are counted, but its sessions are excluded from billing.
Voice minutes reports voice consumption separately, because voice meters in minutes rather than in the unit model that governs the rest of the page.
Excluded sessions
This section lists the sessions the latest materialization didn’t bill, grouped by the reason that excluded each one. Start here when session volume and billed volume disagree. The reason names the policy rule that removed the sessions, which turns an unexplained gap into a policy question.
Test, eval, and synthetic sessions are also left out of billing.

Usage by billing scope
This section groups sessions by billing scope. When one agent delegates to another, the parent and its children roll up into a single scope, so the platform counts a multi-agent conversation once rather than once per agent. Read this section when your agent architecture makes the session count look higher than the work the customer experienced.Resolved billing policy
This section shows the billing policy in effect for the tenant and the level that sets each value. The source label matters most: it tells you whether a value comes from your plan or from this project, and therefore whether changing it needs your account team or your own settings.
