feat: assistant overview page [CW-7408] (#14889)

This PR adds a Captain Assistant **Overview** page to show some KPI
metrics (conversations handled, auto-resolution, handoff, hours saved,
reopen-after-resolve, conversation depth) with trend deltas vs the
previous window, a real knowledge card, and a lazily-loaded, cached LLM
welcome summary.

### Highlights

- **Two contextual banners** on the overview:
- **Inbox banner** — prompts the user to connect an inbox when the
assistant has none, so it can actually do work.
- **Coverage banner** — warns when FAQ coverage is below 85% with more
than 100 responses pending review, linking straight to the pending
queue. Dismissal persists per-assistant for 24h via localStorage.
- **Batched stats builder** (`Captain::AssistantStatsBuilder`) computes
both windows in single FILTER-aggregated scans to cut round trips,
behind new `stats`/`summary` endpoints.
- **Cards included but intentionally left dummy / not rendered yet:**
`ResponseQualityCard` (flagged responses) and `CreditUsageCard` (credit
usage + daily chart). Credits are an account-wide counter with no
per-assistant or daily history, so there is no real data to back them
yet; they ship in the codebase but are not wired into the page.

### Index migration

- Replaces `index_messages_on_sender_type_and_sender_id` with
`index_messages_on_sender_and_created` `(sender_type, sender_id,
created_at)`.
- **Why it helps:** the per-assistant windowed lookups filter `sender_*`
*and* a `created_at` range. The old 2-column index matched every
lifetime row for the assistant and filtered the time slice at the heap
(~89% of rows discarded); adding `created_at` as a range column lets
Postgres scan only the window, and fixes the row-count estimate so the
planner picks a hash join over a nested loop on `reporting_events`.
- **Why dropping the old index is safe:** the new index is a left-prefix
superset `(sender_type, sender_id, ...)`, so every query the old one
served is still served. No code references it by name, and dropping it
keeps write amplification on `messages` neutral. Built/dropped with
`CONCURRENTLY` and `if_not_exists`/`if_exists` guards.


## Preview

<img width="2572" height="1754" alt="CleanShot 2026-06-29 at 22 38
51@2x"
src="https://github.com/user-attachments/assets/3798d09e-7850-48e4-b2cd-508533f15cea"
/>

## Banners

#### Inbox connect alert

<img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 26 55@2x"
src="https://github.com/user-attachments/assets/373c371c-bb7d-4291-a0f9-620673078302"
/>

#### Coverage alert
<img width="2178" height="612" alt="CleanShot 2026-06-30 at 14 25 41@2x"
src="https://github.com/user-attachments/assets/e12d6308-11b6-4ba2-88a2-8a3077dd3e8f"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
This commit is contained in:
Shivam Mishra
2026-07-07 17:54:13 +05:30
committed by GitHub
co-authored by Sivin Varghese
parent 1e7218d439
commit a5fcecb3f6
33 changed files with 2090 additions and 10 deletions
@@ -1,6 +1,10 @@
/* global axios */
import ApiClient from '../ApiClient';
// Viewer's UTC offset in hours, matching the reports API convention so the
// backend can anchor calendar ranges to the viewer's day.
const getTimezoneOffset = () => -new Date().getTimezoneOffset() / 60;
class CaptainAssistant extends ApiClient {
constructor() {
super('captain/assistants', { accountScoped: true });
@@ -21,6 +25,18 @@ class CaptainAssistant extends ApiClient {
message_history: messageHistory,
});
}
getStats({ assistantId, range }) {
return axios.get(`${this.url}/${assistantId}/stats`, {
params: { range, timezone_offset: getTimezoneOffset() },
});
}
getSummary({ assistantId, range }) {
return axios.get(`${this.url}/${assistantId}/summary`, {
params: { range, timezone_offset: getTimezoneOffset() },
});
}
}
export default new CaptainAssistant();
@@ -182,7 +182,8 @@ const handleCreateAssistant = () => {
</div>
</div>
<div class="flex gap-2">
<div class="flex items-center gap-2">
<slot name="headerActions" />
<slot name="search" />
<div
v-if="!showPaywall && buttonLabel"
@@ -0,0 +1,96 @@
<script setup>
import { computed, ref, watch } from 'vue';
import { useRoute, useRouter } from 'vue-router';
import { LocalStorage } from 'shared/helpers/localStorage';
const props = defineProps({
knowledge: {
type: Object,
default: () => ({ approved: 0, pending: 0, documents: 0, coverage: 0 }),
},
});
const route = useRoute();
const router = useRouter();
// Dismissal is remembered per assistant for 24 hours (setFlag's default expiry).
const DISMISS_STORE = 'captain_overview_coverage_banner';
const accountId = computed(() => route.params.accountId);
const assistantId = computed(() => route.params.assistantId);
// Re-read the stored flag whenever the assistant changes, otherwise the banner
// would keep the first assistant's dismissed state after switching.
const dismissed = ref(false);
watch(
[accountId, assistantId],
([account, assistant]) => {
dismissed.value = LocalStorage.getFlag(DISMISS_STORE, account, assistant);
},
{ immediate: true }
);
// Thin coverage paired with a large review backlog: approving the pending FAQs
// is the quickest lever to lift auto-resolution, so nudge the team to act.
const COVERAGE_THRESHOLD = 85;
const PENDING_THRESHOLD = 100;
const showBanner = computed(
() =>
!dismissed.value &&
(props.knowledge?.coverage ?? 0) < COVERAGE_THRESHOLD &&
(props.knowledge?.pending ?? 0) > PENDING_THRESHOLD
);
const dismiss = () => {
LocalStorage.setFlag(DISMISS_STORE, accountId.value, assistantId.value);
dismissed.value = true;
};
const goToPending = () => {
router.push({
name: 'captain_assistants_responses_pending',
params: {
accountId: route.params.accountId,
assistantId: route.params.assistantId,
},
});
};
</script>
<template>
<div
v-if="showBanner"
class="flex items-center justify-between gap-3 px-3 py-2 text-sm border rounded-xl bg-n-amber-3 border-n-amber-4 text-n-amber-11"
>
<div class="flex items-center gap-2 min-w-0">
<span class="shrink-0 i-lucide-triangle-alert size-4" />
<span class="truncate">
{{
$t('CAPTAIN.OVERVIEW.COVERAGE_BANNER.TEXT', {
count: knowledge.pending,
coverage: knowledge.coverage,
})
}}
</span>
</div>
<div class="flex items-center gap-1 shrink-0">
<button
type="button"
class="px-3 py-1 rounded-lg bg-n-amber-4 hover:bg-n-amber-5"
@click="goToPending"
>
{{ $t('CAPTAIN.OVERVIEW.COVERAGE_BANNER.ACTION') }}
</button>
<button
type="button"
class="grid rounded-lg size-7 place-content-center hover:bg-n-amber-4"
:aria-label="$t('CAPTAIN.OVERVIEW.COVERAGE_BANNER.DISMISS')"
@click="dismiss"
>
<span class="i-lucide-x size-4" />
</button>
</div>
</div>
</template>
@@ -0,0 +1,73 @@
<script setup>
import { computed, ref, watch } from 'vue';
import { useRoute, useRouter } from 'vue-router';
import { useStore, useMapGetter } from 'dashboard/composables/store';
const route = useRoute();
const router = useRouter();
const store = useStore();
const dismissed = ref(false);
const assistantId = computed(() => route.params.assistantId);
const inboxes = useMapGetter('captainInboxes/getRecords');
const uiFlags = useMapGetter('captainInboxes/getUIFlags');
// Only surface once we know the assistant has no connected inboxes.
const showBanner = computed(
() =>
!dismissed.value &&
!uiFlags.value.fetchingList &&
inboxes.value.length === 0
);
watch(
assistantId,
id => {
dismissed.value = false;
if (id) store.dispatch('captainInboxes/get', { assistantId: id });
},
{ immediate: true }
);
const goToInboxes = () => {
router.push({
name: 'captain_assistants_inboxes_index',
params: {
accountId: route.params.accountId,
assistantId: assistantId.value,
},
});
};
</script>
<template>
<div
v-if="showBanner"
class="flex items-center justify-between gap-3 px-3 py-2 text-sm border rounded-xl bg-n-amber-3 border-n-amber-4 text-n-amber-11"
>
<div class="flex items-center gap-2 min-w-0">
<span class="shrink-0 i-lucide-triangle-alert size-4" />
<span class="truncate">
{{ $t('CAPTAIN.OVERVIEW.INBOX_BANNER.TEXT') }}
</span>
</div>
<div class="flex items-center gap-1 shrink-0">
<button
type="button"
class="px-3 py-1 rounded-lg bg-n-amber-4 hover:bg-n-amber-5"
@click="goToInboxes"
>
{{ $t('CAPTAIN.OVERVIEW.INBOX_BANNER.ACTION') }}
</button>
<button
type="button"
class="grid rounded-lg size-7 place-content-center hover:bg-n-amber-4"
:aria-label="$t('CAPTAIN.OVERVIEW.INBOX_BANNER.DISMISS')"
@click="dismissed = true"
>
<span class="i-lucide-x size-4" />
</button>
</div>
</div>
</template>
@@ -0,0 +1,87 @@
<script setup>
import { computed } from 'vue';
import { useRoute } from 'vue-router';
import { useI18n } from 'vue-i18n';
const props = defineProps({
knowledge: {
type: Object,
default: () => ({ approved: 0, pending: 0, documents: 0, coverage: 0 }),
},
});
const { t } = useI18n();
const route = useRoute();
const approvedPct = computed(() => props.knowledge.coverage ?? 0);
const linkTo = routeName => ({
name: routeName,
params: {
accountId: route.params.accountId,
assistantId: route.params.assistantId,
},
});
const stats = computed(() => [
{
key: 'approved',
value: props.knowledge.approved,
label: t('CAPTAIN.OVERVIEW.KNOWLEDGE.APPROVED'),
to: linkTo('captain_assistants_responses_index'),
},
{
key: 'pending',
value: props.knowledge.pending,
label: t('CAPTAIN.OVERVIEW.KNOWLEDGE.PENDING'),
to: linkTo('captain_assistants_responses_pending'),
},
{
key: 'documents',
value: props.knowledge.documents,
label: t('CAPTAIN.OVERVIEW.KNOWLEDGE.DOCUMENTS'),
to: linkTo('captain_assistants_documents_index'),
},
]);
</script>
<template>
<div
class="flex flex-col gap-4 p-5 border rounded-xl bg-n-solid-1 border-n-weak"
>
<div class="flex items-center justify-between">
<span class="text-sm font-medium text-n-slate-12">
{{ $t('CAPTAIN.OVERVIEW.KNOWLEDGE.TITLE') }}
</span>
<span class="text-sm tabular-nums text-n-slate-11">
{{ $t('CAPTAIN.OVERVIEW.KNOWLEDGE.COVERAGE', { pct: approvedPct }) }}
</span>
</div>
<div class="w-full h-2 overflow-hidden rounded-full bg-n-alpha-2">
<div
class="h-full rounded-full bg-n-brand"
:style="{ width: `${approvedPct}%` }"
/>
</div>
<div class="grid grid-cols-3 gap-3">
<RouterLink
v-for="stat in stats"
:key="stat.key"
:to="stat.to"
class="flex flex-col gap-1 group/stat"
>
<span class="text-xl font-semibold tabular-nums text-n-slate-12">
{{ stat.value }}
</span>
<span
class="inline-flex items-center gap-1 text-xs transition-colors text-n-slate-11 group-hover/stat:text-n-slate-12"
>
{{ stat.label }}
<span
class="transition-opacity opacity-0 i-lucide-arrow-up-right size-3 group-hover/stat:opacity-100"
/>
</span>
</RouterLink>
</div>
</div>
</template>
@@ -0,0 +1,40 @@
<script setup>
import { computed } from 'vue';
const props = defineProps({
label: { type: String, required: true },
value: { type: String, required: true },
trend: { type: String, default: '' },
hint: { type: String, default: '' },
// null = neutral, true = good direction, false = bad direction
trendGood: { type: Boolean, default: null },
});
const trendClass = computed(() => {
if (props.trendGood === null) return 'text-n-slate-11';
return props.trendGood ? 'text-n-teal-11' : 'text-n-ruby-11';
});
</script>
<template>
<div class="flex flex-col gap-3 p-5 group bg-n-solid-1">
<div class="flex items-center gap-1.5">
<span class="text-sm font-medium text-n-slate-11">{{ label }}</span>
<span
v-if="hint"
v-tooltip="hint"
class="transition-opacity opacity-0 cursor-help i-lucide-info size-3.5 text-n-slate-10 group-hover:opacity-100"
/>
</div>
<div class="flex items-end justify-between gap-2">
<span
class="text-3xl font-semibold tracking-tight tabular-nums text-n-slate-12"
>
{{ value }}
</span>
<span class="text-sm font-medium tabular-nums" :class="trendClass">
{{ trend }}
</span>
</div>
</div>
</template>
@@ -0,0 +1,81 @@
<script setup>
import { computed } from 'vue';
import { useRoute, RouterLink } from 'vue-router';
import { useI18n } from 'vue-i18n';
import { useAccount } from 'dashboard/composables/useAccount';
import { getHelpUrlForFeature } from 'dashboard/helper/featureHelper';
const { t } = useI18n();
const route = useRoute();
const { isOnChatwootCloud } = useAccount();
const assistantParams = computed(() => ({
accountId: route.params.accountId,
assistantId: route.params.assistantId,
}));
const links = computed(() => [
{
key: 'docs',
title: t('CAPTAIN.OVERVIEW.LINKS.DOCS.TITLE'),
description: t('CAPTAIN.OVERVIEW.LINKS.DOCS.DESCRIPTION'),
icon: 'i-lucide-book-open',
href: getHelpUrlForFeature('captain'),
},
{
key: 'playground',
title: t('CAPTAIN.OVERVIEW.LINKS.PLAYGROUND.TITLE'),
description: t('CAPTAIN.OVERVIEW.LINKS.PLAYGROUND.DESCRIPTION'),
icon: 'i-lucide-flask-conical',
to: {
name: 'captain_assistants_playground_index',
params: assistantParams.value,
},
},
{
key: 'billing',
title: t('CAPTAIN.OVERVIEW.LINKS.BILLING.TITLE'),
description: t('CAPTAIN.OVERVIEW.LINKS.BILLING.DESCRIPTION'),
icon: 'i-lucide-credit-card',
to: {
name: 'billing_settings_index',
params: { accountId: route.params.accountId },
},
},
]);
</script>
<template>
<div v-if="isOnChatwootCloud" class="grid grid-cols-1 gap-4 sm:grid-cols-3">
<component
:is="link.href ? 'a' : RouterLink"
v-for="link in links"
:key="link.key"
:href="link.href"
:to="link.to"
:target="link.href ? '_blank' : undefined"
:rel="link.href ? 'noopener noreferrer' : undefined"
class="flex items-center gap-3 p-4 transition-colors border rounded-xl bg-n-solid-1 border-n-weak hover:bg-n-alpha-1 group/link"
>
<span
class="grid rounded-lg size-9 shrink-0 place-content-center bg-n-alpha-2 text-n-slate-11"
>
<span :class="link.icon" class="size-4" />
</span>
<div class="flex flex-col min-w-0">
<span class="text-sm font-medium text-n-slate-12">
{{ link.title }}
</span>
<span class="text-xs truncate text-n-slate-11">
{{ link.description }}
</span>
</div>
<span
:class="
link.href ? 'i-lucide-arrow-up-right' : 'i-lucide-chevron-right'
"
class="ml-auto transition-opacity opacity-0 size-4 text-n-slate-10 group-hover/link:opacity-100"
/>
</component>
</div>
</template>
@@ -0,0 +1,78 @@
<script setup>
import { computed } from 'vue';
import { useToggle } from '@vueuse/core';
import { useI18n } from 'vue-i18n';
import { vOnClickOutside } from '@vueuse/components';
import Button from 'dashboard/components-next/button/Button.vue';
import DropdownMenu from 'dashboard/components-next/dropdown-menu/DropdownMenu.vue';
const modelValue = defineModel({ type: String, default: '30' });
const { t } = useI18n();
const [showDropdown, toggleDropdown] = useToggle();
const DAY_RANGES = ['7', '30', '90'];
const decorate = item => ({
...item,
action: 'select',
isSelected: item.value === modelValue.value,
});
const menuSections = computed(() => {
const dayItems = DAY_RANGES.map(value =>
decorate({
value,
label: t('CAPTAIN.OVERVIEW.RANGES.LAST_DAYS', { count: value }),
})
);
const monthItems = [
decorate({
value: 'this_month',
label: t('CAPTAIN.OVERVIEW.RANGES.THIS_MONTH'),
}),
decorate({
value: 'last_month',
label: t('CAPTAIN.OVERVIEW.RANGES.LAST_MONTH'),
}),
];
return [{ items: dayItems }, { items: monthItems }];
});
const menuItems = computed(() =>
menuSections.value.flatMap(section => section.items)
);
const selectedLabel = computed(
() => menuItems.value.find(item => item.isSelected)?.label || ''
);
const handleAction = ({ value }) => {
toggleDropdown(false);
modelValue.value = value;
};
</script>
<template>
<div
v-on-click-outside="() => toggleDropdown(false)"
class="relative flex items-center group"
>
<Button
sm
slate
faded
trailing-icon
icon="i-lucide-chevron-down"
:label="selectedLabel"
class="rounded-md group-hover:bg-n-alpha-2"
@click="toggleDropdown()"
/>
<DropdownMenu
v-if="showDropdown"
:menu-sections="menuSections"
class="mt-1 ltr:right-0 rtl:left-0 top-full"
@action="handleAction($event)"
/>
</div>
</template>
@@ -0,0 +1,75 @@
<script setup>
import { computed, ref, watch } from 'vue';
import { useRoute } from 'vue-router';
import CaptainAssistant from 'dashboard/api/captain/assistant';
import MessageFormatter from 'shared/helpers/MessageFormatter.js';
const props = defineProps({
range: {
type: String,
default: '30',
},
});
const route = useRoute();
const assistantId = computed(() => route.params.assistantId);
// Markdown summary generated by the model from the assistant's stats (served by
// the captain/assistants/:id/summary endpoint). Numbers are emphasised with
// **bold** so we can highlight them (see prose-strong styling below).
const welcomeMarkdown = ref('');
const isLoading = ref(false);
const fetchSummary = async () => {
isLoading.value = true;
try {
const { data } = await CaptainAssistant.getSummary({
assistantId: assistantId.value,
range: props.range,
});
welcomeMarkdown.value = data.message ?? '';
} catch {
welcomeMarkdown.value = '';
} finally {
isLoading.value = false;
}
};
watch([() => props.range, assistantId], fetchSummary, { immediate: true });
// Render through the shared markdown formatter (html disabled, so it is safe)
// used everywhere else for Captain output, instead of a bespoke parser. It
// handles paragraphs, line breaks, links, lists and emphasis consistently.
const formattedSummary = computed(
() => new MessageFormatter(welcomeMarkdown.value).formattedMessage
);
</script>
<!-- eslint-disable-next-line vue/no-root-v-if -->
<template>
<div v-if="isLoading || welcomeMarkdown" class="flex flex-col gap-3">
<div class="flex items-center gap-1.5 text-n-slate-10">
<span class="i-lucide-sparkles size-3.5" />
<span class="text-xs">
{{ $t('CAPTAIN.OVERVIEW.WELCOME.LABEL') }}
</span>
</div>
<div
v-if="isLoading"
class="flex flex-col gap-5"
:aria-label="$t('CAPTAIN.OVERVIEW.WELCOME.LOADING')"
>
<div class="flex flex-col gap-2.5">
<div class="w-full h-5 rounded bg-n-slate-3 animate-pulse" />
<div class="w-11/12 h-5 rounded bg-n-slate-3 animate-pulse" />
<div class="w-4/6 h-5 rounded bg-n-slate-3 animate-pulse" />
</div>
<div class="w-5/6 h-5 rounded bg-n-slate-3 animate-pulse" />
</div>
<div
v-else
v-dompurify-html="formattedSummary"
class="max-w-none prose prose-p:text-lg prose-p:leading-relaxed prose-p:mt-0 prose-p:mb-3 last:prose-p:mb-0 prose-strong:font-bold prose-strong:tabular-nums prose-strong:text-n-brand text-n-slate-12"
/>
</div>
</template>
@@ -65,7 +65,7 @@ const handleAssistantChange = async assistant => {
const currentRouteName = route.name;
const targetRouteName =
currentRouteName || 'captain_assistants_responses_index';
currentRouteName || 'captain_assistants_overview_index';
await fetchDataForRoute(targetRouteName, assistant.id);
@@ -440,6 +440,14 @@ const menuItems = computed(() => {
label: t('SIDEBAR.CAPTAIN'),
activeOn: ['captain_assistants_create_index'],
children: [
{
name: 'Overview',
label: t('SIDEBAR.CAPTAIN_OVERVIEW'),
activeOn: ['captain_assistants_overview_index'],
to: accountScopedRoute('captain_assistants_index', {
navigationPath: 'captain_assistants_overview_index',
}),
},
{
name: 'FAQs',
label: t('SIDEBAR.CAPTAIN_RESPONSES'),
@@ -19,6 +19,7 @@ const FEATURE_HELP_URLS = {
webhook: 'https://chwt.app/hc/webhooks',
billing: 'https://chwt.app/pricing',
saml: 'https://chwt.app/hc/saml',
captain: 'https://chwt.app/captain-docs',
captain_billing: 'https://chwt.app/hc/captain_billing',
};
@@ -392,6 +392,93 @@
"CAPTAIN": {
"NAME": "Captain",
"HEADER_KNOW_MORE": "Know more",
"OVERVIEW": {
"HEADER": "Overview",
"WELCOME": {
"LABEL": "Captain summary",
"LOADING": "Generating summary…"
},
"INBOX_BANNER": {
"TEXT": "This assistant isn't connected to any inbox yet, so it won't respond to conversations.",
"ACTION": "Connect inbox",
"DISMISS": "Dismiss"
},
"COVERAGE_BANNER": {
"TEXT": "{count} FAQs are pending review, keeping coverage at {coverage}%. Approve them so your assistant can resolve more on its own.",
"ACTION": "Review FAQs",
"DISMISS": "Dismiss"
},
"RANGES": {
"LAST_DAYS": "Last {count} days",
"THIS_MONTH": "This month",
"LAST_MONTH": "Last month"
},
"METRICS": {
"HANDLED": {
"LABEL": "Conversations handled",
"HINT": "Distinct conversations this assistant replied in."
},
"AUTO_RESOLUTION": {
"LABEL": "Auto-resolution rate",
"HINT": "Share of handled conversations closed without a human reply."
},
"HANDOFF": {
"LABEL": "Handoff rate",
"HINT": "Share of handled conversations escalated to a human agent."
},
"HOURS_SAVED": {
"LABEL": "Hours saved",
"HINT": "Estimate: Captain replies times the team's average response time. Directional, not measured labor."
},
"REOPEN": {
"LABEL": "Reopen rate",
"HINT": "Auto-resolved conversations that were reopened afterwards."
},
"DEPTH": {
"LABEL": "Messages / conversation",
"HINT": "Average replies the assistant sends per conversation."
}
},
"KNOWLEDGE": {
"TITLE": "Knowledge coverage",
"COVERAGE": "{pct}% approved",
"APPROVED": "Approved FAQs",
"PENDING": "Pending FAQs",
"DOCUMENTS": "Documents"
},
"FLAGGED": {
"TITLE": "Response quality",
"TOTAL": "{count} flagged · {rate}"
},
"CREDITS": {
"TITLE": "Credit usage",
"UNIT": "credits",
"LEGEND": "Daily credits used",
"AXIS_START": "{count}d ago",
"AXIS_END": "Today"
},
"LINKS": {
"DOCS": {
"TITLE": "Captain docs",
"DESCRIPTION": "Guides and how-tos for Captain"
},
"PLAYGROUND": {
"TITLE": "Playground",
"DESCRIPTION": "Test this assistant's replies"
},
"BILLING": {
"TITLE": "Billing",
"DESCRIPTION": "Manage credits and plan"
}
},
"FLAG_REASONS": {
"INCORRECT": "Incorrect info",
"INCOMPLETE": "Incomplete",
"OUTDATED": "Outdated",
"INAPPROPRIATE": "Inappropriate",
"OTHER": "Other"
}
},
"ASSISTANT_SWITCHER": {
"ASSISTANTS": "Assistants",
"SWITCH_ASSISTANT": "Switch between assistants",
@@ -324,6 +324,7 @@
"ALL_COMPANIES": "All Companies",
"CAPTAIN": "Captain",
"CAPTAIN_ASSISTANTS": "Assistants",
"CAPTAIN_OVERVIEW": "Overview",
"CAPTAIN_DOCUMENTS": "Documents",
"CAPTAIN_RESPONSES": "FAQs",
"CAPTAIN_TOOLS": "Tools",
@@ -0,0 +1,151 @@
<script setup>
import { computed, ref, watch } from 'vue';
import { useI18n } from 'vue-i18n';
import { useRoute } from 'vue-router';
import { FEATURE_FLAGS } from 'dashboard/featureFlags';
import CaptainAssistant from 'dashboard/api/captain/assistant';
import PageLayout from 'dashboard/components-next/captain/PageLayout.vue';
import CaptainPaywall from 'dashboard/components-next/captain/pageComponents/Paywall.vue';
import RangeSelector from 'dashboard/components-next/captain/pageComponents/overview/RangeSelector.vue';
import WelcomeCard from 'dashboard/components-next/captain/pageComponents/overview/WelcomeCard.vue';
import MetricCard from 'dashboard/components-next/captain/pageComponents/overview/MetricCard.vue';
import KnowledgeCard from 'dashboard/components-next/captain/pageComponents/overview/KnowledgeCard.vue';
import QuickLinks from 'dashboard/components-next/captain/pageComponents/overview/QuickLinks.vue';
import InboxBanner from 'dashboard/components-next/captain/pageComponents/overview/InboxBanner.vue';
import CoverageBanner from 'dashboard/components-next/captain/pageComponents/overview/CoverageBanner.vue';
const { t } = useI18n();
const route = useRoute();
const selectedRange = ref('this_month');
const assistantId = computed(() => route.params.assistantId);
const stats = ref(null);
const fetchStats = async () => {
try {
const { data } = await CaptainAssistant.getStats({
assistantId: assistantId.value,
range: selectedRange.value,
});
stats.value = data;
} catch {
stats.value = null;
}
};
watch([selectedRange, assistantId], fetchStats, { immediate: true });
// `direction` says whether a rising trend is good ('up'), bad ('down'), or
// neutral, so we can colour the delta independently of its sign.
const resolveTrendGood = (trendValue, direction) => {
if (direction === 'neutral' || trendValue === 0) return null;
return direction === 'up' ? trendValue > 0 : trendValue < 0;
};
// Trend units mirror the backend pack mode: a relative percent change ('%') for
// :percent metrics, a percentage-point delta (' pts') for rate metrics packed as
// :point, and a plain number for :absolute counts like conversation depth.
const TREND_SUFFIX = { percent: '%', point: ' pts', absolute: '' };
const metricFor = (statKey, formatValue, direction, trendKind = 'percent') => {
const data = stats.value?.[statKey];
if (!data) return { value: '—', trend: '', trendGood: null };
const sign = data.trend > 0 ? '+' : '';
return {
value: formatValue(data.current),
trend: `${sign}${data.trend}${TREND_SUFFIX[trendKind]}`,
trendGood: resolveTrendGood(data.trend, direction),
};
};
const metrics = computed(() => [
{
key: 'handled',
label: t('CAPTAIN.OVERVIEW.METRICS.HANDLED.LABEL'),
hint: t('CAPTAIN.OVERVIEW.METRICS.HANDLED.HINT'),
...metricFor('conversations_handled', v => v.toLocaleString(), 'up'),
},
{
key: 'autoResolution',
label: t('CAPTAIN.OVERVIEW.METRICS.AUTO_RESOLUTION.LABEL'),
hint: t('CAPTAIN.OVERVIEW.METRICS.AUTO_RESOLUTION.HINT'),
...metricFor('auto_resolution_rate', v => `${v}%`, 'up', 'point'),
},
{
key: 'handoff',
label: t('CAPTAIN.OVERVIEW.METRICS.HANDOFF.LABEL'),
hint: t('CAPTAIN.OVERVIEW.METRICS.HANDOFF.HINT'),
...metricFor('handoff_rate', v => `${v}%`, 'down', 'point'),
},
{
key: 'hoursSaved',
label: t('CAPTAIN.OVERVIEW.METRICS.HOURS_SAVED.LABEL'),
hint: t('CAPTAIN.OVERVIEW.METRICS.HOURS_SAVED.HINT'),
...metricFor('hours_saved', v => `${v}h`, 'up'),
},
{
key: 'reopen',
label: t('CAPTAIN.OVERVIEW.METRICS.REOPEN.LABEL'),
hint: t('CAPTAIN.OVERVIEW.METRICS.REOPEN.HINT'),
...metricFor('reopen_rate', v => `${v}%`, 'down', 'point'),
},
{
key: 'depth',
label: t('CAPTAIN.OVERVIEW.METRICS.DEPTH.LABEL'),
hint: t('CAPTAIN.OVERVIEW.METRICS.DEPTH.HINT'),
...metricFor(
'conversation_depth',
v => v.toFixed(1),
'neutral',
'absolute'
),
},
]);
</script>
<template>
<PageLayout
:header-title="$t('CAPTAIN.OVERVIEW.HEADER')"
:is-empty="false"
:show-pagination-footer="false"
:show-know-more="false"
:feature-flag="FEATURE_FLAGS.CAPTAIN"
>
<template #headerActions>
<RangeSelector v-model="selectedRange" />
</template>
<template #paywall>
<CaptainPaywall />
</template>
<template #body>
<div class="flex flex-col gap-6">
<InboxBanner />
<CoverageBanner :knowledge="stats?.knowledge" />
<WelcomeCard :range="selectedRange" />
<div
class="grid grid-cols-1 gap-px overflow-hidden border rounded-xl sm:grid-cols-2 lg:grid-cols-3 bg-n-weak border-n-weak"
>
<MetricCard
v-for="metric in metrics"
:key="metric.key"
:label="metric.label"
:value="metric.value"
:trend="metric.trend"
:hint="metric.hint"
:trend-good="metric.trendGood"
/>
</div>
<KnowledgeCard :knowledge="stats?.knowledge" />
<QuickLinks />
</div>
</template>
</PageLayout>
</template>
@@ -6,6 +6,7 @@ import CaptainPageRouteView from './pages/CaptainPageRouteView.vue';
import AssistantsIndexPage from './pages/AssistantsIndexPage.vue';
import AssistantEmptyStateIndex from './assistants/Index.vue';
import AssistantOverviewIndex from './assistants/overview/Index.vue';
import AssistantSettingsIndex from './assistants/settings/Settings.vue';
import AssistantInboxesIndex from './assistants/inboxes/Index.vue';
import AssistantPlaygroundIndex from './assistants/playground/Index.vue';
@@ -36,6 +37,12 @@ const metaV2 = {
};
const assistantRoutes = [
{
path: frontendURL('accounts/:accountId/captain/:assistantId/overview'),
component: AssistantOverviewIndex,
name: 'captain_assistants_overview_index',
meta,
},
{
path: frontendURL('accounts/:accountId/captain/:assistantId/faqs'),
component: ResponsesIndex,
@@ -129,7 +136,7 @@ export const routes = [
return {
name: 'captain_assistants_index',
params: {
navigationPath: 'captain_assistants_responses_index',
navigationPath: 'captain_assistants_overview_index',
...to.params,
},
};
@@ -53,6 +53,7 @@ const routeToLastActiveAssistant = () => {
const { navigationPath } = route.params;
const isAValidRoute = [
'captain_assistants_overview_index', // Overview page
'captain_assistants_responses_index', // Faq page
'captain_assistants_documents_index', // Document page
'captain_assistants_scenarios_index', // Scenario page
@@ -64,7 +65,7 @@ const routeToLastActiveAssistant = () => {
const navigateTo = isAValidRoute
? navigationPath
: 'captain_assistants_responses_index';
: 'captain_assistants_overview_index';
return routeToView(navigateTo, {
accountId: route.params.accountId,