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Reporting & Dashboards

In one line: Let your UnleashX assistant pull the same numbers you see on the Conversations, Agent Dashboard, Campaign, and Workflow screens — and answer questions about them.

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1. Overview

Reporting & Dashboards is the read-only analytics surface for your UnleashX workspace. It wraps the endpoints behind the Conversations, Agent Dashboard, Campaign, and Workflow screens, so an assistant can answer “how did we do?” with real numbers. Once available, your assistant can summarize conversations, list your agents, pull dashboard KPIs and duration histograms, list campaigns and their audiences, get per-call records, and review workflow run history — all scoped to your own data automatically. Because it reads only the data you already own, it’s platform-native: it uses your signed-in session, requires no connection step, and is always available. Everything it returns is read-only — it never creates, edits, or deletes.

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2. What you’ll need

Reporting is native to UnleashX and always available — there’s no connection step, no third-party account, and no API key to manage. It reads your own metrics using your signed-in session.
  • An active UnleashX account (signed in).
  • Existing agents/campaigns/workflows whose metrics you want to view.
  • That’s it — no admin setup is required for read-only reporting.

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3. Get your credentials

There are no credentials to create and no connection step. Reporting authenticates with your session JWT (sent in a token header). The token resolves to your company/workspace server-side, so you never pass workspace or company identifiers by hand.
There is nothing for an admin to configure for normal use. The integration reuses the same UnleashX base URL and session-token plumbing as the rest of the platform; in standalone/CLI contexts a token can be supplied via environment, but in the product it’s automatic.

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4. Connect on UnleashX

1

Open your agent

Go to https://www.tryunleashx.com and open your assistant.
2

No connection needed

Reporting is platform-native and always on — you won’t find a Connect button because there’s nothing to authorize beyond your session.
3

Just ask

Ask a reporting question (e.g. “show today’s call KPIs”). The assistant runs the right reporting tool using your session.
4

Confirm it works

If numbers come back scoped to your workspace, it’s working. If you see a session error, sign in again.

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Use Reporting & Dashboards in a Workflow

Once connected, you can add Reporting & Dashboards to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.
1

Add a trigger or action node

Open Workflows → New Workflow. On the canvas, click + Add Trigger (or the + below any node) to add a step.Add a trigger on the workflow canvas
2

Pick Reporting & Dashboards from the Apps panel

In the Paths panel, open the Apps tab and select Reporting & Dashboards. Use the search box if you have many connectors.Choose your app from the Apps list
3

Choose a trigger or tool

Pick the trigger or action you want. Configure its fields — required fields are marked with a red asterisk (*).
4

Add or select your account

Under Selected account, choose an already-connected account, or click Add Account to connect one now.
5

Save and test

Fill in the remaining fields and click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.
The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

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5. Available tools

Every reporting tool is read-only. Creation and mutation (agents, campaigns) live in the separate Agents integration.

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6. Example usage

“Show me today’s call KPIs for our main voice agent.” → Runs Agents List to resolve the agent, then Dashboard Data (and Dashboard Meta) scoped to that agent. “How is the Winter Sale campaign doing — pickup rate and remaining contacts?” → Runs Campaign List to find the campaign, then Campaign Audience Stats for the aggregate numbers.

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7. Permissions & data access

UnleashX can:
  • Read conversation, agent-dashboard, campaign, and workflow metrics for your workspace.
  • List your agents and campaigns and return per-call records.
  • Auto-paginate large result sets and trim bulky fields for fast answers.
UnleashX cannot:
  • Create, edit, or delete any agent, campaign, or record (read-only by design).
  • Access data outside the workspace tied to your session.
  • Show another company’s metrics.
To disconnect: There’s no connection to revoke — Reporting only ever reads your own data using your session. Signing out ends access.

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8. Troubleshooting

For general issues, see /mcp/integrations.

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9. Frequently asked questions

Do I need to connect anything? No. Reporting is native and always available — it reads your own metrics using your session JWT. Can it change my data? No. Every reporting tool is strictly read-only. Mutations live in the Agents integration. Why is my data scoped automatically? The session token resolves to your company/workspace server-side, so reports always reflect your data without you passing IDs. Can multiple team members use it? Yes. Each member sees the metrics their own session and role allow.

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10. References