MonitorBoards

Create a widget

View as Markdown

A widget is a single query paired with a single visualization on a board. Keep each widget narrow and focused on one metric, for example “daily connected calls for this campaign” rather than a broad query covering everything. You add widgets from a board under Monitor → Boards.

Create a widget

1

Open the editor

On a board, click Create → Widget, or Add widget on an empty tab.

2

Name it

Name the widget after the metric it shows. A blank name saves as Untitled widget.

3

Write or generate SQL

Type SQL yourself, or press / and use Generate with AI. Browse the available tables in the Schema panel before referencing column names.

4

Run

Click Run or press ⌘/Ctrl+Enter, and correct any errors until the preview looks right.

5

Pick a visualization

Choose Table, 123 (number), Bar, or Line. For bar and line charts, set the X-axis, Y-axis, and an optional Series breakout.

6

Save

Click Save widget, then drag it into place on the board.

Which chart to pick

TypeWhen to use
TableInspect rows or multi-column results
NumberShow a single KPI: one row, one numeric column
BarCompare categories such as languages, agents, or failure reasons
LineShow a trend over time

After the first successful run, the editor suggests the first column as X and the first numeric-looking column as Y. The X and Y axes must use different columns.

Best practices

Keep each widget to a single metric. If you need two metrics, create two widgets.

Use tokens such as {{agent_id}} and {{start_date}} so operators can change the scope without editing SQL. See Filters.

Treat AI output as a first draft. Verify schema names and metric definitions before relying on the widget. See SQL best practices.

Optional alerts

On a saved widget, open Configure alerts to be notified when the widget returns any results. Alerts can run hourly, daily, or weekly, and can be delivered by email and/or a Slack webhook.

Next

Filters

Parameterize the query so operators can change its scope.

SQL best practices

Review dialect, schema, and AI generation guidance.