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Introduction

Pulse lets you build live, custom dashboards of what’s happening across Duvo — your Agents, Runs, Queues, and Cases, plus data from your Connections — just by describing what you want to see. Instead of exporting data to a spreadsheet or waiting on a fixed report, you start a conversation, tell Pulse the view you need, and it builds an interactive dashboard for you in seconds. Pulse is for anyone who wants a custom view of their Duvo data without exporting it or asking someone to build a report — any team member with Member access or above can create a Pulse dashboard, then share it so teammates can view or refine it. Your Duvo data — Agents, Runs, Queues, and Cases — is read live, so a dashboard reflects what’s happening right now each time it opens. Data pulled from a Connection (such as Gmail or Slack) is captured as a snapshot when the dashboard is built or updated, and refreshes when you ask Pulse to update it. You can keep chatting to refine any dashboard, then share it with your team.

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Key Capabilities

  • Describe what you want in plain language — ask for “open Cases by queue this week” or “agent success rate over time” and Pulse builds the view.
  • Live Duvo data — your Agents, Runs, Queues, and Cases refresh every time a dashboard opens, so it stays current on its own.
  • Connection data on demand — data from Connections like Gmail or Slack is captured as a snapshot when you build or update a dashboard, and refreshes when you ask.
  • Iterate by chatting — refine any dashboard by continuing the conversation (“make it a bar chart”, “filter to the last 14 days”).
  • Share with your team — publish a dashboard so teammates can view it, or let them refine it too.
  • Permission-aware — a shared dashboard only ever shows each viewer the data their own account is allowed to see.

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How to Create a Pulse

  1. Click Pulse in the left sidebar.
  2. Click New Pulse. You’ll land on a split view — an empty canvas on the left and a chat composer on the right.
  3. In the chat, describe what you want to see. For example: “Show me open Cases by queue for the last 7 days.”
  4. Submit your request. Pulse may ask a clarifying question, or it may have enough to work with and start building right away.
  5. Watch the dashboard appear on the left as it’s generated. Pulse also gives it a title based on your first request.
The dashboard is live — it fetches data directly from Duvo each time it loads.

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How to Refine a Pulse

You shape a dashboard entirely through conversation — there’s no code or settings to edit by hand.
  1. Open the Pulse you want to change.
  2. In the chat panel on the right, describe the change — for example, “group this by agent instead”, “switch to a line chart”, or “only show the last 30 days”.
  3. The dashboard on the left updates to reflect your request.
  4. Keep chatting until the view is right. The conversation is saved, so you can scroll back to see what you asked for.
Use the element picker to point Pulse at a specific part of the dashboard before you ask for a change — this helps it target exactly the piece you mean.
If a change can’t be generated, the previous version stays on screen and the chat shows an error you can retry from — you won’t lose your working dashboard.

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Renaming a Pulse

The title sits at the top of the dashboard and is editable inline. Click it, type a new name, and press Enter or click away to save.

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Sharing a Pulse

A Pulse is private by default — only you can open it, even if someone else has the link. To let your team see it, publish it.
  1. Open the Pulse you want to share.
  2. Click Share.
  3. Turn on Publish to team. The dashboard now appears in the Team Pulses list for everyone on your team.
  4. Choose what teammates can do:
    • View (default) — teammates see the dashboard only.
    • Edit — teammates can also refine it through chat, just like you.
  5. Copy the link with Copy link to share it directly.
To make a Pulse private again, turn off Publish to team. It disappears from teammates’ lists and the link stops working for them.
Publishing controls who can open a dashboard — it does not change what data they see. A shared Pulse always shows each viewer only the data their own account is authorized to access, so two teammates may see different numbers in the same dashboard.
Only the creator can rename, delete, publish, or change the permissions of a Pulse. To adapt someone else’s dashboard as your own, duplicate it (see below).

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Managing Your Pulses

The Pulse home page lists your dashboards in two groups:
  • My Pulses — dashboards you created.
  • Team Pulses — dashboards teammates have published to the team, showing who created each one and when it was last updated.
Open any dashboard’s menu to:
  • Duplicate — clone an existing dashboard as a starting point instead of building a new one from scratch.
  • Export — save the dashboard as a PDF or HTML file to share outside Duvo.
  • View version history — browse earlier versions of the dashboard and restore one if needed.
  • Delete — remove a dashboard. Only the creator can delete, and deletion can’t be undone.

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When to Use Pulse

  • Answer a one-off question — get a custom cut of your Duvo data without asking for a new report or rebuilding it in a spreadsheet.
  • Monitor an operation — keep a live view of open Cases, Run outcomes, or queue backlogs and revisit it whenever you need the latest picture.
  • Share a view with your team — publish a dashboard so everyone works from the same live numbers.

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Key Takeaway

Pulse turns a plain-language request into a live, shareable dashboard of your Duvo data. Describe what you want, refine it by chatting, and publish it so your team sees the same up-to-date picture.