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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.
If you don’t see Pulse in the sidebar, your current team or role may not allow access. Contact your administrator or support.
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.

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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.
  • Approve without leaving the dashboard — ask for an approvals view and you can approve or reject case approvals, and answer an Agent’s questions, right on the page. See Approving from a dashboard.

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How to Create a Pulse

Open Pulse

Click Pulse in the left sidebar.

Start a new Pulse

Click New Pulse. You’ll land on a split view — an empty canvas on the left and a chat composer on the right.

Describe what you want

In the chat, describe what you want to see. For example: “Show me open Cases by queue for the last 7 days.”

Submit your request

Pulse may ask a clarifying question, or it may have enough to work with and start building right away.

Watch it build

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.

Open the Pulse

Open the Pulse you want to change.

Describe the change

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”.

See it update

The dashboard on the left updates to reflect your request.

Keep refining

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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Attaching a file

Sometimes it’s easier to show Pulse what you want than to describe it. Click the paperclip — on the new-Pulse screen, or in the chat panel of an existing one — to attach a file. In the chat panel you can also drop a file straight onto it. Pulse reads the file and works from its actual contents. Attaching on the new-Pulse screen means the very first dashboard is built from your file, rather than built first and corrected afterward. This is useful for:
  • Matching an existing dashboard — attach an HTML export and ask for “the same layout, using our data”.
  • Copying a design — attach a screenshot or image of a chart you like.
  • Bringing in a reference — attach a CSV, JSON, PDF, or spreadsheet you want the dashboard to reflect.
Attach up to 5 files per message, each up to 25 MB. Any file type is accepted. You can also attach files from the Duvo CLI. Use duvo pulse send-message <id> --message "..." --attach-file <path> to send a message with attachments (the --attach-file flag is repeatable), duvo pulse attach <id> <file> to stage a file for later use and print its attachment id, or duvo pulse attachment-url <id> <attachmentId> to fetch a short-lived download URL. The same 5-files-per-message and 25 MB-per-file limits apply.
Attachments live alongside the dashboard’s working session and are cleared after about 12 hours. The dashboard Pulse builds from them is permanent — only the uploaded file itself expires. If you come back the next day and want to reference the same file, attach it again.

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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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Refreshing a Pulse’s data

For a team-owned Pulse, the creator can use Connections in the dashboard header to add or remove up to 10 OAuth or custom Connections. Organization-level Pulses do not support Connections. Attached Connections are available the next time you refine or refresh the dashboard. Your Duvo data is always live, but data from Connections is a snapshot taken when the dashboard was last built or refreshed. To bring those numbers up to date, click Refresh data in the dashboard header. Pulse re-fetches the data from every connected source and updates the dashboard in place — the layout and design stay exactly as they are. A refresh runs quietly in the background: a new version is saved and the canvas updates when it finishes, without adding a message to the chat. Anyone who can edit the Pulse can refresh it.

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Approving from a dashboard

Pulse dashboards mostly show you what’s happening. There is one thing you can also do from them: when an Agent has paused a Case to ask a human to approve how it’s handling that Case, you can approve or reject right on the dashboard instead of opening Requests. Ask for it in plain language when you create or refine a Pulse — “a dashboard of the case approvals waiting on me, with Approve and Reject buttons” — and the page comes back with a working control on each row.

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What you can act on

Approve or reject the decision an Agent asked you to bless. Every approver named on the request gives their own answer, and the Run stays paused until all of them have answered — so approving on the dashboard is exactly the same as approving from Requests or the Case page.
When an Agent asked an open-ended question rather than for a decision, the row shows a text box you can answer in.
When an Agent needs a Login for a site, the request appears on the dashboard but can’t be answered there, because adding a Login isn’t something a dashboard can do. Open Requests to answer those.

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Who can approve what

A dashboard never grants access you don’t already have — it’s the same permissions as the rest of Duvo, so two people opening the same Pulse can see different buttons:
A decision is final — there’s no undo. If someone else answers a request before you do, your dashboard shows their decision instead of the buttons the next time it loads.
A dashboard never decides for you. It won’t pre-select an answer, approve anything on its own when the page opens, or offer an “approve all” button — each decision is one deliberate click. If you want approvals handled automatically under a rule, that belongs in the Agent’s AOP, not a dashboard.
Everything else stays read-only: a Pulse can’t retry a Case, change a Queue, start a Run, or edit your data.

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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 share it, change its audience.
One exception: a dashboard you build from an automation’s own tab bar is shared with your whole team from the start, with Edit access, because the tab is pinned for everyone who opens that automation and the automation is shared work. Anyone on the team can open it and refine it through chat. Each viewer still sees only the data their own account is allowed to see — sharing the dashboard doesn’t share your access to the data behind it. You can still change the audience or drop it to View at any time with the steps below — set it to Only you and the tab shows only for you.Because this dashboard belongs to the automation, it lives on the automation’s tab bar rather than in your My Pulses or Team Pulses lists, and it’s removed automatically if the automation is deleted.

Open the Pulse

Open the Pulse you want to share.

Open the share options

Click Share.

Pick the audience

Under Who can access, pick the audience:
  • Only you (default) — the Pulse stays private.
  • Everyone at [your team] — the dashboard appears in the Team Pulses list for everyone on your team.
  • Everyone at [your organization] — shown when your team belongs to an organization. Everyone in the organization can view the dashboard: it appears in each team’s Shared with your organization list and in the organization workspace’s Pulse section.

Choose what teammates can do

  • View (default) — teammates see the dashboard only.
  • Edit — teammates can also refine it through chat, just like you.
For a team-owned Pulse shared with your organization, members outside the owning team can only view. Organization-level Pulses use the View or Edit permission selected above.

Share the link

Copy the link with Copy link to share it directly. For an organization-shared Pulse the link opens for every organization member.
To make a Pulse private again, set Who can access back to Only you. It disappears from the shared lists and the link stops working for others.

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Organization-level Pulses

If you belong to an organization, you can also build dashboards that live at the organization level — owned by the organization itself, not by any team. Open Pulse in the organization workspace’s sidebar and click New Pulse. Any organization member can create one. Organization-level Pulses work like team Pulses, with a few differences:
  • The audience is the whole organization. The share options are Only you (the default) and Everyone at [your organization]. When you publish, you choose whether organization members can View the dashboard or also Edit it through chat.
  • No Connections. Connections are set up per team, so an organization-level Pulse builds from your Duvo platform data. Data on the dashboard spans the teams the viewer can access.
  • They appear in the organization workspace. Your own organization-level dashboards show under My Pulses on the organization’s Pulse page; published ones appear in Shared with your organization for every member, labeled Organization.
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 dashboards in up to three 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.
  • Shared with your organization — dashboards shared org-wide by other teams (view-only, attributed to the team that owns each one), plus any organization-level dashboards (labeled Organization), which open with whichever View or Edit permission their creator set.
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.
  • Work through your approvals — put every case approval waiting on you on one page and answer them there, instead of opening each Case in turn.

Team Insights

The built-in analytics overview of your team’s Agents and Runs.

Understanding Metrics

What each metric means and how it’s calculated.

Requests

The full queue of Agent requests waiting on a human — including the ones a dashboard can’t answer.

Human-in-the-Loop

How an Agent pauses for a human decision in the first place.