Skip to main content

Dashboard

The home page (click the Talonic logo) shows smart suggested prompts based on your workspace state. Prompts adapt to what is happening: active runs, schema creation opportunities, document types waiting for extraction, and pending field confirmations. The agent input field lets you type any question directly from the dashboard, making it the natural starting point for each session.

The dashboard provides a workspace-level overview that helps you understand the health of your data pipeline at a glance. You can see document processing statistics, recent activity across sources, and the current state of your field registry. Key metrics like capture rate, resolve rate, and synthesize rate from the telemetry system are surfaced so you can spot trends without drilling into individual jobs.

Suggested prompts are dynamically generated based on what the platform detects in your workspace. If you have new document types that lack schemas, the dashboard suggests creating one. If a job run recently completed, it suggests reviewing the results. If field registry confirmations are pending, it prompts you to review them. This makes the dashboard a natural starting point for your workflow each session.

Every conversation with the agent is preserved in your session history, accessible from the dashboard. You can revisit previous questions and their answers, which is useful for auditing decisions or recalling how you configured a particular schema. The conversation history also provides continuity — if you asked the agent to analyze extraction quality last week, you can pick up where you left off.

Dashboard Metrics

The dashboard surfaces key telemetry metrics from your workspace. Capture rate measures the percentage of schema fields that were successfully extracted across your latest job runs. Resolve rate tracks how many extracted fields were resolved against the registry without AI intervention. Synthesize rate shows how many registry fields have master instructions. Together, these three metrics give you a quick health check on your extraction pipeline — a high resolve rate means your registry is mature and extraction costs are low.

Try asking the agent questions like "What is my capture rate?", "Which document types need schemas?", or "Show me recent extraction failures" directly from the dashboard. The suggested prompts adapt to your workspace state, but you can always type any question.

Dashboard Metrics via API

The same metrics visible on the dashboard are available programmatically through the telemetry API. This lets you build custom dashboards, feed metrics into monitoring tools like Grafana or Datadog, or set up automated alerts when key metrics drop below thresholds. For example, you can track your resolve rate over time and alert your team when it drops, which might indicate that a new document type is introducing unfamiliar fields that need registry attention.

Retrieve telemetry metrics
curl https://api.talonic.com/v1/telemetry \
  -H "Authorization: Bearer $TALONIC_API_KEY"
Response
{
  "capture_rate": 0.87,
  "resolve_rate": 0.62,
  "synthesize_rate": 0.74,
  "documents_processed": 1247,
  "fields_in_registry": 342,
  "period": "last_30_days"
}

The dashboard also integrates with the credit and usage tracking system. You can see at a glance how many credits have been consumed, what percentage came from extraction versus OCR, and how batch processing has reduced your overall costs. This financial visibility is essential for teams managing extraction budgets across multiple departments or clients, as it helps you allocate costs accurately and identify opportunities for optimization.

The suggested prompts system is context-sensitive and adapts to your workspace lifecycle. When you first start using the platform with few documents, the prompts focus on getting started — uploading documents and creating your first schema. As your workspace matures with hundreds of documents and established schemas, the prompts shift toward quality analysis, extraction optimization, and delivery configuration. This progressive guidance helps teams at every stage of adoption without overwhelming new users with advanced features.

Get workspace overview (similar to dashboard view)
curl https://api.talonic.com/v1/credits \
  -H "Authorization: Bearer $TALONIC_API_KEY"

Frequently asked questions

Where can I find the AI agent on the dashboard?+
Click the Talonic logo to go to the home page. The dashboard shows smart suggested prompts and an agent input field for typing any question.
Do the suggested prompts change based on workspace state?+
Yes. Prompts adapt dynamically based on active runs, schema creation opportunities, document types waiting for extraction, and other workspace activity.
Can I revisit previous conversations with the agent?+
Yes. Every conversation is preserved in your session history, accessible from the dashboard. You can revisit previous questions, recall how you configured a schema, or pick up where you left off in a previous analysis.
Can I access dashboard metrics through the API?+
Yes. The telemetry API exposes the same capture rate, resolve rate, and synthesize rate metrics visible on the dashboard. Use GET /v1/telemetry with your API key to retrieve current metrics programmatically. This is useful for building custom dashboards, feeding data into monitoring tools, or setting up automated alerts when metrics drop below acceptable thresholds.
How often are dashboard metrics refreshed?+
Dashboard metrics are cached with a 30-second refresh interval. This means the data you see is at most 30 seconds old. The telemetry API follows the same caching behavior, so polling more frequently than every 30 seconds will return identical results.
Can I build a custom dashboard using the API?+
Yes. The telemetry API at /v1/telemetry exposes capture rate, resolve rate, synthesize rate, and other metrics programmatically. The credits API at /v1/credits provides usage and cost data. Combine these endpoints with your preferred visualization tool — Grafana, Datadog, or a custom BI dashboard — to build monitoring views tailored to your team's specific needs and alert thresholds.

Related

Agent Capabilities
Getting Started