📊 Analytics Dashboard

Comprehensive chatbot usage analytics across Olive and Chloe.

Chatbot:

Environment:

Clinic:

From:

To:

—Sessions

—Completed

—Messages

—Clinics

—Scheduled

—Showed

—Avg Duration

—Msgs/Sess

🔍 Diagnostics

📡 Last Request

URL—

Status—

Latency—

Payload—

📊 Data Checks

Sessions: —

Messages: —

Clinics: —

Month Span: —

Appointments: —

🏥 Clinic Profile

Name—

Client ID—

Location—

Provider—

In DB?—

All-Time—

First Seen—

Last Seen—

💡 Suggestions

📜 Event Log

Sessions Over Time

Time of Day Usage

Day of Week

Completion Rate

Intent Distribution

Data Collection Rates

Conversation Role Breakdown

Appointment Funnel

Scheduling Provider Distribution

Messages Per Session Distribution

Average: — | Min: — | Max: —

Session Duration

Average: — minutes

Sessions by Clinic

Clinic Directory

Clinic	City	State	Scheduling	Sessions

📧

—Email

📱

—Phone

🎂

—DOB

✅

—Permission

🎯

—Intent

🧪

—Preg Test

📋

—Appt Req

🌐

——

🩺 Health Check

Is every bot working right now? Green means ready. Red means something needs attention.

—

chatting now

Checking...

Live Activity

Waiting for activity...

❤️

—

conversations this year

—

appointments booked

CLM Network

Active Idle

Loading health status...

📅 Acuity Scheduling Debug

Test & diagnose Acuity scheduling integration per-clinic

DB Config Source: Refresh presets to load from selected environment

Acuity User ID

Acuity API Key

Timezone

Preset

🔄 What does "Refresh" do?

The Refresh button checks our databases for any clinics that use Acuity scheduling, then looks up their current calendar and appointment information. Here's what happens step by step:

🗄️

Step 1 — Check the Databases

We look in both the Olive database and the Chloe database for any clinic that has Acuity scheduling credentials saved. This tells us which clinics are set up to use Acuity for appointment booking.

📋

Step 2 — Gather Clinic Info

For each clinic found, we pull back its name, location (city & state), timezone, and any appointment type mappings that the chatbot uses to know which Acuity service to book (e.g. "pregnancy test" → Acuity type #9959384).

📡

Step 3 — Call the Acuity API (Calendars)

For each clinic, we call Acuity's live API to get the list of calendars — these represent locations or scheduling groups. For example, Avenue Women's Center has 8 calendars (Darien, Elmhurst, Naperville, etc.).

📅

Step 4 — Call the Acuity API (Appointment Types)

We also ask Acuity for all appointment types that each clinic offers — things like "Pregnancy Test", "Ultrasound", "Consultation", etc. We record each one's duration, whether it's public or private, and which calendars it's available at.

✅

Step 5 — Update the Dropdown

Everything is combined into a complete profile for each clinic, and the preset dropdown above is rebuilt with the latest list. You can then select any clinic to load its credentials and see its full profile.

💡 When should I use this?
Hit Refresh whenever a new clinic has been onboarded to Olive or Chloe with Acuity scheduling, or when a clinic's Acuity setup has been changed (new calendars, new appointment types, etc.). The static presets above are a snapshot — Refresh gets you the live truth.

Discovery

Availability

Calendar Matrix

Pipeline Simulator

Simulate Booking

Appointments

Diagnostics

Raw API

Request Log

API Reference

Blocks

Clients

Config Validator

Account Discovery

Connect with credentials to discover calendars, appointment types, and account configuration.

Availability Inspector

Fetch available timeslots exactly as the chatbot does — per calendar, per day — and inspect each response.

Appointment Type

Calendar

Days Ahead

Availability Dates Calendar

See which dates have available slots this month (uses /availability/dates).

Calendar Availability Matrix

Visual heatmap showing which days each calendar has available slots, aggregated over the next 4 weeks. Rows are calendars, columns are days of the week, and cell values are the total slot count across all 4 weeks.

Appointment Type

Action

Pipeline Simulator — Olive vs Chloe

Runs both chatbots' exact source code logic against the same Acuity API data, side by side.
Every stage shows the data shape and flags where the two pipelines diverge — exposing bugs unique to each.
✅ Updated March 2026 — reflects Chloe fixes: {{show_choices}} parser, appt_type_map routing, multi-type support.

Appointment Type

Session appt_type

Session intent

Booking Simulation

Walk through the exact booking flow the chatbot uses. This simulates the race condition by fetching slots, then attempting to book — showing whether the slot is still available.

Click below to fetch available timeslots (same as chatbot getUpcomingTimes()).

Select a timeslot from the fetched results (simulates user clicking a button).

Re-check if the selected slot is still available (the chatbot does NOT do this — this is the gap).

Preview the exact payload that createAcuityAppointment() would send to Acuity.

First Name

Last Name

Phone

Appointment History

View recent appointments, verify bookings, and cancel test appointments.

Calendar

Type

Status

Acuity API Reference

Interactive documentation for all Acuity Scheduling API v1 endpoints. Click Try It → to populate the Raw API tab.

📘 API Reference — Help Guide

📌

What Is This?

A complete reference guide for every Acuity Scheduling API endpoint. Shows what each endpoint does, what data it needs, and lets you try calls instantly with one click — no coding needed.

🌐

Where Does the Data Come From?

Each endpoint connects to Acuity's cloud servers using the clinic's credentials (User ID + API Key) that you entered in the Connection panel at the top of this page.

💡

Why Would I Use This?

Use this when you need to understand what API calls the chatbot makes, troubleshoot a specific endpoint, or test a call manually. Great for figuring out what data Acuity returns and whether an issue is on Acuity's side or ours.

🔧

How Do I Use It?

1. Connect first — enter credentials and click Connect above.
2. Browse the endpoint categories (Account, Calendars, Appointments, etc.).
3. Click "Try It →" on any endpoint to auto-fill the Raw API tab.
4. Switch to the Raw API tab and click Send to execute the call.

💡 Tip: You don't need to know the API to use this tool — just browse the cards, read the descriptions, and click "Try It" to experiment safely. No data is changed by GET requests.

Account

GET /me

Returns account details including timezone, owner name, and plan info.

No parameters required.

Calendars

GET /calendars

Returns all calendars on the account. Each calendar has an id, name, description, location, and timezone.

No parameters required.

Appointment Types

GET /appointment-types

Returns all appointment types. Use includeDeleted=true to include soft-deleted types.

Param	Type	Req	Description
`includeDeleted`	boolean	No	Include deleted appointment types

Availability

GET /availability/dates

Returns dates with available slots for a given month. Used by chatbot to show date picker.

Param	Type	Req	Description
`month`	string	Yes	YYYY-MM format
`appointmentTypeID`	int	Yes	Appointment type ID
`calendarID`	int	No	Filter to specific calendar
`timezone`	string	No	IANA timezone (e.g. America/New_York)

GET /availability/times

Returns specific available times for a given date. Each result includes a time ISO string.

Param	Type	Req	Description
`date`	string	Yes	YYYY-MM-DD format
`appointmentTypeID`	int	Yes	Appointment type ID
`calendarID`	int	No	Filter to specific calendar
`timezone`	string	No	IANA timezone

POST /availability/check-times

Check if specific times are still available. Send array of datetimes in request body.

Body field	Type	Req	Description
`times`	array	Yes	Array of ISO datetime strings to check
`appointmentTypeID`	int	Yes	Appointment type ID
`calendarID`	int	No	Filter to specific calendar

Appointments

GET /appointments

List appointments with optional filtering. Default is future appointments sorted ascending.

Param	Type	Req	Description
`max`	int	No	Max results (default 25)
`minDate`	string	No	YYYY-MM-DD minimum date
`maxDate`	string	No	YYYY-MM-DD maximum date
`calendarID`	int	No	Filter to calendar
`appointmentTypeID`	int	No	Filter to type
`canceled`	boolean	No	true = only canceled
`firstName`	string	No	Filter by first name
`lastName`	string	No	Filter by last name
`email`	string	No	Filter by email
`direction`	string	No	ASC or DESC

POST /appointments

Create a new appointment. The chatbot calls this via createAcuityAppointment().

Body field	Type	Req	Description
`datetime`	string	Yes	ISO datetime from availability/times
`appointmentTypeID`	int	Yes	Appointment type ID
`calendarID`	int	No	Calendar to book on (auto-selected if omitted)
`firstName`	string	Yes	Client first name
`lastName`	string	Yes	Client last name
`email`	string	Yes	Client email
`phone`	string	No	Client phone number
`timezone`	string	No	IANA timezone for the appointment

GET /appointments/:id

Get a single appointment by ID. Returns full appointment object.

Param	Type	Req	Description
`id`	int	Yes	Appointment ID (path parameter)

PUT /appointments/:id

Update an appointment. Can change any field including firstName, lastName, email, phone, notes.

Param	Type	Req	Description
`id`	int	Yes	Appointment ID (path parameter)
`firstName`	string	No	Update first name
`lastName`	string	No	Update last name
`email`	string	No	Update email
`notes`	string	No	Update notes

PUT /appointments/:id/cancel

Cancel an appointment. Can optionally mark as no-show.

Body field	Type	Req	Description
`cancelNote`	string	No	Reason for cancellation
`noShow`	boolean	No	Mark as no-show instead of cancel

PUT /appointments/:id/reschedule

Reschedule an existing appointment to a new datetime. Keeps all client info.

Body field	Type	Req	Description
`datetime`	string	Yes	New ISO datetime from availability/times
`calendarID`	int	No	New calendar (optional)
`timezone`	string	No	IANA timezone

Blocks

GET /blocks

List calendar blocks (time-off / unavailable periods).

Param	Type	Req	Description
`max`	int	No	Max results
`minDate`	string	No	YYYY-MM-DD
`maxDate`	string	No	YYYY-MM-DD
`calendarID`	int	No	Filter to calendar

POST /blocks

Create a new block (unavailable period) on a calendar.

Body field	Type	Req	Description
`calendarID`	int	Yes	Calendar to block
`start`	string	Yes	ISO datetime start
`end`	string	Yes	ISO datetime end
`notes`	string	No	Block reason/notes

GET /blocks/:id

Get a single block by ID.

DEL /blocks/:id

Delete a block by ID. No request body needed.

Clients

GET /clients

List/search clients. Returns array of client objects.

Param	Type	Req	Description
`search`	string	No	Search by name, email, or phone

POST /clients

Create a new client. Body: firstName, lastName, email, phone, notes.

PUT /clients

Update a client. Body: id (required), plus fields to update.

DEL /clients

Delete a client. Body: id (required).

Forms

GET /forms

Returns all intake forms configured in the account. Includes field IDs needed for form submissions.

Labels

GET /labels

Returns all labels (color-coded tags) available on the account.

Blocks Manager

View, create, and delete calendar blocks (time-off / unavailable periods).

🚧 Blocks Manager — Help Guide

📌

What Is This?

A tool for viewing, creating, and deleting calendar "blocks" — periods of time when a calendar is marked unavailable. Blocks prevent clients from booking during those times (holidays, lunch breaks, staff meetings, etc.).

🌐

Where Does the Data Come From?

Data comes from Acuity's /blocks API endpoint. Blocks are attached to specific calendars (locations or scheduling groups) within the clinic's Acuity account.

💡

Why Would I Use This?

Use this when a clinic needs to mark time as unavailable or when troubleshooting why certain times aren't showing as bookable to the chatbot. Common causes: overlapping blocks or forgotten time-off entries.

🔧

How Do I Use It?

1. Connect first (credentials + Connect above).
2. Select a specific calendar from the dropdown, or leave as "All Calendars".
3. Set a date range and click "Fetch Blocks" to see existing blocks.
4. To add a block: fill in start/end times, select a calendar, click "Create Block".
5. To remove a block: click the delete button on any listed block.

⚠️ Caution: Creating and deleting blocks affects the live calendar. A new block will immediately prevent bookings during that time. Deleting a block re-opens the time for booking.

Calendar

Min Date

Max Date

Create New Block

Calendar

Start

End

Notes

Clients Lookup

Search Acuity clients by name, email, or phone.

👥 Clients Lookup — Help Guide

📌

What Is This?

A search tool for looking up client records in the clinic's Acuity account. Search by first name, last name, email, or phone number to find anyone who has booked an appointment.

🌐

Where Does the Data Come From?

Data comes from Acuity's /clients API endpoint. Returns client profiles stored in the clinic's Acuity account — these are people who have previously booked or been added as clients.

💡

Why Would I Use This?

Use this to find a specific client's record, verify their contact info, or check if they exist in the system. Helpful when a user reports they can't book and you need to verify their details match what's on file.

🔧

How Do I Use It?

1. Connect first (credentials + Connect above).
2. Enter at least one search field (first name, last name, email, or phone).
3. Click "Search" to find matching clients.
4. Results show each client's name, email, phone, and any notes on their account.

💡 Tip: Searches are partial-match — entering just "Jane" in the first name field will return all clients named Jane. Leave fields empty to skip that filter.

First Name

Last Name

Phone

Configuration Validator

Validate that the current Acuity credentials and configuration are correctly set up for chatbot scheduling.

✅ Config Validator — Help Guide

📌

What Is This?

An automated health-check tool that runs 7 validation tests on a clinic's Acuity setup. It catches configuration problems that would prevent the chatbot from booking appointments successfully.

🌐

Where Does the Data Come From?

Tests run against the live Acuity API using the connected clinic's credentials. Checks everything from basic connectivity to appointment type matching and timezone alignment.

💡

Why Would I Use This?

Use this when setting up a new clinic, after making configuration changes, or when the chatbot is failing to book. The validator tells you exactly what's wrong — bad credentials, missing appointment types, timezone mismatch, etc.

🔧

How Do I Use It?

1. Connect first (credentials + Connect above).
2. Optionally enter an Appointment Type ID and expected timezone for deeper checks.
3. Click "Run Validation".
4. Review results: ✅ green = pass, ⚠️ yellow = warning, ❌ red = failure. Each item explains what was tested.

💡 Tip: Run this whenever a clinic reports booking issues — it's the fastest way to identify whether the problem is in our config or on Acuity's side. The 7 checks cover: credentials, calendars, appointment types, availability, intake forms, timezone, and overall health.

Appointment Type ID

Expected Timezone

Automated Diagnostics

Runs automated checks against the Acuity account to detect known issues that cause the reported bugs.

Raw API Explorer

Make arbitrary Acuity API calls and see the full response.

Method

Endpoint

Request Body (JSON, for POST only)

Request Log

Complete log of all API requests made during this session.

🏥 eKyros Scheduling Debug

Test & diagnose eKyros scheduling integration per-clinic

DB Config Source: Refresh presets to load from selected environment

eKyros API Key

Registration Key

Client Preset

Discovery

Timeslots

Booking Flow

Appointments

Location Validator

Raw API

Request Log

API Reference

Config Validator

Documentation

API Discovery

Connect with eKyros credentials to verify API access and fetch available timeslots.

Param	Type	Location	Description
`regKey`	string	Path	Registration key (UUID)
`startDate`	string	Path	ISO date — fetch timeslots starting from this date
`x-ek-apikey`	string	Header	eKyros API key for authentication
`timeslotThrottleInDays`	int	Query	Number of days to look ahead (optional, default 30)

Param	Type	Location	Description
`regKey`	string	Path	Registration key (UUID)
`x-ek-apikey`	string	Header	eKyros API key
`timeslotKey`	string	Body	UUID from timeslots response
`firstName`	string	Body	Client first name
`lastName`	string	Body	Client last name
`birthDate`	string	Body	Date of birth (ISO format)
`email`	string	Body	Client email
`phone`	string	Body	Client phone number

Param	Type	Location	Description
`regKey`	string	Path	Registration key (UUID)
`x-ek-apikey`	string	Header	eKyros API key
`timeslotKey`	string	Body	Same UUID used in verify
`verificationCode`	string	Body	Code returned from verify endpoint
`firstName`	string	Body	Client first name
`lastName`	string	Body	Client last name
`birthDate`	string	Body	Date of birth
`email`	string	Body	Client email
`phone`	string	Body	Client phone

Param	Type	Location	Description
`regKey`	string	Path	Registration key (UUID)
`appointmentKey`	string	Path	Appointment key returned from create
`x-ek-apikey`	string	Header	eKyros API key

👥 Client Config

View and edit client configuration records across the Olive and Chloe databases. Compare staging vs production.

▶ Identity 4 fields

center_name

city

state

timezone

▶ Scheduling 8 fields

scheduling_provider

acuity_user_id

acuity_api_key

acuity_appointment_type_id

acuity_appointment_type_map (JSON)

acuity_form_fields (JSON)

ekyros_api_key

ekyros_registration_key

▶ AI Configuration 2 fields

openai_model

features (JSON)

▶ Prompt Template 0 chars

0 characters 0 lines

▶ Structured Script 0 chars

Prompt Template (Fullscreen)

💬 Conversation Replay

Browse historical conversations, view full transcripts, and replay user messages through the live chatbot to compare behavior before and after code changes.

Environment

Bot

Client

Min messages

🗄️ Database Explorer

Query and update the Olive & Chloe databases on staging and production. Test appointment settings, verify configurations, and inspect client records.

Quick Queries: Click to load →

Query History

No queries run yet.

⚙️ Settings

Dashboard configuration and API integrations

🤖

OpenAI API Key

Powers AI Briefing and per-chart AI analysis in the Analytics dashboard

🔒 Stored in your browser's localStorage only — never sent to CLM servers. Used for client-side calls to OpenAI's API (gpt-4o-mini, ~$0.001/call). Your key is never logged or transmitted anywhere except directly to OpenAI.

🎨

Theme & Display

Coming soon — dark/light mode, density, default date range

🔔

Notifications

Coming soon — alert thresholds, email reports

🔑 User & Security Management

Manage accounts, roles, permissions, and audit trail

Users

Active Sessions

Audit Log

Add New User

Name

Password (8+ chars)

Confirm

Role

Access flags control which surfaces a user can reach: Dashboard (debug), Portal (tester), Admin (client management)

Current Users

Name	Email	Role	Access	Logins	Feedback	Last Login	2FA	Actions
Loading...

general	Overall behavior, response length, style
scheduling	Booking, phone numbers, contact preferences, appointments
services	What the clinic does/doesn't offer, how to describe services
tone	Warmth, empathy, how to handle emotional users
boundaries	Things the bot must never say or do
information	Clinic details, locations, hours, accuracy

📊 Analytics Dashboard

Sessions Over Time

Time of Day Usage

Day of Week

Completion Rate

Intent Distribution

Data Collection Rates

Conversation Role Breakdown

Appointment Funnel

Scheduling Provider Distribution

Messages Per Session Distribution

Session Duration

Sessions by Clinic

Clinic Directory

Email

Monthly Trend

Day of Week

Clinic Leaderboard sorted by capture rate

🩺 Health Check

📅 Acuity Scheduling Debug

🔄 What does "Refresh" do?

Account Discovery

Availability Inspector

Availability Dates Calendar

Calendar Availability Matrix

Pipeline Simulator — Olive vs Chloe

Booking Simulation

Appointment History

Acuity API Reference

📘 API Reference — Help Guide

Account

Calendars

Appointment Types

Availability

Appointments

Blocks

Clients

Forms

Labels

Blocks Manager

🚧 Blocks Manager — Help Guide

Create New Block

Clients Lookup

👥 Clients Lookup — Help Guide

Configuration Validator

✅ Config Validator — Help Guide

Automated Diagnostics

Raw API Explorer

Request Log

🏥 eKyros Scheduling Debug

API Discovery

Timeslot Inspector

Booking Simulation

Appointment Lookup

Recent eKyros Sessions from DB

Location Data Validator

Raw API Explorer

Request Log

eKyros API Reference

📗 eKyros API Reference — Help Guide

Timeslots

Verify Appointment

Create Appointment

Get Appointment

eKyros Config Validator

🩺 eKyros Config Validator — Help Guide

eKyros Integration Documentation

👥 Client Config

Environment Comparison

Prompt Template (Fullscreen)

💬 Conversation Replay

Original Historical Transcript

Replayed Live Responses

🗄️ Database Explorer

Query History

⚙️ Settings

OpenAI API Key

Theme & Display

Notifications

🔑 User & Security Management