From f62542c895c35456244c1d0708fb42249e78a327 Mon Sep 17 00:00:00 2001
From: Arvind Rk <arvindsuna10@gmail.com>
Date: Wed, 15 Oct 2025 18:22:46 -0700
Subject: [PATCH 1/6] Updates

---
 fern/docs.yml                            |   6 +
 fern/observability/boards-quickstart.mdx | 456 +++++++++++++++++++++++
 2 files changed, 462 insertions(+)
 create mode 100644 fern/observability/boards-quickstart.mdx

diff --git a/fern/docs.yml b/fern/docs.yml
index 02b352f8f..62bf5b256 100644
--- a/fern/docs.yml
+++ b/fern/docs.yml
@@ -331,6 +331,12 @@ navigation:
                 path: test/voice-testing.mdx
                 icon: fa-light fa-volume-high
 
+      - section: Observability
+        contents:
+          - page: Boards
+            path: observability/boards-quickstart.mdx
+            icon: fa-light fa-chart-line
+
       - section: Phone numbers
         contents:
           - page: Free Vapi number
diff --git a/fern/observability/boards-quickstart.mdx b/fern/observability/boards-quickstart.mdx
new file mode 100644
index 000000000..4bdaff328
--- /dev/null
+++ b/fern/observability/boards-quickstart.mdx
@@ -0,0 +1,456 @@
+---
+title: Boards quickstart
+subtitle: Create custom analytics dashboards in minutes
+slug: observability/boards-quickstart
+---
+
+## Overview
+
+Boards is Vapi's custom analytics dashboard system that enables you to create visual dashboards with real-time insights. Build drag-and-drop dashboards tailored to your teams, use cases, and reporting needs—all through the Vapi Dashboard interface.
+
+**Boards allow you to:**
+
+- Create multiple custom dashboards for different teams or purposes
+- Add and configure insight widgets (bar charts, line charts, pie charts, text metrics)
+- Apply global time range filters and granularity settings
+- Build queries visually with field selectors and filter builders
+- Create calculated metrics using formulas
+- Drag, resize, and position widgets on a responsive grid
+
+### When to use Boards
+
+Boards are ideal for:
+
+- **Sales tracking** - Monitor call volume, conversion rates, and booking metrics
+- **Support metrics** - Track resolution times, issue categories, and customer satisfaction
+- **Cost monitoring** - Analyze spending patterns, cost per call, and budget tracking
+- **Performance analysis** - Measure assistant performance, call quality, and efficiency
+
+## What you'll build
+
+A Sales Performance Dashboard that displays:
+
+- Total calls and bookings for today
+- Call volume trends over the past 30 days
+- Bookings by assistant
+- Call outcomes distribution
+- Booking conversion rate (calculated metric)
+
+## Prerequisites
+
+<CardGroup cols={2}>
+  <Card title="Vapi account" icon="user">
+    Account with Boards access enabled
+  </Card>
+  <Card title="Call data" icon="phone">
+    Existing call data helps create meaningful visualizations
+  </Card>
+</CardGroup>
+
+<Note>
+  Boards are accessible through the Vapi Dashboard at
+  [dashboard.vapi.ai](https://dashboard.vapi.ai)
+</Note>
+
+## Step 1: Access Boards
+
+Navigate to the Boards feature in your dashboard.
+
+1. Log into your Vapi Dashboard at [dashboard.vapi.ai](https://dashboard.vapi.ai)
+2. Click **Boards** in the left sidebar (under the "Reporting" or "Analytics" section)
+3. You'll see your boards list (empty if this is your first time)
+
+## Step 2: Create your first board
+
+<Steps>
+  <Step title="Create a new board">
+    1. Click the **Create Board** button in the top right 2. Enter board name:
+    "Sales Dashboard" 3. Click **Create** You'll see an empty 6-column grid
+    layout where you can add widgets.
+  </Step>
+</Steps>
+
+## Step 3: Add KPI cards
+
+Start with key performance indicator cards that show single important numbers.
+
+<Steps>
+  <Step title="Add Total Calls widget">
+    1. Click **Add Widget** or the **+** button 2. Select **Text** widget type
+    3. Configure the widget: - **Name**: "Total Calls Today" - **Data Source**:
+    Select "Calls" - **Metric**: Choose "Count" - **Field**: Select "Call ID" -
+    **Time Range**: Set to "Last 24 hours" 4. Click **Preview** to see the
+    result 5. Click **Add to Board** 6. Drag the widget to your desired position
+    7. Resize if needed by dragging the bottom-right corner
+    <Tip>
+      The number updates in real-time. Hover over the widget to see additional
+      details.
+    </Tip>
+  </Step>
+
+  <Step title="Add Total Bookings widget">
+    Repeat the process for a second KPI: 1. Click **Add Widget** → **Text** 2.
+    Configure: - **Name**: "Total Bookings Today" - **Data Source**: Calls -
+    **Metric**: Count of Call ID - **Time Range**: Last 24 hours 3. Add a filter
+    to count only successful bookings: - Click **Add Filter** - **Field**:
+    Status - **Operator**: equals (=) - **Value**: "ended" 4. Click **Add to
+    Board** 5. Position it next to your first KPI card
+  </Step>
+</Steps>
+
+## Step 4: Create visualizations
+
+Add charts to visualize trends and patterns in your data.
+
+<Steps>
+  <Step title="Add a bar chart">
+    Create a bar chart showing calls by assistant: 1. Click **Add Widget** 2.
+    Select **Bar Chart** 3. Configure: - **Name**: "Calls by Assistant" - **Data
+    Source**: Calls - **Metric**: Count of Call ID - **Group By**: Select
+    "Assistant" from dropdown - **Time Range**: Last 7 days - **Group By Time**:
+    Day 4. Click **Preview** to see bars showing calls per assistant per day 5.
+    Customize appearance (optional): - **X-axis Label**: "Date" - **Y-axis
+    Label**: "Number of Calls" - **Colors**: Choose color scheme 6. Click **Add
+    to Board**
+  </Step>
+
+  <Step title="Add a line chart for trends">
+    Track call volume over time: 1. Click **Add Widget** 2. Select **Line
+    Chart** 3. Configure: - **Name**: "Call Volume Trend" - **Data Source**:
+    Calls - **Metric**: Count of Call ID - **Time Range**: Last 30 days -
+    **Group By Time**: Day 4. Optional - Add multiple lines: - Click **Add
+    Another Metric** - Configure second metric (e.g., "Average Duration") 5.
+    Click **Add to Board**
+    <Note>
+      Line charts are ideal for showing trends over time. Use them to identify
+      patterns and anomalies.
+    </Note>
+  </Step>
+
+  <Step title="Add a pie chart">
+    Show distribution of call outcomes: 1. Click **Add Widget** 2. Select **Pie
+    Chart** 3. Configure: - **Name**: "Calls by Status" - **Data Source**: Calls
+    - **Metric**: Count of Call ID - **Group By**: Select "Status" - **Time
+    Range**: Last 7 days 4. Click **Add to Board**
+    <Warning>
+      Pie charts don't have time series grouping. They show distribution across
+      categories only.
+    </Warning>
+  </Step>
+</Steps>
+
+## Step 5: Apply filters to widgets
+
+Filter data to focus on specific segments or conditions.
+
+<Steps>
+  <Step title="Add filters to a widget">
+    Open any widget's settings and add filters:
+    
+    1. Click the **⚙️ (settings)** icon on any widget
+    2. Click **Add Filter** button
+    3. Configure first filter:
+       - **Field**: Select "Status" from dropdown
+       - **Operator**: Choose "equals" (=)
+       - **Value**: Type or select "ended"
+    4. Click **Add Another Filter** for multiple conditions
+    5. Example second filter:
+       - **Field**: Cost
+       - **Operator**: Greater than (>)
+       - **Value**: 0.50
+    6. Click **Save**
+    
+    **Common filter patterns:**
+    - Filter by assistant: `Assistant ID = <select assistant>`
+    - Filter by date range: `Started At > <date>`
+    - Filter by cost: `Cost > <value>`
+    - Filter by status: `Status = ended`
+  </Step>
+</Steps>
+
+## Step 6: Create calculated metrics
+
+Build custom metrics using formulas to calculate rates, averages, and more.
+
+<Steps>
+  <Step title="Create a conversion rate metric">
+    Calculate booking rate using a formula:
+    
+    1. Click **Add Widget** → **Text**
+    2. Enter **Name**: "Booking Rate (%)"
+    3. Click **Enable Formula Mode** toggle
+    4. Add first query:
+       - **Query Name**: totalBookings
+       - **Metric**: Count of Call ID
+       - Add filter: Status = "booking_confirmed"
+    5. Click **Add Query** to add second query:
+       - **Query Name**: totalCalls
+       - **Metric**: Count of Call ID
+    6. Enter formula in the formula editor:
+       ```
+       ({{totalBookings}} / {{totalCalls}}) * 100
+       ```
+    7. Click **Preview** to validate
+    8. Click **Add to Board**
+    
+    <Tip>
+    The formula editor supports syntax highlighting and variable autocomplete. Type `{{` to see available queries.
+    </Tip>
+  </Step>
+</Steps>
+
+### Formula examples
+
+Common calculated metrics you can create:
+
+```javascript
+// Average Cost Per Minute
+{{totalCost}} / ({{totalMinutes}} / 60)
+
+// Conversion Rate (percentage)
+({{conversions}} / {{totalCalls}}) * 100
+
+// Average Handle Time
+{{totalDuration}} / {{totalCalls}}
+
+// Cost Per Call
+{{totalCost}} / {{totalCalls}}
+
+// Success Rate
+({{successfulCalls}} / {{totalCalls}}) * 100
+```
+
+<Note>
+  **Formula editor features:** - Syntax highlighting - Variable autocomplete -
+  Validation on preview - Supports all MathJS operations: `+`, `-`, `*`, `/`,
+  `%`, parentheses
+</Note>
+
+## Step 7: Organize your dashboard
+
+Arrange widgets for optimal visual hierarchy and readability.
+
+**Layout actions:**
+
+- **Drag widgets**: Click and hold the drag handle (**⋮⋮** icon) in widget header
+- **Resize widgets**: Drag the resize handle in bottom-right corner
+- **Delete widgets**: Click trash icon (**🗑️**) in widget settings
+- **Edit widgets**: Click settings icon (**⚙️**) to modify configuration
+
+### Layout tips
+
+<CardGroup cols={2}>
+  <Card title="Widget sizing" icon="expand">
+    - KPI cards: 1-2 column widths - Charts: 3-4 column widths - Tables: 4-6
+    column widths
+  </Card>
+  <Card title="Visual hierarchy" icon="layer-group">
+    - Place most important metrics at the top - Group related metrics together -
+    Use consistent sizing for similar widgets
+  </Card>
+</CardGroup>
+
+## Step 8: Apply global filters
+
+Control time range and granularity for all widgets at once.
+
+<Steps>
+  <Step title="Set time range and granularity">
+    Look for the filter bar at the top of your board: 1. **Time Range Picker**:
+    - Click the time range dropdown - Choose preset: Today, Yesterday, Last 7
+    days, Last 30 days, This month, Last month - Or select **Custom Range** to
+    pick specific dates 2. **Granularity Selector** (appears next to "grouped
+    by"): - Choose: Minute, Hour, Day, Week, Month, Quarter, Year - Available
+    options depend on time range 3. Click **Apply** button to update all widgets
+    <Note>
+      All widgets on the board update simultaneously. Applied filters show in
+      the filter bar, and unsaved changes display a blue "Apply" button.
+    </Note>
+  </Step>
+</Steps>
+
+<Warning>
+  You can't group by minute for a year of data. Granularity options are limited
+  based on the selected time range.
+</Warning>
+
+## Example dashboards
+
+### Sales Performance Dashboard
+
+Track sales metrics and conversion rates:
+
+**Widgets:**
+
+1. **Text**: Total Calls (last 24h)
+2. **Text**: Total Bookings (last 24h)
+3. **Text**: Booking Rate - formula: `(bookings/calls) * 100`
+4. **Line Chart**: Daily call volume (last 30 days)
+5. **Bar Chart**: Bookings by assistant (last 7 days)
+6. **Pie Chart**: Call outcomes distribution
+
+### Support Metrics Dashboard
+
+Monitor customer support performance:
+
+**Widgets:**
+
+1. **Text**: Average call duration
+2. **Text**: Total support tickets
+3. **Text**: Resolution rate
+4. **Line Chart**: Call volume trend
+5. **Bar Chart**: Issues by category
+6. **Bar Chart**: Average resolution time by agent
+
+### Cost Monitoring Dashboard
+
+Analyze spending and optimize costs:
+
+**Widgets:**
+
+1. **Text**: Total cost today
+2. **Text**: Average cost per call
+3. **Text**: Cost per minute
+4. **Line Chart**: Daily spending trend
+5. **Bar Chart**: Cost by assistant
+6. **Pie Chart**: Cost by call type (inbound/outbound)
+
+## Working with multiple boards
+
+Create separate boards for different teams or use cases.
+
+### Creating multiple boards
+
+1. Click **Boards** in sidebar
+2. Click **Create Board**
+3. Name it appropriately (e.g., "Executive Summary", "Team Performance")
+4. Configure widgets for that specific audience or purpose
+
+### Switching between boards
+
+1. Click **Boards** in sidebar
+2. Click on any board name to open it
+3. Or use the board selector dropdown if available
+
+### Best practices for multiple boards
+
+<CardGroup cols={2}>
+  <Card title="Executive board" icon="chart-line">
+    High-level KPIs only for leadership overview
+  </Card>
+  <Card title="Operations board" icon="gears">
+    Detailed breakdowns and trends for daily operations
+  </Card>
+  <Card title="Cost board" icon="dollar-sign">
+    Financial metrics and spending analysis
+  </Card>
+  <Card title="Agent performance" icon="users">
+    Individual agent metrics and comparisons
+  </Card>
+</CardGroup>
+
+## Best practices
+
+### Dashboard design
+
+<Tabs>
+  <Tab title="Do">
+    ✅ Start with 3-5 key metrics (avoid overcrowding) ✅ Use consistent time
+    ranges across related widgets ✅ Place most important metrics at the top ✅
+    Use appropriate chart types for your data ✅ Add filters to focus on
+    specific segments
+  </Tab>
+  <Tab title="Don't">
+    ❌ Too many widgets (impacts performance) ❌ Mix incompatible time
+    granularities ❌ Ignore visual hierarchy ❌ Use pie charts for time-series
+    data ❌ Query years of data when you need today's metrics
+  </Tab>
+</Tabs>
+
+### Data strategy
+
+- **Text widgets** for single important numbers
+- **Line charts** for trends over time
+- **Bar charts** for comparing categories
+- **Pie charts** for proportional breakdowns (not time-series)
+- Apply filters to remove noise from data
+
+### Performance considerations
+
+<Warning>
+  Boards with 10+ complex widgets may load slower. Use appropriate time ranges
+  and consider creating multiple focused boards instead of one large board.
+</Warning>
+
+## Sharing and viewing
+
+### Fullscreen mode
+
+Click the fullscreen icon (**⛶**) to display your board in fullscreen—great for TV displays or presentations.
+
+### Refreshing data
+
+- Boards auto-refresh based on time range
+- Manual refresh: Click refresh icon (**🔄**) if available
+
+## Troubleshooting
+
+| Issue                       | Solution                                                                            |
+| --------------------------- | ----------------------------------------------------------------------------------- |
+| Widget shows "No data"      | Check time range—may be too narrow or no data exists for that period                |
+| Widget not loading          | Verify query configuration, check if filters are too restrictive                    |
+| Can't see "Apply" button    | Filters haven't changed—button only appears when you modify settings                |
+| Widget appears empty        | Data may exist but filters exclude it—try removing filters                          |
+| Drag not working            | Click the drag handle (**⋮⋮**) icon, not the widget body                            |
+| Granularity options missing | Time range may be too narrow—Day granularity requires multi-day range               |
+| Formula shows error         | Check syntax—variables must be wrapped in `{{}}` and query names must match exactly |
+| Widget won't resize         | May have reached minimum size limit                                                 |
+
+### Common errors
+
+**"Query failed"**: Check your filters and ensure fields exist in your data
+
+**"Invalid time range"**: Adjust time range to valid dates
+
+**"Formula syntax error"**: Verify formula uses correct variable names matching your query names
+
+## Next steps
+
+<CardGroup cols={2}>
+  <Card
+    title="Advanced filtering"
+    icon="filter"
+    href="/observability/boards-quickstart#step-5-apply-filters-to-widgets"
+  >
+    Master complex filtering techniques for precise data analysis
+  </Card>
+
+  <Card
+    title="Formula documentation"
+    icon="calculator"
+    href="/observability/boards-quickstart#formula-examples"
+  >
+    Explore more formula patterns for custom metrics
+  </Card>
+
+  <Card
+    title="Call analytics"
+    icon="chart-simple"
+    href="/assistants/call-analysis"
+  >
+    Learn about call analysis and insights
+  </Card>
+
+  <Card title="API reference" icon="book" href="/api-reference/analytics/get">
+    Access analytics data programmatically via API
+  </Card>
+</CardGroup>
+
+## Tips for success
+
+<Tip>
+  **Getting started:** - Start simple with a few key metrics - Test with real
+  data from your calls - Iterate based on team feedback - Create board templates
+  for common use cases - Use global filters to quickly analyze different time
+  periods
+</Tip>

From f3f9cdbcb2146adb7ba0d7de7aaa1d2ad5db93d9 Mon Sep 17 00:00:00 2001
From: Arvind Rk <arvindsuna10@gmail.com>
Date: Wed, 15 Oct 2025 19:55:57 -0700
Subject: [PATCH 2/6] updates

---
 fern/observability/boards-quickstart.mdx | 59 +++++++++++++-----------
 1 file changed, 32 insertions(+), 27 deletions(-)

diff --git a/fern/observability/boards-quickstart.mdx b/fern/observability/boards-quickstart.mdx
index 4bdaff328..017614911 100644
--- a/fern/observability/boards-quickstart.mdx
+++ b/fern/observability/boards-quickstart.mdx
@@ -114,18 +114,19 @@ Add charts to visualize trends and patterns in your data.
     to Board**
   </Step>
 
-  <Step title="Add a line chart for trends">
-    Track call volume over time: 1. Click **Add Widget** 2. Select **Line
-    Chart** 3. Configure: - **Name**: "Call Volume Trend" - **Data Source**:
-    Calls - **Metric**: Count of Call ID - **Time Range**: Last 30 days -
-    **Group By Time**: Day 4. Optional - Add multiple lines: - Click **Add
-    Another Metric** - Configure second metric (e.g., "Average Duration") 5.
-    Click **Add to Board**
-    <Note>
-      Line charts are ideal for showing trends over time. Use them to identify
-      patterns and anomalies.
-    </Note>
-  </Step>
+{" "}
+
+<Step title="Add a line chart for trends">
+  Track call volume over time: 1. Click **Add Widget** 2. Select **Line Chart**
+  3. Configure: - **Name**: "Call Volume Trend" - **Data Source**: Calls -
+  **Metric**: Count of Call ID - **Time Range**: Last 30 days - **Group By
+  Time**: Day 4. Optional - Add multiple lines: - Click **Add Another Metric** -
+  Configure second metric (e.g., "Average Duration") 5. Click **Add to Board**
+  <Note>
+    Line charts are ideal for showing trends over time. Use them to identify
+    patterns and anomalies.
+  </Note>
+</Step>
 
   <Step title="Add a pie chart">
     Show distribution of call outcomes: 1. Click **Add Widget** 2. Select **Pie
@@ -425,21 +426,25 @@ Click the fullscreen icon (**⛶**) to display your board in fullscreen—great
     Master complex filtering techniques for precise data analysis
   </Card>
 
-  <Card
-    title="Formula documentation"
-    icon="calculator"
-    href="/observability/boards-quickstart#formula-examples"
-  >
-    Explore more formula patterns for custom metrics
-  </Card>
-
-  <Card
-    title="Call analytics"
-    icon="chart-simple"
-    href="/assistants/call-analysis"
-  >
-    Learn about call analysis and insights
-  </Card>
+{" "}
+
+<Card
+  title="Formula documentation"
+  icon="calculator"
+  href="/observability/boards-quickstart#formula-examples"
+>
+  Explore more formula patterns for custom metrics
+</Card>
+
+{" "}
+
+<Card
+  title="Call analytics"
+  icon="chart-simple"
+  href="/assistants/call-analysis"
+>
+  Learn about call analysis and insights
+</Card>
 
   <Card title="API reference" icon="book" href="/api-reference/analytics/get">
     Access analytics data programmatically via API

From cb392453b522ce5a9bf598d98121043ace4c7244 Mon Sep 17 00:00:00 2001
From: Arvind Rk <arvindsuna10@gmail.com>
Date: Wed, 15 Oct 2025 20:18:19 -0700
Subject: [PATCH 3/6] updates

---
 fern/observability/boards-quickstart.mdx | 228 +++++++++++------------
 1 file changed, 109 insertions(+), 119 deletions(-)

diff --git a/fern/observability/boards-quickstart.mdx b/fern/observability/boards-quickstart.mdx
index 017614911..f760e99ed 100644
--- a/fern/observability/boards-quickstart.mdx
+++ b/fern/observability/boards-quickstart.mdx
@@ -10,8 +10,7 @@ Boards is Vapi's custom analytics dashboard system that enables you to create vi
 
 **Boards allow you to:**
 
-- Create multiple custom dashboards for different teams or purposes
-- Add and configure insight widgets (bar charts, line charts, pie charts, text metrics)
+- Add and configure insights (bar charts, line charts, pie charts, text metrics)
 - Apply global time range filters and granularity settings
 - Build queries visually with field selectors and filter builders
 - Create calculated metrics using formulas
@@ -58,60 +57,79 @@ Navigate to the Boards feature in your dashboard.
 
 1. Log into your Vapi Dashboard at [dashboard.vapi.ai](https://dashboard.vapi.ai)
 2. Click **Boards** in the left sidebar (under the "Reporting" or "Analytics" section)
-3. You'll see your boards list (empty if this is your first time)
+3. Your board will be automatically created on first visit
 
-## Step 2: Create your first board
-
-<Steps>
-  <Step title="Create a new board">
-    1. Click the **Create Board** button in the top right 2. Enter board name:
-    "Sales Dashboard" 3. Click **Create** You'll see an empty 6-column grid
-    layout where you can add widgets.
-  </Step>
-</Steps>
+<Note>
+  Your board is created automatically when you first access the Boards page.
+  You'll see an empty 6-column grid layout where you can add insights.
+</Note>
 
-## Step 3: Add KPI cards
+## Step 2: Add your first insights
 
-Start with key performance indicator cards that show single important numbers.
+Start with key performance indicators that show single important numbers.
 
 <Steps>
-  <Step title="Add Total Calls widget">
-    1. Click **Add Widget** or the **+** button 2. Select **Text** widget type
-    3. Configure the widget: - **Name**: "Total Calls Today" - **Data Source**:
-    Select "Calls" - **Metric**: Choose "Count" - **Field**: Select "Call ID" -
-    **Time Range**: Set to "Last 24 hours" 4. Click **Preview** to see the
-    result 5. Click **Add to Board** 6. Drag the widget to your desired position
+  <Step title="Add Total Calls insight">
+    1. Click **Add Widget** or the **+** button
+    2. Select **Text** widget type
+    3. Configure the insight:
+       - **Name**: "Total Calls Today"
+       - **Data Source**: Select "Calls"
+       - **Metric**: Choose "Count"
+       - **Field**: Select "Call ID"
+       - **Time Range**: Set to "Last 24 hours"
+    4. Click **Preview** to see the result
+    5. Click **Add to Board**
+    6. Drag the insight to your desired position
     7. Resize if needed by dragging the bottom-right corner
+    
     <Tip>
-      The number updates in real-time. Hover over the widget to see additional
-      details.
+    The number updates in real-time. Hover over the insight to see additional details.
     </Tip>
   </Step>
 
-  <Step title="Add Total Bookings widget">
-    Repeat the process for a second KPI: 1. Click **Add Widget** → **Text** 2.
-    Configure: - **Name**: "Total Bookings Today" - **Data Source**: Calls -
-    **Metric**: Count of Call ID - **Time Range**: Last 24 hours 3. Add a filter
-    to count only successful bookings: - Click **Add Filter** - **Field**:
-    Status - **Operator**: equals (=) - **Value**: "ended" 4. Click **Add to
-    Board** 5. Position it next to your first KPI card
+  <Step title="Add Total Bookings insight">
+    Repeat the process for a second insight:
+    
+    1. Click **Add Widget** → **Text**
+    2. Configure:
+       - **Name**: "Total Bookings Today"
+       - **Data Source**: Calls
+       - **Metric**: Count of Call ID
+       - **Time Range**: Last 24 hours
+    3. Add a filter to count only successful bookings:
+       - Click **Add Filter**
+       - **Field**: Status
+       - **Operator**: equals (=)
+       - **Value**: "ended"
+    4. Click **Add to Board**
+    5. Position it next to your first insight
   </Step>
 </Steps>
 
-## Step 4: Create visualizations
+## Step 3: Create visualizations
 
 Add charts to visualize trends and patterns in your data.
 
 <Steps>
   <Step title="Add a bar chart">
-    Create a bar chart showing calls by assistant: 1. Click **Add Widget** 2.
-    Select **Bar Chart** 3. Configure: - **Name**: "Calls by Assistant" - **Data
-    Source**: Calls - **Metric**: Count of Call ID - **Group By**: Select
-    "Assistant" from dropdown - **Time Range**: Last 7 days - **Group By Time**:
-    Day 4. Click **Preview** to see bars showing calls per assistant per day 5.
-    Customize appearance (optional): - **X-axis Label**: "Date" - **Y-axis
-    Label**: "Number of Calls" - **Colors**: Choose color scheme 6. Click **Add
-    to Board**
+    Create a bar chart showing calls by assistant:
+    
+    1. Click **Add Widget**
+    2. Select **Bar Chart**
+    3. Configure:
+       - **Name**: "Calls by Assistant"
+       - **Data Source**: Calls
+       - **Metric**: Count of Call ID
+       - **Group By**: Select "Assistant" from dropdown
+       - **Time Range**: Last 7 days
+       - **Group By Time**: Day
+    4. Click **Preview** to see bars showing calls per assistant per day
+    5. Customize appearance (optional):
+       - **X-axis Label**: "Date"
+       - **Y-axis Label**: "Number of Calls"
+       - **Colors**: Choose color scheme
+    6. Click **Add to Board**
   </Step>
 
 {" "}
@@ -129,26 +147,33 @@ Add charts to visualize trends and patterns in your data.
 </Step>
 
   <Step title="Add a pie chart">
-    Show distribution of call outcomes: 1. Click **Add Widget** 2. Select **Pie
-    Chart** 3. Configure: - **Name**: "Calls by Status" - **Data Source**: Calls
-    - **Metric**: Count of Call ID - **Group By**: Select "Status" - **Time
-    Range**: Last 7 days 4. Click **Add to Board**
+    Show distribution of call outcomes:
+    
+    1. Click **Add Widget**
+    2. Select **Pie Chart**
+    3. Configure:
+       - **Name**: "Calls by Status"
+       - **Data Source**: Calls
+       - **Metric**: Count of Call ID
+       - **Group By**: Select "Status"
+       - **Time Range**: Last 7 days
+    4. Click **Add to Board**
+    
     <Warning>
-      Pie charts don't have time series grouping. They show distribution across
-      categories only.
+    Pie charts don't have time series grouping. They show distribution across categories only.
     </Warning>
   </Step>
 </Steps>
 
-## Step 5: Apply filters to widgets
+## Step 4: Apply filters to insights
 
 Filter data to focus on specific segments or conditions.
 
 <Steps>
-  <Step title="Add filters to a widget">
-    Open any widget's settings and add filters:
+  <Step title="Add filters to an insight">
+    Open any insight's settings and add filters:
     
-    1. Click the **⚙️ (settings)** icon on any widget
+    1. Click the **⚙️ (settings)** icon on any insight
     2. Click **Add Filter** button
     3. Configure first filter:
        - **Field**: Select "Status" from dropdown
@@ -169,9 +194,9 @@ Filter data to focus on specific segments or conditions.
   </Step>
 </Steps>
 
-## Step 6: Create calculated metrics
+## Step 5: Create calculated metrics
 
-Build custom metrics using formulas to calculate rates, averages, and more.
+Build custom metrics using formulas to calculate rates, averages, and more. Formulas use [Math.js](https://mathjs.org/) syntax for calculations.
 
 <Steps>
   <Step title="Create a conversion rate metric">
@@ -202,7 +227,7 @@ Build custom metrics using formulas to calculate rates, averages, and more.
 
 ### Formula examples
 
-Common calculated metrics you can create:
+Common calculated metrics you can create using Math.js syntax:
 
 ```javascript
 // Average Cost Per Minute
@@ -223,37 +248,37 @@ Common calculated metrics you can create:
 
 <Note>
   **Formula editor features:** - Syntax highlighting - Variable autocomplete -
-  Validation on preview - Supports all MathJS operations: `+`, `-`, `*`, `/`,
-  `%`, parentheses
+  Validation on preview - Supports all [Math.js](https://mathjs.org/)
+  operations: `+`, `-`, `*`, `/`, `%`, parentheses, and more
 </Note>
 
-## Step 7: Organize your dashboard
+## Step 6: Organize your dashboard
 
-Arrange widgets for optimal visual hierarchy and readability.
+Arrange insights for optimal visual hierarchy and readability.
 
 **Layout actions:**
 
-- **Drag widgets**: Click and hold the drag handle (**⋮⋮** icon) in widget header
-- **Resize widgets**: Drag the resize handle in bottom-right corner
-- **Delete widgets**: Click trash icon (**🗑️**) in widget settings
-- **Edit widgets**: Click settings icon (**⚙️**) to modify configuration
+- **Drag insights**: Click and hold the drag handle (**⋮⋮** icon) in insight header
+- **Resize insights**: Drag the resize handle in bottom-right corner
+- **Delete insights**: Click trash icon (**🗑️**) in insight settings
+- **Edit insights**: Click settings icon (**⚙️**) to modify configuration
 
 ### Layout tips
 
 <CardGroup cols={2}>
-  <Card title="Widget sizing" icon="expand">
+  <Card title="Insight sizing" icon="expand">
     - KPI cards: 1-2 column widths - Charts: 3-4 column widths - Tables: 4-6
     column widths
   </Card>
   <Card title="Visual hierarchy" icon="layer-group">
     - Place most important metrics at the top - Group related metrics together -
-    Use consistent sizing for similar widgets
+    Use consistent sizing for similar insights
   </Card>
 </CardGroup>
 
-## Step 8: Apply global filters
+## Step 7: Apply global filters
 
-Control time range and granularity for all widgets at once.
+Control time range and granularity for all insights at once.
 
 <Steps>
   <Step title="Set time range and granularity">
@@ -262,9 +287,10 @@ Control time range and granularity for all widgets at once.
     days, Last 30 days, This month, Last month - Or select **Custom Range** to
     pick specific dates 2. **Granularity Selector** (appears next to "grouped
     by"): - Choose: Minute, Hour, Day, Week, Month, Quarter, Year - Available
-    options depend on time range 3. Click **Apply** button to update all widgets
+    options depend on time range 3. Click **Apply** button to update all
+    insights
     <Note>
-      All widgets on the board update simultaneously. Applied filters show in
+      All insights on the board update simultaneously. Applied filters show in
       the filter bar, and unsaved changes display a blue "Apply" button.
     </Note>
   </Step>
@@ -281,7 +307,7 @@ Control time range and granularity for all widgets at once.
 
 Track sales metrics and conversion rates:
 
-**Widgets:**
+**Insights:**
 
 1. **Text**: Total Calls (last 24h)
 2. **Text**: Total Bookings (last 24h)
@@ -294,7 +320,7 @@ Track sales metrics and conversion rates:
 
 Monitor customer support performance:
 
-**Widgets:**
+**Insights:**
 
 1. **Text**: Average call duration
 2. **Text**: Total support tickets
@@ -307,7 +333,7 @@ Monitor customer support performance:
 
 Analyze spending and optimize costs:
 
-**Widgets:**
+**Insights:**
 
 1. **Text**: Total cost today
 2. **Text**: Average cost per call
@@ -316,40 +342,6 @@ Analyze spending and optimize costs:
 5. **Bar Chart**: Cost by assistant
 6. **Pie Chart**: Cost by call type (inbound/outbound)
 
-## Working with multiple boards
-
-Create separate boards for different teams or use cases.
-
-### Creating multiple boards
-
-1. Click **Boards** in sidebar
-2. Click **Create Board**
-3. Name it appropriately (e.g., "Executive Summary", "Team Performance")
-4. Configure widgets for that specific audience or purpose
-
-### Switching between boards
-
-1. Click **Boards** in sidebar
-2. Click on any board name to open it
-3. Or use the board selector dropdown if available
-
-### Best practices for multiple boards
-
-<CardGroup cols={2}>
-  <Card title="Executive board" icon="chart-line">
-    High-level KPIs only for leadership overview
-  </Card>
-  <Card title="Operations board" icon="gears">
-    Detailed breakdowns and trends for daily operations
-  </Card>
-  <Card title="Cost board" icon="dollar-sign">
-    Financial metrics and spending analysis
-  </Card>
-  <Card title="Agent performance" icon="users">
-    Individual agent metrics and comparisons
-  </Card>
-</CardGroup>
-
 ## Best practices
 
 ### Dashboard design
@@ -357,12 +349,12 @@ Create separate boards for different teams or use cases.
 <Tabs>
   <Tab title="Do">
     ✅ Start with 3-5 key metrics (avoid overcrowding) ✅ Use consistent time
-    ranges across related widgets ✅ Place most important metrics at the top ✅
+    ranges across related insights ✅ Place most important metrics at the top ✅
     Use appropriate chart types for your data ✅ Add filters to focus on
     specific segments
   </Tab>
   <Tab title="Don't">
-    ❌ Too many widgets (impacts performance) ❌ Mix incompatible time
+    ❌ Too many insights (impacts performance) ❌ Mix incompatible time
     granularities ❌ Ignore visual hierarchy ❌ Use pie charts for time-series
     data ❌ Query years of data when you need today's metrics
   </Tab>
@@ -370,7 +362,7 @@ Create separate boards for different teams or use cases.
 
 ### Data strategy
 
-- **Text widgets** for single important numbers
+- **Text insights** for single important numbers
 - **Line charts** for trends over time
 - **Bar charts** for comparing categories
 - **Pie charts** for proportional breakdowns (not time-series)
@@ -379,8 +371,8 @@ Create separate boards for different teams or use cases.
 ### Performance considerations
 
 <Warning>
-  Boards with 10+ complex widgets may load slower. Use appropriate time ranges
-  and consider creating multiple focused boards instead of one large board.
+  Boards with 10+ complex insights may load slower. Use appropriate time ranges
+  and shorter time periods for better performance.
 </Warning>
 
 ## Sharing and viewing
@@ -398,14 +390,14 @@ Click the fullscreen icon (**⛶**) to display your board in fullscreen—great
 
 | Issue                       | Solution                                                                            |
 | --------------------------- | ----------------------------------------------------------------------------------- |
-| Widget shows "No data"      | Check time range—may be too narrow or no data exists for that period                |
-| Widget not loading          | Verify query configuration, check if filters are too restrictive                    |
+| Insight shows "No data"     | Check time range—may be too narrow or no data exists for that period                |
+| Insight not loading         | Verify query configuration, check if filters are too restrictive                    |
 | Can't see "Apply" button    | Filters haven't changed—button only appears when you modify settings                |
-| Widget appears empty        | Data may exist but filters exclude it—try removing filters                          |
-| Drag not working            | Click the drag handle (**⋮⋮**) icon, not the widget body                            |
+| Insight appears empty       | Data may exist but filters exclude it—try removing filters                          |
+| Drag not working            | Click the drag handle (**⋮⋮**) icon, not the insight body                           |
 | Granularity options missing | Time range may be too narrow—Day granularity requires multi-day range               |
 | Formula shows error         | Check syntax—variables must be wrapped in `{{}}` and query names must match exactly |
-| Widget won't resize         | May have reached minimum size limit                                                 |
+| Insight won't resize        | May have reached minimum size limit                                                 |
 
 ### Common errors
 
@@ -413,7 +405,7 @@ Click the fullscreen icon (**⛶**) to display your board in fullscreen—great
 
 **"Invalid time range"**: Adjust time range to valid dates
 
-**"Formula syntax error"**: Verify formula uses correct variable names matching your query names
+**"Formula syntax error"**: Verify formula uses correct Math.js variable names matching your query names
 
 ## Next steps
 
@@ -421,13 +413,12 @@ Click the fullscreen icon (**⛶**) to display your board in fullscreen—great
   <Card
     title="Advanced filtering"
     icon="filter"
-    href="/observability/boards-quickstart#step-5-apply-filters-to-widgets"
+    href="/observability/boards-quickstart#step-4-apply-filters-to-insights"
   >
     Master complex filtering techniques for precise data analysis
   </Card>
 
 {" "}
-
 <Card
   title="Formula documentation"
   icon="calculator"
@@ -437,7 +428,6 @@ Click the fullscreen icon (**⛶**) to display your board in fullscreen—great
 </Card>
 
 {" "}
-
 <Card
   title="Call analytics"
   icon="chart-simple"
@@ -455,7 +445,7 @@ Click the fullscreen icon (**⛶**) to display your board in fullscreen—great
 
 <Tip>
   **Getting started:** - Start simple with a few key metrics - Test with real
-  data from your calls - Iterate based on team feedback - Create board templates
-  for common use cases - Use global filters to quickly analyze different time
-  periods
+  data from your calls - Iterate based on team feedback - Use global filters to
+  quickly analyze different time periods - Combine text insights with charts for
+  comprehensive views
 </Tip>

From 2afabdae1a3d25f39edbb58de19fbf4560c82a8c Mon Sep 17 00:00:00 2001
From: Arvind Rk <arvindsuna10@gmail.com>
Date: Wed, 15 Oct 2025 20:24:18 -0700
Subject: [PATCH 4/6] updates

---
 fern/observability/boards-quickstart.mdx | 30 +++++++++++++++++-------
 1 file changed, 21 insertions(+), 9 deletions(-)

diff --git a/fern/observability/boards-quickstart.mdx b/fern/observability/boards-quickstart.mdx
index f760e99ed..437f122f5 100644
--- a/fern/observability/boards-quickstart.mdx
+++ b/fern/observability/boards-quickstart.mdx
@@ -348,15 +348,25 @@ Analyze spending and optimize costs:
 
 <Tabs>
   <Tab title="Do">
-    ✅ Start with 3-5 key metrics (avoid overcrowding) ✅ Use consistent time
-    ranges across related insights ✅ Place most important metrics at the top ✅
-    Use appropriate chart types for your data ✅ Add filters to focus on
-    specific segments
-  </Tab>
-  <Tab title="Don't">
-    ❌ Too many insights (impacts performance) ❌ Mix incompatible time
-    granularities ❌ Ignore visual hierarchy ❌ Use pie charts for time-series
-    data ❌ Query years of data when you need today's metrics
+**Best practices:**
+
+- Start with 3-5 key metrics (avoid overcrowding)
+- Use consistent time ranges across related insights
+- Place most important metrics at the top
+- Use appropriate chart types for your data
+- Add filters to focus on specific segments
+
+        </Tab>
+
+      <Tab title="Don't">
+
+  **Avoid these mistakes:**
+
+- Too many insights (impacts performance)
+- Mix incompatible time granularities
+- Ignore visual hierarchy
+- Use pie charts for time-series data
+- Query years of data when you need today's metrics
   </Tab>
 </Tabs>
 
@@ -419,6 +429,7 @@ Click the fullscreen icon (**⛶**) to display your board in fullscreen—great
   </Card>
 
 {" "}
+
 <Card
   title="Formula documentation"
   icon="calculator"
@@ -428,6 +439,7 @@ Click the fullscreen icon (**⛶**) to display your board in fullscreen—great
 </Card>
 
 {" "}
+
 <Card
   title="Call analytics"
   icon="chart-simple"

From 4429de757795b06972e7157407dc8a22bda69f9c Mon Sep 17 00:00:00 2001
From: Arvind Rk <arvindsuna10@gmail.com>
Date: Wed, 15 Oct 2025 20:25:08 -0700
Subject: [PATCH 5/6] updates

---
 fern/observability/boards-quickstart.mdx | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/fern/observability/boards-quickstart.mdx b/fern/observability/boards-quickstart.mdx
index 437f122f5..b31f21ede 100644
--- a/fern/observability/boards-quickstart.mdx
+++ b/fern/observability/boards-quickstart.mdx
@@ -368,7 +368,7 @@ Analyze spending and optimize costs:
 - Use pie charts for time-series data
 - Query years of data when you need today's metrics
   </Tab>
-</Tabs>
+  </Tabs>
 
 ### Data strategy
 

From 360556334ea9d42108d1e4419ff7ea5b21d4c074 Mon Sep 17 00:00:00 2001
From: Arvind Rk <arvindsuna10@gmail.com>
Date: Thu, 16 Oct 2025 10:23:36 -0700
Subject: [PATCH 6/6] updates

---
 fern/observability/boards-quickstart.mdx | 10 +---------
 1 file changed, 1 insertion(+), 9 deletions(-)

diff --git a/fern/observability/boards-quickstart.mdx b/fern/observability/boards-quickstart.mdx
index b31f21ede..8005742aa 100644
--- a/fern/observability/boards-quickstart.mdx
+++ b/fern/observability/boards-quickstart.mdx
@@ -346,8 +346,6 @@ Analyze spending and optimize costs:
 
 ### Dashboard design
 
-<Tabs>
-  <Tab title="Do">
 **Best practices:**
 
 - Start with 3-5 key metrics (avoid overcrowding)
@@ -356,19 +354,13 @@ Analyze spending and optimize costs:
 - Use appropriate chart types for your data
 - Add filters to focus on specific segments
 
-        </Tab>
-
-      <Tab title="Don't">
-
-  **Avoid these mistakes:**
+**Avoid these mistakes:**
 
 - Too many insights (impacts performance)
 - Mix incompatible time granularities
 - Ignore visual hierarchy
 - Use pie charts for time-series data
 - Query years of data when you need today's metrics
-  </Tab>
-  </Tabs>
 
 ### Data strategy