Rockie Canvas gives your team ready-made dashboards they can open any time. An Admin adds a dashboard and shares it, and each person sees current data for their own locations.
TABLE OF CONTENTS
- Why use Canvas?
- Template Gallery
- Add a dashboard (Admins)
- Open Rockie and go to Canvas.
- Share a dashboard (Admins)
- Use a dashboard
- Need something different?
- Coming soon
- AI summaries of each dashboard
- FAQs
Why use Canvas?
Rockie Chat is for investigating. GMs and area managers usually want their numbers laid out and waiting. Canvas does that.
- Set it up once. An Admin adds a dashboard and shares it with a User Role.
- Everyone sees their own view. The layout is the same for everyone, but the data covers each person’s assigned locations.
- Always current. Dashboards update as new feedback comes in.
Template Gallery
These dashboards are free to add at launch:
Dashboard | What it shows |
|---|---|
Categories Insights | Top complaint and compliment themes across locations, and trends |
Survey Analytics | Survey volumes, scores and drop-off |
Simple Operator Dashboard | Overall satisfaction by location, over time |
Operator Customer Experience | A day-to-day view of guest experience for operators |
Review Analytics | Ratings, volumes and themes by platform and location |
SLA Tracking Dashboard | Reply and resolution speed against your SLA targets, by location |
More templates are coming. Some advanced dashboards, such as competitive benchmarking, are premium. Contact your Account Manager.
Add a dashboard (Admins)
- Open Rockie and go to Canvas.
- Open the Template Gallery and pick a dashboard.
- Add it to your account.
- Open it and use the filters to change the date range, locations or channels.
Share a dashboard (Admins)
New dashboards are visible only to you until you share them.
- Open the dashboard and click Share.
- Choose Everyone or specific User Roles.
- Click Save.
Shared users get view-only access. Only Admins can edit, delete or share. Removing a role revokes access immediately.
Turn on Canvas for a role
Go to Settings > User Roles, open the role, set Rockie Canvas to Viewer (or None to hide it), then Save. Admins always have full access.
Dashboards with case or inquiry data
If a role is restricted from certain inquiry types or cases (for example HR, legal or food safety), you can’t share those dashboards with it. Click Request custom dashboard or contact your Account Manager for a filtered version.
Use a dashboard
- Filters change the date range, locations and views across the whole dashboard.
- View Tickets opens the related tickets so you can act.
- Dashboards are on the web app. Mobile is coming soon.
Need something different?
Momos can build a custom dashboard for a specific team, metric set or fiscal calendar. Click Talk to Momos in Rockie or contact your Account Manager.
Coming soon
- AI summaries of each dashboard
- Scheduled email reports
- Ask Rockie about a dashboard
- Mobile app
- PDF export
- Build your own dashboard
FAQs
Why can't my team see a dashboard I added?
It’s private until you share it. Click Share, add Everyone or their role, and check that their role has Rockie Canvas turned on.
Why do two people see different numbers?
Each person sees data for their own assigned locations. That’s expected.
Can I edit a template?
Not yet. Ask your Account Manager about a custom dashboard.
Does Canvas use credits?
Viewing a dashboard doesn’t use Rockie Chat credits.
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