When to use
Use the dashboard for a quick reading of the day or the period: chat queue, appointments, sales funnel and AI credit consumption. To take action (reply, move cards), go to the Service screens.Choose the view and the period
1
Open the Dashboard
It is the first item in the menu and opens when you sign in.
2
Choose the view
In the Dashboard View field, select the theme you want to see.
3
Filter the period
Enter Initial date and Final date. You cannot choose future dates. Use the clear filters button to return to the default.
The date filter is disabled in the Main Dashboard. The system remembers the last view you chose during your session.
Available views
The view labeled Bulk Messaging displays metrics for social media posts, as the name appears in the selector list.
Views that depend on your account
These only appear when the condition is met:
In addition, a view only appears if your profile has permission to see at least one of its charts. Accounts in the service (support) segment only see Main Dashboard, Chat and AI & Intelligence.
Tips for managers
- Start the day with the Chat view to see volume and first response time.
- Compare the Pipeline view week by week after campaigns.
- Follow AI & Intelligence so you do not exceed the plan’s credits.
See also
Pipeline
Move cards and record wins and losses.
Reports
Export data as PDF or CSV.
AI credit consumption
See where each credit was used.
General settings
Monthly goal, alerts and AI rules.