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Getting started

Dashboard

Your daily snapshot of conversations, leads, and AI activity across every channel.

The dashboard pulls every key metric into one scrollable view.

Overview

The Dashboard is the first thing you see when you log in. It gives you a one-screen view of how your business is performing: how many conversations your AI handled, how many leads came in, which channels are busiest, and how much of your monthly message quota you've used. Use the time-range switcher in the top right to compare today, this week, or this month at a glance.

Features

Top stat cards

Show totals for conversations, leads, orders, and appointments for the time range you picked. Hover any card to see what changed versus the previous period.

Activity over time

Plots how busy your agent has been, day by day or hour by hour. The shape of the curve tells you when your customers are most active so you can plan staffing and promotions.

Message quota card

Tracks how many AI messages you have left on your current plan and when it resets. A yellow or red bar means you should consider upgrading before you hit the limit.

Channel distribution

A donut chart showing what percentage of conversations came through WhatsApp, Instagram, Telegram, the website widget, and other channels. Useful for deciding where to invest your marketing budget.

Recent conversations panel

A list of the latest customer chats with a one-line preview. Click any row to jump straight into that conversation in your Inbox.

Time-range filter

Every chart and stat on the page responds to the time-range dropdown at the top: Today, Yesterday, This Week, Last Week, This Month, Last Month, Billing Cycle (your current credit period, on paid plans), or All Time. The Conversions card also has its own time filter, including a Custom Range.

Appointments and orders charts

Daily counts of appointments booked and orders taken through the AI. Helps you measure how much revenue your agent is generating.

Common tasks

Open the dashboard

About 1 min
  1. Open the sidebar → Dashboard.
  2. Use the date range filter at the top to see metrics for today, this week, this month, or a custom range.

Tips

Bookmark the dashboard as your browser home page so it loads every time you start work.
All charts auto-refresh every minute — you rarely need to hit reload.
Running out of AI messages will pause your agent on every channel. Watch the quota card.

Frequently asked questions

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