The Dashboard gives you a picture of how your business is doing on messaging: sales, conversation volume, how fast customers get answered, and how each channel and team member is performing. Open it from Dashboard in the top navigation.
Setup checklist
Section titled “Setup checklist”While your business is still being set up, the top of the Dashboard shows Get your AI answering customers with the remaining steps: Create your business, Connect a channel, Add your products, Teach your AI, Add balance and Turn on your AI. You can do them in any order, and hide the checklist with Hide setup checklist.
After setup is complete, a banner appears only when something stops the AI from replying, for example Your AI has stopped replying when your balance reaches $0.
Choose a period and channels
Section titled “Choose a period and channels”Use the period buttons at the top right: Today, 7d, This month, 30d or 90d. You can also pick exact start and end dates. The Dashboard opens on This month.
If you have more than one channel, the channel chips under the title filter every number on the page. Select All to include every channel, or select one or more channels.
Most cards show a percentage change against the previous period. Hover over it to see exactly which dates it compares against.
Sales and conversation cards
Section titled “Sales and conversation cards”| Card | What it counts |
|---|---|
| Total Revenue | The value of orders that reached Confirmed or Delivered, by the date the order was created |
| Confirmed Orders | Orders created in the period that reached Confirmed |
| Delivered Orders | Orders created in the period that reached Delivered |
| Avg Order Value | Total revenue divided by the number of Confirmed and Delivered orders |
| Active Conversations | People who sent you at least one message in the period, counted per channel |
| New Contacts | People whose first message to you falls in the period |
| Returning Contacts | People who messaged you in the period but first contacted you earlier |
| Messages | All messages sent and received |
Select New Contacts or Returning Contacts to see the list of conversations behind the number.
Below the cards you’ll find Order Pipeline (orders by current stage) and three charts: Orders Over Time, Messages Over Time (split into customer, AI and human messages) and Conversations Over Time (split by channel). Switch each chart between Daily, Weekly and Monthly.
Sessions and response times
Section titled “Sessions and response times”A session starts with the first customer message after a quiet gap and ends when the conversation is closed. These cards measure how well conversations are being handled:
| Card | What it counts |
|---|---|
| Sessions Opened | Sessions that started in the period |
| Sessions Closed | Sessions closed in the period |
| Still Open | Sessions opened in the period that are not closed yet |
| Abandoned | Sessions opened in the period with no reply within 3 days |
| Off-Hours Sessions | Sessions that started outside the channel’s working hours |
Select any of these cards to open the matching conversations. From that list you can open a conversation or download it as a CSV.
Response Times shows two distributions: First Response (how long customers waited for the first reply) and Resolution Time (how long closed sessions lasted). Switch between Clock time and Working hours. Working-hours figures only count time inside each channel’s schedule, so channels without a schedule are left out and noted under the chart. Select View slowest to see the conversations that took longest.
Team, channels and products
Section titled “Team, channels and products”- Session Breakdown shows closed sessions split by who closed them: your team, the AI or the system.
- Agent Performance lists each team member with the conversations they replied to, messages they sent, sessions they closed, and their median and 90th-percentile first response and resolution times. AI-closed sessions appear on their own row. For a fuller per-person view, including calls, see Human agents.
- Channel Performance lists conversations, messages and orders per channel. Select a column header to sort.
- Best Sellers ranks your top products by units sold (By Volume) and by revenue (By Revenue).