Dashboard Overview

The Dashboard provides a real-time overview of your lead qualification activity and platform usage. It displays key metrics, conversation statistics, and quick access to essential features.

Time Period Selector

The Dashboard includes a time period selector that allows you to view metrics for different time ranges:

• Last 24 hours: Rolling 24-hour period from the current time (not "today" from midnight)
• Last 7 Days: Past 7 days from the current date
• Last 30 Days: Past 30 days from the current date (default)
• Last 90 Days: Past 90 days from the current date

All metrics and trend calculations are based on the selected time period. The time period selector is located at the top of the Dashboard, above the metrics cards.

Key Metrics

Total Conversations

Total conversations across all channels (voice, SMS, chat, email) for the selected time period. This includes:

• Voice calls: Phone conversations handled by your AI assistant
• SMS: Text message conversations
• Chat: Web widget conversations
• Email: Email thread conversations

Each conversation counts once regardless of the number of messages exchanged. The count is calculated based on the selected time period.

Qualified Leads

Leads that meet your qualification criteria and are ready for sales follow-up. Qualification happens automatically during conversations based on:

• Budget requirements
• Timeline expectations
• Project scope
• Other criteria defined in your AI configuration

Qualified leads are marked in the system and can be filtered in the Conversations page.

Qualification Rate

The percentage of conversations that resulted in qualified leads. Calculated as:

Qualification Rate = (Qualified Leads / Total Conversations) × 100

A higher qualification rate indicates better lead quality. Industry averages typically range from 20-30%, but this varies by industry and qualification criteria.

Voice Calls

Total number of phone calls received and handled by your AI assistant. This metric tracks all incoming voice calls, regardless of duration or outcome.

Multi-Channel Breakdown

Breakdown of conversations by communication channel:

• SMS: Text message conversations
• Chat: Web widget conversations on your website
• Email: Email thread conversations

Voice calls are shown separately in the Voice Calls metric above.

Trend Calculations

The Dashboard displays trend indicators (up or down arrows) for each metric, showing how the current period compares to the previous period of the same duration.

How Trends Work

• Current Period: Metrics for the selected time period (e.g., Last 30 Days)
• Previous Period: Metrics for the same duration immediately before the current period (e.g., the 30 days before the current period)
• Trend Calculation: The system compares exact date ranges to calculate accurate trends

For example, if you select "Last 30 Days":

• Current period: Last 30 days from now
• Previous period: The 30 days before that (days 31-60 from now)
• Trend shows: Percentage change between these two exact periods

Trend Indicators

• Up Arrow (↑): Increase compared to previous period
• Down Arrow (↓): Decrease compared to previous period
• Percentage: Shows the exact percentage change

Trends are only calculated for periods longer than 24 hours. The "Last 24 hours" option does not show trend indicators since there isn't a meaningful previous period to compare.

Accuracy

Trend calculations use exact date ranges for both the current and previous periods, ensuring accurate comparisons. This provides reliable insights into whether your metrics are improving or declining over time.

Phone Number

Your assigned phone number for voice calls and SMS messages. This number is:

• Automatically provisioned when you sign up
• Used for all incoming voice calls and SMS messages
• Cannot be changed (contact support if you need a different number)
• Displayed in the "Getting Started" section

Quick Actions

The Dashboard includes quick access cards for different conversation types:

Conversation Cards

• Chat Conversations: View all chat widget conversations
• SMS Conversations: View all SMS text message conversations
• Email Conversations: View all email thread conversations
• Voice Conversations: View all voice call conversations (only visible for plans with voice_minutes > 0)

Each card shows the total count of conversations and provides quick navigation to the respective conversation page.

Getting Started

The Dashboard includes a "Getting Started" section with quick access to:

1. Your Phone Number: View your assigned phone number and understand how it's used
2. Test the System: Create a demo conversation to see how the platform works
3. Customize Your AI: Configure your AI assistant's personality, voice, and qualification criteria

Interactive Onboarding Tour

New users will see a welcome prompt offering an Interactive Onboarding Tour:

• Start Tour: Take a guided tour of the Dashboard and key features
• Skip: Dismiss the tour (can be restarted anytime)
• The tour highlights:
  • Dashboard overview and key metrics
  • Quick actions for common tasks
  • System status indicators
  • Navigation menu

Tour Features:

• Step-by-step guidance with visual highlights
• Progress indicator showing tour completion
• Can be skipped or restarted at any time
• Completion status is saved (won't show again unless restarted)

Restarting the Tour:

• The tour can be restarted anytime from Settings
• Useful for learning new features or refreshing your knowledge

Demo Conversations

The "Create Demo Conversation" button creates a sample conversation to demonstrate platform features. This is test data and does not affect your real metrics or lead counts.

AI Insights Panel

The Dashboard includes an AI Insights Panel that provides intelligent, actionable recommendations based on your platform usage:

What Are AI Insights?

AI Insights are automatically generated recommendations that help you:

• Improve Performance: Suggestions to increase qualification rates
• Optimize Workflows: Recommendations for better automation
• Reduce Escalations: Tips to minimize manual interventions
• Best Practices: Industry-specific guidance for your use case

Insight Types

• Warnings: Issues that need attention (e.g., high escalation rate)
• Opportunities: Ways to improve performance (e.g., workflow optimization)
• Success: Positive trends and achievements
• Suggestions: General recommendations for better results

Using Insights

• View Insights: Insights appear automatically on the Dashboard when available
• Generate Fresh Insights: Click the refresh button to generate new insights based on current data
• Take Action: Many insights include action buttons to implement recommendations
• Dismiss: Dismiss insights that aren't relevant (they won't reappear)

Insight Priority

Insights are prioritized by importance:

• High Priority: Critical issues requiring immediate attention
• Medium Priority: Important recommendations
• Low Priority: General suggestions

High-priority insights are highlighted with a badge and appear first in the list.

Real-Time Updates

The Dashboard updates in real-time when:

• New conversations are created
• Leads are qualified
• Messages are exchanged

You'll receive browser notifications when new qualified leads are detected (if you've granted notification permissions).

Error Handling

If you encounter an error while viewing the Dashboard:

• Click "Try Again": The Dashboard will automatically retry loading the data
• Refresh the Page: If the error persists, refresh your browser
• Check Your Connection: Verify your internet connection is stable
• Contact Support: If errors continue, contact support with details about what you were viewing

All Dashboard errors are automatically logged for our team to review and fix.

Next Steps

• View detailed conversation data in the Conversations page
• Analyze trends and patterns in the Analytics page
• Configure your AI assistant in Settings
• Set up workflows in Email Workflows or SMS Workflows