Overview
Visitor & Performance Metrics
Interpretation of cards, graphs, and KPIs.
Quick Actions
Launch common workflows in one click.
Training Status
Track readiness tasks and owners.
Use this page for orientation, then jump into the linked guides for deep dives on configuration, troubleshooting, and best practices.
The video mirrors the quick-start walkthrough shown in Before You Begin and highlights where each widget lives on the dashboard.
Visitors & Traffic Snapshot
Gives you an instant read on traffic momentum: total unique visitors, today’s real-time count, growth percentage, and the live indicator. For precise calculations and filter behavior, consult Metrics & Charts Explained.
Visitor Trends (Line Graph)
Shows a six-month trend line that highlights seasonal shifts and campaign-driven spikes. Hovering exposes month-over-month change and campaign notes. Learn more in the Visitor Trends section of the metrics guide.
Stats Overview (KPI Grid)
A six-card grid showing Conversations, Workflows, Leads, Messages, Campaigns, and Phone Numbers. Use it during daily stand-ups to confirm the system is healthy. See the Stats Overview breakdown for data sources and refresh cadence.
Weekly Conversations (Bar Chart)
Seven bars illustrate conversation volume week over week with percentage variance. Ideal for weekly ops reviews. Detailed hover states and export options live in the Weekly Conversations section.
Visitor Devices (Pie Chart)
Breaks down engagement by Mobile, Tablet, and Desktop to guide channel prioritization. Interpretation tips and typical thresholds are documented here.
Quick Actions
Five shortcuts (Edit Bot, New Campaign, Import Leads, Subscription, Phone Number Setup) live under the hero metrics. They open the respective workspaces in new tabs so you can act on insights immediately. Configuration, role-based visibility, and customization steps are available on the Quick Actions page.
Campaigns Table
Lists every active, scheduled, or completed campaign with Name, Date, Status (In Progress, Completed, Draft), and a delivery progress bar. For management workflows, jump to Campaign Manager.
Training Status Widget
Displays readiness for chat, campaigns, workflows, templates, analytics, and FAQs. Each tile is clickable and maps to a deep link with contextual instructions. Owners, statuses, and remediation steps are covered in detail on the Training Status page.
Analytics Setup
Surface-level widget reminding admins to connect Google Tag Manager and Meta Pixel. For step-by-step integration, visit the dedicated Analytics Setup guide.