Dashboard
Training Status
Dashboard
Training Status
Track the onboarding checklist that powers an accurate, fully automated AI assistant.
Overview
The Training Status widget on the Dashboard highlights every prerequisite your workspace needs before automations can run reliably. It mirrors the onboarding tasks in Settings → Readiness Checklist and lets admins see, at a glance, what is configured versus what still needs attention.
Checklist Items
| Item | What it verifies | Owner |
|---|---|---|
| chat | A default chat experience with published flows is live on at least one channel. | Conversation designer |
| createCampaign | Campaign Manager has an approved sender profile and at least one templated message. | Marketing ops |
| createScriptFlow | Workflow builder contains an active script/flow with assignments. | Automation specialist |
| createTemplate | Knowledge base or FAQ templates include training phrases and responses. | Content strategist |
| dashboard | Core analytics (visitors, conversations, leads) are receiving data. | Workspace admin |
| faq | FAQ module has a minimum of 10 articles with tags. | Knowledge manager |
Status States
- Ready – Requirement is fully configured and synced within the last 15 minutes.
- Pending – Setup started but missing a dependency (e.g., unpublished flow, disconnected channel).
- Action Needed – No configuration detected. Hovering the tile in the Dashboard reveals the CTA to finish setup.
Updating a Tile
- Click the tile inside the Dashboard widget or use the quick link below.
- Complete the missing configuration.
- Publish and sync changes; the tile automatically refreshes after the next data pull.
| Tile | Deep link |
|---|---|
| chat | Conversation Builder |
| createCampaign | Campaign Manager |
| createScriptFlow | Workflow Overview |
| createTemplate | Knowledge Base |
| dashboard | Metrics & Charts Explained |
| faq | FAQ Setup |
Tips for Staying Ready
- Review weekly. Make it part of the ops stand-up so nothing slips.
- Assign owners. Each tile should have a clear DRI who receives alerts when the state changes.
- Document exceptions. If a tile stays Pending by design (e.g., paused campaigns), note it in your runbook to avoid false alarms.
Need a refresher on the rest of the dashboard? Return to the Dashboard Overview for a guided tour, or jump to the Quick Actions page to fine-tune shortcuts for your team.