IcloneU is laid out as a left sidebar of surfaces and a main work area to their right. This tour names each sidebar surface and what it's for, then spends most of its time on the Dashboard — the page you land on at every sign-in — because that's where your plan, your health checks and your day's most important numbers all live.
The Dashboard is a presentation layer over data your Clones, Connections and conversations produce. With no active channels and no Clone replies yet, expect most cards to read — or 0 — they fill in as you connect channels and your Clones start working.
The left sidebar at a glance
Every major surface has a home in the left sidebar. Here's the quick map — each gets a one-line job and, where a deeper guide exists, a link straight to it.
- Dashboard — your at-a-glance home: plan status, system health and today's key metrics. The rest of this guide is its anatomy.
- Clones — the home of every Clone you create: a configurable AI assistant with its own identity, personality, knowledge and skills. New here? See Creating your first Clone.
- Knowledge — your Knowledge libraries: the files, websites and transcripts your Clones read from so replies are grounded in your business. Start with What is the Knowledge Library?
- Connections — the links between your Clones and external channels (Facebook, Instagram, WhatsApp, YouTube, Telegram, Email). Per-channel walkthroughs: Facebook, Instagram, YouTube and more.
- Web chat — an embeddable chat widget for your own site or app, powered by one of your Clones and configured per API key. See Embedding web chat on your site.
- Post replies — manages your Clone's replies to comments on your social posts (Facebook, Instagram, YouTube only); it's where comment replies held for your approval wait.
- Messages — the unified inbox of every conversation your Clones have across all channels, where you can read transcripts, give feedback, or take over from the Clone.
You may also spot Automations and Contacts in the sidebar. They exist, but they're V2 surfaces — out of scope for this getting-started tour, so we won't deep-dive them here.
Anatomy of the Dashboard
When you sign in, IcloneU drops you on the Dashboard by default — and you can return any time by clicking Dashboard in the sidebar. Its content stacks top to bottom in four bands: the greeting and plan banner, the System Health card, the KPI strip, and the larger section blocks. We'll take them in order.
This is the quick tour. For a card-by-card guide to every KPI, what the colored pills mean (and the difference between a trend and an attention flag), Today's Focus, and every chart, see Understanding your dashboard.
Greeting and plan banner
At the very top sits a time-of-day greeting — "Good morning. <your name>" (it falls back to your account email when no name is set) — with a reassuring "You're all caught up across your clones." Below it, a plan row shows your tier badge (e.g. Expert), your monthly units in the form "104 of 2,500 units / 2,396 LEFT", and an Active until date. On the right of this row is a TODAY'S FOCUS card with a small progress counter and any actionable items, each with an Open link.
NoteThe banner's Active until date is your plan's period-end (renewal) date — the same one shown in the Your plan section on the Your details tab of Account settings. The unit counter here mirrors the authoritative balance in Billing.
System Health card
Next is the System Health card, which reports the status of platform checks — connections, Clones and knowledge sources. When all is well it reads "All systems healthy." with an "X of Y checks passed" summary and a "Last run" time; while a check runs you'll briefly see a "Running health checks…" state. Two buttons sit alongside: Details opens the per-check breakdown, and Re-run re-runs them on demand.
KPI strip
Below that is the KPI strip — a row of small metric cards. The first four are always visible: Messages Responded, Pending Approval, Handover Requested and Active Conversations. A Show more link (which shows the count of hidden cards, e.g. Show 6 more) expands the rest of the cards, and a gear icon at the end of the strip opens the Customize Dashboard modal (covered below).
Section blocks
Finally come the larger section blocks. The Lead & Contact Intelligence group holds a Lead Pipeline (Cold / Warm / Hot / Qualified / Converted / Lost stages, plus conversion and score summaries), Contacts by Platform (a donut reading "N contacts across M channels"), and Recent Buying Signals (which starts at "No buying signals detected yet"). Further sections cover engaged contacts, usage, messaging activity and response analytics — all reorderable or hideable.
Reading the KPI strip
The four always-on cards answer the question "is anything waiting on me?" at a glance. Here's what each one tracks:
| Card | What it tracks |
|---|---|
| Messages Responded | How many messages your Clones answered (this week) |
| Pending Approval | Replies held for your authorization before they send — "All clear" when none wait |
| Handover Requested | Conversations where a human takeover was requested — "All clear" when none |
| Active Conversations | Conversations active over the last 7 days |
Click Show more to reveal additional cards — things like Total Contacts, Active Leads, Conversion Rate and Unread Notifications. You don't have to keep them all; the gear icon lets you choose which appear and in what order.
If a card occasionally renders with no title or value after you expand the strip, that's a transient state — refreshing the page clears it.
Customizing the Dashboard
The Dashboard is yours to arrange. The gear icon at the right of the KPI strip opens the Customize Dashboard modal, which has two sub-tabs:
- Sections — toggle and reorder the large content sections (Lead & Contact Intelligence, Top Engaged Contacts, Usage & Performance, Messaging Activity, Response Analytics, Clone performance). Each row carries a drag handle, a visibility toggle and a type badge.
- KPI cards — toggle and reorder the small strip cards. The first four sit in a TOP 4 tier (always above the fold); the rest live behind Show more.
Open the modal
Click the gear icon at the right end of the KPI strip to open Customize Dashboard.
Toggle and reorder
Switch to the Sections or KPI cards sub-tab, then use each row's visibility toggle to show or hide it and its drag handle to reorder. A Reset to Defaults link restores the out-of-the-box layout.
Save your changes
Changes only take effect after you click Save. Closing with Cancel discards them — your layout stays as it was.
Where to go next
Now that you know the lay of the land, here's the natural order to set things up — and the guide for each step:
- Build a Clone: Creating your first Clone.
- Give it knowledge: What is the Knowledge Library?
- Put it on a channel: Assigning a Clone to a platform, or embed it on your site with Embedding web chat on your site.
- Keep an eye on what it sends: Reviewing and editing AI responses.
Frequently asked
Because the Dashboard reflects real activity. With no Connections active and no Clone replies yet, most cards show — or 0. They populate as you connect channels and your Clones start handling conversations.
No. That date is the units-cycle reset date, not your plan's expiration — a known labelling quirk. For the real plan expiry, open Account settings and read the Your plan section on the Your details tab.
Yes. The gear icon at the right of the KPI strip opens Customize Dashboard, where the Sections and KPI cards sub-tabs let you toggle, reorder and reset the layout. Changes apply only after you click Save.
Messages is the unified inbox for direct/private conversations across every channel. Post replies handles your Clone's replies to comments on social posts, and only for comment-capable channels — Facebook, Instagram and YouTube. A Telegram or Email exchange shows up in Messages, never in Post replies.
Last updated July 1, 2026 · Getting Started
