Understanding your dashboard

The hero row: greeting and Today's focus

The top band is two cards side by side. On the left is the greeting card: your avatar, a time-of-day greeting, your email, and a short status line. The greeting itself changes with your local clock — Good morning, Good afternoon or Good evening — followed by your name (it quietly drops the name if you never set one, since a new account's name defaults to your email).

Under the greeting sits a one-line summary of what's waiting on you. When nothing is, it reads "You're all caught up across your clones." When something is, it counts it — for example "You have 2 pending approvals and 1 handover request across your clones." Below that, three meta chips show your plan (with a TRIAL tag if you're on a trial), your units in the form 104 of 2,500 units · 2,396 LEFT, and an Active until date.

If a subscription payment falls behind, the plan chip also grows a red Past due (or Unpaid) pill next to the plan name. Click it to open a quick pay panel — "Your last payment didn't go through. Update your billing to keep your plan active." — where you settle the outstanding invoice in one click and reactivate your plan. See A renewal payment didn't go through for the full flow.

The right card is Today's focus — think of it as a short daily to-do list the Dashboard builds for you. Its header carries a done / total counter, and below it sit a few prioritized rows. Each row has a coloured icon badge, a label, a meta line, and a button that either takes you to the right page or opens the right panel.

Rows that don't apply simply aren't shown, so the list stays tight. When there's nothing to do, you get a single All caught up row reading "Nothing needs your attention right now" — and the counter shows that one item as done (e.g. 1 / 1). When there is work, the counter starts at zero done — it's a tally of what's waiting, not a checklist you tick off by hand.

Your KPI cards

Below System Health is a grid of small KPI cards. The first four are always visible; a Show N more toggle reveals the rest, and a gear button next to the toggle opens the customizer (covered at the end). Out of the box the four on top are Messages Responded, Pending Approval, Handover Requested and Active Conversations.

Every card has the same anatomy: a small label top-left, an outline icon top-right, a big value (sometimes with a unit tail like % or / 1000), a muted sub line, and — bottom-right — a delta pill. The pill is the part worth understanding well, because the same red pill can mean two completely different things.

Here's the key distinction. On trend cards, the pill is a comparison: green-up means the number rose versus the previous period, red-down means it actually fell. Conversion Rate is the clearest example — its pill is the signed difference versus last month, so a red -0.5% is a genuine dip. On attention cards, a red pill is not a bad trend at all — it's a count of things waiting for you right now. Unread Notifications showing a red +50 means you have 50 unread notifications, full stop; it's a backlog flag, not a falling metric. When an attention card's count is zero, its pill goes grey — and its sub line reads All clear.

This table maps every KPI to its value, its sub line and exactly how its pill behaves. The four marked are the default-visible top row; the rest live under Show N more.

The System Health banner

Between the hero row and the KPI cards sits the SYSTEM HEALTH banner. It runs a set of checks over your connections, Clones and knowledge sources and reports the result in one line. It has three looks: a blue running state — "Running health checks…" — while it works; a green passed state — "All systems healthy. X of Y checks passed." — when everything's fine; and a red failed state — "N of M checks failed. Open details to resolve." — when something's off, with a "last run" time alongside.

Two buttons sit on the banner. Details slides open a panel that breaks the run into ISSUES and PASSING, with a TOTAL / PASSED / ISSUES summary at the top; a failing check that's tied to a specific connection offers a Fix button that jumps you to that connection so you can reconnect it. Re-run runs the checks again on demand — useful right after you fix something.

The charts

Below the KPI cards come the larger visual sections. Each has a title and lives in one of the section groups you can reorder or hide. We'll take them by theme — leads and contacts, then responses, then usage, then the per-Clone breakdown. (What you see depends on your permissions; some sections only appear if you can view contacts or responses.)

Leads & contacts

These three live in the Lead & Contact Intelligence group.

• Lead Pipeline — six vertical bars for the funnel stages Cold → Warm → Hot → Qualified → Converted → Lost, each bar's height scaled to its count with the number printed inside. The subtitle reads {total} total leads · {qualified} qualified, and a footer shows three figures: Conversion (converted ÷ closed), Avg Score, and Hot + Qualified. The first five stages ramp from light to dark purple; Lost is red.
• Contacts by Platform — a donut splitting your contacts across channels, each segment in that platform's own brand colour (Instagram pink, WhatsApp green, and so on — the one chart that escapes the purple palette). The subtitle reads {N} contacts across {M} channels, and hovering a slice shows its count and share.
• Recent Buying Signals — a list of AI-detected purchase-intent moments (its subtitle is "AI-detected purchase intent"). Each row names the signal type and the contact, with a score bar underneath (green at 80+, amber 50–79, brand purple below) and the score plus a date on the right. Until any are detected it reads "No buying signals detected yet."

Top engaged contacts

The Top Engaged Contacts section is a table (titled Top Contacts) of your five most engaged contacts, with a View All link to the full Contacts page. Each row shows the contact (name + platform), an engagement score out of 1,000 drawn as a coloured bar and percentage, a type badge (Lead / Customer / Returning / VIP), a sentiment face, and the contact's total conversation count. Empty until you have contact data, where it reads "No contact data available yet."

Response analytics

The Response Analytics group holds two cards. The section header has a Refresh button and a date-range picker (Last 7 / 30 / 90 days, This month, This year).

• Response Types — a donut of your replies broken down by type, with a Filter button to scope it to all clones, posts, direct messages or chats. The subtitle counts what's in view, e.g. 186 replies · all clones. Read it as the mix of what kind of replies your Clones are sending.
• Response Status — a horizontal stacked bar reading Sent → Outbox → Pending → Cancelled → Failed, because delivery is a sequence, not a pie. A green % delivered chip sits in the header, and a five-up summary under the bar gives the exact count in each bucket. Outbox folds in replies still in flight to the platform, including retries; Pending is replies awaiting your authorization; Cancelled is its own bucket for replies you declined; Failed counts only genuine delivery failures. Read it as how far your replies got.

Messaging activity

The Messaging Activity group is three small cards, each with a big number, a this week sub line, a delta chip versus the previous week (green up / red down / grey dash), and an area sparkline of the daily trend. They are Chat conversations, Message responses and Direct Message Conversations. The section header carries its own date-range picker that drives the window.

Usage & performance

The Usage & Performance group is three half-circle gauges. Each fills its arc by percent-used and tints itself as it climbs — brand purple when fine, amber for LOW / NEAR LIMIT, red for CRITICAL / AT LIMIT / OVER LIMIT — with a matching badge in the corner. A Manage plan link sits in the section header.

• UNITS — your unit balance: used against total capacity (plan grant plus any prepaid you've bought). The meta reads {N}% used · {M} remaining, and a Top up link opens the buy-units flow right on the page. This gauge uses the same Low / Critical thresholds as the hero banner. Units power AI responses and storage overflow — see Understanding usage and limits for the full picture.
• KNOWLEDGE STORAGE — how much of your plan's knowledge-storage cap you're using, measured as post-conversion (compressed and transcribed) text in the vector store. When your plan includes none, it reads "Knowledge storage not included"
• DOCUMENT STORAGE — your plan's cap for raw uploaded files. Heads-up: this gauge currently shows usage as 0 against the cap — the per-account raw-file total isn't wired in yet, so read it as the plan limit rather than a live figure for now.

Clone performance

The Clone performance section has its own filters — a Clone picker (or All clones), a Last 7 / 15 / 30 days range, and a Refresh button — and stacks three cards:

• Messages handled — daily message volume, stacked by platform, over the chosen range. Hovering a day shows that platform's count and the day's total.
• Top intents — the most frequent signals the Clone detected in conversations, as a short ranked bar list.
• Unanswered gaps — questions the Clone couldn't answer, each with how many times it came up (e.g. 3×). These are exactly what's worth adding to your Knowledge library — see Keeping your library up to date.

Customize your dashboard

None of this layout is fixed. The gear button at the right of the KPI strip opens the Customize Dashboard dialog, which has two tabs — Sections and KPI cards — and an N shown · M hidden count at the top of each.

1. Open the dialog

   Click the gear at the end of the KPI strip. It opens on the Sections tab; switch to KPI cards with the tab bar to manage the strip instead.

2. Toggle and reorder

   Each row has a drag handle, up / down arrows, and an on-off switch. Drag or arrow rows into the order you want, and flip the switch to show or hide. On the KPI tab the first four visible cards get a TOP 4 badge (always above the fold) and the rest a SHOW MORE badge; hidden ones read HIDDEN.

   Note

   On the KPI tab, whichever four visible cards sit highest become your always-on row — so reordering doubles as choosing which metrics stay above the fold.

3. Save (or reset)

   Click Save to apply — nothing changes until you do, and Cancel discards your edits. A Reset to Defaults link restores the out-of-the-box layout.

Frequently asked