Quick Start

Dashboard

Your post-login landing page: what the tiles mean and how the view changes by role.

2 min readSidebar: DashboardSwitch to Complete Manual

Dashboard is where you land after signing in. It is a read-only summary — nothing is configured here.

What you see depends on your role: owners, admins, and editors get the workspace-wide view described below, while agents and supervisors get a dashboard scoped to their own work.

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Step 1. The Dashboard. The four tiles cover 30 days; the summaries below cover 7.

Step 1 — Read the four tiles#

Across the top, over the last 30 days: Total Sessions, Total Calls, Total Messages, and Avg Satisfaction (out of 5).

0/5 satisfaction means nobody has rated anything yet — it does not mean bad scores.

Step 2 — Check Chat Summary#

Last 7 days: Sessions, Messages, Visitors, CSAT. View all jumps to the full analytics.

Two of these read differently than you might assume. Visitors counts each person once per day, so a repeat visitor shows up several times in a week. CSAT is the most recent day that had a rating, not an average of the week.

Step 3 — Check Call Summary#

Last 7 days: Calls, Completed, Failed, Avg Duration.

Failed counts only calls the phone network marked as failed — unanswered and busy calls are not in it.

Step 4 — Scan Recent Calls#

The latest five calls from your call widgets, newest first. This list ignores the 7-day window, so a call here may not be counted in the summary above. Empty until your call widgets are live.

Step 5 — Use the quick actions#

Cards for Workflows, Knowledge Base, and Analytics that jump straight to those sections. In a new workspace the middle card reads Create Knowledge Base, which is a good next move.

Two things worth knowing#

There is no refresh button — reload the page to update the numbers.

Every window here is measured in UTC, not your organization's timezone, which is the usual reason a figure here differs slightly from the same figure in Insights.

Where to go next#