Dashboard, Notifications and Activity
See how your business is doing, what needs your attention, and what happened in your account.
Dashboard
The Dashboard is the first page you see after signing in. It shows:
- Active Conversations, New Contacts Today, Open Deals Value and Messages Sent Today, each compared with yesterday.
- Conversations Over Time: incoming and outgoing messages per day.
- Pipeline Value: your open deals by stage.
- Average First Response Time: how many minutes your team takes to answer a new message, this week and last week.
- Recent Activity, plus quick buttons for New Contact, New Deal, New Broadcast and New Automation.
Notifications
Notifications lists things that need you, such as a chat assigned to you. Switch between all and unread, and click Mark all as read when you've caught up. A badge on the left menu shows how many are unread.
To hear a sound when a new message arrives, go to Settings → Notifications and turn on Message sound. This is saved for each device.
Activity
Activity is a history of your account: messages, new contacts, deals and deal moves, broadcasts, automations, status changes, assignments, channels connected or disconnected, and team changes. Filter by type and click Load more to go further back.
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