Understanding Your Dashboard

Overview

The Dashboard gives you a quick view of important account activity.

It is designed to help you understand what is happening across your messaging, campaigns, and conversations without needing to search through multiple areas of the platform.

What You Can See on the Dashboard

Depending on your account setup, the Dashboard may show:

Recent campaign activity
Message activity
Chatbox activity
Key account metrics
High-level performance summaries
Recent updates or system activity

The exact information shown may vary based on your permissions and enabled features.

When to Use the Dashboard

Use the Dashboard when you want a quick summary of recent activity.

Common reasons to check the Dashboard include:

Seeing whether recent campaigns were sent
Reviewing overall messaging activity
Checking conversation volume
Monitoring account usage
Getting a quick pulse on customer engagement

How to Review Recent Activity

Go to Dashboard.
Review the available activity cards, charts, or summaries.
Use any available date range or filters to focus on the information you need.
Select a related area, such as Campaigns or Chatbox, if you need more detail.

Where to Go for More Detail

The Dashboard is meant to provide a summary, not manage every action.

For more detailed work:

Use Chatbox to manage conversations and assignments.
Use Campaigns to create, schedule, or review campaigns.
Use User Management to manage users and access.
Use Reports or Logs, if available, to review detailed message history.

Tips for Using the Dashboard

Check the Dashboard regularly to stay aware of recent activity.
Use it as a starting point, then go to the specific feature area for more detail.
Remember that some information may depend on your user role or permissions.
Use date ranges or filters if available to focus on the activity you need.

Common Questions

Why can’t I manage conversations from the Dashboard?

Conversations are managed in Chatbox so your team has one dedicated place to handle messages and assignments.

Why can’t I eject or manage users from the Dashboard?

User activity and access are managed in User Management.

Can everyone see the same Dashboard?

Not always. Some users may see different information depending on their role, permissions, and enabled features.