The panel's core sections
Dashboard
Your business at a glance: what is waiting for you today, how far setup is, today's numbers and the sales funnel.
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
Every morning before anything else, and whenever you want to see how the assistant is doing.
Step by step
- 1
Start with the Today card: drafts waiting for approval and payment receipts are sent, declined or reviewed right here, with one button.
- 2
If the Setup bar is showing, click Continue setup to finish the steps that are left.
- 3
Read the figures: contacts and today's newcomers, today's messages, completed forms, instant replies (the share answered by buttons and menus with no wait), the average AI reply time and the conversations waiting for the team.
- 4
The Sales funnel shows which stage customers are at, from the first message to the purchase, and how many dropped out.
- 5
Latest messages lists the newest conversations; click one to open it.
Common mistakes
- A high Waiting for the team means conversations were handed to you and are still unanswered. In Conversations, pick the Waiting for team filter and answer them.
- If Instant replies is low, make ready answers or menus for the common questions, so customers are not left waiting for the AI.