Overview, reports and alerts

What needs you now and your business in numbers

The dashboard puts waiting customers, drafts and receipts in front of you first, then shows takings, the sales funnel, AI cost and Instagram page stats. When a customer is waiting, an alert reaches you on Telegram, your phone or Windows.

Recorded from the real app, with a sample business's data.

One list of what needs you now
The top of the dashboard shows only what needs you: waiting customers, drafts to approve, payment receipts, today's tasks and hot leads left without a reply. Each row has the button to deal with it.
Numbers for your kind of business
Each specialised section you switch on adds its own number tiles to the dashboard, such as today's bookings for a salon, today's orders for a shop or occupancy for a stay.
Each automation's results, up to the sale
Each automation's card shows how often it fired today and in total, and a small funnel shows how many of those people got the reply, submitted a form and paid, with each step's share of the one before.
Your page's last 30 days
Followers, reach, views, interactions, accounts engaged and profile link taps for the last 30 days, inside the panel.

Everything in this area (49)

Today: what needs you now

One list of what needs you now

The top of the dashboard shows only what needs you: waiting customers, drafts to approve, payment receipts, today's tasks and hot leads left without a reply. Each row has the button to deal with it.

  • 5 kinds: waiting customers, drafts, receipts to review, tasks due today, hot leads gone quiet
  • the first 6 rows are shown, then «and N more»
  • up to 20 waiting customers, 20 drafts, 10 receipts, 10 tasks and 5 hot leads are gathered
  • refreshes itself; a handled row disappears right away
  • Buttons: Answer, Let the assistant answer, Send, Reject, Open, Review
  • Buttons right there: «I'll answer», «Let the assistant answer», «Send», «Review», «Open»
  • When nothing is waiting, it says every customer has been answered
  • Test customers are left out

How long each customer has waited

For each waiting customer you see the name, the app (Instagram, WhatsApp or Telegram), how long they have waited and their last message; the longest wait comes first.

  • wait shown as «just now», minutes or hours

Answer yourself or let the assistant reply

«I'll answer» opens the chat. «Let the assistant answer» hands the chat back to the assistant right away and it replies.

Approve drafts in one tap

AI drafts are settled right here with «Send», «Reject» or «Open». A draft the assistant is unsure of is marked as such.

  • a note says after how many minutes unreviewed drafts go out on their own (unsure ones never)

Hot leads gone quiet

A hot lead who wrote in the last week, has heard nothing from you for a day and has no open task is listed, highest score first.

  • up to 5 at a time

Receipts waiting for review

A payment receipt a customer sent that is not yet confirmed appears in today's list; «Review» takes you to the payments page.

Tasks due today and overdue

Follow-up tasks due today appear with the customer's name, and late ones are marked «overdue».

A clear «nothing needs you» sign

When every customer has an answer you see a clear message that nothing needs you right now, not an empty list.

Dashboard and key numbers

Numbers for your kind of business

Each specialised section you switch on adds its own number tiles to the dashboard, such as today's bookings for a salon, today's orders for a shop or occupancy for a stay.

  • Appointments: today's bookings (and upcoming), awaiting confirmation, no-show rate in 30 days, utilisation of today's working hours
  • Shop and orders: orders today (and awaiting payment), to ship, sales in 30 days, needs attention (returns, low stock, drafts to price)
  • Payments: collected in 30 days, receipts to review (and open requests), needing attention (overdue instalments, cash on delivery, refunds)
  • Quotes and projects: awaiting decision with its value, new requests (and drafts to price), active projects with balance due, and win rate
  • Stays and rentals: arrivals today (returns, in use), holds awaiting payment (reservations in 7 days), occupancy today
  • Events: events in the next 30 days (booked this week), dates on hold (guests without a reply), tickets in 30 days (check-ins today)
  • Courses: active students (awaiting payment, waitlisted), attendance in 30 days (sessions today, unmarked)
  • Documents and applications: open applications (waiting for the customer), documents to review, expiring in 30 days
  • Consents: valid consents (signed in 30 days), waiting for signature (expiring soon)
  • Field service: visits today (on the road or working), jobs waiting for dispatch
  • Shipping: open shipments (out for delivery, delivered today), needs attention (exceptions, late, claims), cash on delivery to settle
  • Listings: available (reserved, closed in 30 days), hot and new leads, viewing requests (viewings in 7 days)
  • Memberships: active members and renewals in 7 days
  • Donations: this month's total (gifts, monthly donors), awaiting payment
  • Business clients: receivables (open and overdue invoices), accounts to verify (new quote requests)

AppointmentsShop and catalogueAdvanced paymentsQuotes and projectsStays, tables and rentalsEvents and ticketsCourses and classesDocument collectionConsent and waiversField serviceShipping and deliveryListingsMemberships and subscriptionsDonations and campaignsWholesale and business accounts

Contacts and new people today

All your contacts and how many wrote for the first time today. Someone who wrote on several apps counts once.

Completed forms and completion rate

How many forms were completed, and what share of the forms sent to customers that is.

Sales funnel from first message to purchase

Your sales stages are shown in order with bars and counts; anyone at a later stage also counts in the earlier ones, so you see where people drop off.

  • one funnel per sales pipeline: the main one always, others once they have people in them

Numbers count real customers only

Test customers and simulator messages are left out of the dashboard numbers, today's list and takings, so testing never skews your figures.

Apps and assistant status at a glance

The top of every page shows which apps are connected, which AI model is working, whether the assistant is busy or ready, and how many messages are queued.

  • connected apps by name (Instagram @username, WhatsApp, Telegram); red when none is connected or Instagram is paused
  • «AI replying (seconds) · queue» or «Ready · queue»
  • the same bar holds the auto-reply / manual approval switch and the AI model picker

Messages today

How many messages came in and went out today across all apps.

Share of instant replies

What share of the bot's replies went out instantly through buttons and menus.

Average AI reply time

On average, how many seconds the AI took to answer a customer's message.

Chats handed to your team

How many chats are waiting for a person on your team right now.

How many dropped out

Below the funnel, the number of people who dropped out is shown separately.

Counts by standard stage type

Even with your own stage names, the number of people in each standard stage type is shown under the funnel.

Latest customer messages

The last 8 messages customers sent, with their username and time, next to the funnel.

  • 8 messages

Updates on its own

The dashboard and the top bar refresh themselves every few seconds; no need to reload.

  • every 2.5 seconds

Warning bar when something is stuck

When something stops messages from arriving, a coloured bar with the reason and the fix appears at the top: Instagram paused for now, a temporary public address, the message port taken by another program, or a problem with the master key.

  • Instagram paused: since when and the next check time; Telegram and WhatsApp keep working
  • temporary public address: red when Instagram or WhatsApp depend on it, with a «Get a fixed address» link
  • the port that receives messages is used by another program, and that program's name is shown
  • the master key is missing, unreadable or weakly protected, with a link to the security page

Counters next to menu items

The menu shows open counts: drafts waiting, payments to review, open tickets, unanswered comments, settings errors and overdue tasks.

  • Approval queue: answers waiting
  • Comments: comments still to handle

The panel updates itself

When a newer panel is ready, the page reloads itself; if you are in the middle of editing, only a notice with an «Update» button appears so nothing is lost.

Reports: AI, keywords and automations

Each automation's results, up to the sale

Each automation's card shows how often it fired today and in total, and a small funnel shows how many of those people got the reply, submitted a form and paid, with each step's share of the one before.

  • comment automations: matched today, DMs sent, button clicks and click rate; funnel: match, DM, button click, delivered, form, payment
  • DM automations: triggered today, total, people, repeated or skipped; funnel: triggered, delivered, form, paid
  • a form or payment counts when it comes within 30 days of the automation's message; only payments you confirmed count

Today's AI work and cost

Four numbers: replies today with the model's name, average time from message to reply, today's cost in dollars, and how many replies the checks corrected or stopped.

  • cost is an estimate at the providers' list prices
  • a model without a known price shows no estimate rather than a guess
  • the built-in local engine costs nothing

Log of every AI reply

For each reply: time, customer, their message, the reply sent, the tools the assistant used, the result, the model, reply time and cost.

  • the last 150 replies
  • results: sent, replaced, safe answer, error
  • filter: corrected / rejected only

Find the words you missed

Reviewing the «no match» messages shows the words customers use often that are not yet in your keywords or lexicon.

Instagram page stats

Your page's last 30 days

Followers, reach, views, interactions, accounts engaged and profile link taps for the last 30 days, inside the panel.

  • 6 tiles: followers, reach, views, interactions, accounts engaged, profile link taps
  • shows when the numbers were taken
  • Needs Instagram's statistics permission; without it the rest still works

New followers per day

A small chart shows how many new followers you gained each day.

  • 30 days

Your best posts

The 5 posts with the most reach, with their reach (or likes) and a direct link to each post.

  • chosen from the newest 12 posts

Stats refresh whenever your page is read

Each time the smart setup reads your Instagram page, the nightly update included, fresh stats are saved. If the statistics permission was not given, the panel tells you.

  • needs the Instagram statistics («insights») permission for the full numbers

Notifications and alerts

Team alerts bell

The bell at the top shows your own and your team's alerts with an unread count; tapping one opens that customer's case.

  • «mark all read» button
  • the last 40 alerts in the list
  • alerts are kept for 90 days
  • Alert types: customer waiting, still waiting, draft reply ready, assigned to you, new task, task due, task overdue, form submitted, hot lead, follow-up, daily summary, flow
  • Mark all as read
  • Alerts are kept for 90 days
  • The same alerts also reach the phone app when it is linked

What you get alerted about

Every event that needs action creates an alert for the team member responsible for that customer, or for everyone when nobody is.

  • a customer is waiting for the team, and one reminder if nobody answers within 15 minutes
  • an AI draft is ready, or the assistant is unsure and waits for you
  • a form was submitted
  • a hot lead (with its score)
  • a customer or a task was assigned to you
  • a task is due now, or an hour late
  • a flow's «notify the team» step
  • 80% and 100% of the AI spending cap, once a day
  • the Instagram connection is about to expire and could not renew itself
  • a message could not be handled after repeated restarts
  • the smart setup or the nightly update has proposals to approve
  • a question customers keep asking that nobody has answered
  • the master key file is missing

Morning summary

Every day at your opening time a summary arrives: customers waiting, chats whose reply window closes today, hot leads, payments to review, unfinished payments and overdue tasks.

  • once a day, at your opening hour (09:00 if no hours are set), in your time zone
  • on by default; up to 5 names per line
  • Uses your business hours, otherwise 09:00 in your time zone
  • Names up to 5 customers per line
  • When there is nothing to report, nothing is sent

Alerts on Telegram with buttons

Every alert also reaches the Telegram of team members who linked their account, with buttons such as «I'll answer», «Let the assistant answer», «Send» and «Reject». When one person taps, the others see who took it.

  • replying to an alert in Telegram sends that text to the customer as the team's answer
  • The link code is valid for 10 minutes; sending the text «/staff CODE» also works
  • Unlink any time
  • An on/off switch for Telegram alerts in the follow-up settings
  • Needs the business's Telegram bot connected
  • A linked team member's chat is never treated as a customer
  • Link it from the Tasks page, the Settings page or the last step of the setup wizard
  • «Open in the panel» opens the customer page when the panel has a secure public address (https); otherwise it replies with the case number

Sound and Windows alert for a waiting customer

When a new customer starts waiting for the team, the panel plays a short sound, the tab title shows the waiting count, and if the app window is not in front Windows shows a notice and the window flashes.

  • the sound can be switched off
  • The sound can be switched off in Settings
  • Counts only chats handed to the team

Waiting-customer alerts on your own WhatsApp

When switched on, only «a customer is waiting» and its reminder go to the owner's personal WhatsApp. Off by default: it needs a Meta-approved message template and Meta bills each message.

  • the last send result is shown on the settings card
  • Template in Persian, Arabic and English; the panel language first, then another approved one
  • Off by default; switches on only after Meta approves the template
  • The last send result, success or error, stays visible on the card
  • Only waiting-customer alerts go to WhatsApp; Meta charges for each template message
  • Your number cannot be the bot's own number

Getting started, country and calendar

252 countries, none built in

The app is ready for any country; the list shows names in Persian, Arabic or English, sorted in that language's own alphabet, with no country pinned on top.

  • 252 countries and territories
  • 163 currencies, named in the panel language
  • every time zone, named in the panel language

Country detected at install

The app guesses your country from this computer's time zone and sets that country's currency, calendar and working week. You can change any of them later.

  • if nothing is detected: US dollar, world time (UTC) and the Gregorian calendar
  • a new install starts in English; the panel language is the first setup step

Each country's week start and weekend

Weekdays in the panel start on your country's first day of the week, and the example opening hours close its weekend and keep the day before open until 14:00.

  • example hours: working days 09:00 to 21:00

Phone numbers from any country understood

Whether a number is written with Persian or Arabic digits, with 00 or +, with a leading zero or the country's own international prefix, it is read correctly and stored in the standard international form.

  • countries sharing a calling code, such as +1, +7 and +44, are told apart by the number itself
  • mobile numbers are recognised

More of the product

Unified inboxInstagram, WhatsApp and Telegram in one listAI assistantReplies built from your own business informationBookingA staff calendar, inside the conversationPaymentsRequest a payment, receive the receipt, confirmFlows and automationReady flows for 1,907 jobs in 217 tradesCustomers and salesOne profile per customer, one column per stagePhone appYour inbox, on your phoneVoice, pictures and languageReads and answers customers' voice notes, can reply with voice notes in your own voice, describes your library photos, and talks to every customer in their own language.Forms and fieldsBuild three-language forms in your brand's look and send them in the chat; every answer is checked automatically, fills the customer's record and creates a follow-up task for your team.Shop and deliverySell products with their options and stock in the chat and on a small web shop, follow orders and payments, and run delivery, tracking and returns in one place. If you move goods for a living, you also get rate cards, labels, drivers and cash-on-delivery settlement.Specialised business modulesTools for each kind of business: quotes and projects, wholesale, technician dispatch, documents and consent, listings, donations and chat safety. Turn on only the modules you need; each has customer pages, a panel, figures and ready steps for automated journeys.Setup that stays rightThe app is set up in a few steps, learns your business from your website, Instagram and chats, installs a ready pack for your trade and keeps itself current every night, all with your approval and reversible. Before customers see anything, you test it in the simulator and the health check.Install, running, security and phoneDMAI Pro installs on your own computer, keeps running with Windows and stores your data encrypted; with daily backups, secure login, a fixed address and the phone app, you follow the business from anywhere.