Your Home dashboard explained
Home is your overview. It shows how many conversations came in, how many the AI handled, and what needs your attention right now.
Pick a time range
Use the Today, 7 days and 30 days buttons at the top. Each number is compared with the period before, for example vs yesterday or vs previous 7 days. Times use the time zone set in My Profile.
Finish setting up your AI
Until setup is complete, Home shows a checklist with a progress bar. Click any open step to go straight to the right page. The checklist disappears once every step is done.
- Link WhatsApp (done when you connect).
- Add knowledge: add something to the Knowledge tab in Train AI.
- Set instructions: write instructions on the Instructions tab in Train AI.
- Turn on your AI: switch on the AI Agent in Settings.
- Create an automation: set up your first AI Automation.
- Invite your team: add a team member under Team.
The numbers at the top
- Conversations: one to one chats where a customer messaged you in the period.
- Handled by AI: the share of those conversations answered by the AI only, with no reply from your team.
- Leads captured: details collected by your AI Automations.
- Unanswered questions: questions the AI could not answer. Click Review and add answers to fix them.
Charts and lists
- Conversations answered: a chart of chats answered by the AI and by your team.
- Needs you: unanswered questions (click Answer) and customers who are waiting for a person (click Open).
- Recent leads: the latest leads, with View all to open My Leads.
- When customers message: the busiest times of day.
- Coming up: your next scheduled group posts, group summaries, and chats the AI will take back.
If your AI is paused
When the AI Agent is switched off, Home shows a notice that new chats will not get automatic replies, with a Turn it on link to Settings.
Common questions
Why does a team member see fewer sections than me?
Home only shows what each person has permission to see. A team member without access to Chats, for example, will not see the conversation numbers.
Why does a customer show under Needs you?
Their last message is waiting for a person, because the AI is not handling that chat (you took it over, it was imported with the AI off, or the AI Agent is off).
The setup checklist disappeared. How do I find it?
It hides once every step is done. You can still change everything from the sidebar menus.