Getting started

Read the dashboard

Updated on 1 min read

The Dashboard answers two questions: how is the team doing (Overview) and what should I do now (My day).

Steps

  1. Open Dashboard in the menu (on a phone, in More).
  2. In Overview, choose the period, channel, team or member. The figures are compared with the previous period of the same length.
  3. The Right now · live banner updates continuously: conversations waiting for a reply, unassigned, past their response time, open, members available.
Overview: the period, channel, team and member filters, then the Right now · live banner
  1. Click a figure: the inbox opens, filtered on what it counts. Clear removes the filter.
  2. In My day, find what is waiting for you: missed response times first, mentions, conversations coming back soon, and today’s meetings if your Google calendar is linked.
My day: the conversations to handle now, missed response times at the top

Automatic messages and response times

The first response time only counts replies from the team. An away message, a scenario message or a campaign does not count as a first response and does not end the customer’s wait; nor does it count in a team member’s messages, even when it is sent in their name.

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