Dashboard Overview
Dashboard
Section titled “Dashboard”Dashboard provides a high-level summary of the workspace. Select a period to review incoming inquiry trends, usage, key activity, and conversation operations in one place.
Main views
Section titled “Main views”- Overview: A summary of the current workspace status
- Activity: Review activity and changes over a selected period
- Mentions: Review mentions related to you or your team
- Assignees: Review workload by assignee
- Closed: Review completed conversations and outcomes
How to use Dashboard
Section titled “How to use Dashboard”- Select a date range at the top of the screen.
- Review the overall status in Overview.
- Check whether any conversations or operational items need attention.
- Open Activity, Mentions, or Assignees when you need more context.
The metrics and card layout shown on Dashboard may change depending on the plan, permissions, and product updates. Use Dashboard to understand the overall operational flow and identify items that need attention rather than relying on a fixed set of metrics.