Use the tenant dashboard

What the dashboard is for

The dashboard at /dashboard is your home base for understanding how your AI assistants are performing. It gives you a live snapshot of conversations, qualified leads, channel activity, and system health for your tenant.

Use it to answer questions like:

• How many conversations and leads are we getting?
• Which channels and assistants are busiest?
• Is the system configured and ready for new campaigns?
• Where should I click next to investigate or take action?

Time range and refresh controls

The controls at the top of the page decide which data you see and how fresh it is.

Time range selector

Use the time range selector to set the window for all metrics and widgets:

• Last 24 hours
• Last 7 days
• Last 30 days
• Last 90 days

When you switch the range, all numbers, charts, and insights update to match that period. Start with Last 7 days for a quick weekly view, then expand to Last 30 days when you want to see longer trends.

Last updated and refresh

Next to the greeting, the dashboard shows:

• Last updated — when the data was last refreshed.
• A Refresh button — to update the dashboard immediately.

Use Refresh when you expect a spike in activity (for example, after launching a campaign) and want the latest counts and insights without waiting.

After you click refresh, watch for:

• The last updated timestamp to change.
• Stats, insights, and recent activity to reflect the latest conversations for the selected time range.

Stats grid and key metrics

The stats grid highlights the most important numbers for your tenant at a glance.

Common tiles include:

• Total conversations — All conversations in the selected time range, often with a comparison to the previous period.
• Qualified leads and conversion — How many conversations became qualified leads, and the conversion rate.
• Voice calls — Voice conversations for the period, when voice is part of your plan.
• Active channels — How many channels (voice, chat, email, integrations) had at least one conversation.

Hover or tap tiles to see exact values and trends (for example, +18% vs previous 7 days). Use this area to quickly see whether engagement and lead quality are moving up or down.

AI insights and patterns

Below or next to the stats grid, AI-generated insights summarize what is changing in your data without requiring you to dig through reports.

These widgets typically highlight:

• Spikes or drops in conversations and qualified leads.
• Shifts in channel mix (for example, more voice vs chat).
• Assistants or training areas that may need attention.

Insights always follow your selected time range. If you move from 7 days to 30 days, expect the narrative and patterns to adjust accordingly.

Use this section to decide where to focus: which assistants to tune, which channels to promote, and which workflows to review in more detail.

Recent activity

The Recent activity list shows the latest conversations so you can jump straight from high-level trends to specific interactions.

Each entry usually includes:

• Channel — Voice, chat, email, or another source.
• Assistant — Which assistant handled the conversation.
• Timestamp — When it started or was last updated.
• Outcome — For example, qualified, resolved, or escalated.

Click any conversation row to open the full conversation view in the Conversations area.

Use Recent activity when:

• A metric changes suddenly and you want to see what caused it.
• You need real, recent examples for QA or coaching.
• You want to confirm that new campaigns are generating live conversations.

Quick actions

Quick action cards surface common follow-up tasks based on what the dashboard shows.

Typical quick actions include:

• View conversations by channel — Open filtered lists for specific channels (for example, only voice or only chat).
• Manage assistants — Go to the assistants list to review configuration, routing, and performance.
• Review or add training — Open training and knowledge settings to improve responses and qualification.

Use these cards to move directly from “I see a trend” to “I am taking action” without hunting through the side navigation.

System status and readiness

The system status area confirms whether core services are configured and ready, so you can launch campaigns with confidence.

Depending on your setup, you may see:

• Phone number and voice readiness — Whether voice calling is available and correctly configured.
• Channel connections — High-level status for chat, email, or other external channels.
• Integrations readiness — Whether key integrations (such as CRM) are connected and healthy.
• General service status — An indicator that backend services are operating normally for your tenant.

Check this section before:

• Turning on new campaigns or routing production traffic.
• Troubleshooting why a channel or integration is not generating activity.
• Onboarding a new tenant or environment.

Daily workflow

Use this lightweight routine to keep your tenant on track.

Jump to other areas

Use these links when the dashboard tells you where to investigate next.