Use the organization 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 organization.

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 (Default)
• 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 organization at a glance.

Common tiles include:

• Total Conversations — All conversations in the selected time range.
• Qualified Leads — 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 — The number of channels currently active and receiving messages.

Insights Panel

The Insights panel uses AI to analyze your recent performance and generate actionable insights. Click Generate Insights to have the system review your recent conversations and highlight trends, issues, or opportunities.

Quick Actions and System Status

Below the main stats, you'll find sections designed to help you navigate quickly:

Quick Actions

• Conversations: Quick links to view Chat, SMS, Email, and Voice conversations, along with their current counts.
• Assistants: A quick link to view your configured assistants.
• Training: A quick link to access your Training Assets (Context).

System Status

This panel provides a quick health check of your setup:

• Your system phone number: Displays your primary provisioned phone number with a quick copy button.
• Service Status: Shows the current status (Active/Inactive) for Chat, SMS, Email, and Voice channels.

Onboarding Tour

If you are new to Autoch.at, you may see a prompt to Start Tour. This interactive guide will walk you through the key features of the dashboard and help you get started faster. You can choose to Skip it if you prefer to explore on your own.