Dashboard
The Dashboard is the first screen you land on after signing in. It is built around one question: who needs you right now?
Everything on it is live — the cards update by themselves as messages come in, without you refreshing the page.
If you just signed up, most of this will be empty. Cards will say things like "No human requests" until your assistant has had some conversations. That's expected, not a problem.
Getting set up
New accounts see a guided setup checklist at the top of the dashboard (Admins only). It walks you through four steps in order — set your assistant's greeting and hours, add at least one product, FAQ or checkout question, test the assistant in the Playground, and connect a channel (WhatsApp or Instagram) — each with a time estimate and a button that jumps straight to the right screen.
Steps turn green on their own as you actually complete them; there's nothing to check off by hand. You can collapse the checklist to a small pill, and it stays collapsed the next time you visit. Once all four steps are done, a one-time "setup complete" banner replaces the checklist — dismiss that and it's gone from your dashboard for good.
Admins may also see a separate banner offering to let the Copilot finish setting up your account for you, until you've completed at least two getting-started tasks. Dismissing it hides it for you permanently; it can appear alongside the checklist at the same time.
Upcoming Appointments
The appointments coming up next, with a View all link to the full Appointments screen. This card only ever shows your next 5 — use View all for the rest. If you have no upcoming appointments, the card doesn't appear at all; it comes back the moment you have one booked.
Visible to Admins, Schedule Managers and Schedule Users.
Human requests
The most important card on the page. It lists conversations where a customer asked to talk to a person. Escalation marks the conversation and notifies your team, but it does not pause the assistant by itself.
- Up to 8 conversations, newest activity first
- Click any row to open that conversation and reply
- View all takes you to your full inbox
When someone on your team sends a reply, the assistant pauses for the period configured under AI Configuration > Configure. Every later human reply starts that pause period again. If this card is empty, there are no currently marked human requests.
Already handled the request another way — a phone call, a visit in person? Press Mark as handled on the row instead of replying. It clears the amber tint and drops the conversation off this card right away. It doesn't mute the customer: if they ask for a person again later, the conversation comes right back into the queue.
Visible to Admins and Messages Managers.
Leads
The conversations your assistant judged to be worth your attention, ranked by how interested the customer looks — not simply by which message arrived last, so a promising conversation from Tuesday doesn't get buried under today's traffic.
Each row shows the customer, a one-line summary of what the deal is about, and an interest label:
| Label | What it means |
|---|---|
| High interest | The strongest buying signals |
| Medium interest | Some interest, not yet strong |
| Went cold | It looked promising, then went quiet |
- Up to 8 leads
- Click a row to open the conversation
- View all opens the full Leads board
Visible to Admins and Messages Managers.
Period Metrics
At the bottom, a date range picker and two figures for the period you pick:
- Total Conversations
- Total Message Count
The picker compares the period you choose against the one before it, so each figure comes with the change against that previous period. Your choice is remembered. Before there's enough data, both figures simply read 0.
Both figures include conversations you run yourself in the Playground while testing your assistant. If you test heavily during a period, expect these numbers to run higher than your real customer traffic for that same window — playground activity isn't broken out anywhere on the dashboard.
The sidebar
The left sidebar carries a few things that are easy to miss:
- Messages Remaining — how much of your plan's monthly allowance is left, with a link to manage your plan. While you're on a trial, it also shows the days you have left, just below the count.
- A badge on Messages — how many conversations are unread.
- A badge on Knowledge Base — how many customer questions your assistant couldn't answer and are still open. These are worth clearing: each one is a question a real customer asked and didn't get answered.
Getting help
The floating button in the bottom-right corner of the dashboard takes you straight to the Help page, where you can open a support ticket. On a phone, the same option lives in the navigation menu.
See Help for what to put in a ticket.
What to actually do with it
- Start with Human requests. Someone asked for a person; everything else can wait.
- Then Leads, high interest first.
- Clear unanswered questions from the Knowledge Base badge. Every one you answer is a question your assistant will handle by itself next time.
- Glance at Messages Remaining so your plan's allowance doesn't run out mid-month without you noticing.
What you see depends on your role
The Dashboard is open to everyone on your team, but the cards on it are not: appointments are for Admins, Schedule Managers and Schedule Users; human requests and leads are for Admins and Messages Managers. Someone who only manages the calendar sees the appointments card and the metrics, and not the conversation cards. See Settings for what each role covers.