Home is the first page you see after you sign in. It tells you what needs your attention right now and how your assistants did over the last 7 or 30 days.
At the top you'll see a greeting (Good morning, Good afternoon or Good evening), your company name and the period. Change the period with the Period selector: Last 7 days or Last 30 days. "Last 7 days" includes today.
Needs attention
This list shows what's waiting for you. Click an item to go straight to it.
| Item | What it means | Button |
|---|---|---|
| Unread WhatsApp conversations | Customers waiting for a reply in the inbox. | Open inbox |
| Calls with contact details to review | Prospects who left their details on a call and that nobody has reviewed yet. | View calls |
| The knowledge base couldn't sync | Your website couldn't be read, or only partly. | Review |
When your website is connected and everything is fine, you'll see Knowledge base up to date with the site, page count and when it last synced. If there's nothing to do, you'll see "Nothing pending right now."
These items count what's pending now, whatever period you picked.
Learn more: WhatsApp inbox, contact details and CSV export and website knowledge base.
Indicators
Four numbers for the period you picked:
- Calls: calls your phone assistants answered and that have finished. Below it you'll see the change against the previous period of the same length (for example "+12% vs. previous period"). If there were no calls in the previous period, you'll see the average call duration instead.
- WhatsApp conversations: conversations where a customer wrote at least once in the period. Below it, the share handled by the assistant only, with no message from your team.
- Tickets: tickets opened during calls, plus tickets received in HostBill, if your plan includes the ticket assistant. The note splits the two.
- Satisfaction: the average rating out of 5 from the customer survey on calls, and how many surveys it's based on. It shows "—" when no surveys were answered. See Customer satisfaction scores.
Activity by day
A bar chart with calls and WhatsApp conversations for each day of the period, in your own time zone. Use it to spot your busy days.
Your assistants
A list of your assistants with their channel (phone number, WhatsApp number or HostBill) and whether each is Active or Inactive. Click one to open its settings, or See all to go to Assistants.
Good to know
- Calls still in progress aren't counted until they end.
- Need more detail, a 90-day view or one assistant only? Open Reports.
- The numbers only include channels your plan includes. If you don't have WhatsApp or surveys, those indicators stay at zero or "—".