Read it
Section titled “Read it”Click Home. The cards show this month so far:
- Total Messages: messages sent and received.
- Active Contacts: customers who wrote or were written to.
- Chatbot Sessions: conversations the bot handled.
- Total Campaigns: campaigns created.
Each card compares with the period before, like +12% from last month. Below, Recent Messages lists the latest chats, and Quick Actions takes you to common tasks.
To see another period, choose it at the top: Today, Last 7 days, Last 30 days, This month, or a Custom range.
Add a card
Section titled “Add a card”- Click Add widget.
- Enter a Widget name.
- In Data source, choose what to count: Messages, Contacts, Campaigns, Transfers or Sessions.
- Choose a Display type: Number, Chart, Table or Shortcuts.
- Optional: add Filters, like only incoming messages, and turn on Share with team so everyone sees it.
- Click Add.
To move cards around, click Edit layout, drag them, and click Done. You can change or delete only cards you added.
Related
Section titled “Related”- Guide: See team performance