Navigating the Dashboard

Conversation Tab

Track and manage all leads conversations in real time.
  • View incoming and outgoing messages
  • Filter by lead status, rep or time frame
  • Click into a thread to view message history
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Analytics Tab

The Analytics dashboard helps you:
  • Monitor message engagement
  • Lead responsiveness
  • AI performance over time — giving you insight into what’s working and what needs improvement
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Automation Tab

Set up and manage sequences, message triggers, and workflows. • Create multi-step automations (email + SMS + task reminders) • Use filters to assign automations based on lead attributes • Monitor performance of each automation
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Settings Tab

Manage global account and user preferences.
  • Account Information:
    • View the email associated with your account
    • Check your contact limit based on your current plan
    • See which phone lines are assigned to your account
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Usage Tab

Track the number of contacts used per phone line
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