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The Dashboard gives you a bird’s-eye view of how your AI employees and campaigns are performing. See key metrics, track usage, and identify what’s working.

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Accessing the Dashboard

  1. Select a company from the sidebar
  2. Click Dashboard (it’s usually the first item)

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Understanding Your Metrics

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Sequence Performance

If you’re running email or LinkedIn sequences, you’ll see these key numbers: Tip: Click on any metric card to see more details.

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Open Rate & Click Rate

These percentages help you gauge how engaging your content is:
  • Good open rate: 20-30%
  • Good click rate: 2-5%
  • Good reply rate: 1-3%
If your rates are lower, try:
  • Writing more compelling subject lines
  • Personalizing your messages
  • Testing different send times

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The Usage Chart

The bar chart shows your credit usage over the past 30 days. This helps you:
  • See usage trends over time
  • Identify busy periods
  • Plan for future needs

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Reading the Chart

  • X-axis: Days of the month
  • Y-axis: Credits used
  • Bars: Daily credit consumption
Hover over any bar to see the exact number for that day.

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Feature Usage Breakdown

See which features your team uses most. This pie or bar chart shows usage by feature:
  • Chat conversations
  • Image generation
  • Document processing
  • Sequence sends
  • And more
This helps you understand where your credits go and what features provide the most value.

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Usage Leaderboard

If you have team members, the leaderboard shows who’s using the platform most: This helps identify power users and ensure the platform is being adopted across your team.

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Pending Approvals

Some sequence actions require your approval before they’re sent. You’ll see a count of pending items on the Dashboard.

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Reviewing Pending Actions

  1. Click Pending Actions on the Dashboard
  2. Review each message or action
  3. Click Approve to send it, or Reject to cancel
Why approvals exist: To ensure AI-generated messages are accurate before they go out to real people.

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Additional Stats

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Smart List Stats

See an overview of your list activity:
  • Total lists created
  • Total rows across all lists
  • Recent list actions

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Inbox Stats

Monitor your email health:
  • Emails sent this period
  • Emails received
  • Bounce rate
  • Reply rate

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Content Stats

Track your content creation:
  • Content pieces created
  • Content published
  • Content in draft

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Filtering Your View

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Company vs. Platform View

If you have access to multiple companies, you can switch views:
  • Company: See metrics for the selected company only
  • Platform: See combined metrics across all your companies
Use the toggle at the top of the Dashboard to switch.

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Date Ranges

Some charts allow you to change the time period:
  • Last 7 days
  • Last 30 days
  • This month
  • Custom range

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Refreshing Data

Dashboard data updates automatically, but if you want the latest numbers:
  1. Click the Refresh button (usually a circular arrow icon)
  2. Wait for the data to reload

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Tips for Using the Dashboard

  1. Check daily - A quick glance each morning helps you catch issues early
  2. Watch for trends - Sudden drops in open rates might indicate deliverability issues
  3. Compare periods - Is this month better than last month?
  4. Act on insights - If something’s not working, make changes

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Frequently Asked Questions

Q: Why don’t I see any data? A: If you’re new, you may not have any activity yet. Start sending sequences or chatting with AI to generate data. Q: How often does the dashboard update? A: Most metrics update in real-time or within a few minutes. Q: Can I export this data? A: Currently, dashboard data is view-only. For detailed reports, check individual features like Sequences for export options. Q: Why are my open rates so high (or low)? A: Open tracking isn’t 100% accurate due to email client privacy features. Focus on trends rather than absolute numbers.

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Next Steps