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The Overview page is your operating dashboard. It pulls together message volume, credit usage, lead activity (open in app), connected channels, and stale conversations that need follow-up.

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What you can monitor

  • Conversations, Messages in, and Messages out show traffic for the selected time window.
  • Leads (open in app) shows how many new leads were captured.
  • Credits shows the current balance and how much of the earned pool has been spent.
  • AI messages helps you separate total traffic from AI-generated replies.
  • Channels and Issues show how many connections are active versus disconnected or errored.

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Change the reporting window

Use the window selector at the top of the page to switch between:
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Month to date
On higher tiers, you can also pick a custom date range to inspect a specific campaign, launch window, or incident.

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Watch channel health

The Channel health table tells you which channels are connected, which bot each channel uses, and whether the channel is active, disconnected, or in error. Use this section when:
  • a support inbox looks quiet when traffic should be coming in
  • a social channel lost credentials
  • you want to confirm a new channel is attached to the correct bot

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Use needs attention every day

The Needs attention panel highlights conversations with no activity for at least 24 hours. It is the fastest way to catch stalled support threads and missed sales follow-ups. Recommended daily routine:
  1. Open Overview first.
  2. Check Issues and Channel health.
  3. Open every item in Needs attention.
  4. Move into Inbox for manual follow-up.
If you want deeper conversation context before replying, open the thread in Inbox (open in app) and check whether a conversation summary is available for your plan.

Inbox

Move from high-level follow-up signals into the full conversation thread.

Channels overview

Review the channel types that feed the health table and issue count.

Billing and usage

Understand how credits and plan status affect the numbers you monitor here.

Leads and orders

Follow demand signals after overview shows that new conversations are converting.