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Workspace Dashboard

The workspace dashboard provides a comprehensive overview of your workspace activity, metrics, and key performance indicators. It's your central hub for monitoring the health and performance of your customer engagement efforts.

Accessing the dashboard​

The dashboard is the default view when you log in to your workspace. You can also access it by:

  1. Clicking Dashboard in the navigation menu
  2. Navigating to the workspace home page

Dashboard overview​

The dashboard displays several key sections:

Quick stats cards​

At the top of the dashboard, you'll see four cards showing counts:

  • People - Total number of people in your workspace
  • Segments - Total number of segments you've created
  • Campaigns - Total number of campaigns (active and inactive)
  • Journeys - Total number of journeys

Each card:

  • Shows the current count
  • Links directly to the corresponding section
  • Updates in real-time as you add or remove items

Messages sent chart​

A visual chart showing message volume over the last 30 days:

  • Bar chart displaying daily message counts
  • Stacked by channel - Email, SMS, Push, Webhook, and Slack
  • Color-coded - Each channel has a distinct color
  • Interactive tooltip - Hover to see exact numbers per channel per day
  • Total messages - Shows total messages sent in the period

This chart helps you:

  • Identify trends in messaging volume
  • See which channels you use most
  • Spot unusual activity or spikes
  • Track growth over time

Credits usage​

Shows your credit consumption for the current billing cycle:

  • By channel - Email, SMS, and Push credits used
  • Progress bars - Visual representation of usage
  • Limits - Shows used vs. total available credits
  • Warning indicators - Highlights when approaching limits

⚠️ Note: Credit tracking is coming soon and will be fully functional in a future update.

Quick stats​

Provides real-time metrics at a glance:

  • Active Campaigns - Number of currently running campaigns
  • Running Journeys - Number of active journeys
  • Average Delivery Rate - Overall delivery success rate
  • Messages Today - Messages sent today

⚠️ Note: Quick stats are coming soon and will be fully functional in a future update.

AI features​

The dashboard includes AI-powered features:

  • AI Recommendations - Suggestions for improving campaigns
  • AI Copilot - AI assistant for workspace management
Workspace Dashboard 1
Workspace Dashboard 2

Understanding the metrics​

People count​

The total number of people in your workspace. This includes:

  • All people added manually
  • People imported via CSV
  • People created via API calls
  • People identified through event tracking

Segments count​

The total number of segments you've created:

  • Data-driven segments
  • Manual segments
  • Both active and inactive segments

Campaigns count​

The total number of campaigns:

  • Active campaigns
  • Paused campaigns
  • Completed campaigns
  • Draft campaigns

Journeys count​

The total number of journeys:

  • Active journeys
  • Completed journeys
  • Draft journeys

Messages sent chart details​

Reading the chart​

  • X-axis - Dates (last 30 days)
  • Y-axis - Number of messages
  • Bars - Stacked by channel, showing total messages per day
  • Colors - Each channel has a unique color:
    • Blue: Email
    • Green: SMS
    • Purple: Push
    • Orange: Webhook
    • Pink: Slack

Interpreting the data​

  • Spikes - May indicate campaign sends or broadcast sends
  • Trends - Upward trends show increasing engagement
  • Channels - See which channels you use most frequently
  • Gaps - Days with no messages may indicate inactivity

Dashboard features​

Real-time updates​

The dashboard updates automatically as:

  • New people are added
  • Segments are created or updated
  • Campaigns are created or completed
  • Messages are sent

Click any stat card to navigate directly to:

  • People - View the people table
  • Segments - View all segments
  • Campaigns - View all campaigns
  • Journeys - View all journeys

Responsive design​

The dashboard adapts to different screen sizes:

  • Desktop: Full layout with all sections visible
  • Tablet: Adjusted layout for medium screens
  • Mobile: Stacked layout for small screens

Using the dashboard​

Daily monitoring​

Check the dashboard daily to:

  • Monitor message volume trends
  • Track workspace growth (people, segments, campaigns)
  • Identify unusual activity
  • Get a quick overview of workspace health

Weekly review​

Use the dashboard weekly to:

  • Review messaging trends over the past week
  • Assess campaign and journey activity
  • Plan upcoming messaging strategies
  • Identify areas for improvement

Monthly analysis​

At month-end, use the dashboard to:

  • Compare monthly metrics
  • Track growth trends
  • Assess overall workspace performance
  • Plan for the next month

Best practices​

  1. Check regularly - Visit the dashboard daily for quick health checks
  2. Monitor trends - Watch for changes in message volume and engagement
  3. Use navigation - Click stat cards to dive deeper into specific areas
  4. Track growth - Monitor people, segments, and campaign counts over time
  5. Identify issues - Look for unusual patterns or drops in activity

Coming soon​

The following features are planned for future updates:

  • Real-time quick stats - Live metrics for active campaigns and journeys
  • Credit tracking - Detailed credit usage and limits
  • Custom date ranges - Filter charts by custom date ranges
  • Export capabilities - Export dashboard data for reporting
  • Customizable widgets - Arrange dashboard sections to your preference

🎉 Dashboard ready!
Your workspace dashboard provides a comprehensive view of your customer engagement platform. Use it to monitor, analyze, and optimize your messaging efforts.