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Dashboard
Dashboard
Updated over a week ago

How to Use the Dashboard

The B2B Rocket Dashboard provides a comprehensive overview of key activities, helping you track, manage, and optimize your outreach campaigns efficiently.

This guide will break down each section of the dashboard and how to use its features effectively.

Dashboard Overview

The dashboard is divided into four main sections:

  1. Upcoming Meetings – View and manage scheduled meetings.

  2. Interested Email Replies – Track responses from prospects.

  3. AI Agent Conversations – Engage with leads generated from AI interactions.

  4. Interest Signals – Monitor engagement based on key actions.

Let’s go through each section in detail.

1. Upcoming Meetings

The Upcoming Meetings section displays all scheduled meetings booked via B2B Rocket scheduling links, similar to Calendly.

Key Features:

✅ View the next three scheduled meetings at a glance.

✅ Click "Copy Link" to access meeting details or join the meeting directly.

✅ Click "View Calendar" to see all scheduled events in the Calendar tab.

Accessing Your Calendar

  • Navigate to the Calendar tab for a full view of past and upcoming meetings.

  • Click on a meeting to see details, reschedule, or cancel if necessary.

  • Use the calendar filters to quickly sort by date, meeting type, or lead priority.

💡 Tip: Sync your B2B Rocket calendar with Google Calendar for seamless scheduling!

2. Interested Email Replies

This section captures email replies that the AI detects as interested responses from your outreach campaigns.

Key Features:

✅ View the three most recent interested replies.

✅ Click "View More" to access your inbox and see all responses.

✅ Click on an email to open it directly in your inbox.

💡 Tip: Prioritize following up on interested replies within 24 hours to maximize engagement!

3. AI Agent Conversations

This section is similar to Interested Email Replies, but instead of email responses, it tracks AI-driven conversations initiated via your B2B Rocket landing page chatbot.

Key Features:

✅ View recent AI-detected conversations that indicate potential interest.

✅ Engage directly with leads who have interacted with your AI assistant.

✅ Click on a conversation to view chat history and respond accordingly.

💡 Tip: Use AI conversations to nurture leads who express curiosity but haven’t fully committed yet!

4. Interest Signals

The Interest Signals section helps you track engagement based on actions like:

📧 Email opens

🔗 Link clicks

🌐 Website visits

This feature is essential for identifying highly engaged leads who may not have responded yet but are showing interest.

💡 Tip: You can reach out manually to these clients or add them to a special campaign

Configuring Interest Signals

To customize how Interest Signals work:

  1. Click the Settings Wheel in the Interest Signals section.

  2. Adjust the tracking criteria, such as:

    • Email opens

    • Link clicks

    • Website visits

    • Engagement window (e.g., last 30 days)

  3. Filter results by:

    • Unread – New signals you haven’t reviewed.

    • Read – Signals you’ve seen but not acted on.

    • Archived – Signals you’ve completed or no longer need.

💡 Tip: If a lead has opened your email multiple times but hasn’t replied, they might need a gentle nudge!

Using Interest Signals to Identify Leads

  • Identify contacts who engage but haven’t responded.

  • Spot frequent email openers and link clickers as warm leads.

  • Manually follow up with a personalized email to rekindle engagement.

💡 Tip: Personalize your follow-ups based on the specific actions taken by the lead (e.g., “I noticed you checked out our pricing page, do you have any questions?”).

Troubleshooting

Here are some common issues and how to resolve them:

Issue

Solution

Login Issues

Ensure your credentials are correct. Reset your password if needed.

Upload Failures

Check file format and size restrictions before retrying.

Performance Problems

Clear cache, refresh the page, and ensure a stable internet connection.

Frequently Asked Questions (FAQ)

1. How do I sync my B2B Rocket calendar with my personal calendar?

To sync with Google Calendar or Outlook:

  1. Navigate to Settings > Calendar Sync.

  2. Click "Connect" and sign in to your Google or Outlook account.

  3. Enable sync and select your preferred settings.

💡 Tip: Ensure you allow permissions for calendar integration.

2. How does the AI detect “Interested” email replies?

The AI scans for keywords, phrases, and sentiment in responses that indicate interest (e.g., “Tell me more,” “Let’s talk,” or “Schedule a call”).

💡 Tip: You can manually mark an email as "Interested" if needed.

3. Can I export my Interest Signals data?

Yes! To export:

  1. Go to Interest Signals.

  2. Click the Export button.

  3. Choose your preferred format (CSV, Excel).

💡 Tip: Use exported data for advanced analytics in your CRM!

4. Why am I not seeing any AI Agent Conversations?

  • Ensure your landing page chatbot is active.

  • Check your AI engagement settings in the Settings menu.

  • If you recently activated the AI, give it some time to gather data.

💡 Tip: Test the chatbot yourself to ensure it's working correctly!

5. What happens if I delete an Interest Signal?

Deleted Interest Signals cannot be recovered, but they won’t affect your overall outreach tracking.

💡 Tip: Archive signals instead of deleting them to keep a record!

Getting Support

Need help using the Lead Finder? We’ve got you covered!

✅ Join our weekly onboarding webinars

🗓 Tuesdays, 12-1 PM EST (Live Q&A included)

✅ Contact our support team via live chat

💬 Available at the bottom-right corner of your screen

💡 Tip: If you're new to B2B Rocket, attending an onboarding session can help you get up to speed quickly.

By following this guide, you’ll be able to efficiently find, filter, and connect with high-quality leads to fuel your sales and outreach campaigns! 🚀

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