The dashboard offers a comprehensive view of your key activities, helping you stay organized and take quick action. It consolidates essential information into four sections: Upcoming Meetings for scheduled sessions, Interested Email Replies for tracking responses, AI Agent Conversations for recent interactions, and Interest Signals for lead engagement insights.
With all your data in one place, you can easily manage tasks and explore the features accessible within your dashboard, including:
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Upcoming Meetings
The section displays a list of scheduled meetings, providing essential information such as meeting titles, dates, times, participants, and links to join or copy the meeting URL.
No. | Components | Description |
1. | Meeting Title | The name of the meeting. |
2. | Date & Time | Displays the scheduled date and time for the meeting. |
3. | Participant Name | The name of the person linked to the meeting. |
4. | Copy Link Button | Click on this button to copy the meeting link to your clipboard. |
5. | Join Meeting Button | Click on this button to directly join the scheduled meeting. |
6. | Calendar Button | Click on this button to reveal the full calendar view for easier navigation. |
Interested Email Replies
The section displays a list of responses from individuals who have shown interest in your communication. This section helps users easily track who has replied, view unread messages, and take further action.
No. | Components | Description |
1. | Unread Email Indicator | Shows the count of unread replies in this category. |
2. | View All | Click here to have a complete view of all email replies. |
3. | Sender Name & Timestamp | Displays the names of the people who replied to your email and the time elapsed since the reply was received. |
5. | Message Preview | A short snippet of the email content for a quick preview. |
6. | Expand Arrow (➤) | Click to expand the full email reply or detail view. |
AI Agent Conversations
The section shows recent chats handled by the AI. It includes the total number of conversations, names of participants, message status, and how long ago the interaction happened. Users can click the arrow icon to view full details or use the "View All" button to see the complete list.
No. | Filed Name | Description |
1. | Count Indicator | Shows the number of AI conversations. |
2. | View All | Click to view the complete list of AI conversations. |
3. | Sender Name & Timestamp | Indicates the name of the individual the AI interacted with and when the conversation took place. |
5. | Message Status | Shows if any messages are present or missing. |
6. | Expand Arrow (➤) | Click on this icon to expand a detailed view of the conversation. |
Interest Signals
The section provides insights into lead activity, capturing user engagement with campaigns. Each row represents an individual lead along with their engagement metrics, professional details, and available communication channels. The interface allows users to track interactions, identify potential prospects, and export data for further outreach.
No. | Field Name | Description |
1. | Unread Lead Signals | Displays the number of lead signals that have not been viewed yet. |
2. | Export | Allows users to download the interest signal data as a CSV file. |
3. | Filter | Lets users filter the view based on all, unread, read, or archived interest signals. |
4. | Setting | Opens configuration options to customize how interest signals are displayed. |
5. | Activity Type | Indicates the type and number of interactions (e.g., clicks) made by the lead. |
6. | Last Activity Date | Shows the most recent date of the lead's activity. |
7. | Name | Displays the full name of the interested lead. |
8. | Title | Specifies the lead’s current job title. |
9. | Company | Indicates the organization where the lead is employed. |
10. | Provides the lead’s professional email address. | |
11. | Campaign | Displays the name of the outreach campaign the lead interacted with. |
12. | Includes a direct link to the lead's LinkedIn profile if available. | |
13. | Sender Email | Includes a direct link to the lead's LinkedIn profile if available. |