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Customer Dashboard Components

Updated over a week ago

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.

Email

Provides the lead’s professional email address.

11.

Campaign

Displays the name of the outreach campaign the lead interacted with.

12.

LinkedIn

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.

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