Inbox & insights

Agent dashboard

The first screen in the Inbox context — what needs you right now, and how the agent is doing.

The dashboard is where the Inbox side of an agent opens. It answers two questions: is anything waiting on me, and is the agent healthy.

Open the Inbox toggle in the top navigation, then Dashboard.

What needs you

The top of the page is work: conversations where a visitor asked for a human and nobody has picked it up yet, and any AI Action waiting on an approval.

The same count drives the badge on the Inbox tab, so you can see it without leaving the Build side.

"Waiting for a human" means the visitor asked and no teammate has joined — not that the conversation is in a particular status. An email-only handoff on a Free plan counts exactly the same as a live-chat request on Growth.

How it is doing

Below that, the headline numbers for the agent: conversations, resolution, leads captured, and recent trend.

This is the short version. Insights is the same data with a date range and the breakdowns.

Where to go next