Skip to main content Navigating the Dashboard Track and manage all leads conversations in real time.
View incoming and outgoing messages
Filter by lead status, rep or time frame
Click into a thread to view message history
The Analytics dashboard helps you:
Monitor message engagement
Lead responsiveness
AI performance over time — giving you insight into what’s working and what needs improvement
Set up and manage sequences, message triggers, and workflows.
• Create multi-step automations (email + SMS + task reminders)
• Use filters to assign automations based on lead attributes
• Monitor performance of each automation
Manage global account and user preferences.
Account Information:
View the email associated with your account
Check your contact limit based on your current plan
See which phone lines are assigned to your account
Track the number of contacts used per phone line
