Overview
The Dashboard is the first page after you sign in. It summarizes recent leads, conversations and bookings for your workspace.
When setup is not finished, the Dashboard shows which items still need attention, such as your texting number, messaging verification or payment. Select an item to open the page where you can complete it.
Your workspace is fully live only when onboarding is complete, your texting number is active and messaging verification is approved. Until then, real texts to customers may not go out.
Related guides
Complete onboardingThe five onboarding steps: Business, Texting number, Payment, Verification and Finish.Fill in the Business stepHow to enter your business details, address and time zone during onboarding.Invite team members and understand rolesHow owner and member roles differ and how invitations work.