Dashboard and AI insights

The dashboard is the first screen after sign-in: a greeting, quick-create buttons, four headline figures, your recent tasks, recent email, recent companies, and, when it is switched on, a daily AI Insights briefing.

Before you start: the headline figures need View analytics; without it they read "Restricted Access". The insights panel needs View AI insights, and turning it on needs Manage AI agent.

The panels

• Quick actions: New Contact, New Deal, New Ticket, New Lead, New Account.
• Total Accounts, Pipeline Value, Conversion Rate with the number of open deals, and Active Tickets, which reads "All good" until there are urgent ones.
• My Recent Tasks: your uncompleted tasks with due dates, and how overdue they are.
• Recent Email Activity: from a connected Gmail account; empty until one is connected.
• Recent Companies: the newest accounts.

AI insights

The AI Insights panel is a daily briefing written by the assistant from your pipeline, support, leads, and, optionally, customer sentiment. Each card has a category, a severity of Critical, Warning, Info, or Positive, a short finding, and often a link into the records it is about, such as the tickets that breached SLA.

Turn it on

Settings → AI Agent → Insights, or the Configure button on the panel while it is off:

• Enable daily insights. It needs the workspace's AI master switch on as well; see Turn on AI.
• Schedule hour (UTC): generation runs once a day after this hour.
• Coverage period (days): how far back to analyse, 7 to 90.
• Customer sentiment analysis scores recent customer messages per account. It uses additional AI tokens.
• Enabled categories: leave all unchecked and the model picks, or constrain it to Pipeline, Support, Leads, Sentiment, Reps, Anomaly, and Conversion.

Until the first scheduled run, the panel says it is waiting. Run now on the settings card generates a briefing immediately, at most three times a day.

Read and dismiss

Filter the cards by severity. The X on a card dismisses it for you only, with no confirmation; a dismissed card does not return on later runs. When every card is dismissed the panel says "Nothing notable today — all your dismissals are also applied."

When it goes wrong

• "Daily insights are off — enable in Settings." The toggle is off.
• "Waiting for the first scheduled run." Use Run now, or wait for the schedule hour.
• "The most recent generation failed." It retries on the next daily run. If it keeps failing, check the AI usage and the master switch.
• Figures read "Restricted Access". The role lacks View analytics.
• Recent Email Activity is empty. No Gmail account is connected for you.