Home usually shows the banner “Dashboard insights are in beta. Some metrics may be incomplete while we improve the data.”
Before your agent is on WhatsApp
While your workspace has no WhatsApp number connected and no conversations in about the last six months, Home shows your agent’s setup instead of results. It has a short summary in your agent’s voice (“I know your store and I’m ready to take orders. Put me on WhatsApp and I’ll start answering your customers.”), Check what I know, Connect WhatsApp (“About 5 minutes. A number that isn’t on WhatsApp yet works best.”), and a Try your agent chat (“Ask what a customer would. Nothing is sent to WhatsApp.”). Your agent’s results show up here once it is live. It appears only for roles that can connect integrations. See Test and publish.Choose a date range
The date picker at the top right applies to every section except Campaigns.
A range longer than 180 days is not shown: Home says “Choose 180 days or fewer” and asks you to pick a preset or a shorter range. The range is kept in the page address, so you can bookmark or share it. Days are counted in your browser’s time zone (Reports use the workspace time zone instead).
Every card that shows a trend compares the selected range with the period of the same length immediately before it. A card shows no trend when the previous period had no data or the value is unchanged. While a new range loads, the previous figures stay on screen, dimmed.
Summary and Needs you
At the top, a card named after your agent prints the range and a few sentences, with Full report opening Reports for the same dates:- Sales: “I brought in 2,400 in sales, 12.4% more than the previous period.” (or “less”, or just the amount), or “I made no sales in this period.”
- Conversations: “I handled 38 of 41 conversations on my own and handed 3 to your team.”
- What needs you: “4 conversations need you.” or “Nothing in your inbox needs you right now.”
Overview cards
Four cards sit under the summary:Sales and Orders
Sales from conversations is a daily chart of the revenue from your agent, with a dashed line for the Previous period. Hover a day to see the figures. It reads “No sales in this period” when there are none. Orders covers orders created in Popcorn during the range, in the default currency:
Order details, statuses and payment methods are described in Orders.
Conversations and Handover rate
Conversations charts conversations started per day, split into Your agent (conversations in which no human teammate sent a message) and Your team (conversations in which at least one teammate replied), with the previous period as a dashed line. It reads “No conversations in this period” when nothing started. Handover rate (“Share of conversations your agent handed to your team”) is the percentage of conversations started in the range in which both the AI agent and a human teammate sent messages. It shows the total, “N handled by your agent” (conversations in which no human replied at all, including those with no reply yet) and Handed to your team, with a daily chart. A rising handover rate usually means the agent is missing knowledge or hitting its Hand over to your team rules. See Capabilities and Spotlight.Conversations by status
Conversations that are currently Open (including new, unanswered ones) or Closed, grouped by the day they started. A conversation that started in the range and was closed later still counts as Closed.Messages and Top delivery issues
Messages counts outbound messages sent by the AI agent and by your team (template sends and internal tool steps excluded):
Top delivery issues groups the failed messages by cause and shows each cause’s count and share of all failures:
- Spam rate limit hit
- Rate limit issues
- Temporarily blocked for policies violations
- Country restricted
- Message Undeliverable
- Business eligibility payment issue
- Service unavailable
- Other delivery issues
Top agents
Up to five AI agents, ranked by Total. Numbers are attributed through the WhatsApp number each agent is attached to; a number with no agent of its own counts towards the workspace’s default agent.
Agent report opens the Team tab of Reports for the same dates. Until an agent has handled a conversation, the panel reads “No agent activity in this period”.
Most recommended and Best-selling products
- Most recommended products: the five products the AI agent recommended most often in the range, with “N recommendations” each. Empty state: “No product recommendations in this period”.
- Best-selling products: the five products that appear in the most orders in the range, with “N orders” each (ties are broken by revenue). Empty state: “No sales in this period”.
Campaigns
Campaigns shows the total number of campaigns in your workspace (all time, not limited to the date range) and a table of the first five, with Name, Status, Audience (number of recipients) and Delivered. All campaigns opens Campaigns, where each campaign’s delivery and failure figures live. With none yet, it reads “No campaigns yet” and offers Create campaign to roles that can edit campaigns.Warnings you may see
Related
- Reports for response times, resolution, per-person tables and CSV export
- Spotlight for a quality review of AI conversations
- Credit usage for what the period cost in credits