New: chat buttons, personal links and quote requests are live

Start your day on Home

Home: your meetings, leads, conversations and visitors for today, 7 or 30 days, plus what needs your attention, upcoming meetings, the latest conversations and what visitors asked about.

Home is the first screen you see: how your chat did, and what is waiting on you.

The Home screen with the period switch set to 7 days, four number cards, Needs your attention, Upcoming meetings, Latest conversations and What visitors asked about.

  1. Pick the period

    Use the switch at the top right: Today, 7 days or 30 days. Home opens on 7 days. The numbers and the topics follow the period you pick.

    The period switch with Today, 7 days and 30 days. 30 days is highlighted.

  2. Read the four numbers

    Meetings booked, Leads, Conversations and Website visitors, each with the change from the previous period and a small bar per day. Leads are visitors who left contact details or booked, counted once. With Today selected, each card shows yesterday's number instead of a change. Select a card to open its screen.

    Four cards: Meetings booked 19, Leads 44, Conversations 68 and Website visitors 390, each with a change against the previous 7 days and daily bars.

  3. Clear what needs your attention

    Needs your attention lists what is waiting on you: visitors who asked for a person, leads who didn't book, tests waiting for your decision, and flagged conversations. Workspace owners also see credits at 80% or used up, an add-on that would have cost less last month, and a payment that failed. Each row has a button, such as Open or Review leads, that takes you to the right place.

    Needs your attention with three rows: 7 visitors asked to talk to someone, 25 visitors shared contact details without booking, and 7 conversations flagged. The Open button is highlighted.

  4. Check your upcoming meetings

    Upcoming meetings shows the next three meetings visitors booked. All opens Meetings. If no calendar is connected yet, you see Connect a calendar instead.

    The Upcoming meetings card showing Connect a calendar, with the Connect button highlighted.

  5. Open a recent conversation

    Latest conversations shows the four newest chats: who it was, the page, their first question and a badge like Lead, Meeting booked or Wants a person. Select a row to read it, or View all to open Conversations.

    Latest conversations with four rows. The first, Rowan Patel on /sales-demo/evolve/services with a Lead badge, is highlighted.

  6. See what visitors asked about

    What visitors asked about ranks the top topics for the period. Select a topic to read those conversations. The line at the bottom counts the questions your agent couldn't answer; select Review to open them.

    What visitors asked about: Results and fit 17, Growth strategy 14, Pricing 12, Agency collaboration 10. The line 6 questions Maya couldn't answer, with Review, is highlighted.

Good to know

  • Days run in UTC, and today counts as far as it has gone. Home refreshes on its own every minute.
  • No change shows when there is nothing to compare with. That isn't a 0% change.
  • Until your agent is live, the cards show a dash. While you're still setting up, Home shows your setup steps instead.
  • Topics appear once Darwin has read some conversations.

Help topics

    ↑↓ to move to openesc to close