The Dashboard
Overview is the first screen after you sign in. It answers one question: what should this shift start with?
It follows your permissions. A chatter assigned to three creators sees the numbers, the queue and the alerts for those three only.
- Needs attention: problems that cost money if you leave them.
- Operator queue: who to open next, promises with a deadline first.
- The numbers: your fans, drafts today, drafts this period.
- Drafts this week: drafts per day. A gap is time nobody covered.
Needs attention
Section titled “Needs attention”The block at the very top. It lists problems that will cost you something if you leave them, each with a link to the screen that fixes it.
It is not always there. When nothing is wrong, the block is hidden: an empty “all clear” box every day teaches people to stop looking. The same alerts are behind the bell at the top, on any screen.
| Alert | Group |
|---|---|
| Subscription suspended — automation is paused | Billing |
| Payment overdue — top up your balance to avoid suspension | Billing |
| Verify your email address | Account |
| You are out of drafts for this month | Billing |
| Only N drafts left this month (when less than a fifth is left) | Billing |
| All creator slots in use (used/max) | Creators |
| Auto-send paused on N creators | Creators |
| Auto-send couldn’t reach a fan on N creators — review needed | Creators |
| N overdue follow-ups | Fans |
| N follow-ups due today | Fans |
Two of them need an answer the same day: Auto-send couldn’t reach a fan (someone may be waiting for a reply) and Subscription suspended (automation has stopped for the whole account).
Operator queue
Section titled “Operator queue”One clear starting point for a shift, in two groups:
- Promises with a deadline: follow-ups that are due or overdue, for example “3 days overdue · You promised: payday Friday, offer the gym custom”.
- Conversations going quiet: valuable fans who have not written for a while, with what they have paid.
Each row has the buttons you need without opening anything:
| Button | What it does |
|---|---|
| Open | Opens the fan’s profile |
| Mark done | Marks the follow-up done; the record stays |
| Postpone to tomorrow | Moves the follow-up to tomorrow; it leaves today’s list and comes back |
| Write | For a quiet chat: opens it so you can write first |
| Forget | For a quiet chat: the fan stops appearing here but stays everywhere else |
Like the alerts, the queue hides itself when it is empty. All follow-ups → opens the full list.
Agency tip. Start every shift with the queue, and make Mark done and Postpone to tomorrow a rule. A queue where overdue items are ignored instead of moved stops being useful within a week.
The numbers
Section titled “The numbers”Three counters at the top:
| Counter | What it means |
|---|---|
| My fans | Fans of the creators you can see |
| Drafts today | Made since midnight |
| Drafts this month | Made this billing period |
The draft counters update live: a draft made in the extension changes the number on an open dashboard without reloading. Handy on a second screen during a shift.
Below them, Drafts this week shows drafts per day. Gaps are time nobody covered.
Recent creators and recent fans
Section titled “Recent creators and recent fans”Recent creators shows a card per creator with its tone of voice and number of fans: the fastest way back to the Creator Studio.
Recent fans lists the newest fans in your CRM. New fans are the easiest to sell to and the easiest to forget, so glance at it every day.
Re-engage fans
Section titled “Re-engage fans”Fans who have not written for 14 days or more, sorted by spend, highest first, with their spend on every row. Re-engage → opens the profile.
How to work through it: Revenue and Follow-Ups.
Get started
Section titled “Get started”On a new account, a Get started card sits at the top: five steps with a progress bar, and the next step explained next to them:
- Create a creator from a template (opens the Creator templates gallery)
- Set the tone of voice
- Install the Chrome extension and sign in (ticks after your first sign-in in the side panel)
- Add your first fan
- Generate your first draft
Click any step to open it; the order is a suggestion. Each step shows what it involves, a screenshot of where it happens, a button that takes you there and a link to its page of this manual.
When all five are done, the card disappears for good. You can also press Hide; a small Get started button then brings it back. For the same path in more detail, see Quick Start.
What the dashboard does not show on purpose
Section titled “What the dashboard does not show on purpose”There is no unread-message counter, because a reliable one cannot be built from what the platforms show a browser extension. The queue is built from things the server can trust: follow-ups you set, and fans who really went quiet.
An “unread” number that is wrong twice a week is worse than none, because people plan their shift around it.