The Dashboard
Overview is the first screen after you sign in, and it is built to answer one question: what should this shift start with?
Everything on it respects your permissions. A chatter assigned to three creators sees the numbers, the queue and the alerts for those three creators only.
- Needs attention — conditions that cost you money if they are left alone.
- Operator queue — who to open next, overdue commitments first.
- The numbers — fans in your scope, drafts today, drafts this billing period.
- Drafts this week — daily volume. A gap is an hour nobody covered.
Needs attention
Section titled “Needs attention”The panel at the very top, above everything else. It lists conditions that will cost you something if they are left alone, each one a link straight to the screen that fixes it.
It is not always there. When nothing is wrong the panel does not render at all — an empty “all clear” box every day is how people learn to stop looking. The same alerts are behind the bell in the top bar, from any screen.
| Alert | Category |
|---|---|
| Subscription suspended — automation is paused | Billing |
| Payment overdue — update billing to avoid suspension | Billing |
| Verify your email address | Billing |
| Monthly draft quota reached | Billing |
| Only N drafts left this month — raised when under a fifth remains | Billing |
| Creator limit reached (used / max) | Creators |
| Auto-send paused on N creator(s) | Creators |
| Auto-send couldn’t reach a fan on N creator(s) — review needed | Creators |
| N overdue follow-up(s) | Fans |
The two that deserve a same-day response are Auto-send couldn’t reach a fan and Subscription suspended: the first means somebody may be sitting unanswered, and the second means automation has stopped account-wide.
Operator queue
Section titled “Operator queue”One deliberate starting point for a shift, at most eight rows, in priority order:
- Overdue commitments first — every follow-up whose due date has passed, shown as “3d overdue · payday Friday, offer the gym custom”.
- Then valuable conversations that have gone quiet, shown as “Quiet conversation · $340 lifetime value”.
Each row carries the actions you need without opening anything:
| Action | Effect |
|---|---|
| Open | Go to the fan’s profile |
| Done | Marks the follow-up complete, keeping the record |
| Tomorrow | Moves it to 9am tomorrow — available on overdue items |
Like the alerts panel, the queue hides itself when there is nothing in it.
Agency tip. Make the queue the first thing every shift touches, and make Done and Tomorrow non-optional. A queue where overdue items are ignored rather than rescheduled stops being a priority list within a week.
The numbers
Section titled “The numbers”Three counters across the top:
| Counter | Meaning |
|---|---|
| My fans | Fans within your creator scope |
| Drafts today | Generated since midnight |
| Drafts this month | Generated this billing period |
The two draft counters update live — a draft generated in the extension moves the number on an open dashboard without a refresh. Useful on a second screen during a shift.
Beneath them, Drafts this week charts daily volume. Gaps in that chart are hours nobody covered.
Recent creators and recent fans
Section titled “Recent creators and recent fans”Recent creators gives you a card per creator with its tone of voice and fan count — the fastest route back into the Creator Studio.
Recent fans lists the newest arrivals in your CRM. New fans are the cheapest conversions available to you and the easiest to leave sitting, so it is worth a glance every day.
Re-engage fans
Section titled “Re-engage fans”Everyone quiet for two weeks or more, longest silence first, with lifetime value on every row. Re-engage → opens the profile.
The full routine for working it is in Revenue and Follow-Ups.
Get started
Section titled “Get started”On a new account, a Get started checklist sits beside the dashboard with four steps and a progress bar:
- Create a creator
- Set the tone of voice
- Add your first fan
- Generate your first draft
It disappears permanently once all four are done — it is an onboarding aid, not a permanent fixture. If you want the same path in more detail, see the Quick Start.
What the dashboard deliberately does not show
Section titled “What the dashboard deliberately does not show”There is no unread-message counter, because a trustworthy one cannot be built from what the platforms expose to a browser extension. The queue is assembled from signals the server can actually stand behind: follow-ups you set, and fans who have genuinely gone quiet.
An “unread” number that is wrong twice a week is worse than no number, because people plan their shift around it.