Skip to main content
DocsGuidesMűszerfal

Műszerfal

Az Ön parancsnoki központja a potenciális ügyfelekhez, kampányokhoz, CRM-hez, fizetésekhez és elemzésekhez.

Overview

The Dashboard is the first page you see after you sign in. The Overview tab shows today's activity, quick actions and your key numbers. Five more tabs (Leads, Campaigns, Revenue, Contacts and Bookings) show charts for the period you pick.

Sections

Usage

How much of your plan you have used this period.

Key numbers

Leads, funnels, deal pipeline value, revenue and contacts.

Leads

Hot, warm and cold leads.

WhatsApp

Connection status and health.

Contacts and bookings

Top tags, bookings and recent activity.

Campaigns and funnels

Running campaigns, funnel views and conversions.

AI Agents

Active agents, decisions in the last 24 hours, and things the AI created for you. Shown when your plan includes AI agents.

Cards at the top

Today

A greeting, today's messages sent, replies and new contacts, and one suggested next step.

Daily Briefing

Your AI morning summary of the business.

Quick Actions

Connect WhatsApp, Import Contacts, Create Campaign and Build Funnel.

What should you know

Up to three urgent items, such as credits running low or a failing campaign.

Intel Snapshot

How many contacts are enriched, new AI briefs and competitor alerts.

Health Score

How healthy your message campaigns are, with the top fixes.

Getting Started

Your setup checklist.

Some cards only appear when they have something to show, for example a warning when an automation is broken or when your credits will run out before a scheduled broadcast.

Customization

Drag-and-drop sections

Drag the sections into the order you like. Press Reset Layout to go back to the default order.

Dashboard Guide - BeeCastly Documentation | BeeCastly