Activity Dashboard
The Activity Dashboard provides a high-level view of your email automation performance. See key metrics at a glance, track trends, and understand how your AI agent is performing.
Accessing the Dashboard
Navigate to Activity in the sidebar, then select the Overview tab.
Dashboard Components
Stats Cards
Four key metrics displayed prominently:
Total Emails
The total number of emails processed in the selected period.
- Includes both inbound and outbound
- Shows period-over-period change
Inbound Emails
Customer emails received by your brand.
- Initial contact emails
- Reply messages
- Indicates customer engagement
Outbound Emails
Responses sent by your AI agent.
- Automated replies
- Follow-up messages
- Indicates agent productivity
Success Rate
Percentage of inbound emails successfully handled.
Success Rate = Emails Responded ÷ Total Inbound × 100%
Trend Indicators
Each metric shows trend data:
- ↑ Green: Improvement from previous period
- ↓ Red: Decline from previous period
- → Gray: No significant change
Activity Chart
Visual representation of email activity over time:
- X-axis: Date range (typically last 30 days)
- Y-axis: Email count
- Blue line: Inbound emails
- Green line: Outbound emails
The chart helps identify:
- Volume patterns (busy days, slow periods)
- Seasonal trends
- Unusual spikes or drops
Understanding Metrics
What Good Looks Like
| Metric | Target | Concern Level | |--------|--------|---------------| | Success Rate | 95%+ | Below 85% | | Response Time | Under 1 minute | Over 5 minutes | | Failure Rate | Under 2% | Over 5% |
Interpreting Changes
Success Rate Dropping:
- Check for new question types
- Review failed emails for patterns
- Update documents if needed
Volume Spike:
- Marketing campaign sent?
- Seasonal pattern?
- External event driving traffic?
Volume Drop:
- Normal variation?
- Email delivery issues?
- Marketing pause?
Using the Dashboard
Daily Review
Spend 2-3 minutes each morning:
- Check success rate
- Note any failures
- Spot unusual patterns
Weekly Analysis
Deeper review once per week:
- Compare to previous week
- Analyze trends
- Plan improvements
Monthly Reporting
Create summary reports:
- Total volume handled
- Average success rate
- Key improvements made
Dashboard Best Practices
Set Benchmarks
Establish baseline metrics:
- First month: Gather data
- Second month: Set targets
- Ongoing: Track against targets
Create Alerts
Watch for:
- Success rate below threshold
- Unusual failure counts
- Volume anomalies
Document Findings
Keep notes on:
- Why metrics changed
- Actions taken
- Results of changes
Metric Calculations
Success Rate Formula
Success Rate = (Responded Emails ÷ Total Inbound Emails) × 100
Example:
- Inbound emails: 1,000
- Responded: 950
- Success Rate: 95%
Trend Calculation
Change = ((Current Period - Previous Period) ÷ Previous Period) × 100
Example:
- This week: 500 emails
- Last week: 400 emails
- Change: +25%
Common Questions
Why is my success rate below 100%?
Some emails may:
- Fail during processing (system error)
- Be skipped (spam, auto-replies)
- Encounter agent limitations
A 95%+ success rate is excellent for most use cases.
What causes volume fluctuations?
Normal causes:
- Day of week patterns
- Marketing campaign timing
- Seasonal business cycles
- Customer buying patterns
How often does data update?
Dashboard data:
- Updates in real-time
- Stats reflect current period
- Charts update with new data
Troubleshooting
Dashboard shows no data
- Verify you have emails in the system
- Check date range selection
- Refresh the page
Metrics seem incorrect
- Check the time period selected
- Verify email processing completed
- Contact support if discrepancy persists
Chart not loading
- Clear browser cache
- Try a different browser
- Check internet connection