Dashboard
Navigate the main dashboard interface
Dashboard Overview
The Dashboard is your command center in JackAI Nexus. When you log in, you'll see a real-time overview of your conversations, leads, and team activity. This guide explains what you see and how to use it.
Welcome to Your Dashboard
Your dashboard is personalized based on your role:
- Admins see organization-wide metrics, all conversations and leads, and access to settings and team management
- Agents see conversations and leads assigned to them, plus their personal performance metrics
- Viewers have read-only access to view conversations and leads but cannot take actions
The dashboard updates in real-time, so you'll always see the latest activity without refreshing.
Key Metrics at a Glance
The top of your dashboard displays vital statistics:
Active Conversations
A count of all ongoing conversations across your organization (or assigned to you as an agent). Clicking this card takes you to the Conversations section where you can filter and manage active chats.
Total Leads
The total number of leads in your system. This includes all customers you've interacted with. Admins and agents can click through to view leads by status and assignment.
Lead Score Distribution
A visual chart showing how many leads fall into each score range:
- 90-100 — High-quality prospects, purchase intent high
- 70-89 — Good prospects, worth nurturing
- 50-69 — Moderate interest, may need follow-up
- 0-49 — Low priority or early-stage inquiries
This helps you prioritize follow-ups and understand your lead quality at a glance.
Conversations by Platform
A breakdown of how many conversations you're receiving from each channel:
- Facebook Messenger
- Instagram DMs
- Web Chat
This shows which channels are driving customer engagement and helps you allocate resources effectively.
Recent Activity
A timeline of recent events — new conversations, lead assignments, AI pauses, and team member actions. Click any activity to jump to that conversation or lead.
Sidebar Navigation
The left sidebar provides quick access to all major sections:
| Section | What You Can Do |
|---|---|
| Dashboard | View metrics and key stats (you're here) |
| Conversations | View all conversations, reply to customers, send templates, manage escalations |
| Leads | View all leads, update status, assign to agents, add notes, export data |
| Integrations | Connect WhatsApp, Messenger, Instagram, Web Chat channels |
| AI Assistants | Configure AI responses, upload knowledge base, manage prompts and tools |
| Knowledge Base | Upload and manage documents, FAQs, and training data for your AI |
| Portals | (Admin only) Create and manage team portals for sales or support teams |
| Settings | (Admin only) Organization settings, team management, billing, and more |
Note: Agents will see only Conversations and Leads. Viewers have the same access but cannot make changes. Portals are optional team workspaces — see Team Management & Portals for details.
Quick Actions
Throughout your dashboard, you'll find quick action buttons:
- + New Conversation — Manually start a conversation with a customer (for testing or outreach)
- Unassigned Leads — View leads that haven't been assigned to a team member yet
- AI Activity — Check which conversations the AI is actively handling
- Pause All AI — Temporarily stop AI responses across all conversations (admin only)
These shortcuts help you accomplish common tasks without navigating through menus.
Role-Based Access
What you see depends on your role:
Admin
- See all conversations, leads, and team member activity
- Access to all settings and integrations
- Can invite team members and manage roles
- Can pause AI, adjust configurations, and manage knowledge base
- Access to team portals and performance metrics
Agent
- See conversations and leads assigned to you
- Can reply to conversations and add notes
- Can request assignment of unassigned leads
- See your personal performance dashboard (conversations handled, leads scored)
- Cannot access team management or organization settings
Viewer
- See all conversations and leads (read-only)
- Cannot reply, assign, or make changes
- Useful for stakeholders who need visibility (executives, managers reviewing activity)
Customizing Your Dashboard
Language & Theme
In the top-right corner, click your profile menu to:
- Switch language — Toggle between English and Arabic; your preference is saved
- Dark/Light theme — Choose your preferred viewing mode (saved per device)
- Account settings — Update your password, email, and personal preferences
Dashboard Layout
You can customize which metrics appear on your dashboard:
- Look for a customize button (usually a gear icon or "+" on metric cards)
- Toggle metrics on/off based on your preferences
- Your layout is saved automatically
Understanding Conversation Status
Conversations in Nexus have several states:
| Status | Meaning | Action |
|---|---|---|
| Active | Ongoing conversation with recent messages | Reply or escalate to human |
| Waiting | You or AI has sent a message; awaiting customer response | Monitor for reply |
| Resolved | Conversation is complete | Reopen if customer replies |
| Paused | AI is not responding; only humans can reply | Unpause to resume AI |
| Archived | Conversation is closed and hidden from main view | Unarchive to restore |
Understanding Lead Status
Leads move through statuses based on their engagement and purchase intent:
| Status | Meaning | Common Action |
|---|---|---|
| New | Recently entered the system | Score and assign |
| Qualified | High-potential lead (score 70+) | Assign to agent |
| In Progress | Agent is actively engaging | Nurture and follow-up |
| Converted | Lead became a customer | Close as won |
| Disqualified | Not a fit for your business | Close as lost |
You can create custom statuses that match your business workflow (see Lead Management).
Important: Conversation status and lead status are separate. Conversation status (Active, Waiting, Resolved, etc.) tracks whether a chat is ongoing. Lead status (New, Qualified, In Progress, etc.) tracks where the customer is in your sales process. Changing one doesn't automatically change the other.
Real-Time Updates
Your dashboard updates automatically as new conversations arrive and leads are scored. You'll see:
- New conversation badges pop up as they arrive
- Lead scores update in real-time as the AI evaluates conversations
- Team member activity reflected immediately (assignments, replies, status changes)
- Channel metrics refresh every minute
You don't need to manually refresh — Nexus keeps everything current.
Filtering and Search
Most dashboard sections support filtering:
- By date — Today, this week, custom range
- By agent — Filter conversations/leads assigned to specific team members
- By platform — Show only WhatsApp, Messenger, Instagram, or Web Chat
- By lead status — Filter by Qualified, In Progress, Converted, etc.
- By score range — Show high-potential vs. lower-priority leads
- Search — Find conversations by customer name, phone, or message content
Use filters to focus on what matters most at that moment.
Staying Organized
Tips for dashboard management:
- Review the Recent Activity timeline each morning to catch overnight conversations and assignments
- Use the Unassigned Leads section regularly to ensure leads are getting owned by a team member
- Monitor the Conversations by Platform metric to allocate team resources effectively
- Check the Lead Score Distribution weekly to understand your pipeline health
- Use custom views (via filters) to focus on your high-priority leads
Next Steps
Now that you understand your dashboard, explore these sections:
- Connecting Channels — Set up WhatsApp, Messenger, Instagram, or Web Chat to start receiving conversations
- Managing Conversations — Learn how to reply, send templates, and escalate conversations
- Lead Management — Understand lead scoring and how to manage your pipeline
- Team Management & Portals — Set up team portals and assign team members
Questions? See FAQ & Troubleshooting for common questions.