Home
What the console's Home page shows — this cycle's usage, your agents and live channels, launch progress, channel health — and what each figure actually counts.
Home is the first page you see after signing in. It answers three questions at a glance: how much you have used this billing cycle, which channels are actually answering customers, and what is left to set up. Every member of the workspace sees the same Home page; it has no role or plan gate.
The four figures #
The row at the top reads your billing cycle and your workspace, not the Analytics page.
| Figure | What it counts |
|---|---|
| Conversations | AI conversations used so far in the current billing cycle — the same number as the conversations meter on Billing. |
| Voice minutes | Voice minutes used so far in the current billing cycle. |
| AI agents | How many agents the workspace has, across every channel. |
| Live channels | How many channels show Live in Channel health below. |
A figure that could not be loaded shows — rather than a zero.
Home and Analytics count different things
Conversations on Home is the billing meter: on web chat and WhatsApp one AI conversation covers up to 20 messages counting both sides (about 10 exchanges) or 24 hours, so one long thread can count more than once, and the count runs from the start of your billing cycle. Conversations on Analytics counts threads that started inside a rolling window (24 hours, 7, 30 or 90 days) and leaves out preview chats. The two numbers will not match, and neither is wrong. See Visible threads and billable AI sessions.
Launch progress #
The checklist shows {done}/{total}, a percentage and a progress bar. Each item links to the page where you finish it. A done item turns green and greys out; nothing is ever un-ticked by hand.
The workspace server decides each tick from what actually exists, not from which buttons you clicked:
| Item | Ticks when | Link |
|---|---|---|
| Create and customize your agent | The workspace has at least one agent. | Agents |
| Connect a knowledge base | Any agent has indexed knowledge. | Knowledge |
| Test your agent | Any agent has a passed test run. See Testing. | Agents |
| Install the web widget | Any agent is live on any channel. | Agents |
| Connect another channel | Any agent is live on any channel. | Channels |
| Invite your team | The workspace has at least two active members. A pending invite does not count until it is accepted. | Settings |
Why "Install the web widget" ticked without a widget
Install the web widget and Connect another channel use the same rule on purpose. A business that only runs WhatsApp or a phone line would otherwise never finish the list. Once any agent is live anywhere, both tick.
Channel health #
Channel health lists every place your agents can work, with a coloured dot and a status. Configure opens Channels. Each row opens where that channel is managed: Voice opens phone numbers, WhatsApp opens the WhatsApp channel page, and Web opens Agents, where website widgets are deployed.
| Status | Meaning |
|---|---|
| Live | At least one connection is answering. Web: a website widget connection that hasn't been archived. WhatsApp: a sender with an agent assigned that isn't disabled. Voice: a phone number with an agent assigned. |
| Set up | The channel is available on your plan, but nothing is connected to it yet. |
| Upgrade | Your plan does not include this channel. See Limits and plans. |
Email is listed on the card as well, but it is not a channel you can connect today.
Keep moving and Tips & features #
Keep moving has three shortcuts: Manage agents, Improve knowledge and Review conversations (the Inbox).
Tips & features plays the newest short walkthrough of a recent feature, with Watch the walkthrough and Read the docs. All tips opens the full list under Tips & features in the sidebar.
The compliance banner #
In a workspace based in India, while your business verification for phone numbers is under review, Home shows Compliance verification in progress — usually the same business day, up to 5 business days. View status opens Settings → Compliance. The banner disappears on its own once the review finishes. See Verify your business once.
Jump anywhere #
Quick jump (or ⌘K / Ctrl+K anywhere in the console) opens the command palette, Search pages, agents, knowledge, contacts… — it also lists recent conversations, channel connections, and calls and phone numbers. See Search instead of hunting.
Troubleshooting #
| What you see | Why, and what to do |
|---|---|
| We couldn’t load your setup progress. | The checklist request failed. Reload the page; the rest of Home still works. |
| A channel says Set up although you connected it | WhatsApp needs an agent assigned to the sender, and Voice needs an agent assigned to the number. Connecting the number alone is not enough. |
| Conversations is higher than on Analytics | Expected — see the note under The four figures. |
| Invite your team stays open | Invites only count once accepted. Check Settings → Members for pending invites. |
Related #
Inbox
Read every conversation, take over a WhatsApp chat, and hand it back.
Analytics
Demand and workload over time, by channel and agent.
Credits and billing