Overview
Use Dashboard Analytics for overall usage and results. Use User Activity to see who is sending messages and completing tasks.
1. Open Dashboard Analytics
1) Open the Dashboard Screen
You’ll see survey boxes, text usage, tasks, new customers, and order tracking.
Adjust calendars to change the date range (resets to last six months after you leave).
2. Review User Activity by date
1) Click User Activity.
You’ll see messages sent/received and tasks completed.
Expand each day to see details.
3. Review User Activity by user
1) Switch to view by user.
You’ll see totals per user for the selected date range.
Filter to a single user for reviews.
4. Search by keyword
1) Enter a Search keyword to find a message or task.
You’ll see matching entries.
This helps locate exact interactions.
> Tip: If multiple employees share a login (e.g., “Counter 1”), all activity under that shared username aggregates together; use separate logins for clear, individual accountability.
Related KB articles
– Monitor automations: Queue and Analytics
– Mobile app — inventory, customer orders, and task notifications