Home

Home is the first page you see when you enter your company. It answers two questions at a glance: what happened in the period you choose, and what is waiting for you right now. This guide explains every part of the page and who sees it.

Before you start

• Every member of the company can open Home, whatever their role. Some parts are shown only to owners and administrators, and some only when your plan includes the feature behind them. The table below says which.
• If your company has its own address, a note at the top of the page shows the Company address. Bookmark it: your team signs in there.

Choose the period and the time zone

1. Open Home in the sidebar.
2. At the top of the page, choose Today, 7 days or 30 days. Seven days is the default.
3. To count days in your own time zone, scroll to the bottom of the page, pick a Time zone and select Apply.

Every number is compared with the period of the same length just before it. With Today, the comparison is with yesterday. The time zone you choose is kept for the rest of your session, and the list offers a fixed set of common zones. Days, "today" and the times in the activity list follow it.

What the page shows

The period numbers

• Orders appears when your plan includes Store connections or your company already has store orders. It counts confirmed sales in the period and shows the total for each currency.
• New contacts and New deals count records created in the period.
• Deals won counts deals closed as won in the period, with their value for each currency.
• Open deals is the number of open deals now, with their value. It has no comparison, because it is not tied to the period.
• First response is the median time to the first reply on deals created in the period. Here a lower number is better, so a drop is shown as good news.

Select any number to open the page behind it. Money is never converted between currencies: each currency is shown on its own line.

Needs attention now

Only lines with something waiting are shown. If nothing is waiting, the card says Nothing is waiting. Well done.

Owners and administrators see the whole company. A member sees conversations and tickets assigned to them or to nobody, and only the deals they own.

The charts

• When your company sells through a store, the first chart shows Sales by day in the currency that sold the most in the period, and the second shows Sales by campaign. Otherwise they show New contacts by day and New contacts by source.
• The day chart always covers at least seven days, even when you choose Today.
• Conversations by channel appears when your plan includes Conversations inbox. Without it, Quick actions takes its place.

The pulse bar at the top of every page

The top bar of every page holds live counts, and each one opens the work behind it:

• Grey: nothing waits for you. Amber: something needs your attention. Red: something is late, such as a customer waiting over 15 minutes for a reply or a connected service that stopped. Green: good news, such as today's orders or people on the site now.
• The counts refresh every minute while the page is in view, without reloading it.
• Search or do: press Ctrl+K, or / outside a field, to jump to search. Look up a customer, or type what you want to do.
• + New: add a contact, deal or task from any page. Shown to people who may add records.

Customise your bar: click the gear at the end of the counts. Choose up to 6 counts and their order, then Save the bar. The choice is yours alone and does not change your colleagues' bars. Back to the suggested set brings back the set that suits your role:

Company-wide counts, such as connections, orders and visitors, are for owners and administrators only. A member's counts cover what is assigned to them.

The setup checklist

A new company sees Getting started with the steps that suit its plan:

1. Choose your business template
2. Add your first contact
3. Invite your team
4. Connect your store, when your plan includes Store connections
5. Add tracking to your site, when your plan includes Tracking and customer journey
6. Create a customer segment, when your plan includes Customer segments

Each step is checked against what exists in your company, so it ticks itself when the work is done, wherever you did it. Select Open beside a step to go to the right page. The card disappears once every step is done. Hide removes it for the rest of your session and takes you to Today. See First steps for what each step involves.

The morning brief

When your plan includes AI assistant, owners, administrators and members see Morning brief.

1. Select Write my brief.
2. Wait for the message Your brief is ready. The brief appears in the card.
3. To refresh it later in the day, select Write it again.

Only numbers are sent: the period figures, the counts of what is waiting, today's tasks and appointments, and the names of your deal stages. Customer names, task titles and messages are never sent. The brief is written in your interface language and uses your company's AI credits like the other assistant tasks. See AI assistant.

Progress and firsts

The Getting started card shows how far the company is, for example Your setup: 50% (3 of 6). In a new company, the home page also celebrates each first once (the first customer, the first message, the first order, the first deal won) with the step that makes the most of it. Close puts it away.

Good to know

• The numbers refresh by themselves every minute while the page is open and visible. The time of the last update and your time zone appear under the cards. Refreshing pauses while you are working inside the page, and stops after half an hour without any activity, so an unattended tab does not keep your session open.
• Company-wide numbers can be up to a minute old. What concerns you personally, such as your tasks and conversations, is read fresh each time. The count of customers who stopped buying is updated once an hour.
• If your role is restricted by a custom role, the parts it hides, such as store numbers, tickets, conversations, customer risk or AI, disappear from your copy of the page. See Roles and access.
• Owners and administrators also see Alerts and automations at the top of the page, where they choose what the daily alerts watch.
• The bell in the top bar shows your unread alerts and the newest ones. See Notifications.
• The app installed from your company's own address opens on Home. See The app on your phone.
• Home has no monthly targets and you cannot reorder its sections.

Troubleshooting

• A number looks out of date. Wait a minute or reload the page: shared numbers are kept for one minute.
• "Today" starts at the wrong hour. Choose your Time zone at the bottom of the page and select Apply.
• The plan card or Plan usage is missing. They are shown to owners and administrators only. When the plan ends within 14 days or has ended, everyone sees a notice at the top of the page that opens Your plan.
• The Orders number or the sales charts are missing. Your plan does not include Store connections and your company has no store orders yet, or a custom role hides the store from you.