Dashboard

the dashboard serves as the central hub for your sanoflow activities, offering a high level overview of important metrics and tasks from here, you can monitor the health of your customer interactions and team performance getting here this module is viewable by all users , but some of the content may require specific authorized access by your admin once you're logged into sanoflow, the first page that will appear is our dashboard screen in default later on, you may also access this page through the navigation list on the left side of the screen using the dashboard, you will be presented with a variety of widgets to assist you in monitoring your workforce and providing you with a comprehensive snapshot of what is happening in your workspace dashboard widgets here are 5 widgets in the dashboard that will assist you in different ways open tasks open enquiries team members conversations daily enquiries open tasks this widget allows you to view all the tasks that are due for you to perform tasks that are late and are still incomplete will have their due dates in red tasks that are still in progress will be viewed normally if you have many tasks open, you can view them all on different pages using this widget on your dashboard your open tasks is basically your daily to do list open enquiries this widget allows you to organize your enquiries overview docid 6tr7ycpzjyzsjxwaityrr , with details of each enquiry, and it's status this facilitates efficient management as it also helps teams prioritize urgent requests when you press on the enquiry, it will provide you with the full details about the enquiry team members a quick overview of your team’s current activity and availability, ensuring smooth collaboration this helps in knowing who is currently online, and who is working on the different tasks assigned based on their role in your organization conversations lists ongoing customer interactions to make sure no chats docid\ gbjns2wkgebszf5evi07n is missed this widget also assists managers to supervise the ongoing chat process, and get a quick insight on the workload on agents at a given time statuses open current open conversations that have not been resolved yet assigned open chats that have been assigned to users unassigned chats docid\ gbjns2wkgebszf5evi07n that are open but have not been assigned to a user yet daily enquiries report this gives you a statistical view of enquiries overview docid 6tr7ycpzjyzsjxwaityrr received over a selected period this helps in analyzing the team's workload and customer engagement levels over the past 30 days can i customize the main view? from the dashboard, you will be able to select different views you change the view in two ways user selection a dropdown menu is available to filter tasks and enquiries by team members or view everything at once notifications notifications is an essential tool that keep our users informed about incoming chats docid\ gbjns2wkgebszf5evi07n , important updates, and activities within their workspace they alert users to new tasks, responses to enquiries overview docid 6tr7ycpzjyzsjxwaityrr , and other pertinent events, enhancing overall communication and workflow efficiency notification bell it's your alert center where you can see all the account overview docid\ uic1 cnomvon4ddg4i5u8 it comes with a default sound alert to ensure you don't miss anything important user availability you may view your user profile as well from the user profile icon next to the notification bell the user profile will assist you in quickly accessing your user profile, logging out, or setting yourself away, whether it is to go on a break or take a call faqs what is the purpose of the dashboard in sanoflow? the dashboard serves as the central hub for monitoring metrics such as tasks, enquiries , team performance , and customer interactions it provides widgets to help users stay on top of their workflow how do i access the dashboard? the dashboard is the default page when you log into sanoflow and can also be accessed via the left side navigation menu what widgets are available on the dashboard? the dashboard includes the following widgets open tasks lists your tasks, highlighting overdue ones in red open enquiries displays enquiries chronologically with their statuses team members shows team activity and availability conversations lists ongoing customer interactions categorized as open, assigned, or unassigned daily enquiries report provides statistical insights into enquiries received over a selected period what is the function of the open tasks widget? this widget is your to do list, showing all your assigned tasks overdue tasks are highlighted in red, and multiple pages are available if you have many tasks how does the open enquiries widget improve efficiency? this widget organizes enquiries by date and status, allowing you to quickly access details and prioritize tasks clicking on an enquiry opens its full details what can i learn from the team members widget? the team members widget gives an overview of who is online, their current activity, and their assigned roles, ensuring smooth collaboration and task delegation what information does the conversations widget provide? the conversations widget tracks all ongoing customer interactions and categorizes them into open conversations that need resolution assigned conversations assigned to a user unassigned conversations yet to be assigned how does the daily enquiries report widget help with team analysis? this widget offers a visual overview of enquiries received over a specified time frame, helping to evaluate team workload and customer engagement what does the notification bell do? the notification bell alerts you to new chats, updates, and workspace activities it ensures important events are not missed with sound notifications how can i manage my availability or log out from sanoflow? use the user profile icon next to the notification bell to set your availability (e g , away for a break) or log out