Dashboard

13 min

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, 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 Chat 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 that are open but have not been assigned to a user yet.

Daily Enquiries Report

This gives you a statistical view of Enquiries 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, important updates, and activities within their Workspace. They alert users to new Tasks, responses to Enquiries, and other pertinent events, enhancing overall communication and workflow efficiency.

Notification Bell: It's your alert center where you can see all the notifications. 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 Memebers: 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 Memebers 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.