Documentation ›Reports and the team
Home: what needs you, and is it working
What needs you now. The top of the home page is your team's queue, as lists, not numbers: Awaiting reply — customers whose last message nobody has answered yet, over the last 30 days, longest wait first (shared by the team: whoever answers first takes it); Overdue and Due today — tasks with their customer and who owns them; Open leads with no owner. The number in each heading is the number of rows behind its Open all link. The owner and managers see the whole team; a colleague with a personal login sees their own work.
How things are going. The status card answers «is it working right now» for the last 24 hours — calls when you had calls, your conversations when you did not, and an amber No calls in 24 hours when a line that usually rings has gone quiet (check your phone line). Interactions is what customers sent you in the period you pick, with the leads the agent captured and the leads in progress. Where interactions came from splits it by entry point; your own messages and calls between colleagues are named on separate lines and never counted as customers.
Where the rest is. The chart by day or month, call quality, outbound calls and top contacts are in Reports → Interactions; the lead funnel is in Reports → Pipeline. The All reports link at the bottom of the home page opens them.