Finding your way around the dashboard

What each part of the dashboard shows you, and where to go for reviews, resolutions and your feedback wall.

Updated Available on Free Agent Pro Agent Advanced Agent Enterprise

The dashboard answers one question: what has my agent done since I last looked, and is there anything I need to deal with?

Your agent’s activity

The top of the dashboard summarises recent work — surveys sent, issues resolved, reviews responded to, and anything flagged for your attention.

Below that is a running feed of what the agent has actually done, written in plain language: replies it sent, negative reviews it caught, surveys that hit a response milestone. You can filter the feed to just reviews, just surveys, just recovery work, or just the items waiting on you.

The point of the feed is that you can skim it in thirty seconds and know where things stand. If something looks wrong, you can open it and take over.

Things that need your attention

Some situations shouldn’t be handled automatically, and the agent knows it. A review that’s unusually harsh, a customer who replies to a resolution with something the AI can’t confidently answer, a survey response that mentions a safety or legal issue — these get flagged rather than answered.

Check this first when you log in. Everything else on the dashboard is informational; this is the part with a deadline attached.

What’s being monitored

You’ll see which review platforms are currently connected and syncing. If a source stops syncing — usually because a password changed or an authorisation expired — it shows here, and it’s worth fixing quickly since a disconnected source means reviews arriving without anyone seeing them.

Fix a review source that stopped syncing

The main sections

  • Dashboard — what you’re looking at now: activity, alerts, and the current state of things.
  • Resolutions — every open and closed attempt to fix an unhappy customer’s problem. This is where you take over a conversation.
  • Spotlight — your feedback wall and review widgets, for putting your best feedback on your website.

Your action counter

Near the top of the screen you’ll see how many actions you’ve used against your monthly allowance. An action is any piece of work the agent does on your behalf — a reply sent, a survey delivered, a resolution run.

If you’re approaching your limit, the agent prioritises the work that matters most: negative feedback and open resolutions come before thank-you replies to five-star reviews. See understanding actions and limits.

What next

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