What you can monitor
Lead activity
See new recovered leads, recent movement, and which conversations are closest to handoff.
Conversation tracking
Review active SMS threads and understand what the caller has already shared.
Call and missed-call visibility
Keep a clear view of inbound activity, especially the calls your team could not answer in time.
Automation status
Confirm the missed-call workflow is active and watch for gaps that need attention.
Key metrics on the dashboard
Why it matters
When every missed call can become a job, visibility matters as much as speed. The dashboard helps your team see which leads were recovered, where a conversation stands, and when human follow-up should happen — all without jumping between screens.Best practices
- Monitor missed-call volume regularly so you understand when recovery demand is rising
- Review conversations to spot strong outcomes, weak handoffs, or common caller questions
- Watch for setup warnings — they indicate something in your phone or workspace configuration may be wrong
- Track the text-back rate — a drop usually means a phone setup or billing issue
Related pages
Leads
Manage recovered callers and pipeline.
Conversations
Review SMS threads in detail.
Onboarding
Complete workspace setup.
