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Navigate the dashboard Home page

The Home page (/home) is the first surface that renders after you sign in — a composite of the daily-triage widgets, so a new seat can answer “is my account healthy right now?” in one screen before it opens any menu. This page orients you: what the sections are, which question each widget answers, where the Quick Actions take you, how branded domains are resolved after sign-in, and what to check when sections get stuck. For the widget-by-widget deep read — every tile, the API endpoint behind it, and the fetch-layer behavior — see Read the dashboard Home page.

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1. What the Home page is

Top to bottom, the page composes:
  1. Greeting — a time-aware greeting with today’s date, a one-line activity summary (“N messages sent in the last 24 hours — X% delivered”), and quick-stat pills for the rolling-24-hour trend and open inbox count.
  2. Overview (bento metrics) — hero KPI tiles (messages sent, delivery rate, spend, channel mix) with a 24h / 7d / 30d / 90d / Custom timeframe picker.
  3. Channels — one health card per connected channel with an impact banner when any cluster degrades.
  4. Trial, balance, and KYC banners — the trial-number promotion card (until you own a number), the balance widget (billing roles), and the KYC reminder banner (until verification is approved).
  5. Quick Actions — role-filtered deep-link tiles (section 3).
  6. Intelligence — the below-the-fold grid of Smart Insights, Customer Health, and the billing-gated Spend Forecast card.
Every section below the greeting renders inside its own scope, so one failing cluster cannot take the page down with it (section 5).

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2. What each widget answers

  • Greeting summary — “how much went out in the last 24 hours, and how much of it was delivered.” When the window is empty it says so explicitly instead of inventing a zero-percent rate.
  • Overview tiles — “is the headline number moving?” Each tile pairs its value with a trend sparkline; the timeframe picker re-scopes the delivery and spend tiles without flashing empty values.
  • Channel cards — “which channel, if any, needs attention first.” A degraded channel surfaces an Investigate link that opens that channel’s message hub with the failure context pre-filtered.
  • Smart Insights — “what changed that I did not already know about.” Generated observation cards (delivery-rate moves, unusual volume, billing anomalies), each linking to the surface that backs it.
  • Customer Health — “which predictive segments my contacts fall into.” Click a segment bar to open the contacts list filtered to it.
  • Spend Forecast — “what spend will be, on current cadence.” Billing-seated roles see the last 30 days plus a 7-day projection; other roles simply do not get the tile.
If any one of these clusters cannot load, a single warning banner appears at the very top of the page naming the affected sections while everything else keeps working — never read the remaining numbers as complete when that banner is up. It disappears once every section is healthy again. [SCREENSHOT PLACEHOLDER: the top-of-page warning ribbon naming a failed section above a healthy Overview grid — guides/dashboard-home-overview/partial-failure-banner.png] Quick Actions renders four tiles filtered to your role, so the row only offers actions you can complete:
  • Owner / admin / developer — Send message (opens the channel-chooser, then the compose dialog for that channel), Import contacts (/audience/import), Create campaign (/outbound/campaigns/create), Build flow (/flows/builder). Developers get API keys (/settings/api-keys) as the fourth tile.
  • Agent — Open inbox (/inbox, with a live assigned-open count badge), Send message, View contacts (/audience/contacts), View reports (/insights).
  • Billing — Add credits (/billing/payment), View invoices (/billing/invoices), Usage overview (/insights), Billing settings (/billing).
  • Viewer — Open inbox, View reports, View contacts, Voice overview (/voice).
Two behaviors worth knowing:
  • Compose deep links. Send message opens the channel-chooser; the chosen channel opens its page with the compose dialog mounted via a ?dialog=compose URL parameter — the same deep-link pattern described in Quick-action deep links.
  • Degraded-channel swap. When the SMS health card reports down, the primary Send-message tile is replaced by an investigate-first tile that routes you to the channel hub instead of the composer.

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4. White-label domain resolution after sign-in

When your organization operates a branded (white-label) domain, sign-in lands on the primary domain first, then checks in the browser whether your session’s organization has an active branded host. If one exists, the page hands your established session to that branded origin — so a subaccount member that signs in from the primary domain still ends up on their branded dashboard, and a session with no branded domain just stays put. The check runs once per sign-in and never navigates you anywhere your session cannot reach.

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5. Troubleshoot

  • Stuck on skeletons. If the page holds on placeholder skeletons instead of settling, check whether a KYC hold or a failed stats read is gating the data. In the post-sign-up provisioning window the page intentionally renders a “Setting up your workspace” panel instead of the widgets — that resolves on its own within ~90 seconds.
  • “Setting up your workspace” does not resolve. The panel polls setup progress in the background; if setup takes longer than about five minutes it changes to a retry button plus a support path instead of spinning forever. Retry once, then contact support.
  • Some sections empty, others fine. One failing cluster shows the top-of-page warning ribbon (section 2) with its own retry; open the affected section’s retry first. If the ribbon clears after a refetch, the rest of the page is complete again.
  • An error panel instead of the page. If the page-level “Couldn’t load data” panel replaces the dashboard entirely, use its retry button. A persistent failure after retry warrants a support ticket; quote the message shown in the panel.
[SCREENSHOT PLACEHOLDER: skeleton grid holding above a “Setting up your workspace” provisioning panel — guides/dashboard-home-overview/provisioning-state.png] [SCREENSHOT PLACEHOLDER: the page-level error panel with its retry and support recovery actions — guides/dashboard-home-overview/error-panel-recovery.png]

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See also