/home opens by default after sign-in. The home page is a customizable widget grid — pick widgets, drag, resize, save the layout. Each org can have multiple dashboard presets (default + custom); switch between them from the header.
Dashboard with widgets

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Layout

Dashboard header

  • Switch between multiple dashboards (default + custom)
  • Customize button → open the widget picker drawer
  • Global time range applied to every widget

Widget grid

A 12-column responsive grid. Each widget fetches its own data and refreshes on its own cadence.

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How to customize

1

Open the customize drawer

Header → Customize, or press C.
2

Pick a widget

The drawer shows the catalog. Each widget has a preview and description. Click + to add it to the grid.
3

Drag and resize

Hold the widget header to drag. Drag the bottom-right corner to resize (snaps to the 12-column grid).
4

Configure data scope

Click ⚙ on a widget → config drawer. Set scope (org / segment / campaign / product), range (7d / 30d / custom), filters.
5

Save layout

Auto-saves 1s after inactivity. Layout is org-level — every member sees the same view (unless visibility is private).

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Multi-dashboard

A workspace can have multiple dashboard presets. Common ones:
PresetUse case
DefaultMixed overview — 7-day summary numbers
Sales pipelineDeal kanban + win rate + velocity widgets
Outbound performanceMessaging volume + open/click/reply per channel
Lead funnelStage-to-stage conversion + AI score leaderboard
CustomBuilt from scratch
Switch instantly via the header dashboard picker.

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Create a new dashboard

Header → picker dropdown → + New dashboard:
  • Name
  • Description
  • Visibility: org / private
  • Copy widgets from the current dashboard? (optional)

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Set as default

Each dashboard has an isDefault flag. On login the user sees the one marked isDefault=true. Owners/admins choose the default for the org.

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Widget types

A single number plus delta vs the previous period.
  • Total customers
  • Active campaigns
  • Pending tasks
  • Unread conversations
  • MQLs today
  • Deal pipeline value

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Data scope

Each widget resolves its own scope:
  • Org-wide (default)
  • Segment — only customers in the selected segment
  • Campaign — only data from the selected campaign
  • Product — only customers with a fit score on the product
  • Owner — only customers claimed by the selected user

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Direct API (embed)

Each widget has an ID: 
GET /widgets/{widgetId}?scope=segment:abc&range=7d
Returns JSON. You can embed it elsewhere (Notion, Slack) via an iframe URL (coming soon).
A widget only returns data the calling API token has access to. Tokens are org-scoped — no cross-org reads.

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Refresh cadence

Widget typePolling
Count30s
Timeseries / breakdown / leaderboard60s
Feed (activity)15s
Kanban (deal)30s
Force refresh: press R or reload the page.

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Reset / delete a dashboard

Picker → ”…” menu → Delete dashboard (admin/owner only). The default dashboard cannot be deleted, only renamed. Reset to default restores a dashboard’s widget layout to its template.

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Keyboard shortcuts

KeyAction
RRefresh data
COpen customize drawer
1–9Switch to the Nth preset (if available)
Cmd/Ctrl + SForce save layout (auto-save is on by default)