# The Dashboard

Section: Get Started

Description: Your Tidio start page: Quick actions, the Performance charts (including Sales assisted for every project), Project status, Current usage and the News Feed.

Verified against Tidio panel 12.304.0

Last updated: 2026-11-07

Source: https://help.tidio.com/articles/dashboard/

The **Dashboard** is the first thing you normally see when you log in, and for good reason. It serves as a kind of command center, where you can quickly access the most important aspects of your current project - navigate to **key areas**, keep track of your **quotas**, and check your **performance** stats. All this lets you control the state of your Tidio project and how it's used to help your business. You also get **recommendations** for further improvements, as well as the latest Tidio **news** and articles worth reading.

 

You can access the Dashboard from the very top-left of your Tidio panel:

 



 

![The Dashboard screen with its navigation icon selected at the top of the left sidebar.](<https://help.tidio.com/article-media/dashboard/legacy-15531498494492.webp>)

 



 



 

**In this article, you will learn:**

 

- [How to navigate the Dashboard](<https://help.tidio.com/articles/dashboard/#h_01J5ZE87X4B4WK7X9VK4T4CH1Q>)
- [What Quick actions are](<https://help.tidio.com/articles/dashboard/#h_01J5ZE8H75XMZZ8C9GVHFJ82WJ>)
- [What the Performance graphs can tell you](<https://help.tidio.com/articles/dashboard/#h_01J5ZE8YY9T3H9ZEDZ4MRZ5RPW>)
- [How to check your project status and quota usage](<https://help.tidio.com/articles/dashboard/#h_01J5ZE9Y6ZZW8N6KAM32BYFVN2>)
- [What the News Feed is](<https://help.tidio.com/articles/dashboard/#h_01J5ZEAC18B9V3ZCYFNE5N4WCC>)



[Video](<https://help.tidio.com/article-media/dashboard/walkthrough.mp4>)



Silent walkthrough. Tour the Dashboard: quick actions, the Performance tabs, the date range set to Last 90 days, Project status and Current usage.

 



 



 

## The Dashboard - an overview

 



 

The Dashboard is designed to help find everything you need in one place, with a clean, simple design. You will find the **Quick actions** at the top; the various **Performance** statistics (and insights) underneath; your **Project status** and **Current usage** on the right; and the **News Feed** at the very bottom.

 



 

![The Dashboard with Quick actions above Performance charts, Project status and Current usage on the right, and News Feed cards at the bottom.](<https://help.tidio.com/article-media/dashboard/legacy-18292180476188.webp>)

 



 

## Quick actions

 



 

Located at the top of your Dashboard, **Quick actions** let you navigate to key areas - so you can stay on top of your priorities with minimal browsing.

 

Here you can view your **unassigned conversations **and** unassigned tickets**, address **unanswered Lyro questions**, monitor your **active flows**, and see your website's **live visitors** - all from a single section:

 



 



 ![The Quick actions section of the Dashboard with five cards: Live conversations (X unassigned), Tickets (X unassigned), Lyro AI Agent (X unanswered questions), Flows (X active Flows) and Live visitors (X live visitors on your site)](<https://help.tidio.com/article-media/dashboard/24.1.png>) 

Click on any of the links to go straight to the right place. If Lyro isn't switched on yet, its card says **Set up Lyro AI Agent** instead; if you don't have any Flows, the **Flows** card offers **Add a new Flow**.

 



 

## Performance (and smart insights)

 



 

Located right underneath Quick Actions (and making up the majority of the entire Dashboard), the **Performance** section gives you useful, practical information about different aspects of your project. At the top, you can use the **calendar** menu to select a specific timeframe you'd like to analyze, as well as see smart **insights** tailored to your project (e.g. recommendations on further actions you can take to improve your performance).

 

Below the insights you can see your general project **statistics**, displayed according to the **range of dates** you've selected in the upper-right. The particular stats are visualized in the form of charts, each in its own labelled tab. The available charts are as follows:

 

- [Interactions](<https://help.tidio.com/articles/dashboard/#h_01J5ZH5E8NMKZBZ5JT442QMW18>)
- [Lyro AI Agent resolution rate](<https://help.tidio.com/articles/dashboard/#h_01J5ZH59PGPVECEH7W264PZW87>)
- [Leads acquired](<https://help.tidio.com/articles/dashboard/#h_01J5ZH56FCYF77ADHVC75C261M>)
- [Sales assisted](<https://help.tidio.com/articles/dashboard/#h_01J5ZH5336E880V1X06PNK56FX>)

 



 



 ![The Performance section of the Dashboard: the date range in the top-right, an Insight box, and the four tabs Interactions, Lyro AI Agent resolution rate, Sales assisted and Leads acquired, with the Interactions chart open showing Replied live conversations, Replied tickets, Flows interactions and Lyro AI Agent conversations](<https://help.tidio.com/article-media/dashboard/24.2.png>) 

The **Performance** charts show the **Last 30 days** by default, and you can go up to 90 days back. These are the same charts as in **Analytics \> Overview** (see [The Analytics section](<https://help.tidio.com/articles/analytics-section/>)), and they're available on every plan. The **Sales assisted** and **Leads acquired** tabs are shown to agents whose role can see sales and leads analytics.

 



 



 

Note that you can switch between two different chart modes in the upper-right of each tab: **bar chart** and **line chart**:

 



 

![The chart display controls with the bar chart icon selected, a "Bar chart" tooltip below, and the line chart icon beside it.](<https://help.tidio.com/article-media/dashboard/legacy-18292262407324.webp>)

 



 



 

### Interactions

 

This chart shows all of your project's interactions between your widget and the visitors so far:

 

- **Replied live conversations** - how many chats your agents have had
- **Replied tickets** - how many tickets your agents have responded in
- **Flows interactions** - how many times visitors have used your flows
- **Lyro AI Agent conversations** - how many questions Lyro has answered

 



 

Hover your cursor over a specific bar (or point) on the chart to see more details.

 



 



 ![The Interactions tab of the Performance section with the legend Replied live conversations, Replied tickets, Flows interactions and Lyro AI Agent conversations, and the tooltip of one bar showing its date and value](<https://help.tidio.com/article-media/dashboard/24.3.png>) 



 



 

### Lyro AI Agent resolution rate

 

This chart depicts the rate at which Lyro has been able to answer your visitors' questions; it shows you the general **rate percentage** (how much Lyro was able to answer without any more questions or requests from the visitor), as well as the specific numbers of **resolved** and **unresolved** conversations.

 

Hover your cursor over a specific bar (or point) on the chart to see more details.

 



 

![The Lyro AI Chatbot resolution rate bar chart with a tooltip showing 230 resolved conversations on 23 Jan 2025.](<https://help.tidio.com/article-media/dashboard/legacy-18292967320220.webp>)

 



 



 

### Leads acquired

 

This chart visualizes the number of leads you've collected over time, resulting in contact information being saved in your project's Contacts list (found inside the Customers section). You can see the leads **gathered via live conversations** (this includes the Pre-Chat Survey, social media channels, and tickets) and those **gathered by your** **flows**.

 

Hover your cursor over a specific bar (or point) on the chart to see more details.

 



 

![The Leads acquired bar chart with a tooltip showing 902 leads from live conversations on 28 Jan 2025.](<https://help.tidio.com/article-media/dashboard/legacy-18292997708956.webp>)

 



 



 

### Sales assisted

 

This tab depicts the **sales revenue from all orders assisted by Tidio** over time, shown separately as **Sales with Lyro** (orders after the shopper clicked on one of Lyro's product recommendations), **Sales with Flows** (orders after a product recommendation or a coupon in a Flow) and **Sales with agents** (orders placed within 7 days after a chat with an agent), together with the **No. of orders**.

 

The tab is there for every project, not only for Shopify stores. If you haven't had any assisted sales yet and you don't have a sales Flow, you'll see **Increase your sales with Flows** instead, with the **Add sales Flow** button that takes you to the sales Flow templates.

 

Hover your cursor over a specific bar (or point) on the chart to see more details.

 



 



 ![The Sales assisted tab of the Performance section with the legend Sales with Lyro, Sales with Flows, Sales with agents and No. of orders above the chart](<https://help.tidio.com/article-media/dashboard/24.4.png>) 



 

## Project status and quota usage

 



 

This section of the Dashboard is located on the right, in a column. It consists of two parts: **Project status** and **Current usage**. These will help you monitor the current state of your installation, integration, and general project usage.

 



 

![Project status and Current usage cards, with a WhatsApp integration error and "Fix integration issue" link highlighted alongside Lyro usage of 45 out of 50 conversations.](<https://help.tidio.com/article-media/dashboard/legacy-15531694057884.webp>)

 



 



 

### Project status

 

Here you can see basic info about your **installation**, **mailbox** and custom **domain** connections, as well as any **channel integrations** you might have (Facebook Messenger, Instagram, WhatsApp). Not only can you monitor the statuses, but you also get the option to connect the available integrations or fix possible issues.

 



 

### Current usage

 

Here you can see your current project quotas:

 

- **Customer service** (how many live conversations you've handled)
- **Lyro AI agent** (how many conversations Lyro has handled)
- **Flows** (how many unique visitors your flows have served)

 

Each line shows how much of the quota you've used so far, with a progress bar.

 



 

## News Feed

 



 

Lastly, located at the very bottom of the Dashboard, you can see the **News Feed** - it shows you the latest news regarding Tidio releases, special deals, or articles (and blog posts) worth checking out.

 



 

![The News Feed with cards about Lyro 2.0, a Tidio review reward, a Lyro demonstration, and a free Tidio Academy course.](<https://help.tidio.com/article-media/dashboard/legacy-15531677806236.webp>)

 

## Further reading

 

- [The Analytics section](<https://help.tidio.com/articles/analytics-section/>)
- [Lyro Analytics](<https://help.tidio.com/articles/lyro-analytics/>)
- [Flow Metrics](<https://help.tidio.com/articles/flow-metrics/>)
