Example client dashboard
An idea of what you would see.
How a client's page could look: what the agents did, the hours they gave back, and what is waiting for a decision. We shape it to each business.
Illustrative example with made-up figures for a café. They are not any client's data.
- Tasks done
- 142
- Hours given back
- 11.5
- Waiting for your approval
- 3
Waiting for you
Reviews Agent
Reply to a two-star review
Thank you for telling us about the wait on Saturday. You are right that it was too long; we have added a second person at the counter at weekends. We would like to see you again.
Restock
Order to the milk supplier
Whole milk and oat milk for Friday's delivery, as on the stock sheet.
Newsletter
Monthly email to regulars
New autumn menu, the Thursday tasting evening and the Christmas opening hours.
Done today
- Orders · Takeaway order confirmed for 08:15
- Reviews Agent · Replied to a five-star review after your approval
- Orders · Large catering request passed to you
- Restock · Low items listed from last night's stock sheet
- Sales summary · Weekly sales summary sent to your inbox
The monthly report
October · example- Tasks done
- 596
- Hours given back
- 48
- Approved by you
- 41
- Handed to you because the agent was unsure
- 9
- Steps that failed and were retried or flagged
- 2
Each line is counted from the actions behind it, recorded like those in the log below.
The action log
Every action, with when, why and what came of it. Nothing happens off the record.
| When | Agent | Action | Why | Result |
|---|---|---|---|---|
| Mon 07:40 | Orders | Confirmed a takeaway order for 08:15 | Items on today's menu, counter free at 08:15 | Customer confirmed |
| Mon 09:30 | Orders | Passed a catering request to you Handed to you | Forty people: above the size it confirms on its own | Waiting for you |
| Mon 10:12 | Restock | Listed low items from the stock sheet | Oat milk and beans under their minimum | Order drafted for your approval |
| Mon 21:15 | Reviews Agent | Did not draft a reply to a review Handed to you | The customer mentions an allergic reaction: that is yours to answer | Waiting for you |
| Tue 08:04 | Reviews Agent | Published a reply to a five-star review | You approved it at 08:03 | Published |