Automation Dashboard
The live metrics each autotask generates — orders, response times, channel mix, and active conversations — one dashboard per autotask.
Overview
When you open an autotask in Console (for example Customer Support, Order Confirmation, or Ads Optimisation), it opens in its own tab — and that tab is split into three sub-tabs: Dashboard, Conversations, and Analytics. Together they are where you see everything the autotask produces: live summary numbers, the underlying customer conversations, and the long-term trends.
Why it exists: autotasks do their work in the background, so without these views you'd be flying blind. The three tabs answer three different questions — 'how is it doing right now?' (Dashboard), 'what's happening, conversation by conversation?' (Conversations), and 'what does the AI recommend I do?' (Analytics) — all scoped to the one autotask you have open.
The three tabs
- What it is
- The at-a-glance home of the autotask — a visual summary of how it is performing right now. This is the tab shown by default and the one in the screenshots.
- What it stores
- No raw data of its own — it shows rolled-up figures: the four headline metric cards with period-over-period trend (e.g. Repeat Customers 293 +5%, Avg Response Time 1.2s, Attended Conversations 1,234, Sales Confirmed 512 +24%), the 'Conversations This Week' bar chart, the 'Channel Breakdown' donut (WhatsApp / Facebook / Website), and a short preview of the most recent conversations.
- How it works
- Reads pre-aggregated rollups computed from the events the autotask logs (messages, orders, status changes). Figures are recomputed for the shown period and refreshed in near real time as new activity arrives.
- What it is
- The inbox of every customer conversation the autotask is handling, shown as 'Recent Chats'. The feed at the bottom of the Dashboard is just a preview of this.
- What it stores
- One card per conversation — avatar/initials, customer name, a status badge (Pending / Resolved), the last message, a channel badge (Messenger / WhatsApp / etc.), and timestamp. Across the top are filter tabs: All, Action, and Paused (Paused carries a count badge for chats waiting on you).
- How it works
- Every conversation the autotask touches appears here in near real time. Use the All / Action / Paused filters to triage — 'Action' surfaces chats that need your input, 'Paused' are ones the autotask is holding. Click a conversation to open the full thread or take it over.
- What it is
- The autotask's AI-generated insights and recommendations — a set of report views listed under Analytics in the left nav (e.g. Customer Profile, Promo Ideas, Inventory Management), each turning the autotask's data into something you can act on.
- What it stores
- Each view holds a different AI analysis. Example — Inventory Management ('AI-predicted restock priority') lists products as cards with current vs. recommended stock, a priority badge (High / Medium / Low), reorder point, demand level, and a 'Restock Now' action. Customer Profile and Promo Ideas are sibling views with their own AI outputs.
- How it works
- The AI reads the autotask's accumulated data (orders, conversations, stock movement) and produces ranked, actionable recommendations. You act on them right from the view — e.g. clicking 'Restock Now' on a flagged product.
What it can do
On the Dashboard tab: four key stats for the autotask, each with a trend vs. the previous period — e.g. Repeat Customers (293, +5%), Avg Response Time (1.2s, +40% faster), Attended Conversations (1,234), Sales Confirmed (512, +24%).
A daily bar chart (Mon–Sun) for the current week with a hover tooltip breaking down Sales confirmed vs. Attended conversations per day.
A donut chart showing where activity came from — for example WhatsApp 50%, Facebook 30%, Website 20%.
Recent conversations with customer name, channel badge (Facebook / WhatsApp), last message, status (Pending / Resolved), and how long ago — a preview of the full Conversations tab.
Each autotask opens in its own tab with its own Dashboard / Conversations / Analytics. Switch autotasks to switch the whole set; the metrics adapt to what that autotask measures.
How it works
Under the hood, the autotask records a raw event for everything it does — each message sent or received, each order confirmed, each status change — into your business's data store (the same source Global Logs and Copilot read from), tagged to that specific autotask. The three tabs are different lenses on that one stream of events: Conversations reads the records directly and groups them per customer; Dashboard reads aggregated rollups for the current period; Analytics feeds the same data to AI models that produce the insight views (restock priorities, customer profiles, promo ideas) and the recommended actions. Because every event is tied to the autotask that produced it, a sales/order autotask surfaces orders and stock recommendations, while a support autotask surfaces response time and conversation outcomes — from the same underlying machinery. Data is isolated per business and updates in near real time.
Navigation
- Autotask tabsTop of the business — 'Home' plus a tab per open autotask (e.g. 'Customer Support'). Click to switch which autotask you're viewing.
- Dashboard / Conversations / AnalyticsThe three sub-tabs (left nav) inside an open autotask — the summary, the 'Recent Chats' inbox, and the AI insight views respectively.
- Analytics viewsExpand Analytics in the left nav to reach its AI reports: Customer Profile, Promo Ideas, and Inventory Management.
- Conversation filtersTop of the Conversations tab — All, Action, and Paused (Paused shows a count of chats awaiting you).
- Autotask listLower-left sidebar — Customer Support, Order Confirmation, Ads Optimisation. The active one is highlighted.
- Metric cardsTop row of the Dashboard tab — the four headline stats with trend indicators.
- ChartsMiddle of the Dashboard tab — 'Conversations This Week' (bar) on the left, 'Channel Breakdown' (donut) on the right.
- Conversations feedBottom of the Dashboard tab — a preview of recent conversations; the full list is the Conversations tab.
💡 Tip: Use the tabs in order: scan the Dashboard for anything off, drop into Conversations (filter by Action) to clear chats that need you, then check Analytics for the AI's recommendations — e.g. act on the High-priority items in Inventory Management before they sell out. A high 'Attended Conversations' count with a rising 'Avg Response Time' usually means the autotask is overloaded — tune it in Autotasks before customers feel the delay.
Step by step
Prerequisites
- An active Opsfly Console business
- At least one autotask created and running (see Autotasks)
- A few days of activity for the trend indicators and weekly chart to be meaningful
Configuration
No setup required. Open Console, pick an autotask from the left sidebar to open its tab, then switch between Dashboard, Conversations, and Analytics with the sub-tabs. The 'Conversations This Week' chart is labelled with its date range (e.g. 23 March 2026 – 29 March 2026); trend percentages compare the current period to the previous one. To act on an open conversation, click it in the Dashboard feed or in the Conversations tab.
Next steps
To create or adjust the autotasks that feed these tabs, see Autotasks. To search all activity across every automation, see Global Logs. To ask about any of these numbers in chat, see Copilot.