When you first log into PSAI, you'll arrive on your company's PSAI Dashboard.
The PSAI dashboard allows for an “at-a-glance” look at your leads and engagements. Most of the data shown here represents the current month and is designed to give you quick insights into the performance of your PSAI marketing sources (or "apps") as well as your PSAI users.
Like the rest of PSAI, the Dashboard is mobile-friendly! You can set a shortcut on your phone or tablet to use all of the PSAI tools on the go.
If you're viewing the Dashboard on a mobile device, the same panels appear; they'll simply be stacked, as shown below.
Below we'll look closer at each panel of the Dashboard and what it means.
Inquiry Types (MTD)
The Inquiry Types panel displays the various inquiry types that have come into your company this month. These may include:
- Billing Claim
- New Project
- Project Status
- Unknown Inquiry
Engagement Source (MTD)
The Engagement Source Panel shows you where your leads are coming from. Each "engagement source" refers to one of your PSAI marketing apps.
For example, maybe you have one chatbot, several quote forms, and a storm campaign all going at the same time. This pie chart will show you which of these different marketing sources has been most effective at generating leads in the current month.
The names displayed in the legend are the names that you've given to your marketing sources. For easy scanning of your Dashboard, make sure to choose descriptive names for your marketing sources! Learn more in our guide to creating marketing sources.
Total Leads (MTD)
Like the name suggests, this panel displays the total leads you've generated through PSAI marketing sources in the current month. In addition to the numerical display of total leads for the current month, it provides a month-to-month percentage comparison.
Did you know? You can manually add leads to PSAI, too! By adding a lead manually, you will be able to communicate with the lead through the Com Portal, and you'll see the lead reflected on the panels of your PSAI Dashboard.
Total Engagements Closed (MTD)
This display offers a quick look at the number of engagements closed by each of your PSAI users through the month to date. It then ranks your PSAI users from the highest number of total lead engagements closed to the lowest, which are reflected in the blue numbers at the left-hand side.
Not sure what it means to "close" a lead engagement? Learn more about closing leads in the Com Portal.
Total Leads (YTD)
This graph displays the total number of leads for each month for the year to date, giving you a quick comparison overview.
Chat Conversations Used
This panel shows a numerical display of the number of chat conversations used for the current month to date. (The total number of chat conversations available to you will depend on your PSAI subscription.)
The term “chat conversation” refers to complete chats (in which the customer left the chat conversation), not each individual “chat message” sent.
This panel provides a numerical display of the number of Predictive Portraits calculated for the month to date. (The number of predictive insights you can calculate varies based on your PSAI subscription level.)
You can learn more about PSAI's predictive insights in these related resources:
- How to Calculate a Predictive Portrait
- Overview: Predictive Portraits
- Taking Advantage of Predictive Technology in the Com Portal