Help · Using Ipsion

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Your Home dashboard

Home is the first thing you see in the console. It draws your day as a picture: what is waiting on you, what each agent is doing, and how much got done. The line under the greeting sums it up, for example "2 calls are due today. 1 agent is fixing something."

Home on a computer, with a test account's day.
Home on a computer, with a test account's day.

The one thing to do: press Open the 2 (or whatever the number is) in Waiting on you. That opens only what is due today. Answer those and you are done for the day.

Waiting on you

Everything your agents are waiting on, from Needs you, sorted by when it is due.

Open the N shows only today's items. Needs you → shows all of them. When nothing is due, the button reads Open Needs you.

Your agents

One circle per agent, busiest first.

Click or tap a circle to open that agent's chat. With more than 12 agents, the quiet ones fold into one +N idle circle.

Getting done

The big number is how many tasks finished today. The bars are the last 7 days, with today on the right. A bar's height compares that day with the week's best day. When today is the best day so far, it says today · best day this week. Click the panel, or Done →, to see the finished tasks.

Today, live

On a computer, one lane per busy agent shows today from 6 AM to 6 PM. The black line is now.

Settle old asks

When some old questions already have a safe default, a strip at the bottom says, for example, "2 old asks already have a safe default. Let agents settle them?" Let agents settle sends your assistant one message: apply each default and post one line per item, so you can undo any of them. Nothing is closed until your assistant replies.

Colours

Orange means it needs you or is being fixed. Purple means done. Grey means idle or later. Done items also carry a ✓, so you can tell done from fixing without relying on colour.

On the phone

The phone app shows Waiting on you, Your agents, Getting done and the settle strip. Today, live is on the computer only. Home refreshes about every 30 seconds while it is open.

Home on a phone-sized screen.
Home on a phone-sized screen.

No bars and no lanes? Your server doesn't send the 7-day history yet. Everything else on Home works, and the bars fill in once it does.

Next steps

Didn’t answer your question? Email support@ipsion.ai and say what you were trying to do.