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Review team workload in the Inbox Dashboard

See who is available and how much each teammate is carrying before you reassign anything.

Written by Heather Worthington

The Dashboard gives you a live view of your team and refreshes every 60 seconds. Use it throughout the day to spot pressure before conversations breach their service levels.

Open the Dashboard

To review availability and workload, work from the Inbox menu.

  1. Click Dashboard in the Inbox menu.

  2. Click Inboxes to review team performance, or click Teammates to review individuals.

  3. Select the filters you need to focus on a specific data set.

What the Dashboard tells you

Each tab surfaces a different view of the same live data.

  • Status and channels: who is active, who is away, and whether they are set to conversations, phone, or both.

  • Time on status and time active: how long each teammate has held their current status, and how long they have been working.

  • Response times: first response time and median response time across the team.

  • Volumes: open, idle, snoozed, closed, and participated counts for each teammate.

  • Workload: how close each teammate is to their assignment limit.

🤓 Tip: Check the Dashboard before you ask a teammate to pick up a conversation. A teammate at their workload limit cannot receive automatic assignments, so anything you hand over needs assigning by hand.

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