> ## Documentation Index
> Fetch the complete documentation index at: https://docs.watx.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Home

> The screen you open first: the period's headline numbers, who is waiting for a reply, what needs attention, and how your campaigns, deals, automations and agents are doing.

**Home** is the first row of the sidebar and the screen most people open first
thing. It answers four questions on one page: how busy were we, who is waiting
on us, what has gone wrong, and what is about to close. Every panel works with
nothing connected; a workspace with only contacts and deals still gets a
finished page.

## The date range

The range control sits in the page header: **7d**, **30d**, **90d** or
**Custom**. **30d** is the default. **Custom** opens **Custom date range**,
where you pick a **Start** and an **End** day.

One range governs every panel that counts activity over time, and each of those
panels names the period it shows (for example "Last 30 days"):

* the four headline tiles,
* **Conversations over time**,
* **Channels**,
* **Automation & AI**.

The other panels describe the workspace as it stands right now, so the range
does not change them: **Pipeline value**, **Waiting on you**, **Closing soon**,
**Campaign performance** and **Recent activity**.

### Exporting

**Export** next to the range opens **Export data**. Pick a **Data type**
(**Messages**, **Contacts**, **Deals** or **Campaigns**), adjust **From** and
**To** (they start from the range you are viewing), and press **Export CSV**.

## Quick actions

A row of shortcuts under the page title: **New contact**, **New deal**, **New
automation** and **Open inbox**. **New campaign** joins them once WhatsApp is
connected, because campaigns send on WhatsApp only.

## Needs attention

A strip under the quick actions lists counts worth interrupting you for. Each
one links to the place you fix it:

| Item | Counts | Opens |
| - | - | - |
| Unassigned chats | Open conversations where the customer has written and nobody is assigned | The inbox's unassigned view |
| Failed campaigns | Campaigns that failed in the last 7 days | The campaign history, filtered to failed |

<Note>
  The strip shows only counts above zero, and when there is nothing to report it
  does not appear at all. There is no "all clear" banner, so when the strip is
  on screen, something needs doing.
</Note>

## The headline tiles

Four tiles, each for the selected range:

| Tile | What it counts | Opens |
| - | - | - |
| **Conversations** | Conversations that started in the range | Inbox |
| **Messages sent** | Every message the workspace sent: replies, campaigns, automations, flows and AI agents | — |
| **New contacts** | Contacts created in the range | Contacts |
| **Deals won** | The total value of deals marked won, in the workspace currency | Pipelines |

Every tile carries:

* a **sparkline**, one point per day, so you can tell a spike from the normal
  shape of your week;
* a **comparison** with the previous period of the same length, for example
  "vs previous 30 days", as a percentage up or down. When the previous period
  had nothing to compare against, the tile says **No prior data** or **First
  activity in this period** instead of an invented percentage.

A won deal is counted in the period it was last updated, which is normally the
day it was moved to won. **Deals won** says **No deals closed in this period**
when there were none.

## Conversations over time

Daily message volume for the range, as two areas: **Incoming** (from
customers) and **Outgoing** (everything you sent).

When an AI agent replied at least once in the range, a third line appears,
**of which AI**. It sits inside **Outgoing**, because AI replies are part of
what you sent, not extra messages on top. A workspace with no AI replies in the
range sees no AI line at all.

## Pipeline value

The value of open deals, broken down by stage. See [Pipelines and
deals](/contacts/pipelines-and-deals).

## Channels

One card per channel, with its connection state and, for a connected channel,
how many messages were sent and received in the range. The whole card is a link:
to the channel's analytics when it is connected, or to its setup when it is not,
where the card says **Connect** and the channel name.

## Plan summary

The workspace owner also sees a plan card: the plan name, its standing (for
example **Trial**, **Active**, **Cancelling**, **Payment due** or **Expired**)
with a one-line explanation, the **Contacts**, **Messages/mo** and **Seats**
allowances, and a **Manage plan** link. Nobody else sees this card. See [Plans
and billing](/getting-started/plans-and-billing).

## Waiting on you

Customers whose last message has no reply yet, longest wait first. Each row
links straight to the conversation, and the wait time updates while the page is
open.

The header says how many are waiting, or **All replied** when nobody is. The
footer shows the target first reply time (five minutes) and the average first
reply time this week and last week.

## Closing soon

Open deals with an expected close date in the next 14 days, plus deals whose
expected close date has already passed (up to 90 days back) while the deal is
still open. Overdue deals are highlighted and counted in an **overdue** badge,
because a close date that has passed on an open deal is the most common sign of
a pipeline that needs updating.

The panel shows the number of deals in the window and their total value. A deal
appears here only once it has an expected close date.

## Campaign performance

Your five most recent campaigns that are queued, sending, sent or failed. Each
row shows how many messages were sent (and out of how many recipients, if not
all were sent), how many failed, and a bar for **Delivered**, **Read** and
**Replied**.

The three bars are nested, not stacked: every read message was also delivered,
so the bars overlap rather than add up. A badge in the header counts campaigns
that are scheduled or repeating, and **All campaigns** opens the full list. See
[Campaigns](/whatsapp/broadcasts).

<Note>
  The feature called **Campaigns** in the app was called Broadcasts until
  September 2026. Older pages, the API and its scope names still use the word
  "broadcast" for the same thing.
</Note>

## Automation & AI

Work that happened in the range without anyone typing:

| Figure | Meaning |
| - | - |
| **AI replies sent** | Replies written by an AI agent, with their share of everything you sent |
| **Handed to a human** | Conversations an AI agent handed over to your team |
| **Automation runs** | Automation runs, and how many of them failed |
| **Sent by a person** | Everything you sent apart from AI replies, which includes campaigns, flows and automations |

If no agent replied and no automation ran in the range, the panel says
**Nothing ran in this period** instead. See [AI agents](/ai-agents/overview)
and [Automations](/automations/overview).

## Recent activity

The latest events across the workspace: messages, new contacts, deals,
campaigns and automations, newest first. **Show** sets how many rows you see
(5, 10, 20 or 50), and **View all** opens the inbox.


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