Home

Home is the first page after sign-in. It gives operators a fast summary of work that needs attention and recent agent activity.

​

Needs review

The Needs review section lists current conversations that require an operator, including unresolved handoffs. Select Open to go directly to the conversation detail. Select View all to open the filtered Conversations inbox.

​

Performance summary

Use the date-range selector to review:

• Percentage resolved by Visito
• Total conversations
• Agent messages

Available ranges include the last 7 days, last 30 days, this month, and last month.

​

Credits

The sidebar credits widget shows the active workspace’s remaining balance and health state. Select it or Billing & Usage to review detailed usage, cycle dates, and plans.

​

Ask Lana

Select Ask Lana in the top bar or floating button for help with the current page and supported current-record summaries.