VeloConnect — Guide

Your dashboard at a glance

The dashboard is the first thing you see after signing in. It’s tuned to your role — an agent sees their own numbers, a supervisor sees their team’s, an admin sees the whole company.

VeloConnect dashboard
Fig. 1 — The default dashboard. Cards reflow on smaller screens.

What each card means

Wallet balance

Top-right. The live balance you’re billing against. Click it to top up. If the number turns amber, you’ve crossed your low-balance threshold; red means you have under 24 hours of average usage left.

Active conversations

How many threads are open right now across every channel. Click through to land in the Unified Inbox, already filtered to “open”.

Today’s volume

Messages and calls in the last 24 hours, broken down by channel. The trend arrow compares to the same window yesterday.

Reach

Unique contacts your company touched in the period you’ve picked (default: last 7 days). This is different from message volume — sending 10 messages to the same person counts as one reached contact.

Channel performance

A small chart per active channel. Delivery rate, response rate, and clicks (if you used a tracking link).

Team activity (supervisors and admins only)

A live list of who’s online, what they’re working on, and average response time today. Click an agent to see their queue.

Queue depth (if voice is enabled)

The number of callers waiting, plus the oldest wait time. If this card is amber, something’s blocking your team — go look.

Supervisor view of the dashboard
Fig. 2 — Supervisor view. Team activity and queue depth get a bigger slice; per-agent stats expand inline.

Time range

The control at the top right of each chart selects the time window: today, last 7 days, last 30 days, or a custom range. Changing it on one chart changes it for the whole dashboard. The window resets to “today” when you re-open the dashboard, so dashboards stay snappy by default.


Customising the layout

Each user can rearrange and hide cards: drag a card to a new spot, or open the menu and pick Hide. The layout is saved per user, not per company.

Admins can also pin a card so agents can’t hide it (useful for “Wallet balance” or “Queue depth”). The pin lives in Settings → Dashboard defaults.


A note on numbers

Dashboard data refreshes every minute. If you’ve just sent a campaign and the numbers haven’t moved yet, give it 60 seconds. Numbers in the Reach Statistics detail view (linked from the Reach card) are exact and updated continuously — the dashboard rolls them up for speed.


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