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What Insights helps you do

Insights is your workspace dashboard. It helps managers see what is happening across the business without opening every property, task, or conversation one by one. Use Insights to:
  • Review recent activity in Pulse.
  • See how agents are helping your team.
  • Track message volume and response work.
  • Check task and workforce trends.
  • Review property and reservation results.

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Before you start

Your view depends on your role and permissions. Some users only see Pulse. Admins and managers may see the full dashboard when they have access to the related records.

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Main areas

Overview

A quick summary of the areas your role can see.

Pulse

A live activity feed for agent work, messages, tasks, and other key events.

Agents

See agent activity and where the AI is helping your team.

Messaging

Review conversation activity and message trends.

Workforce

Track task and team activity when your role can view workforce data.

Results

Review property and reservation performance when your role can view those records.

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Filter Insights by property

Use the property filter at the top of Insights to focus the dashboard on one or more properties. You can also select a property group to include all properties in that group. The selection applies across Overview, Agents, Messaging, Workforce, Results, Reviews, and Upsells, including the details you open from those areas. Clear the selection to return to workspace-wide results.

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Use Pulse each day

1

Open Insights

Click Dashboard or Insights in the main navigation.
2

Open Pulse

Select Pulse in the Insights sidebar.
3

Scan the latest rows

Look for items that need review, such as drafted replies, task changes, escalations, or important property updates.
4

Open details

Click an item to see more context in the side panel.

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Understand AI Automation Rate

In Messaging, AI Automation Rate shows the share of completed AI decisions that the AI handled without a person taking over. It includes replies the AI sent and conversations where it correctly decided that no reply was needed. Escalations remain in the total because they required human ownership. Drafts, pending decisions, failed attempts, rejected suggestions, and conversations answered by a person before the AI finished are not counted. This keeps the rate focused on completed decisions instead of unfinished work. Use the count beside the rate to understand the sample size, and compare the same date range and property filters when reviewing changes over time.

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How to check it worked

You should be able to answer:
  • What happened recently?
  • What needs a human decision?
  • Which area needs attention today?
  • Which teammate or agent is involved?

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Common problems

Your role may not have full Insights access. Ask an admin to review your permissions.
Check the date range, property filters, and whether your workspace has data for that area.
You may not have permission to view the related record, such as a conversation, task, property, or reservation.