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

# Insights

> Use dashboards and Pulse to understand guest messages, agent activity, tasks, workforce, and results

## 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.

## 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.

## Main areas

<CardGroup cols={2}>
  <Card title="Overview" icon="chart-pie">
    A quick summary of the areas your role can see.
  </Card>

  <Card title="Pulse" icon="activity">
    A live activity feed for agent work, messages, tasks, and other key events.
  </Card>

  <Card title="Agents" icon="sparkles">
    See agent activity and where the AI is helping your team.
  </Card>

  <Card title="Messaging" icon="message-circle">
    Review conversation activity and message trends.
  </Card>

  <Card title="Workforce" icon="users">
    Track task and team activity when your role can view workforce data.
  </Card>

  <Card title="Results" icon="trophy">
    Review property and reservation performance when your role can view those records.
  </Card>
</CardGroup>

## Use Pulse each day

<Steps>
  <Step title="Open Insights">
    Click **Dashboard** or **Insights** in the main navigation.
  </Step>

  <Step title="Open Pulse">
    Select **Pulse** in the Insights sidebar.
  </Step>

  <Step title="Scan the latest rows">
    Look for items that need review, such as drafted replies, task changes, escalations, or important property updates.
  </Step>

  <Step title="Open details">
    Click an item to see more context in the side panel.
  </Step>
</Steps>

## 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?

## Common problems

<AccordionGroup>
  <Accordion title="I only see Pulse">
    Your role may not have full Insights access. Ask an admin to review your permissions.
  </Accordion>

  <Accordion title="A chart looks empty">
    Check the date range, property filters, and whether your workspace has data for that area.
  </Accordion>

  <Accordion title="I cannot open a detail">
    You may not have permission to view the related record, such as a conversation, task, property, or reservation.
  </Accordion>
</AccordionGroup>

## Related articles

* [AI Hub](/platform/ai-hub)
* [Inbox](/platform/inbox)
* [Tasks](/platform/tasks)
* [Workforce](/platform/workforce)
* [Reviews](/platform/reviews)