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Tier access: STARTER GROWTH PLUS PREMIER — Available on all tiers.
Overview
The Home page is your workspace's admin landing dashboard — the first screen you see after signing in. It gives you an at-a-glance pulse of your conversations, a guided setup checklist, the status of your connected channels, your current plan, and your team. Every Tactful workspace includes it.
You reach it from Home at the top of the left navigation sidebar.
What's on this page
Section | What it gives you |
|---|---|
Last 24 Hours | Live activity snapshot and a shortcut to full reports |
Learn More | Quick link to the Support Center |
Your Setup Completion | Guided onboarding checklist |
Channels | Status of every connected messaging channel |
Current Plan | Your subscription, upgrade and billing |
Advanced Setup | Shortcuts to FAQs and Workgroups |
Team Members | Your agents, pending invites and team management |
Last 24 Hours
What it does: Shows a real-time pulse of your contact-center activity — the number of Live Conversations happening right now and Conversations This Week, each with a trend indicator versus the prior period.
How to use it:
Read the headline metrics to gauge current load and weekly trend at a glance.
Select View All Reports to open the full reporting area (Supervisor Hub → Reports) for deeper analysis.
Learn More
What it does: A quick entry point to Tactful's help resources so new admins can find guidance without leaving the dashboard.
How to use it:
Select Support Center to open Tactful's help documentation in a new tab.
Your Setup Completion
What it does: A guided onboarding checklist that walks you through the essential first-time configuration of your workspace.
How to use it:
Setup Languages — configure the languages your workspace supports.
Personal Profile — complete your own user profile.
Business Info — fill in your organization's business details.
Channels
What it does: Lists every messaging channel available to your workspace with its connection Status and a shortcut to configure it. Channels are how customers reach you — WebChat, WhatsApp, Messenger, Email, Instagram and more.
How to use it:
Check the Type column to see each channel.
The Status column (If a channel is disconnected, you will receive an e-mail alert).
Select the link in the Configuration column — Setup to finish configuring, or Connect to link a new channel.
Tier note: The Channels widget is available on all tiers, but individual channel types may be gated by plan (e.g. in-app/Customer-Portal messaging are Plus & Premier). See the Channels feature page for per-channel tier availability.
Current Plan
What it does: Shows your active subscription, its status and renewal date, and gives you direct access to upgrade or review billing.
How to use it:
Review your plan name, status and renewal date.
Select Upgrade to move to a higher tier.
Select Billing Details to review invoices and payment information.
Advanced Setup
What it does: Shortcuts to two higher-level configuration areas that power automation and routing.
How to use it:
FAQs — manage the FAQ knowledge that feeds automated answering.
Setup Group — create and manage Workgroups used for routing and team organization.
Team Members
What it does: Lists the agents and admins in your workspace, surfaces any pending invitations, and gives you controls to manage and grow your team.
How to use it:
Review the member list with each person's name and role; accept any pending invitations shown.
Select Manage Team to open full team management.
Select the + button to invite a new team member.
Tier note: Team management is available on all tiers, but the number of agents (seats) is capped by plan: up to 30 on Starter and Growth, up to 50 on Plus, and unlimited on Premier.