Dashboard

How Lead360 helps

Lead360 gives each team a single starting point for reviewing recent customer activity, asking Ask360 for context, and moving into the correct workspace. The Dashboard keeps the current sub-account visible so staff can investigate and prepare work without mixing records from another client or location.

When to use this area

Use the Dashboard when you need a broad view of the day, want to locate the right product area, or need Ask360 to explain what changed before you take action.

Before you begin

• Confirm the sub-account shown in the workspace switcher.
• Know whether you need information, a draft, or a live change.
• Have the customer, campaign, appointment, or record identifier ready when the request is specific.

What this area does

The Dashboard is the main Ask360 workspace. Ask questions, review drafts, and open connectors, channels, playbooks, memory, and plugins from one place.

A reliable workflow

1. Describe the result you need.
2. Review the sources or proposed changes.
3. Accept or decline every action that would change live data.

Confirm the result

A completed Dashboard workflow should be visible in the product area that owns the final record. Use these checks before relying on the result or moving to the next customer-facing step.

• Open the source record behind any important summary.
• Review every proposed write before approving it.
• Move into the feature page that owns the final action and confirm the result there.

Troubleshooting

The answer is too broad

Name the exact business record, date range, and desired outcome. Ask360 performs better when it can stay inside one clear tenant-scoped task.

A tool is unavailable

Open the feature that owns the task and check your role permissions. Ask360 cannot grant a permission or connector that the signed-in user does not have.