Workspace

Dashboard customiser

After onboarding

Make the default dashboard show the work that matters most.

2shown blocks5hidden blocksWhat needs attentionfirst on dashboard
Thea

Thea's Daily Briefing

A once-a-day plain English note from Thea, drawn from the workspace signals that matter most.

UsesInbox, contacts, bookings, deals, support, marketing, website and finance
Setup

Recommended first steps

A short setup list while the workspace is still taking shape.

UsesContacts, inbox, calendar and module setup
Priorities

What needs attention

Unread messages, open conversations, invoices, forms and other useful nudges.

UsesInbox, notifications, forms, finance and projects
Suggestions

Smart suggestions

Follow-up prompts and practical next moves based on current workspace activity.

UsesMessages, modules and business activity
Marketing

Marketing momentum

Landing page views, conversion clicks and engagement from the last two weeks.

UsesLanding pages, analytics and CTA clicks
Website

Website traffic

Public website visits and the pages people have viewed recently.

UsesWebsite analytics events
Modules

Growth tools

Useful module prompts when the website is ready for SEO, marketing or AI support.

UsesWebsite, SEO, Marketing and AI modules
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