When you first log into OnboardFi, the Dashboard provides a snapshot of your recent onboarding activities, usage, and key performance metrics. This page helps you understand your team’s current onboarding effectiveness, track ongoing sessions, and monitor token usage at a glance.
Overview Metrics
Onboards & Sessions:
Quickly see how many onboarding flows (Onboards) have been created or run over a given period, as well as the total number of Sessions.Date Range Selector:
Use the date picker to customize the timeframe. This allows you to view metrics over the last 7 days, 30 days, or any other predefined window.
Graphical Insights
Onboard & Session Trends:
A line graph displays how many Onboards and Sessions took place over time. Spikes can highlight launch events or promotional periods.Hover for Details:
Move your cursor over any point on the graph to see more detailed statistics for that specific day.
Usage-Based Pricing Metrics
Total Tokens Used (Input & Output):
Monitor how many tokens you’ve consumed to ensure you’re on track with your plan’s usage limits. Input tokens represent data your agents receive, while output tokens represent responses they generate.Cost Insights:
Each token category includes a rate, helping you understand your current spending and forecast future usage costs.
Agents & Sessions Limits
Remaining Agents:
Track how many AI Agents you’ve deployed versus your plan’s allowed maximum. This helps you plan when to upgrade if you need more capacity.Remaining Sessions:
Keep tabs on how many user sessions you have left for the current period, ensuring you always have enough bandwidth to support your clients.
Recent Onboards Table
Progress Indicators:
Quickly see the status of your most recent Onboards, including completion percentages and any pending steps.Created By & Onboard Names:
Identify who launched each Onboard and what it’s called, making it easy to sort or search by team member or client.Date Stamps & Updates:
Each record includes the date created and last updated, giving you a clear timeline of onboarding activity.
Actions & Next Steps
Access Detailed Analytics:
Click on an Onboard entry or go to the Analytics section for deeper insights into performance metrics, user engagement, and completion rates.Navigate to Integrations & Storage:
From the left-hand menu, explore Integrations to connect external tools or Storage to manage onboarding resources like documents, templates, or media files.Upgrade to Pro:
If you need more features—such as unlimited Onboards or advanced analytics—use the “Upgrade to Pro” button right from the dashboard to scale with your growth.
Tips for Maximizing the Dashboard
Regular Check-Ins:
Schedule a few minutes each week to review the dashboard and identify any trends or anomalies.Use Custom Date Ranges:
Experiment with different date ranges to compare activity levels over time, such as before and after a new product release.Leverage Notifications:
Enable or review real-time notifications to ensure you’re promptly aware of milestones, completion rates, or potential issues in the onboarding process.