Understanding the Dashboard

Dashboard Overview

Your dashboard is the central hub for managing customer complaints. Here's what you'll see:

Main Sections

Section
What It Shows

Summary Cards

Quick stats - open complaints, resolved today, response time

Recent Complaints

Latest complaints requiring attention

Quick Actions

Common tasks like viewing all complaints, settings

Analytics

Trends and metrics (resolution rate, common issues)

  • Home - Dashboard overview

  • Complaints - Full list of all complaints

  • Redeem - Staff redemption mode

  • Settings - Business configuration


Complaint Statuses Explained

Every complaint has a status that tells you where it is in the resolution process:

Status
Meaning
Action Needed?

Pending

AI suggested an offer, waiting for your approval

Yes - Review and approve/deny

Resolved

Offer approved and sent to customer

No - Complete

Escalated

Customer requested manager contact or issue is severe

Yes - Personal response needed

Denied

You denied the AI's suggested offer

Maybe - Consider replying

Feedback

Customer left feedback after resolution

No - Review for insights

Status Colors

  • 🟡 Yellow - Pending (needs attention)

  • 🟢 Green - Resolved (complete)

  • 🔴 Red - Escalated (urgent)

  • Gray - Denied


Filtering & Searching

Filter by Status

  1. Go to Complaints tab

  2. Tap the status filter chips at the top:

    • All | Pending | Resolved | Escalated | Denied

  3. List updates instantly

Filter by Location

If you have multiple locations:

  1. Tap the Location dropdown

  2. Select a specific location or "All Locations"

Filter by Date

  1. Tap the Date filter

  2. Choose: Today, This Week, This Month, Custom Range

Use the search bar to find complaints by:

  • Customer name

  • Customer email

  • Keywords in the complaint


Analytics & Metrics

Key Metrics

Metric
What It Means
Good Target

Resolution Rate

% of complaints resolved vs total

> 90%

Avg Response Time

Time from complaint to resolution

< 2 hours

Redemption Rate

% of offers actually redeemed

> 60%

Repeat Complaints

Same customer complaining again

< 5%

Viewing Analytics

  1. Tap Analytics (or chart icon)

  2. Select time period (Week, Month, Year)

  3. View charts showing:

    • Complaints over time

    • Most common categories

    • Resolution trends

    • Offer redemption rates

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