respond.io Onboarding · Lesson 06
Lesson 06 · For managers
Know your numbers.
This lesson is aimed at owners and managers. The Reports and Dashboard show how fast your team replies, how many conversations they handle, and where your best leads come from, so you can manage on facts rather than gut feel.
respond.io gives you two views of your activity. The Dashboard is the at-a-glance overview of what is happening now. Reports let you dig into the detail across any date range. Both live in their own module in the left navigation.
The reports worth knowing
Open the Reports module and switch between tabs. The ones most useful day to day are:
| Conversations | Response and resolution times, plus how many conversations were opened and closed. Your service-speed report. |
| Users | Performance by team member, so you can see who is handling what and spot your top performers. |
| Contacts | How many contacts were added, and their source, including paid ads from Meta and TikTok. Tells you which channels bring leads. |
| Lifecycle | How leads move from new to paying customer, with conversion and drop-off points along the funnel. |
| Broadcasts | Delivery and read rates for any campaigns sent. |
How to read a report
- Open the Reports module and choose a tab, for example Conversations.
- Pick a date range, or set a frequency like daily or weekly.
- Add filters to narrow the view, such as a specific channel, team or contact.
- Read the charts and totals, then compare against the previous period to spot the trend.
The numbers to watch each week
You do not need to track everything. As a manager, keep an eye on a small set of signals:
| First response time | How quickly customers get a first reply. Speed is what wins the enquiry. |
| Resolution time | How long conversations take to close. Rising times can mean a bottleneck. |
| Conversations per agent | Workload balance across the team. |
| Lead source | Which channels and ads bring your best contacts, so you can spend where it works. |
That completes the series. You now have the full picture, from first login to managing the numbers. When you are ready to go further, your Zelix team is one message away.