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Dashboard Overview in Meera AI

The Meera AI Dashboard provides a comprehensive view of your campaigns, lead interactions, and system performance. This guide will walk you through the key sections of the dashboard and how to navigate them efficiently.

1. Account & Dashboard Management

This section provides a detailed walkthrough of the dashboard's features. It covers how to access account settings, manage your profile, add holidays, and invite users with specific roles. Additionally, it demonstrates how to navigate the dashboard to monitor campaign performance and analyze data effectively. 

Chapters

Watch the full video here

2. Managing Campaign Settings

This section provides an overview of the different features within the campaign management tool. It covers key areas such as numbers, scripts, follow-ups, transfer settings, business hours, form posts, and notifications. You’ll learn how to view purchased numbers, customize scripts, schedule follow-ups, adjust campaign settings, and manage notifications effectively.

Chapters

0:00 - Numbers Section

1:04 - Follow-ups Section

1:51 - Transfer Setting Section

2:36 - Form Post Section

Watch the full video here

3. Lead Management in Campaigns

This section provides a walkthrough of managing leads within campaigns. It covers how to filter leads, close specific leads, view scheduled call leads, and handle DNC leads effectively. Additionally, it explains the importance of the new conversion summary report and how to utilize it for campaign performance analysis.

Chapters

0:00 - Campaign Lead Section

1:18 - Scheduled Call Leads

2:30 - Close or DNC Lead

Watch the full video here

 

If you have any questions or require any assistance, feel free to reach out to help@meera.ai