Making your own dashboard with Sammy
Your Dashboard is the first page you see in Sammy. You can choose which sections show on it and in what order, and you can ask Sammy to build you a dashboard of your own: a call list, what's owed to you, the quotes waiting on an answer, whatever helps you start the day.
Edit, hide and reorder sections#
- Open your Dashboard and scroll to the bottom.
- Tap Customise layout.
- Each section turns into a block with a Show switch.
- Drag a block by its handle to move it up or down. On a phone, press and hold the handle, then drag.
- Turn Show off to hide a section. It stays in the list, greyed out and marked "Hidden", so you can turn it back on later.
- Tap Done at the bottom of the screen to save, or Cancel to leave everything as it was. On a computer, pressing Esc cancels too.
Setup always stays at the top, and AI Inbox and crew updates shows whenever something is waiting for you, so neither of those can be moved or hidden.
Changed your mind? Tap Customise layout, then Reset to default under the sections, then Done.
Your layout is saved to your account, so it's the same on your phone and your computer. If it can't save, you'll see "Couldn't save your layout." with Try again.
Build a dashboard with Sammy#
Under Your dashboard, tap Chat now. Sammy explains what he can build and offers a few starting points you can tap:
- Start me with the starter dashboard
- Build me a follow-up list
- Show me what's owed
Tap one and Sammy gets going, or type what you'd like to see in your own words. Nothing is typed in for you.
The starter dashboard#
Not sure what to ask for? The starter dashboard shows what's possible, and it's ready straight away:
- three figures at the top: quotes waiting on an answer, follow-ups due, and what's owed and late. Tap one to jump to its list.
- Today's list: follow-ups due today or overdue, sent quotes nobody has chased for a couple of weeks, and invoices that are late, each with the phone number and a Log call or Email button.
- Quotes by age: a chart of your sent quotes by how long they've been waiting. Tap a bar to see those quotes.
- Won this month: how many quotes you've won this month, next to last month.
- Tidy up: drafts older than 60 days, with Select all and Archive, up to 500 at a time.
It's yours to change like any other: tap Edit with Sammy and tell him what to add, drop or move.
Sammy takes a minute or two to build it. When he's done, it shows on your Dashboard under Your dashboard.
A few things worth knowing:
- Your dashboard shows only what you can already see in Sammy. If you're on a team, it shows the team's work you'd see anyway, nothing more.
- It's live. When a quote changes, or you log a call, it updates.
- Phone numbers are links: tap one on your phone to ring the client.
- Tap a client or quote name to open it.
- It works in Chrome, Edge, Safari and Firefox, and in the Sammy app. In another browser you'll see "This dashboard opens in Chrome, Edge, Safari or Firefox for now."
Change or fix a dashboard#
Tap Edit with Sammy beside the dashboard's name (on your phone, tap the dashboard's name first, then Edit with Sammy). Edit with Sammy asks what to change on that dashboard, by name. Tell him, like "add overdue invoices to it" or "make it simpler". He changes it and keeps the rest as it was.
If a dashboard runs into trouble, you'll see "This dashboard hit a problem." Tap Ask Sammy to fix it, and Sammy opens with the problem typed in for you. Send it and he'll fix it, or add more first. Show details shows what went wrong, if you're curious.
Tap the dashboard's name to open its menu:
- New dashboard asks Sammy for another one. You can have as many as you like and switch between them here.
- Rename changes its name.
- Restore previous version puts it back the way it was before Sammy's last change.
- Delete removes it, after you confirm.
If Sammy says someone changed the dashboard while he was building it, another chat or a restore got there first. Ask him to make the change again and he'll start from the latest version.
Work through your follow-up list#
When you ask for a follow-up list, Sammy usually builds a few lists:
- Due today: everything you said you'd follow up today, and anything overdue. Tap Log call after you ring, say how it went and pick the next follow-up date. The list updates when you save.
- Waiting on an answer: sent quotes, oldest first, with when they were sent and whether the client has opened them. Tap Log call, or Decline if the client has said no.
- Drafts older than 30 days: tick the ones you don't need, or Select all, then Archive.
Lists show 8 at a time. Tap Show all to load the rest.
Your own dashboard might look different, depending on what you asked for.
Declining and archiving quotes#
When you decline or archive from a dashboard, you're always asked first: how many quotes will change, the first few names, and any that will stay as they are and why. For example, a quote that's already accepted or invoiced can't be archived, so it's left alone.
Tap Archive (or Decline) to go ahead. A line under the dashboard says what changed, with Undo if you want to put them back.
You can decline or archive up to 500 quotes at a time.
Give a dashboard to your team#
If you own the team or you're an admin, you can give one of your dashboards to your teammates:
- Tap the dashboard's name, then Assign to team.
- Tick the teammates who should have it.
- Tap Save.
Or just ask Sammy, like "give my follow-up dashboard to Sarah". He shows you who'll get it before anything changes.
Your teammates see it first on their Dashboard, marked "From" and your first name. It shows them their own view of the work, the same as anywhere else in Sammy. They can't change your dashboard, but they can tap Make my own to ask Sammy for one of their own.
If someone leaves your team, they stop seeing the dashboards you gave them.