Dashboard Overview
What's on the dashboard: the sidebar, Una's menu, what each status means and what to do about it.
On this page
The dashboard shows Una's conversations with guests, the details Una collected and your subscription. The sidebar on the left takes you everywhere, and the main area shows the page you opened.
The Sidebar
From top to bottom:
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Company selector: switch to another company. See Switching Between Companies and Agents.
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Your agents: the status of each agent. Click an agent to open Una's dashboard and menu.
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Hire New Agent: buy Una for another business. See Hiring a New Agent. Members with the Readonly role don't see this button.
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Contact support: book a call with the Polydom team.
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Account Settings and Log out: under your name.
On a phone or tablet the sidebar is hidden. Tap the menu button at the top left to open it, and tap the dimmed page to close it.
Una's Menu
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Conversations: everything guests and Una said. See Viewing and Managing Chats.
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Records: the guest requests and details Una saved for your team. See Managing Records.
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Agent Settings: Una's name, greetings, widget, Knowledge Base and notifications. See Agent Settings.
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Reservation Offers: the booking links Una sent to guests. With Apaleo, this item is called Reservations and lists bookings. See Viewing Reservations and Reservation Offers.
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PMS Settings: the connection to your property management system. See Connecting and Configuring a PMS.
The last two appear only when a PMS is connected, and not every PMS has both.
Agent Status
The badge next to the agent's name shows whether Una is working.
| You see | What it means | What to do |
|---|---|---|
| active (green) | Una is on and answers guests on the connected channels. | Nothing. |
| trial (gray) | Una is on a free trial and answers guests. Your card is charged when the trial ends. | Nothing. The date is in Billing. |
| sandbox (gray) | Una is working without a subscription yet. | To keep Una running, click Pay for subscription in the yellow banner on Una's dashboard. If the banner shows an Expires date, do it before then. |
| inactive (red) | Una is off and doesn't answer guests. | Click Pay for subscription in the red banner on Una's dashboard. |
| Orange warning icon | The last payment failed. Una still works for now. | Click Update payment method in the orange banner on Una's dashboard. |
Only Owners and Admins can pay. Members with the Readonly role don't see the yellow and red banners, so they should ask an Owner or Admin. For the full steps, see Paying for and Activating Your Agent.
Una's Dashboard
Click your agent in the sidebar to open Una's dashboard. It shows Una's status next to the title, and cards with Una's numbers for the period you pick at the top right. Click a number to open the list behind it. See Viewing Agent Statistics.