What it is for
Home brings together your assistant and dashboard. Use the two tabs at the top of the page to switch between the conversation and your figures.
Start with the assistant
Before your first campaign, the assistant welcomes you in both modes. It guides you through the markets and products available to your account. You can check prices, ask questions or prepare your campaign. When you return later, it picks up the choices already saved.
Once your first campaign has been created, the daily overview shows prospects to follow up, monthly results, active campaigns and your balance, according to your permissions. Select a linked figure or campaign to open the relevant page.
How to use it
Write your request in the message bar. Shortcuts can help you start: some send a request directly, while others prepare text you can edit. You can select the choices offered in the conversation or explain your preferences in a message. Review the summaries and use the confirmation button to launch a campaign or approve a payment.
Return to your daily work
Simplified mode opens the assistant first. Mobile always uses this mode. In expert mode, Dashboard opens first after your first campaign has been created. Switching tabs preserves the current conversation; history lets you reopen and continue an earlier conversation.
If you reach the assistant quota, Home opens Dashboard and tells you when you can resume the conversation. The other pages remain available.
Step by step: prepare your first campaign
- Open the assistant. Read the welcome message or the summary of your previous choices.
- Choose your product. Answer the questions using the suggested choices or a message.
- Check the prices. Ask about available offers and explain what you need before proceeding.
- Prepare your campaign. Ask to launch it, complete the required information and review the summary before confirming with the provided button.