Reading Your Home Screen

Your home screen is the scoreboard. It opens on today — "Here's how your agents are doing for [your shop] today" — and updates as outcomes land, so a ten-second look tells you whether the agents are working.

The strip across the top

Your whole operation at a glance:

• Board fill · this week — how full your schedule is against the caps you set in Capacity Autopilot. If you haven't set caps yet, this reads "Capacity data unavailable."

• Active agents — how many are live right now, out of the total available to you (e.g. "5 of 12 available").

• Customers in outreach — unique customers your agents have messaged today.

• Messages sent — total messages out the door today.

• Replies — replies back today, with your reply rate next to it.

The agent cards

Below that, Active Agents gives you one card per agent that's running. Every card shows the agent's name, what they do, whether they're Active or Paused, and the same handful of numbers:

• Eligible pool — customers who currently qualify for that agent

• Sent today and Replies — the day's activity

• The outcome that agent is paid to produce, today — this changes by agent: Booked today for Mollie and Lenny, Rebooked today for Carley, Estimate Sold today for Ellie, Memberships Sold today for Sally

• A seven-day trend line of that same outcome, so you can see where today sits

An agent's own page

Click any agent card to open its own page, where the specifics live:

• Performance — today's outcome, sends, and replies, plus Operational insights calling out what actually changed (e.g. "Eligible pool shrank 50% WoW — pool is replenishing faster than burn")

• Variants — the same numbers broken out by message variant, switchable between Today, 7d, and 30d

• Targeting health — eligible pool as a share of your addressable base, burn rate per day, reintroduction rate, and net pool change over the last 7 days

• Targeting and Settings tabs to change who the agent reaches or how it behaves — and Pause sends if you want it to stop

At the bottom of the home screen, Your roster could grow shows the agents you're not running yet, each sized from your own data — "1,781 members with missing payment methods," "7 missed callers in the last 2 weeks with no callback." If the number looks worth chasing, enable the agent right from the card.

How to read the numbers together

Your agents are measured on outcomes, not activity — bookings, cancellations saved, memberships renewed or sold, and the revenue tied to the work they brought back. Engagement numbers sit alongside: how many customers an agent reached, how many replied, and how many of those conversations turned into booked work.

Outcome numbers tell you what landed; engagement numbers tell you why. A healthy agent shows customers engaging and a reasonable share of those conversations turning into booked work. If an agent is reaching a lot of customers but few are converting, that usually points to messaging or targeting, not effort — look at the agent's Variants and Targeting health first.

The right benchmark depends on your shop, your trades, and which agents you're running, so treat your own trend over time as the truest measure — is the agent booking more, saving more, and converting more than it was.

Getting numbers beyond the home screen

• Ask a question — Ask Jenny answers from your live data: a specific metric, a date range, a breakdown by agent or campaign.

• Get it on a schedule — Recurring Reports sends any answer on a cadence you pick, and Sharing a Recurring Report gets it in front of the people who don't log in.

• Take it somewhere else — Exporting Your Data from Ask Jenny covers CSV and PDF.

• Daily and weekly digests — choose who gets them on the Notifications page.

Where to go next

• Meet Our Agents — what each agent is doing to produce these results