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Review conversation volume and its evolution over time

The Owner reviews how many conversations and messages the company handled over a period, and how that volume trends, to plan staffing.

When this happens: Owner opens the Omnichannel Dashboard — Volume & Channels.

Step by step

  1. 1

    Open the Omnichannel Dashboard and selects the Volume & Channels section.

    EasyCRM renders the volume time series for the default period (last 30 days), bucketed by day.

  2. 2

    Changes the period filter to This quarter.

    Recomputes the series in the company timezone and updates the chart and the underlying conversations-started / messages-exchanged totals.

  3. 3

    Hovers a point on the chart to see the exact count for that day.

Other paths

No data for the period

The selected period has no conversations. EasyCRM shows No data for the selected period instead of an empty chart.

Good to know

  • Volume figures are scoped to the viewer's visibility scope.
  • Periods are computed in the company timezone.