> ## Documentation Index > Fetch the complete documentation index at: https://docs.msgcompanion.com/llms.txt > Use this file to discover all available pages before exploring further. # Home > What each part of the Home dashboard shows, the setup card, and how Home differs by role. **Home** is the first screen you see. It changes with your role: a rep sees their own work, a manager sees the team's, and an owner or admin also sees setup, the plan and what Meta is counting. Each card loads by itself. If one cannot be read, it says so and the rest of Home still shows. ## What each role sees | Card | Rep | Manager | Owner, admin | | - | - | - | - | | Figures along the top | Their own | The workspace's | The workspace's | | **Finish setting up** | No | No | Yes | | **Plan and usage** | No | No | Yes | | **Free replies this month** | No | No | Yes | | **Waiting on you** | Yes | No | No | | **Team load** | No | Yes | Yes | | **Recent activity** | No | Yes | Yes | | **Needs attention** | Yes | Yes | Yes | | Follow-ups | Their own | Everyone's | Everyone's | | **Workflows** | Yes | Yes | Yes | ## Home for managers, admins and owners ### Figures | Figure | What it counts | | - | - | | **Open conversations** | Chats in the inbox now, with how many are unassigned. | | **Unread** | Conversations with unread messages now. | | **Messages from customers** | Messages received in the last 7 days, the change on the 7 days before, and how many your team sent back. | | **Active this week** | People who used Companion in the last 7 days, out of everyone in the workspace. | ### Team load One row for each person holding open conversations, with how many they have and how many of those have a customer waiting. Whoever has the most customers waiting comes first. **Unassigned** has its own row at the top. ### Recent activity The latest messages across the inbox: who wrote, and who replied. A reply nobody typed, such as one from a workflow, is shown as **Automatic**. A reply sent from the phone is shown as **WhatsApp Business app**. ### Follow-ups overdue Follow-ups the team has set whose time has passed, with who has each chat. **View all** opens the **Overdue** view in Conversations. ### Workflows The workflows that are switched on, with how many times each has run in the last 7 days and when it last ran. ## Extra cards for owners and admins ### Finish setting up The setup card lists what a new workspace still has to do. Each step ticks itself when it is done. | Section | Steps | | - | - | | **Get WhatsApp ready** | Connect a WhatsApp number. Add a payment method at Meta. Get a message template approved. | | **Bring in your team** | Get the app on your phone. Invite a teammate. | | **Make it yours** | Add your logo. Connect your shop or till (optional). | **Add a payment method at Meta** is done at Meta, not in Companion. It is ticked once Meta has accepted your first message. During a free trial the card also says how many days are left, or that the trial has not started yet. The same steps appear as a **Setup guide** checklist on every screen. Hiding either one hides both, on every device you sign in on. To bring them back, open the menu under your name and choose **Setup guide**. ### Plan and usage Your plan, and how much of it is in use: **Seats**, **WhatsApp numbers** and **Broadcast reach this month**. Seats count members and invitations that are still open. The button goes to billing. See [Plans](/billing/plans). ### Free replies this month Meta gives each WhatsApp number a monthly allowance of free replies sent from Companion, by your team or by a workflow. This card shows how much of it each number has used. Replies from the WhatsApp Business app are free and are not counted. Templates are charged separately and are not counted here. See [Meta's charges](/billing/meta-charges). ## Needs attention This card lists things that have gone wrong and that you can put right. You only see what your role can act on. The most serious come first, up to eight. | What it can show | Who sees it | | - | - | | A billing problem, or a free trial in its last few days | Owners and admins | | Seats or broadcast reach used up, or nearly | Owners and admins | | A WhatsApp number that cannot send or needs attention | Owners and admins | | A template Meta has rejected, paused, disabled or flagged | Owners and admins | | An integration that needs reconnecting | Owners and admins | | A workflow that failed in the last 24 hours | Owners and admins | | A broadcast that stopped before it finished | Managers, admins and owners | | A payment link that expired unpaid, or is still waiting to be paid | Everyone. A rep sees their own chats and unassigned ones. | Each row has a link to where the problem is fixed. When there is nothing to show, the card says which things it checked. ## Home for a rep A rep's Home shows only their own work. It has no workspace totals, nobody else's activity, and nothing about billing or setup. | Figure | What it counts | | - | - | | **Waiting on you** | Your chats where the customer wrote last. | | **Free to pick up** | Chats nobody has yet. | | **Replies you sent today** | With your total for the last 7 days. | | **Your first reply** | Your median time to a first reply, for chats begun in the last 7 days. Until there is one to measure, this shows **Your open chats**. | Below the figures: * **Waiting on you** lists those chats, the longest wait first. Choose one to open it. * **Your follow-ups due** lists your follow-ups whose time has come. * **Needs attention** shows payment links in your chats that expired or are still unpaid. * **Workflows** shows what is switched on. Run counts cover only the chats you can see. ## Related * [Analytics](/analytics/analytics) * [The Conversations screen](/conversations/inbox) * [Assigning and organising](/conversations/assigning-and-organising) * [Quickstart](/get-started/quickstart) * [Roles](/team/roles) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.