Welcome to your CX Dashboard — the first screen you’ll see every time you log in. This page is designed to give you a real-time, actionable overview of your clients, your workload, and your recent communication activity. This article breaks down each section of the Dashboard and what it means for your day-to-day work as a TPA.
Overview
The Dashboard is split into four primary sections:
Client Pulse
Activity Log
My Next Tasks
Client Responses & Email Insights
Each part of the Dashboard is designed to keep you focused, informed, and proactive.
1. Client Pulse
This section uses AI-powered sentiment analysis to measure client satisfaction based on your email communications.
You’ll see two trend lines:
Yellow Line: Shows the average satisfaction score across all clients in your firm.
Blue Line: Reflects the pulse score of just your assigned clients, based on your direct conversations.
Use this to gauge how your relationships compare to the firm-wide average — and to identify accounts that may need extra attention.
2. Activity Log
Located to the right of the Client Pulse, this panel gives you insight into your productivity:
Work Log: Tracks the time you spend actively working on tasks (based on when you mark them as “In Progress”).
Activity: Plots your task updates, showing how much you’ve gotten done over time.
This is a useful tool for self-assessment and keeping an eye on your personal workflow trends.
3. My Next Tasks
This section compiles all your assigned work in one place, regardless of which client or project it belongs to.
It includes:
My Starred Projects: Pin important or frequently used projects to the top for quick access.
Standalone Tasks: One-off tasks not linked to a project — ideal for ad hoc work or quick to-dos.
Project Tasks: Tasks tied to client projects with full visibility into priority, due dates, and status.
Use this view to stay organized and manage your workload efficiently.
4. Client Responses & Email Insights
On the right-hand panel, you’ll find:
Client Responses
CX flags any client emails that haven’t received a response after a set period.
You can either respond directly or dismiss if no action is needed.
Recent Emails
Summarizes the latest client threads you’ve participated in.
Shows key messages and whether action is required.
Suggested Tasks
Based on those emails, CX will recommend tasks you can create with one click.
Great for converting communication into action without missing context.
Next Step
The Dashboard is your daily command center — from tracking sentiment to managing work and staying on top of client needs. Once you're familiar with how to use it, you'll find it’s the fastest way to plan your day and prioritize your effort.
Need help with a specific dashboard component? Reach out to support or hover over the in-app tooltips for additional guidance.