Dashboard & Growth Journey
The first screen after you sign in: how far along you are, what Convotra did for you this month, and the one thing to do next.
The Growth Journey
Your road from signup to customers, as nine stages. Each shows Done, In progress, Needs attention or Not started. Tap a stage to see its numbers, its steps and the next action, with a button that takes you there.
- Business profile: your Brand Profile, which every AI tool writes from.
- Website: created, published, then on your own domain.
- AI chatbot: set up, taught your FAQs and services, switched on.
- SEO: health checked and the top issues fixed.
- Social media: accounts connected and posts published.
- Conversations & replies: WhatsApp and Google reviews connected, AI drafting replies.
- Ads & budget: an ad account connected, the Ad Wallet funded, a campaign running.
- Strategy & optimisation: the budget optimizer and, where your plan includes them, strategy reviews.
- Leads & customers: following up new leads and marking the ones you win.
From activity to customers
The last 30 days in six numbers: posts published, pages sent to search engines, messages received, replies sent, leads and customers won. Next to it, any campaign that is running with its daily budget.
Done for you, and what to do next
- Done for you this month lists the work Convotra did on its own: SEO checks and fixes, posts published, replies sent.
- Do these next is a short, ordered to-do list. Each item opens the right page.
- Your story so far is a timeline of your account: when you signed up, connected accounts, went live.
- Recent leads shows the five newest enquiries; View all opens the Leads CRM.
If something needs you, it shows at the top with a Fix it button: an SEO score that has dropped low, a social account that needs reconnecting, five or more conversations waiting for a reply, or an Ad Wallet that will run out in a few days.