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Conversation Widgets in the Dashboard – BizStackPro Help

BizStackPro Dashboard Help Guide

Conversation Widgets in the Dashboard

Use real-time widgets to monitor unread messages, track conversation trends, and understand how conversations are distributed across channels and assignees inside BizStackPro.

Quick Answer

What do Conversation Widgets help you monitor?

Conversation Widgets give you an at-a-glance view of communication activity on the Dashboard. Depending on the widget, you can monitor unread messages, unread conversations by channel, conversation distribution by assignee, and new conversation volume without opening every conversation individually.

Monitoring Conversations Without Opening Every Message

You may have conversations coming in across multiple channels, but checking each thread individually can slow you down.

Conversation Widgets give you a dashboard-level view of unread messages, activity levels, conversation volume, communication channels, and team workload.

They can help you understand inbox health without opening every message, making it easier to spot backlogs, changing activity, or uneven assignment across your team.

Without a clear overview, important messages can be easier to miss and response delays may be harder to notice. A focused dashboard makes those patterns more visible.

Start from the Dashboard

Open the Dashboard, choose Add Widget or the available edit/customize control, select the appropriate Conversation widget, configure its available filters, and save it to the dashboard.

Conversation Widgets at a Glance

Location Dashboard
Unread Message Volume
Channels Unread Distribution
Assignees Workload Distribution
Trends New Conversations
Filters Date, Channel & More

Before You Begin

Decide which part of your conversation workload you need the dashboard to make easier to see.

  • Decide whether unread volume, channel activity, assignee workload, or new conversation volume is your main priority.
  • Choose a date range that matches the question you are trying to answer.
  • Decide whether the widget should focus on a particular channel.
  • Use assignee-related views when team workload is the main concern.
  • Keep the highest-priority widgets near the top of the dashboard.
  • Avoid adding so many widgets that the most important signals become difficult to find.

Key Types of Conversation Widgets

Different Conversation Widgets answer different questions about inbox health, channel activity, and team workload.

Total Unread Messages

Shows the total number of unread messages so you can quickly see whether replies are beginning to build up.

Unread Conversations by Channel

Breaks unread conversation activity down by communication channel, such as SMS, email, social, or other supported channels.

Conversations Distribution by Assignee

Shows how conversations are distributed across assignees so you can better understand team workload.

New Conversations This Week

Tracks new conversation volume to help you monitor engagement and changes in incoming communication.

Put your fastest health checks first

The original guide recommends keeping Total Unread Messages and Unread Conversations by Channel near the top of the dashboard because they provide a quick view of inbox health.

How to Add and Use Conversation Widgets

Add the widgets that match your monitoring priorities, configure the available filters, and organize them around the information you need to see first.

Open the Dashboard

Open your main Dashboard inside BizStackPro.

Open the Widget Library

Click Add Widget, or use the available edit/customize control if your dashboard uses that workflow.

Select Conversation Widgets

Choose the Conversation widget category or locate the Conversation widgets in the available widget library.

Configure the Widget

Configure the available settings. The exact options vary by widget type.

Save the Widget

Save the configured widget to the dashboard.

Arrange the Dashboard

Move the widgets into the order that best matches your priorities so the most important information is visible first.

Common Conversation Widget Filters

Date Range

Use an available range such as this week, the last seven days, or a custom reporting window.

Channel

Filter the widget to one or more specific communication channels when you need a more focused view.

Assignee

Use assignee-related settings when you want to understand or compare team workload.

Available filters depend on the widget

Not every Conversation widget uses the same configuration options. Apply the filters that are available for the specific widget you are adding.

Practical Applications

Customer Support
Use case: Identify unread backlogs and channels where support volume is building up.
Sales Teams
Use case: Monitor new inbound conversations and how those conversations are distributed across assignees.
E-commerce
Use case: Notice spikes in shipping, order, or customer-service questions more quickly.
Marketing
Use case: Watch for increases in conversation activity after campaigns, launches, or promotions.

Conversation Dashboard Best Practices

Prioritize Unread Activity
Reason: Unread message widgets give you a fast signal when response work is beginning to accumulate.
Watch Channel Distribution
Reason: Channel-level visibility can show where customer activity is concentrated and where additional attention may be needed.
Review Assignee Workload
Reason: Assignee distribution can help reveal whether conversation volume is unevenly spread across your team.
Arrange Widgets by Priority
Reason: Keeping the most important indicators near the top makes the dashboard easier to scan and act on.

Frequently Asked Questions

What are Conversation Widgets?
Conversation widgets are specialized dashboard components that provide real-time visibility into customer communications across channels.
What are the key types of Conversation Widgets?
Common widgets include Total Unread Messages, Unread Conversations by Channel, Conversations Distribution by Assignee, and New Conversations This Week.
How do I access and use Conversation Widgets?
Open your dashboard, click Add Widget or the available edit/customize control, select Conversation widgets, configure the available filters, then save and arrange them by priority.
What are the practical applications of Conversation Widgets?
Teams use these widgets to prioritize support, track lead response, monitor spikes after campaigns, and balance workloads across assignees.
Can Conversation Widgets be customized?
Yes. Most widgets can be filtered by date range, channel, and other available options depending on the widget type.

Continue Learning

Continue learning how to build and customize your Dashboard with these related BizStackPro Help Center guides.

Recommended Next Step

Build a More Complete Dashboard View

Once your Conversation Widgets are showing unread activity, channel distribution, and team workload, continue with the broader Dashboard Widgets guide to understand how other widget categories can work alongside them.

See Conversation Activity Before It Becomes a Backlog

BizStackPro brings conversations, contacts, dashboards, reporting, automation, and CRM tools together so you can monitor communication activity and keep customer follow-up connected to the rest of your workflow.

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