Cockpit
The Cockpit is the advisor's start page across all workspaces: one sentence on what needs you, four figures, the next steps and what moved.
The Cockpit answers one question: what happened since you last looked, and what needs you now? It spans all your workspaces. It is where advisors land after signing in on the web and the Mac; the iPhone and iPad app opens in the chat, and the Cockpit is one tap away in the menu. Clients do not have it; their start page is Today.
What you see first#
The top of the page is one sentence, for example how many workspaces you have, how many approvals wait, and which workspace needs you most. The server writes it from the current state; no model call is involved. Its words are links: the number of workspaces leads to Workspaces, the approvals to Approvals. Below it, a second line says what the agents finished this week and how many approvals were decided this week. On a quiet day it says so.
Under the sentence are four figures:
- Open approvals, with how long the oldest has waited.
- Agent tasks · 7 days, compared with the week before.
- Approved unchanged: of the approvals decided in the last 30 days in your workspaces, how many were approved exactly as the agent wrote them.
- Usage this month, compared with last month.
They are computed from what happened in your workspaces; nothing is estimated.
Next steps#
Next lists up to three things Arvemo suggests, the first one prominent. Each names its workspace, says in one sentence why, and offers one action: answer a client who waits, decide approvals, look at a failed task, prepare a session, or start help Arvemo can give. Not now hides a step for a day. If nothing is urgent, the page says so and offers New proposals and a field, Where do you need help?, that sends your question to the chat.
Your workspaces and what moved#
A table lists your workspaces with the client, the term, the last client activity, approvals, agent work and the next session. Each row also shows how much moved this week compared with last, Arvemo's open help offers and the month's usage. Click a row to enter that workspace; its menu (right-click) goes straight to approvals or the workspace page. Further down:
- What moved: what clients and agents did lately.
- An insight story from research and radar, with cards you page through.
- Upcoming: the next 14 days, and Time to talk for client workspaces without a session booked soon.
The first day#
A new advisor starts with a short set-up. Afterwards the Cockpit shows First steps until they are done or you hide them; which steps appear depends on how you started: introduce yourself, adopt the background for the agents, create the first workspace (or try the sample workspace), invite colleagues in a team, invite the client. Inside a workspace you are guided further by Set up the workspace; Show setup in the workspace menu brings it back. See First steps.
Common questions#
Is the Cockpit across all workspaces? Yes. To work inside one, click it in the table or switch workspace in the sidebar.
Where do the figures come from? From approvals, agent tasks and usage in your workspaces. They are real counts, not samples.
Can a client see the Cockpit? No. Clients start on Today.
What if nothing is urgent? Then the page says so, and you can ask Arvemo to look around again or tell him where you need help.