SpeedIQ

Getting started

Projects & the dashboard

A project is a self-contained workspace for one brand. Everything, channels, contacts, CRM, team, tags, and credits, is scoped to the project you are currently in.

Switching & creating

The project switcher at the top of the sidebar lists your projects; picking one reloads the app in that workspace. “Manage projects” opens the projects page, where you create a new one (just a name) or remove one. You always work inside one active project at a time.

The dashboard

The dashboard (Home) is your at-a-glance overview for the active project. It shows:

  • Quick actions, new lead, build a form, connect socials, new campaign.
  • A first-run checklist that self-hides once you finish setup.
  • Campaign activity, open/won/new/unassigned leads, delivery rate, a 6-month messages chart, and active campaigns with live progress.
  • Channel delivery, sent / delivered / delivery rate, per channel, plus email open and click rates.
  • Your credit balance, plan, usage bar, and renewal date.
  • A unified inbox preview, lead-sources chart, your team, recent leads, and recent campaigns.