Daily workflow for business owners
A simple daily routine for checking leads, messages, orders, staff work, and reports.
Morning check
- Open Dashboard and check new leads, new messages, pending orders, and follow-ups.
- Open AI Inbox and review unread conversations first.
- Check Smart Bot actions created recently.
- Review orders that need payment, packing, shipping, or support.
During the day
Let AI handle normal questions, but watch handoff and support notifications. Assign conversations to staff when human judgement is needed.
End of day
Check reports, pending payments, open tasks, and failed messages so tomorrow starts clean.