The Home screen is the first thing you see after you log in. It changes shape depending on where you are in the journey — a launch view before you go live, and an operator view once shoppers start chatting. This article walks through both.
In this article
What Home is for
The greeting
The launch view (before shoppers chat with Convi)
The operator view (after the first conversation)
The Storefront status card
Plan usage
Import health
Convi Sidekick (insights)
The Sandbox banner
What Home is for
Home is a status screen that adapts to your state:
If you're not paid yet → Free launch view (focus: pick a plan, train).
If you're paid but no shopper has chatted yet → Paid, pre-conversation view (focus: publish, run Pre-flight, test).
If you have conversations → Operator view (focus: live activity, KPIs, what needs attention).
The greeting at the top of the page changes by time of day: Good morning / Good afternoon / Good evening, {first name}.
The launch view (before shoppers chat with Convi)
This view shows the Launch progress tracker — Train → Evaluate → Publish — and surfaces these cards:
Launch progress — the four-node tracker with percent complete.
Storefront status — the three storefront conditions (Paid plan, Bubble widget active, App embed on).
Improve your agent capabilities — a checklist of activations that lift quality (Revenue Abilities, Helpdesk Integration, Knowledge Gaps, Guidance Rules, Real-Scenario Simulation, Live Activation & Widgets) with N-of-M progress.
Try Convi yourself — an embedded Playground with three starter prompts ("What do you sell?", "What's your return policy?", "Do you ship internationally?").
Pre-flight check summary — "5 essential tests before going live."
Onboarding discount banner — "🎁 Finish setup to unlock your free month."
The operator view (after the first conversation)
Once at least one shopper has chatted, Home switches to an operator view. The top of the page becomes:
Live activity banner — "Convi is handling N shopper(s) right now" with average AI response time and an Open Conversations button.
Three KPI cards — Conversations, AI Resolution, Escalation rate, each with a vs last week delta.
Needs your attention — a short list of conversations flagged for review (low confidence, negative feedback) with View all.
Live activity feed — real-time list of recent conversations with a See all link.
Knowledge gaps from real conversations — "See what shoppers asked that Convi couldn't confidently answer." deep-links into Analyze → Recommendations.
Plan usage — your current plan, percent used, days until reset.
Convi Sidekick — insights (more on this below).
The Storefront status card
The most useful card on Home, both pre- and post-launch. It enumerates the three storefront conditions and gives you a one-click path to fix each:
Paid plan — "Free plan — upgrade to publish live" or "Paid plan active".
Active bubble widget — "Bubble widget is not activated yet" with a Go to publish button, or "Bubble widget must be activated" once it is.
App embed on — "Convi's block is off in your Shopify theme — shoppers can't see the widget" with an Activate in theme deep-link, or "Convi's block is on in your Shopify theme" once it is.
At the bottom of the card you'll find Re-check status and Visit live site.
Plan usage
The Plan usage card shows:
Your current plan name.
"AI conversations this cycle" — count and percentage of your included resolutions.
"N% used · resets in N days" (or "resets today").
Manage plan deep-links to Settings → Plan.
On Enterprise: "Unlimited conversations on your plan".
Only AI-resolved conversations consume quota. Handed-over conversations do not count.
Import health
The Import Health card shows what Convi has read from your store — Products, Collections, Pages, Policies, Blogs, Shop info, Custom FAQs — with a Syncing or Synced badge per source. Open Content deep-links to Train → Content for any source you want to inspect or improve. If no shop policies were detected, a banner appears:
"Import finished, but no shop policies were detected. Customers won't get accurate answers about returns, shipping, or refunds until you add them."
with an Add custom FAQ shortcut.
Convi Sidekick (insights)
Convi Sidekick is the panel of automatic insights — "What Convi has noticed lately." It surfaces things across six categories:
New products auto-indexed
Store content that changed
Topics shoppers ask that you don't cover
Answers that got thumbs down
Geographic reach, satisfaction patterns, traffic patterns, handover patterns
Each insight links to the right place to act on it (Open Content, Open Persona, Open Rules, Draft an FAQ, View conversations). On a brand-new shop, Sidekick shows: "Insights appear once you have a few conversations."
The Sandbox banner
When data on a screen is coming from the sandbox (Playground / Pre-flight / Simulations) rather than real shoppers, you'll see a Sandbox badge and a banner:
"Showing runs from Playground, Pre-flight and Simulations — not real shoppers."
This is normal during setup. Once real shoppers chat, the Real shoppers view becomes the default.