Chapter 1
Getting started
After signing in and picking an organization, StepX opens the Dashboard. This chapter helps you read that screen before diving into individual features.
1 videos · 0:47
The dashboard is where you follow everything happening in your organization on one screen: sessions, messages, customer sentiment and how much of each limit is used.
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Steps
- 1The three cards on top summarize the situation: sessions and contacts; messages split by users, AI and tools; customer sentiment across conversations.
- 2The activity chart follows the range you pick: 7, 30 or 90 days.
- 3The Usage tab shows how much of each monthly limit (messages, crawled pages, storage, meeting recording…) is used, so nothing surprises you.
- 4Remaining credits always sit at the bottom left. Click them to top up or upgrade.
Example · Reading a number
Usage: Crawled pages 480 / 500
Meaning: only 20 pages are left this month. If a website has auto-update on, upgrade or pause the schedule so it does not stop halfway.
Good to know
- Numbers are per organization. Switch organizations at the top left to see another one.
- Limits reset at the start of each billing period; credits accumulate when you top up.
Outcome: Know how many credits are left, which limit is close, and where to look.