Build your own dashboard

Your Dashboard in mySDR opens on Inbox, and the tabs after it are your own dashboards, which refresh from your live tables. As soon as your assistant saves your first leads, mySDR builds a first one from them, Overview: what you have, what moved and what is due. Ask your assistant to change it, or to delete it and start your own; it does not come back. You do not set dashboards up in the app.

Inbox, the first tab, holds your conversations: every conversation where something went out, with Replies to see only the ones where a lead replied.

+ New dashboard, under Dashboard in the left menu, sends your own assistant this question. It does not build the dashboard itself. If more than one assistant is connected, it uses the one that was active most recently.

Build me a new dashboard in mySDR. First ask me what I want to keep an eye on, then suggest what to put on it (numbers, charts, tables) and save it once I agree.

What the click does:

• Claude or ChatGPT opens in a new tab with the question already in the field.
• Gemini or Claude Code opens in a new tab, and copies the question so you paste it.
• An agent without a chat on the web (Grok Bot, Cursor, Claude Duet, Dots, Muse, or a key) copies the question, so you paste it there.
• With no assistant of your own yet, it opens the connect chat.
• While mySDR is still checking who is connected, a click does nothing.
• With 10 dashboards already, it stays off. Ask your assistant to remove one first.

Your new dashboard appears as a tab on your Dashboard.

To change a dashboard, hover over its name in the tabs and click the pencil. It opens your assistant the same way, with a question like this, with the name of that dashboard:

Change my mySDR dashboard "Overview" (key mysdr_overview). First show me what is on it now and ask what I want to change, then update that same dashboard once I agree.

Or ask your assistant in your own words, or paste one of these:

• Build a dashboard in mySDR of my pipeline: meetings booked this month, leads per stage, and a table of who needs a follow-up today.
• Build a mySDR dashboard with my reply rate on email and LinkedIn for the last 30 days, compared with the 30 days before.
• Build a mySDR dashboard of my companies per country and industry, with the 10 most recent signals.

Your assistant saves it with save_dashboard (POST /dashboards) and gives you the link. To change it, ask your assistant.