Selecting an Agent in the Dashboard

Last updated: August 11, 2026

Use the agent selector in the Marketing Agent Dashboard to review performance for one agent at a time.

When to Use the Agent Selector

Select a specific agent when you want to compare configuration changes, review performance for a campaign, or troubleshoot a single agent's funnel.

How to Select an Agent

Agent selector cropped from the real no-results Marketing Agent Dashboard

  1. Open the Marketing Agent Dashboard.

  2. Find the agent dropdown.

  3. Choose the agent you want to review.

  4. Confirm the dashboard metrics and visitor table update for that agent.

What Changes

The dashboard view should update the visible metrics, chart data, and engaged visitor records to match the selected agent and date range.

Verify the Selected Agent

  1. Choose an agent from the dashboard selector.

  2. Confirm the selected agent name remains visible in the control.

  3. Confirm the metric cards and engaged visitor table refresh for that agent.

  4. Change to a second agent and confirm the dashboard refreshes again before comparing results.

The selector is working when the visible metrics and visitor rows refresh to match each selected agent.

Troubleshooting

Issue

What to check

Agent is not listed

Confirm you have access to the agent and that it has not been archived.

Metrics do not change

Confirm the second agent and date range contain activity, then reload the dashboard.

Visitor rows look unrelated

Recheck both the agent selector and date range before opening a record.

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