Quick Start
The Overview Dashboard is your command center for monitoring AI-powered email classification performance. This page provides real-time insights into your Gmail automation, helping you understand how effectively your emails are being organized and categorized.
What You'll See
In just seconds, you can assess your email classification system's health through four key metrics, weekly email volume trends, and Gmail connection status.
Key Features at a Glance
- 4 Core Metrics - Track emails processed, classification accuracy, active categories, and Gmail connection status
- Weekly Volume Chart - Visualize 7 days of email activity patterns
- Connection Status - Instant visibility into Gmail OAuth and watch status
- Real-Time Updates - Metrics refresh automatically as emails are processed
- Demo Mode - Preview functionality before connecting your Gmail account
Common Workflows
- Daily Health Check - Review metrics each morning to ensure classification is running smoothly
- Performance Monitoring - Track accuracy trends over time to validate category configurations
- Troubleshooting - Check connection banners if emails aren't being processed
Understanding Your Metrics
The Overview Dashboard displays four critical metrics that provide instant insight into your email classification system's performance. Each metric is calculated from real-time data stored in your daily summaries.
Emails Processed
What it measures: Total number of emails classified by the AI system during the selected time period (default: 30 days).
Data source: Aggregated from daily email summaries stored in Firestore.
Typical range: Varies by inbox volume; expect 50-500+ emails per day for active inboxes.
Average Confidence
What it measures: Average confidence score across all classifications (displayed as percentage).
Data source: Calculated from AI classification confidence scores in daily summaries.
Typical range: 85-98% indicates healthy classification. Below 80% may suggest category refinement needed.
Interpretation: Higher confidence means the AI is more certain about category assignments.
Active Categories
What it measures: Count of enabled email categories in your configuration.
Data source: Real-time count from your categories configuration.
Recommended range: 5-15 categories for optimal balance between granularity and accuracy.
Note: Only enabled categories are counted; disabled categories are excluded.
Gmail Watch Status
What it shows: Current Gmail API watch connection status.
Indicators:
- Connected - Gmail watch active, emails being processed
- Disconnected - OAuth needed or watch expired
Data source: Real-time Gmail API watch status.
Pro Tip: Interpreting Confidence Scores
If your average confidence drops below 85%, consider reviewing your category descriptions in the Categories page. More specific, distinct category definitions lead to higher confidence scores and better classification accuracy.
Connection Status Banners
The Overview Dashboard displays important status banners at the top of the page to alert you to connection issues or demo mode.
Gmail Connection Banner
This banner appears when your Gmail account is not connected or the OAuth token has expired.
When You See This:
"Gmail Not Connected - Click here to connect your Gmail account and start processing emails."
What to Do:
- Click the banner to open the Gmail connection modal
- Click "Connect Gmail Account" button
- Complete Google OAuth authentication flow
- Grant required permissions (read emails, manage labels, send emails)
- Wait for confirmation message
After Connection: The banner will disappear, and email processing will begin automatically. The system establishes a Gmail watch to receive real-time notifications when new emails arrive.
Demo Mode Banner
This banner appears when you haven't connected your Gmail account yet, indicating that you're viewing demo data.
Demo Mode Active
You're viewing demo data. Connect your Gmail account to see your real metrics and start processing emails.
Demo Data Displayed:
- Emails Processed: 2,847 (sample data)
- Average Confidence: 94.7% (sample data)
- Active Categories: Your configured categories (real)
- Weekly Volume: Sample 7-day chart
Purpose: Demo mode lets you explore the dashboard interface, configure categories and rules, and understand the system before connecting your Gmail account.
Getting Started Tip
Use demo mode to set up your categories and rules first, then connect Gmail. This ensures your configuration is ready when email processing begins.
Weekly Email Volume
The Weekly Email Volume chart displays a 7-day grid showing daily email processing counts. This visualization helps you identify patterns in your email activity and spot anomalies.
What the Chart Shows
- 7-Day View: Current day plus previous 6 days
- Daily Counts: Number of emails processed each day
- Visual Indicators: Bar height represents relative volume
- Date Labels: Day of week displayed below each bar
How Data is Calculated
The chart pulls data from your daily summary records stored in Firestore. Each day at midnight (in your configured timezone), the system generates a summary of that day's email processing activity. The chart displays the emailCount field from these summaries.
Data Source
Backend path: tenants/{tenant_id}/users/{email}/daily_summaries
API endpoint: /analytics/metrics (GET)
Interpreting Volume Patterns
Normal Patterns:
- Weekday Peaks: Higher volume Monday-Friday, lower on weekends (typical for business emails)
- Consistent Baseline: Similar volume across weekdays indicates steady inbox flow
- Gradual Changes: Slow increases/decreases are normal
Anomalies to Investigate:
- Sudden Drops to Zero: May indicate Gmail watch expired or connection issue
- Unexpected Spikes: Could be bulk emails, newsletters, or spam waves
- Multiple Zero Days: Check Gmail connection status and watch renewal
Troubleshooting: Zero Volume Days
If you see multiple consecutive days with zero emails processed, check the Settings page to verify your Gmail watch status. The watch may need to be renewed or your OAuth token may have expired.
Best Practices
Daily Monitoring
- Check Once Daily: Review your Overview Dashboard each morning to ensure classification is running smoothly
- Monitor Confidence Trends: Track whether your average confidence is stable, improving, or declining
- Verify Connection Status: Ensure Gmail watch status shows "Connected"
- Review Volume Patterns: Confirm email volume matches your expectations
Performance Optimization
- Target 90%+ Confidence: If your average drops below 85%, review category configurations for clarity and distinctiveness
- Balance Category Count: Aim for 8-12 categories for most use cases. Too few = lack of organization; too many = lower confidence
- Use Weekly Volume Data: Identify high-volume days and ensure system handles peak loads without issues
- Investigate Anomalies Promptly: If metrics show unexpected changes, check Settings and Categories pages for configuration issues
Interpreting Analytics
Understanding the Numbers
Your metrics tell a story. High email count + high confidence = well-configured system. High email count + low confidence = categories need refinement. Low email count despite active inbox = potential connection issue.
Benchmarks by Inbox Type:
- Personal Gmail: 20-100 emails/day, 90-95% confidence
- Small Business: 50-200 emails/day, 85-93% confidence
- High-Volume Business: 200-500+ emails/day, 80-90% confidence (more complex = slightly lower confidence)
Setting Up for Success
- Configure Before Connecting: Set up categories and rules in demo mode first
- Start with Defaults: Use the system default categories initially, then customize based on your needs
- Monitor First Week Closely: Check metrics daily during the first week to identify configuration adjustments needed
- Iterate Gradually: Make small changes to categories/rules, then monitor impact on confidence scores
FAQs & Troubleshooting
Q: Why is my "Emails Processed" count showing zero?
A: This indicates your Gmail account isn't connected or the Gmail watch has expired. Check for the "Gmail Not Connected" banner at the top of the page. If present, click it to reconnect your account. If the banner isn't showing, go to Settings and click "Renew Watch" to re-establish the Gmail connection.
Q: My average confidence is below 80%. What should I do?
A: Low confidence typically means your categories have overlapping definitions or aren't specific enough. Navigate to the Categories page and review each category's description. Ensure each category is distinct and has clear, specific criteria. Consider consolidating similar categories or making descriptions more precise.
Q: What time period do the metrics cover?
A: By default, metrics display data from the last 30 days. The system aggregates daily summaries from your Firestore database to calculate totals. Weekly Email Volume always shows the most recent 7 days including today.
Q: Why does demo mode show 2,847 emails when I have more/less?
A: Demo mode displays static sample data (2,847 emails, 94.7% confidence) to demonstrate the interface. These numbers are placeholders and do not reflect your actual inbox. Once you connect Gmail, the dashboard will show your real metrics.
Q: How often do metrics update?
A: Metrics refresh each time you load the Overview page. The underlying data updates in real-time as emails are processed. Daily summaries are generated at midnight in your configured timezone and include all emails processed during that calendar day.
Q: What does "Active Categories" include?
A: This metric counts only enabled categories in your configuration. Disabled categories (toggled off in the Categories page) are excluded from the count. The number reflects categories currently being used for email classification.
Q: Can I export my metrics data?
A: Currently, the Overview Dashboard displays metrics visually. If you need to export data, the raw daily summaries are stored in Firestore at the path tenants/{tenant_id}/users/{email}/daily_summaries and can be accessed via the API endpoint /analytics/metrics.
Q: Gmail watch status shows "Connected" but no emails are processing. Why?
A: Check the following:
- Verify your categories are enabled (Categories page)
- Check that system is enabled (Settings page, System Control section)
- Confirm you have emails arriving in your inbox (check Gmail directly)
- Review watch expiration date in Settings - it may need renewal
- Check if there are any errors in your Telegram notifications (if configured)
If the issue persists after these checks, contact support with your tenant ID and email address.
Q: How many categories should I have for optimal performance?
A: Most users achieve the best results with 8-12 categories. Fewer than 5 may not provide enough organization granularity; more than 15 can lead to overlapping definitions and lower confidence scores. Start with the system defaults (typically 8-10 categories), then add or remove based on your specific needs.
Q: What's the difference between "Emails Processed" and Weekly Email Volume totals?
A: "Emails Processed" shows the total for your selected time period (default 30 days), while Weekly Email Volume displays only the most recent 7 days. The weekly total will always be less than or equal to the overall total, unless your time period is set to 7 days or less.