Home is your starting point in Fello. It puts Ask Felix right at the top, celebrates the deals your database is closing, and gives you a live snapshot of everything Felix is doing across its skills, all in one place.
To open it, go to Home from the left sidebar. It is the first thing you see when you sign in. If you have not set up Felix yet, Home shows a Setup Felix option at the top that opens the guided setup. Learn how to set up Felix.
In this article:
- Ask Felix
- Suggested for you today
- Create and customize dashboards
- Your Felix skill summaries
- More dashboard widgets
Ask Felix
The bar at the top of Home, labeled Ask me anything, is Ask Felix, available the moment you sign in. Type a request in plain language, or type @ to mention a contact. You can also ask how to do something in Fello or ask a question about your data, and Felix surfaces an answer. Use the + to add files or photos, or the mic icon to speak instead of type. Learn more about Ask Felix.
Two buttons below the bar give you a head start:
- Create: Opens example prompts for asking Felix to make something, such as a contact summary, a script, or a segment.
- Find: Opens example prompts for surfacing groups of contacts, such as engaged contacts or long-term owners.
Suggested for you today
Below the bar, Suggested for you today highlights your recent Fello Wins, deals from your database that have closed. Click the refresh icon to cycle through your suggestions, or click Explore more to open the full list of Fello Wins.
Hover a card and click it, or click View Story, to open the full Fello Win. It shows the contact and property, the deal value, the estimated GCI, the close date, a short summary of the deal, and the journey from when the contact entered Fello to when the deal closed.
From an open Fello Win you can:
- Share Win: Opens a branded celebration card you can Download Image to share on LinkedIn, in team chats, or on internal dashboards.
- View Contact: Opens the contact's record in Fello.
Create and customize dashboards
Home opens with a dashboard called My Dashboard. You can build additional dashboards, each with its own name and set of widgets, and switch between them. For example, one dashboard focused on Felix conversation activity and another on database health.
To switch dashboards, click the dashboard name (such as My Dashboard) below your wins, then pick one under Your dashboards.
To create a dashboard:
- Click the dashboard name, then + New dashboard.
- Enter a Name.
- Toggle the widgets you want on or off.
- Click Create Dashboard.
To edit a dashboard, click the dashboard name, hover over the one you want, and click the settings icon next to it.
From here you can:
- Rename it in the Name field.
- Toggle any widget on or off.
- Use the layout toggle at the top of the Widgets list to switch between portrait and landscape. Landscape lays the widgets out edge to edge (full width), and portrait keeps them in a narrower layout.
- Click Reset to defaults to restore the original widgets and layout.
- Click Done to save.
To rearrange a dashboard, drag a widget by its handle to reorder it, or drag its corner to resize it.
To delete a dashboard, click the dashboard name, hover the one you want, and click the trash icon. The trash icon appears once you have more than one dashboard.
🗒️ Note: Deleting a dashboard is permanent and cannot be undone.
Your Felix skill summaries
Below your wins, three cards summarize what Felix is doing across its skills. Each card has a Period selector to set the date range, and an arrow in the header that opens the matching full report. Drag a card by its handle to reorder the cards.
Sales Agent
Felix follows up on every opportunity until it is closed or handed off. The card shows:
- Active Conversations: The number of contacts Felix is in an active conversation with, out of your full database.
- Conversations By Channel: The SMS sent and calls made, with the total touchpoints across all channels.
- The Journey: Felix's outreach across three stages. Attempting is outreach in progress, Engaging is the share of active conversations where the contact has responded, and Handoffs is contacts Felix has flagged as ready for a teammate, through an appointment or warm transfer.
The header arrow opens the Sales Agent report. Learn more about Felix Sales Agent.
Nurture
Felix creates opportunities from your database through one-to-one marketing email. The card shows:
- Enrolled in nurture: The number of contacts enrolled in Nurture, out of your full database, with the engagement rate.
- Engagement Signals: Recent signals Felix surfaced, such as contacts who submitted a form, contacts now being worked by Sales Agent, and contacts who engaged with their Contact Dashboard, with the total for the period. Each row links to those contacts.
The header arrow opens the Nurture report. Learn more about Felix Nurture.
Living Database
Felix watches every contact, every property, and every change. The card shows:
- Contacts in your database: Your total contacts, split into active and monitored. Learn more about Active vs Monitored contacts.
- A rotating contact highlight: A single contact with an Intent badge and a one-line reason, drawn from the latest signals. Learn more about signals and intent.
- Database Changes Detected: Recent property and ownership changes Felix detected, such as contacts who just listed a property, sold their home, purchased a home, or filed a new mortgage or refinance. Each row links to those contacts.
The header arrow opens the Living Database report. Learn more about Living Database.
More dashboard widgets
Beyond the three Felix skill cards, you can add these widgets to any dashboard. Click the info icon on a widget for a quick definition.
Engagement
Total interactions with your marketing content, including opens, clicks, views, entrances, scans, and submissions. It shows totals for today, the last 7 days, and the last 30 days, with a trend chart for the selected period. Filter by Type, Period, and User.
Submissions
A chart of form submissions over the selected period, so you can track submission volume over time. Filter by lead type and user.
Recent Submissions
Your most recent form submissions, so you can spot hot leads quickly. Click View All to open the full list. Filter by user.
Database Insights
The number of data points Felix has updated to improve your database, such as enrichments, property data, and mortgage data. It shows totals for today, the last 7 days, and the last 30 days, with a trend chart. Filter by Period and User.
Database Quality
A snapshot of your database health. It shows your Total Contacts and the share of records that have key fields such as Contact Name, Contact Email, Contact Phone, and Property Address, along with flags such as unassigned contacts and duplicate properties. Use it to see where your data needs attention. Filter by User.
Property Intelligence
A view of your transaction activity. Your Deals is the total of your seller-side and buyer-side transactions, shown alongside Total Listings and Total Sold. Hover the chart for a breakdown of your sellers, your buyers, listings, and sold. Filter by Period and User.
Leaderboard
Ranks users by a dynamic score based on recent activity, database quality, and engagement. Hover a user to see their Key Score Drivers, the factors raising or lowering their score. Learn more about the leaderboard.