> ## Documentation Index > Fetch the complete documentation index at: https://assembly.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Client engagement dashboard > See how engaged each client company is from their activity in your workspace, and get alerted when one goes quiet. > [!NOTE] > > **Template.** You can change anything about this app by describing it in its build chat. See [App templates](https://assembly.com/docs/building-new-apps/app-templates.md). See which client companies are active, slowing down, or gone quiet, based on what their clients do in your workspace. Each company gets an engagement level and a churn risk, and your team is alerted when one goes quiet or its activity drops sharply. This app is for your team only. Clients never see it. **Category:** Dashboards · **Used by:** your team · **Works with:** CRM, Messages, Files, Forms, Billing, Contracts, Tasks ## Features * A row for each company with its **Level**, **Risk**, **Engagement pulse**, **Last active**, **Top app**, **Last reviewed**, and **Next follow-up** * Four levels: **Engaged**, **Cooling**, **Quiet**, and **Not onboarded**, with a count card for each * Churn risk of **High**, **Medium**, or **Low**, and a reason for each rating * A detail view with 12 weeks of activity, an app breakdown, the most active clients, recent events, and an AI analysis * A review workflow: mark a company reviewed, add a note, schedule a follow-up, and keep the history * Risk rules you can tune, with **Standard**, **Strict**, and **Lenient** presets and a live preview * Alerts when a company goes quiet, drops sharply, or is due for a follow-up * An archive for companies you no longer want to track If your workspace doesn't use companies, the dashboard tracks each client instead. ## How to use it This app is internal. There is no client side: clients who open it see that it's available to staff only. ### For your team > [accordion] See who needs attention > > Open the app to see every company you have access to. The data refreshes when you open the app and once a day, and you can click **Refresh data** at any time. > > Click a count card, such as **Quiet** or **Cooling**, to filter the table to that level. Click it again to clear it. Use search and the **Level** and **Risk** filters to narrow the list, and click a column heading to sort by it. Sorting by **Next follow-up** puts overdue follow-ups first. > [accordion] Understand a company's activity > > Click a company to open its details. You'll see its **12-week activity**, **Signals** such as **Activity / week**, **Trend**, and **Top app**, an **App breakdown**, its most active clients, and **Recent events**. > > The **AI analysis** section summarizes the activity, lists any concerns, and gives a **Suggested follow-up**. Activity counts things like messages, file uploads and downloads, form responses, payments, contract signatures, completed tasks, and logins. > [accordion] Review a company > > 1. Open the company and click **Mark as reviewed**. > 2. Optionally add a **Review note** for your team. > 3. Optionally pick a **Next follow-up** date. > 4. Click **Save review**. > > Every review is saved under **Reviews** with who made it and when. When the follow-up date arrives, the team is alerted. > [accordion] Archive a company > > Open the company and click **Archive** to stop tracking it on the dashboard. Click **View archived** to see archived companies, and **Restore** to bring one back. > [accordion] Change the engagement rules > > Click **Engagement rules** to open **Settings**. > > 1. Pick a preset under **Presets**, or set your own numbers under **Risk rules**: how many days without activity make a company **Quiet**, and the days or activity drop that make its risk **High** or **Medium**. > 2. Check the **Live preview** to see which companies would change level or risk. > 3. Click **Save rules**. > > Everyone on your team can view the rules, but only admins can change them. Under **Display**, anyone can choose to hide test and personal companies. Your teammates only see the companies they have access to, and only get alerts about those companies. ## Notifications * **When a company goes quiet**, your team gets an in-product alert. A company that was already quiet the first time the app scanned doesn't trigger one. * **When a company's activity drops sharply** compared to the four weeks before, your team gets an in-product alert. * **When a follow-up date arrives**, your team gets an in-product alert. Alerts go to each teammate who has access to that company. Opening an alert shows the company's engagement details. To change who's notified or what the messages say, see [Configuring notifications](https://assembly.com/docs/building-new-apps/configuring-notifications.md). ## Set it up **1. Add the template** Click **Add App** in the Dashboard sidebar. Find **Client engagement dashboard** under **Start from a template**, or scroll down to **Browse all apps** and pick the **Dashboards** filter. **2. Try it as your team** The app lands in your sidebar as a draft. Open it to run the first scan, then open a company to see its details and save a review. **3. Publish it** Publish the app so your team can use it. See [Launching apps](https://assembly.com/docs/building-new-apps/launching-apps.md). ## Change it with the app builder This app is a template, so you can change anything about it by describing what you want. **1. Open the build chat** Open **Client engagement dashboard** from your Dashboard sidebar, click its name at the top, then click **Switch to builder**. **2. Describe the change** Write what you want the way you'd ask a teammate. Say where it shows up, such as the dashboard table or a company's details. **3. Check the preview** The app builder makes the change and updates the preview. Switch to **Team view** to check it. **4. Publish** Click **Publish** when you're happy. Until you do, your team keeps seeing the last published version. Changes people often make to this template: * "Send the quiet and sharp drop alerts by email too, not just in-product" * "Only alert the company's assigned account manager instead of the whole team" * "Add an Account owner column and filter the table by it" * "Show a 6-month activity chart instead of 12 weeks" * "Count activity in our custom apps toward engagement" * "Add a weekly summary of companies that changed level" See [Iterating on apps](https://assembly.com/docs/building-new-apps/iterating-on-apps.md) for how to describe changes well and how to go back to an earlier version. To rename the app, or change who can see it and how it notifies people, click its name at the top and choose **Rename app** or **Manage app**. ## Related > [card] [Sales pipeline tracker](https://assembly.com/docs/apps/sales-pipeline-tracker.md) > > Open deals by stage, with value and owner > [card] [Billable time tracker](https://assembly.com/docs/apps/billable-time-tracker.md) > > Log billable hours by client and export them [View this template on assembly.com](https://assembly.com/templates/client-engagement-dashboard) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.