Once you have set a Goal, you can leave progress tracking to the agent. The agent watches how things are going and keeps you informed through Reports and notifications. When you want to check for yourself, you can view progress anytime from the Dashboard or Chat.
You Can Leave Progress Tracking to the Agent
When you set a Goal, the agent continuously watches your achievement status and lets you know about milestones and any delays. All you have to do is review what you receive and choose whether to "Approve" or "Cancel" the actions the agent proposes.
You can check progress in the following three ways.
| How to check | What it offers | When to use it |
|---|---|---|
| Dashboard | See your current achievement status at a glance | You want to see the latest numbers right away |
| Notifications from the agent | Reports and alerts arrive automatically | You want to avoid the effort of checking frequently |
| Ask in Chat | Ask directly about what you want to know | You want to hear a specific outlook |
Checking on the Dashboard
The "Goal Progress" widget lets you see the achievement status of the Goal you set at a glance.
The widget displays the following items.
| Displayed item | Description | Example |
|---|---|---|
| Current value | The current number | 856 friends |
| Goal value | The Goal you set | 1,000 friends |
| Achievement rate | Your progress as a percentage of the Goal | 85.6% |
| Deadline | The deadline to reach the Goal | June 30 |
The pace of progress is shown as one of "On track," "As planned," or "Falling behind." When you are falling behind, the agent proposes actions to help you catch up.
When the Widget Does Not Appear
Open "Edit Dashboard" at the top right of the Dashboard, and in the edit dialog switch "Goal Progress" to "Show."
Checking Through Notifications From the Agent
The agent delivers progress notifications to the notifications area of the Dashboard and to Chat. The most common notifications are as follows.
| Notification | What it covers |
|---|---|
| Weekly report | A summary of the past week's progress |
| Monthly report | A summary of the past month's progress |
| Goal progress | A notification about achievement milestones |
| Goal pace falling behind | An alert when your pace has slowed |
Reports summarize your progress over the period and where you stand toward reaching your Goal. When your pace is falling behind, the agent also analyzes the cause and proposes actions to help you catch up.
Progress notifications arrive when a Goal is set. If no Goal is set, they are not sent. To learn how to set a Goal, see the article on setting Goals in this same section.
Asking Directly in Chat
You can ask whatever you want to know directly in a chat with the Marketing Agent. It answers you in words on the spot with the latest status.
For example, you can ask things like:
- "How is the Goal progressing?"
- "How many more friends until I reach the Goal?"
- "At this pace, when am I likely to reach the Goal?"
- "What should I do to reach the Goal?"
When you receive a proposed action, review it and choose "Approve" to have the agent move forward with the preparations. If you would rather hold off for now, choose "Cancel."
When Your Pace Is Falling Behind
When your Goal pace slows, the agent sends a "Goal pace falling behind" notification. The notification summarizes the situation, the likely cause, and additional actions to help you catch up.
If you choose "Approve" for a proposed action, the agent moves forward with tasks such as preparing a broadcast. If you are not ready to act right away, choose "Cancel" and consider it later.
When You Want to Revisit the Goal Itself
If reviewing your progress makes you want to adjust your Goal, you can view, edit, or discard your current Goal on the "Goal" tab of the agent control center. If you tell the agent in Chat that you want to change your Goal, it analyzes your current situation and proposes a new one.
| Action | What you can do |
|---|---|
| Edit | Change the Goal value or deadline |
| Discard | Stop the current Goal |
| Consult | Have a new Goal proposed in Chat |
When Things Do Not Work
Common stumbling points with progress tracking and how to resolve them are listed below.
- The Goal Progress widget does not appear: Open "Edit Dashboard" at the top right of the Dashboard and switch "Goal Progress" to "Show."
- Progress notifications or reports do not arrive: Check whether a Goal is set. If no Goal is set, progress notifications are not sent.
- Progress does not update: There can be a time lag in aggregating the numbers. Wait a little while and then check again.