Agentic Dashboard (AI Shipping Overview)

The agentic dashboard is the home screen for Platform V2. It is a fulfilment assistant: live stats, AI bullet points about what needs attention, and a chat box that answers questions about your store. If the agent cannot answer, it opens a support ticket for you.

Overview

What it is: The Dashboard page when agentic dashboard is enabled. The heading is AI shipping overview.

How to access: Click Dashboard in the left navigation. V2 merchants see this view instead of the older KPI-and-sparkline layout.

Why it matters: You should not have to hunt across Orders, Product AI, and tracking pages to find what is stuck. The dashboard reads that data and tells you what to do next.

Stats tiles

What they show:

Orders to fulfil — Unfulfilled orders. Click through to the Orders page. Colour shifts to attention/critical when the backlog is large.
Fulfilled today — Labels booked today.
Fulfilled (30 days) — Last month’s volume.
Avg time to pack — Average hours from order to shipment.
Time to clear backlog — Estimated pick-and-pack time for everything still open.
Suspect addresses — Only shown when at least one order looks risky. Review before you book.
Delayed tracking — Shipments that may need customer follow-up.
Monthly shipments — Current count vs plan limit, when your plan has a cap.

How to use: Click View all orders (or the Orders to fulfil tile) to start booking. Tiles with a link go to the matching list.

AI insights

What they are: 5–8 short bullet points generated from your live fulfilment data (cached so the page stays fast).

Typical insights:

How many orders are still to fulfil, and roughly how long to clear them
Suspect addresses and delayed tracking
Products in Product AI that still need dimension confirmation
Products that ship as freight (skid/pallet), including when residential or tailgate fees are showing up often
Helpful plan notes when a limit or feature is blocking you

Empty state: “Start shipping to see AI insights here.”

If insights fail to load: Click Retry.

Insights are written as actions, not vanity metrics. If Product AI has items in Needs Review, expect a nudge to confirm them — confirmed dimensions make checkout quotes and booking faster.

Ask the dashboard

What it is: A chat field at the bottom of the overview: e.g. How do I clear my backlog faster?

How to use:

Type a question about packing, carriers, billing, Product AI, or a specific order problem.
Click Ask.
The answer appears under the field.

What it can do:

Explain features using the help centre
Point you at the right screen (Orders, Product AI, Settings → Billing, Carriers)
Use your current stats (backlog, delayed tracking, freight mix) in the answer

When it cannot answer: The agent creates a support ticket automatically. You do not need to open Intercom or fill a separate form. You will see a handoff in the reply.

Rate limits: If you ask too many questions in a short window you will be asked to wait a moment.

How this differs from the classic dashboard

| Classic dashboard | Agentic dashboard | |---|---| | KPI cards and 30-day sparklines | Stats plus written next actions | | Onboarding checklist widget | Onboarding is a separate conversation; home is ops | | Help via Intercom widget | Ask in place; ticket if the agent is stuck |

See also: Agentic Onboarding, Product AI, Orders & Booking, Troubleshooting & FAQs.

Frequently Asked Questions

Q: Is this a chatbot bolted onto the old dashboard? A: No. Insights are computed from your orders, tracking, Product AI queue, and freight profiles, then written as bullets. Chat is extra, on top of that.

Q: Why don't I see suspect addresses / delayed tracking? A: Those tiles only appear when there is something to review. Zero is hidden on purpose.

Q: Can I switch back to the old dashboard? A: Not as a merchant toggle. The agentic view is the V2 home screen when that feature is on for your shop.

Q: Does asking a question change my settings? A: No. Chat explains and routes you. Carrier and billing changes still happen in Settings.

Q: Who sees the support ticket? A: Pack to the Future support. Include order numbers in your question when you can — they travel with the ticket.