Dashboard

See the work, conversations and outcomes that keep your workspace moving.

How Jill’s core workflow fits together

Choose the Work Type your team handles.
Create and publish a workflow for the conversation.
Create a Request and share its Jill link with the recipient.
A successful completion creates Work; a follow-up Request from existing Work adds to that same record.

Popular workflows

Work by status

Recent activity

Upcoming tasks

Lifetime overview

A concise view of the work your workspace has completed in Jill.

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Work 0

Create work manually when it starts with your team, or let Jill create work when a conversation is completed.

Type Status Workflow Owner Due Sort

Customers 0

Keep customer details and their complete Work history together.

Customer type Status

Workflows

Build and publish guided conversations for repeatable processes.

Live workflows0

Draft workflows0

Requests sent0

Completion rate—

Create a workflow

Choose a builder type to get started.

Workflow Library

Preview reusable Jill workflows, then add independent editable Draft copies to your workspace.

Documents

Find, edit and prepare the PDF documents Jill uses for Signed Outcomes.

Saved documents0

Ready to use0

Draft documents0

Requests

Track Jill conversations from sent through completed. Incomplete, expired or cancelled conversations stay here and do not become Work.

Request	Workflow	Latest Work	Status	Sent	Reminder	Actions

Scheduled Jill requests

Create a Jill request once or on a recurring calendar schedule.

How delivery works

At each due time Jill creates a distinct request link. Email sends it to the recipient; Dashboard reminder alerts you in Jill so you can share it yourself; Both does both.

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Reports

Analyse workspace activity, performance, usage and trends over time.

Activity over time

Compare meaningful workspace activity across the selected period.

View trend data

Request status

Current states of requests sent in the selected period. Successful outcomes move requests to completed, while normal links remain reusable unless configured for a single conversation.

Workflow performance

Compare requests, completions, outcomes and turnaround by workflow.

Workflow performance for the selected report filters
	Type				Average time	Outcomes

Work analysis

Understand workload, completion and current Work status.

Documents & signatures

Review completed signature events separately from signed outcomes.

Verifications

Review tenant-visible verification requests and outcomes.

Usage

See metered Jill activity without changing billing calculations.

Team activity

Activity that can be attributed reliably to workspace members.

Team

Manage workspace members, invitations, roles and individual permissions.

Team performance—

Members0

Pending invitations0

Roles0

Workspace members

Active and disabled members retain their historical work attribution.

Workspace members and their roles, statuses, workloads and management actions
Member	Role	Status	Assigned	Completed	Actions

Pending invitations

Resend an invitation or cancel access before it is accepted.

No pending invitations.

Pending invitations with dates, statuses and management actions
Invitee	Role	Invited	Expires	Status	Actions

Billing

See what you are paying for, what you have used and what comes next.

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1Billing details
2Review
3Payment

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Let's confirm your billing details

We'll use these details for your Jill subscription and invoices.

Business / individual details

Company / individual name Company registration number Optional VAT number Optional

Billing contact

Name EmailWe'll send invoices and important subscription notices here. Phone

Billing address

Address Address line 2 Optional City Province Postal code Country

Your plan

Jill Monthly

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Current period

This month

Subscription and usage costs for this billing period
Usage	Quantity	Cost
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Total so far		Loading…

Prepaid

Verification credits

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Credits are used when you perform identity or other verification checks.

Latest activity

Recent invoices

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Your profile

Manage your personal Jill details and account security.

Profile photo

Choose a PNG, JPEG or WebP image smaller than 2 MB. You can centre and zoom it before saving.

Choose photo

First name Last name Display name Verified login email This is how your name appears across Jill CRM. Your login email changes only after the new address is verified. Role in this workspace Current workspace

Change login email

Jill will send a secure link to the new address. Your current login remains active until verification.

New email address Current password

Account security

Change your password and review signed-in devices.

Current password New password Confirm new password

Active sessions

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Settings

Manage workspace preferences and defaults.

Workspace / company name Workspace billing emailInvoice recipients are managed in Billing details. Time zone Date format Default currency Default priority Reminder default

Work Types

Choose the names your team uses for Work, such as Jobs, Claims, Onboardings or Applications. Deactivated types remain visible on historical records.

How Work Types affect workflows

Manual Work uses the type you select. A published workflow keeps the Work Type chosen for that version, and deactivating a type does not change historical records.

Open Settings to load Work Types.

Work Items

Classifications

Manage the workspace labels available in the simple Classification selector. Renaming or deactivating a classification does not alter existing Work or its history.

Open Settings to load classifications.

Work statuses

Add the open statuses your team uses. Jill’s built-in lifecycle statuses remain available for reporting and completion.

Open Settings to load Work statuses.

Add-on Modules

Open the optional Jill tools enabled for your workspace.

Jill operations control room

Reporting

Understand current platform activity, adoption, customer engagement and operational health.

Not updated yet

Live now

Recent activity in the last 15 minutes.

South African local day

Today

Calendar month

Month to date

Activity Today

Activity from Johannesburg midnight through the current local time bucket.

Metric

View Activity Today data

Last 30 days

Daily activity makes growth and quieter periods visible.

Metric

View 30-day activity data

Request lifecycle

Created → Sent → Completed → Outcome produced. Opened and started are omitted because Jill does not currently persist them authoritatively.

Commercial activity

Recorded payments, refunds, subscriptions and usage charges remain distinct to avoid double-counting.

Customer engagement

Operational activity signals, not churn predictions.

Platform health

Latest reliable integration evidence and recent operational failures.

Tenant activity

Cross-tenant activity for the selected reporting period.

Tenant activity leaderboard for the last 30 days
						Signing	Verifications	Add-ons

Reporting definitions and current limitations

Choose a tenant

Select a tenant in the activity table to inspect adoption, trends and latest safe operational activity.

Tenant Analytics

Tenant

Usage trend

Daily qualifying activity for this tenant.

View tenant usage trend data

Capability usage

Adoption and account signals for the selected period.

Latest activity

Safe operational metadata for this tenant.

System Admin

Manage Jill workspaces, workflow catalogue access and verification service availability.

Tenants shown0

Active0

Suspended0

Billing attention0

Tenants

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Jill tenants, Owners, lifecycle and billing states
Workspace	Owner	Status	Billing	Created	Activity	Actions

Workspace access

This workspace is suspended

Your workspace information is safe, but normal Jill operations are unavailable. Contact Jill support or your workspace administrator for help.

Contact Jill support

Help centre

Search practical Jill guidance or start a guided tutorial in your own workspace.

Welcome back

Create your workspace

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Change verification email

Choose a new password

Join your Jill workspace

Check your email

Work moves forward with Jill.Your workflow assistant

Dashboard

Needs your attention

Popular workflows

Work by status

Recent activity

Upcoming tasks

Lifetime overview

Work 0

Customers 0

Workflows

Create a workflow

Workflow Library

Documents

Requests

Scheduled Jill requests

Reports

No activity in this reporting period

Report summary

Activity over time

Request status

Workflow performance

Work analysis

Documents & signatures

Verifications

Usage

Team activity

Team

Workspace members

Pending invitations

Billing

Let's confirm your billing details

Your Jill subscription

Jill Monthly

Set up payment

You're ready to use Jill

Jill Monthly

This month

Verification credits

Recent invoices

Usage details

Billing details

Payment method

Invoices

Verification credits

Available credits

Credits by service

Credit purchases

Credit activity

Your profile

Profile photo

Change login email

Account security

Active sessions

Settings

Work Types

Classifications

Work statuses

Add-on Modules

No add-on modules enabled

Reporting

Live now

Today

Month to date

Activity Today

Last 30 days

Request lifecycle

Commercial activity

Customer engagement

Platform health

Tenant activity

Live Activity

No recent platform activity