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Business Pulse

Pulse in the sidebar is the Business Pulse in full: every number from the tools you have connected in Settings → Integrations (see Integrations), grouped by the tool it came from, with your website's week as a chart. Owners and admins see it; members don't, because it shows the whole business's money. The short version — one sentence and a row of chips — is on your Home page once your cards are cleared (see Your Home Page); choosing a chip there, or See the full pulse →, opens this page at that tool's section.

Where the numbers come from

Uncog AI reads your connected tools overnight and builds the pulse every morning at 5:00 am. It builds it again within about a minute when you connect or reconnect a tool (once its first sync finishes), or pause, resume or disconnect one. The line under the heading says when it last ran. Every number is worked out by Uncog AI from what those tools report — nothing is estimated — and each section's header names the tool it came from, with Open in Google Analytics (or the tool's name) on the right to open that tool in a new tab. Choose the ··· menu (More actions) at the top right, then Manage Integrations, to connect, pause or disconnect a tool.

The page starts with the week's story: Uncog AI's one-sentence summary, with its figures highlighted (lime for steady or good, amber for something to watch or act on), then every insight marked Act Now, Watch or Info. Beside each insight, See Money ↓ (or Website, LinkedIn, Smart Agent Chat, Customers, Google Ads, Payments) jumps to the numbers it is about. Insights only ever describe the numbers on the page; when Uncog AI could not write them, the numbers still show.

The sections

Under the story, a row of headline numbers leads with Website Visits, then Website Conversions, Chats and Leads from Chat — whichever you have. Their sections below show their charts; every other number sits in its own section.

Each tool is a section, with the tool's mark beside its name and the tool in a small label after it, in the same order every day. A section shows only when its tool is connected and has something to measure; "Last 7 days" means the 7 full days up to yesterday, and each number says how it changed on last week (for example "Up $2,400.00 on last week"). Once Uncog AI has read a tool for more than a day, the 7-day number also says how it has moved since Uncog AI first read it (for example "Down $600.00 on your starting point").

  • Money (Xero): Overdue Invoices (tinted amber when there is any, with the three largest debtors as links to their company records), Days to Get Paid, 30-Day Cash Outlook and Bills Due in 14 Days.
  • Google Ads: Ad Spend, Last 7 Days with the three best campaigns, and Cost per Lead — that spend divided by the new contacts added in Uncog AI over the same days (contacts imported from a connected tool don't count). Not every new contact comes from an ad, so treat it as a guide. Amounts are shown to the cent. Under them, Owners and Admins see Campaign Suggestions (see "Suggesting a Google Ads campaign" below).
  • Website (Google Analytics): the charts described below, each with the three channels that brought the most. Website Visits, Last 7 Days and Website Conversions, Last 7 Days are in the headline row.
  • LinkedIn: LinkedIn Ad Spend, Last 7 Days with the three best campaigns; Cost per LinkedIn Lead — that spend divided by the leads LinkedIn counted for your ads (Lead Gen form submissions and conversions it tracked on your website); New Followers over the latest 7 days LinkedIn has counted (LinkedIn reports followers two days late, so this week ends a few days ago); and Post Engagement, Last 7 Days — clicks, likes, comments and shares on your Page's own posts. Ad spend shows only when your ad accounts spent something in the last two weeks. Amounts are shown to the cent. Under them, Owners and Admins see Campaign Suggestions (see "Suggesting a LinkedIn campaign" below).
  • Smart Agent Chat (your smart agent): Chats by day with the pages most chats started on; in the headline row, Chats, Last 7 Days and Leads from Chat, Last 7 Days with the buttons and links that led to the most (a lead is someone who left their details, asked for a person, sent a form or started a process). It is not a connected tool, so it has no Connect card and no link out (see Smart Agent). It shows when the smart agent is on and has been used in the last two weeks.
  • Your Email (your connected mailboxes): Median Reply Time — the typical time between an enquiry arriving and anyone in the business replying — and Unanswered Enquiries — enquiries whose last message is still the sender's after two business days. Both cover the last 28 days, across every mailbox connected, and count only: never a message, a name or one person's figures. Each says how it moved on a week earlier (or 30 days earlier, with 30 Days chosen) and on your starting point, and has its own chart. Until there are enough replies or enquiries to say something fair, the tile shows a dash and says so, for example Too few replies to tell yet. It shows from the morning after your first mailbox finishes reading its history, even when no other tool is connected.
  • Customers (your contacts): New Contacts That Fit, Last 7 Days — how many of the contacts added in Uncog AI over the last 7 days work at a company that is a Strong fit with your ideal customer, with the total number of new contacts beside it (for example 4, of 6 new contacts). It counts only; it never names a company or a person. It shows once your ideal customer is confirmed and companies have been rated against it, and only when contacts were added in the last two weeks. It is part of a pulse you already get from a connected tool or your smart agent; an ideal customer on its own doesn't start a pulse. See Contacts and Companies for how fit is rated. With a mailbox connected, the section also shows Customers Gone Quiet — customers you were in touch with in the 90 days before the last 28 and not since — with its chart; See Customers → opens your customers. It shows with your email even without a pulse.
  • Payments (Stripe): Revenue, Last 7 Days, Refunds, Last 7 Days (only when there were refunds in the last two weeks) and Monthly Recurring Revenue (only when you have subscriptions).

While there is a tool that Uncog AI can connect to but you haven't connected yet, a dashed Connect More Tools card follows the sections; Connect a Tool → opens Settings → Integrations. Only people who can manage integrations see that card.

The website charts and the 7 days / 30 days switch

In the Website section, Visits by day and Conversions by day show this week beside last week, one pair of bars per weekday — this week in green, last week in grey. Point at a bar, or move to it with the keyboard, to read the exact figures.

7 Days is the default. 30 Days changes the charts to one bar per week for the last 30 days (the oldest bar may cover fewer days), and the numbers that are counted day by day — Website Visits, Website Conversions, Chats, Ad Spend, Revenue and Refunds — to the last 30 days, each labelled Last 30 Days and compared with the 30 days before ("Up 3,000 on the previous 30 days"). The other numbers don't change: a snapshot such as Overdue Invoices has no period, and Cost per Lead and Leads from Chat, Last 7 Days are only worked out for the week. The story and the insights under the This Week heading are written for the last 7 days whichever period is chosen.

The email and customer charts work the same way, except that each day is already the last 28 days, so they are never added up: with 30 Days chosen, each week's bar is where the figure stood on its last day. A day with too few replies or enquiries to say something fair is left blank.

The charts show from the first day a tool reports, so a smart agent turned on this week already has its Chats by day. A day Google Analytics has not reported is left blank, never counted as zero. Until any day has been reported, the chart says Nothing yet and Charts arrive once there's a day of data.; once days are reported but every one is zero, it says Nothing yet and that they will chart there as they land.

Suggesting a LinkedIn campaign

With LinkedIn connected and Allow Uncog to draft campaigns turned on (see Integrations), the LinkedIn section shows Campaign Suggestions. Only Owners and Admins see it.

If your Page has no ad account yet, Campaign Suggestions shows how to set one up instead of Suggest a Campaign: choose Create an Ad Account in Campaign Manager, make the account for your Page, then choose Check Again (see Integrations). Uncog AI can draft in an ad account that has no payment method yet, but LinkedIn won't run anything until its billing admin adds one; the suggestion and the draft both say so.

  1. Choose Suggest a Campaign. When your Page has more than one ad account, the drawer says which one drafts go to, with Change to pick another under Drafts Go To. If you've confirmed your ideal customer, Uncog AI has already written one under Best fit right now, as a sentence — for example, "Get more enquiries from finance managers (any job title) at construction services businesses with 11–50 staff in QLD for your business". Tap any underlined part to change it: the choices open under the sentence, each saying what it means ("Where 22 of your 31 customers are", "12 of your 31 customers" for an industry), with a box for anything not listed. Your changes apply to this campaign only; your ideal customer stays as it is. The offer is optional: pick one of your Knowledge documents to promote, or type your own.
    • Industry reaches people at businesses in the industries you pick. It starts with your ideal customer's industries; the industries your customers are in are offered too.
    • Job title is optional. It offers job titles that at least two of your customers' contacts share (a title only one person has is never offered), or type another. When you pick a job title, LinkedIn targets that title instead of the people's job functions and seniority, which reaches more of the right people than both together.
    • Who your ideal customer leaves out (industries, business sizes and places) is left out of the campaign in LinkedIn too. Change who it leaves out on your ideal customer.
    • Or Try One of These offers other campaigns your numbers support, each with why: re-engaging contacts at businesses that fit who haven't replied in 60 days (LinkedIn can't show ads to particular people, so it reaches businesses like theirs), getting your name in front of more of them when your Page's followers have stalled, or finding more customers like the ones you have. One that needs another connection is greyed out with Connect.
    • Describe Something Else opens a box to say what the campaign should do in your own words. As you type, Uncog AI offers an ending in grey from what it knows (your ideal customer's people, where your customers are, your Knowledge documents): press Tab to take it, or keep typing. Under Uncog Can Fill in the Gaps, turn on an Offer from your Knowledge, a Place where most of your customers are, or Avoid (who your ideal customer leaves out, on to start with). Your own words then stand in for your ideal customer's people, sizes and places. ← Back to Uncog's Suggestion returns to the sentence.
    • Without a confirmed ideal customer, the drawer asks First, who do you most want to reach? instead: pick one of the three suggestions for your industry, or describe them in your own words and choose Tidy It Up, then Use This. When you choose Create Suggestion, Uncog AI saves your answer as your ideal customer and aims the campaign at it. Better Suggestions Next Time lists what you could connect (your CRM, your website in Knowledge), and the budget starts at a small First test: raise it once you've seen two weeks of results.
    • Most to Spend a Day: pick Test, Suggested or Push, or Custom for your own amount — at least $10, which is LinkedIn's minimum. With enough clicks in the last 90 days, Uncog AI says roughly how many clicks a day the amount buys at your average cost per click. Amounts are in your ad account's currency.
    • What Uncog Will Build shows LinkedIn's estimate of the audience for your choices, who your ideal customer leaves out, and who the campaign is aimed at. It updates as you change the sentence.
    • Choose Create Suggestion. Nothing goes live until you approve it.
  2. Uncog AI reads your last 90 days of LinkedIn numbers and suggests one campaign: a name, an objective, the places, job functions, seniorities and company sizes to reach (the industries, job titles and who to leave out are the ones you chose), a daily budget no higher than yours, dates, why it suggests them (starting with what it took from your ideal customer, when it used one), and up to three ideas for the ad's headline and text. It can suggest up to 10 campaigns a day for your account, across LinkedIn and Google Ads.
  3. Change anything, then Save Changes: the industries, the job functions, seniority and company sizes, and the job titles (choose the × on one to take it out). Places and job titles are checked with LinkedIn; one LinkedIn doesn't know is shown so you can try another spelling, and isn't targeted. The suggestion also says who it leaves out. The audience size is LinkedIn's estimate; under 300 members is too few for LinkedIn to run it. If the campaign reaches places, industries or business sizes outside your ideal customer, the suggestion says which, and Suggest Adding Them to My Profile puts a suggested change on Home for someone who manages your ideal customer to accept. It never changes your ideal customer by itself.
  4. Read LinkedIn's notice about discrimination, keep the box confirming the ads aren't political advertising ticked, and choose Create Draft in LinkedIn. Uncog AI creates the campaign in your ad account as a draft, which spends nothing.
  5. Open LinkedIn Campaign Manager, add an ad (copy one of the ideas with Copy) and launch it there when you're ready.

To remove a suggestion you don't want, choose … beside it and then Delete, or open it and choose Delete Suggestion. Deleting one already created in LinkedIn removes it from Uncog AI only: the draft stays in Campaign Manager, so delete it there too if you don't want it. A suggestion can't be deleted while it's being created. A suggestion already created in LinkedIn can't be changed here; change it in Campaign Manager. Uncog AI can't launch, pause or change a campaign, and can't target people by age, gender or any other personal characteristic.

Suggesting a Google Ads campaign

With Google Ads connected and Allow Uncog to create paused campaigns turned on (see Integrations), the Google Ads section shows Campaign Suggestions. Only Owners and Admins see it. Your website must be in Settings → Business Profile: the ads send people there.

  1. Choose Suggest a Campaign, say what the campaign should do (for example, more emergency plumbing jobs in Brisbane's northern suburbs) — or leave the box blank once your ideal customer is confirmed — or pick Find more customers like your best ones under Or Try One of These. Pick Test, Suggested, Push or Custom for the most to spend a day — at least $5 — and choose Create Suggestion.
  2. Uncog AI reads your last 90 days of Google Ads numbers and the searches that showed your ads, and suggests one Search campaign: a name, the places, keywords and negative keywords, headlines and descriptions for the ad, a daily budget no higher than yours, dates, and why it suggests them. It can suggest up to 10 campaigns a day for your account, across LinkedIn and Google Ads.
  3. Change anything, then Save Changes. Places are checked with Google; one Google doesn't know is shown so you can try another spelling. Each keyword is Phrase (searches containing its words in order) or Exact (searches that mean the same). Headlines are up to 30 characters and descriptions up to 90, with a count beside each. Landing Page is your website unless you change it. Google bids automatically: for the most conversions once your account has had some, otherwise for the most clicks.
  4. Keep the box confirming the ads aren't political advertising ticked, and choose Create Paused in Google Ads. Uncog AI creates the campaign, its keywords and the ad in your account paused, which spends nothing. If Google refuses part of it (for example a headline its ad policies don't allow), the suggestion says which part: change it, save, and try again.
  5. Open Google Ads, check the campaign, and turn it on when you're ready. Google runs it only once your billing details are set up in Google Ads, reviews the ad before it runs, and may spend up to twice the daily budget on a busy day.

To remove a suggestion you don't want, choose … beside it and then Delete, or open it and choose Delete Suggestion. Deleting one already created in Google Ads removes it from Uncog AI only: the paused campaign stays in Google Ads, so remove it there too if you don't want it. A suggestion can't be deleted while it's being created. A suggestion already created in Google Ads can't be changed here; change it in Google Ads. Uncog AI can't turn on, pause or change a campaign, and a Search campaign reaches people by what they search and where they are, never by age, gender or any other personal characteristic.

What You've Changed

At the end of the page, What You've Changed lists what the business has done about what Uncog AI noticed, newest first:

  • Starting point: where your email stood before you connected Uncog, for example "Median reply time 19 h · 11 enquiries unanswered."
  • Each finding you chose Done on, with what happened after: Worked, Not yet, Too early to tell, or Checking with the day Uncog AI looks again. When there are figures, it shows them before and after, for example "19 h → 3.8 h".
  • Changed: each change to your ideal customer you accepted.

Findings you marked Not Useful are not listed. Uncog AI says what changed after you acted, never that your action caused it. It also remembers these when it writes the pulse, so it doesn't suggest something that hasn't worked in the same words again.

When there is no pulse yet

With nothing connected and the smart agent not on your website, the page says Nothing Connected Yet and offers Connect a Tool. With only email connected, the page shows Your Email (and Customers Gone Quiet when you have customers), then See More of the Business with Connect a Tool. Once a tool is connected, or the smart agent has been used on your website, the first pulse shows the morning after. If a connection still needs something, such as choosing an organisation or reconnecting, the page says a connection needs attention and offers View Integrations until that is done.