Tool Guides
Learn the dashboard
Each guide explains what the tool is for, when to open it, how to read the sections, and what to do next.
Start with context
Confirm workspace and brand before opening a tool guide.
Respect access
Plans, roles, and sync state still control what the live app can do.
Move to action
Each guide explains what to read and what to do next.
Overview guide
Learn how to use Overview as your dashboard home base.
Operations guide
Learn how to triage daily brand health and run the right response.
Revive guide
Learn how to find repeat-purchase timing and winback opportunities.
Horizon guide
Learn how to read leadership health, pod load, and escalation signals.
Trajectory guide
Learn how to plan retention campaigns, projections, and cohort reads.
Composer guide
Learn how to generate grounded strategy, briefs, and campaign plans.
Pulse guide
Learn how to use Pulse as the performance cockpit for revenue, audience, and product analytics.
Diagnostics guide
Learn how to run a deep brand audit and turn the report into prioritized retention work.
Ask Leo guide
Learn how to ask grounded brand questions using the connected Klaviyo account.
Team Intelligence guide
Learn how to use Team Intelligence for skill visibility, coaching plans, alerts, and development actions.
We are adding guides one tool at a time so each page stays useful and accurate.