> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stchat.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Today and the agency dashboard

> Understand the Today screen, the portal menu and where to start your day at the agency.

## What it is for

**Today** is the first screen of the agency portal. It shows what needs you right now, with the button that solves each item.

## Who can do it

Anyone with access to the agency portal sees **Today**.

## Where to click

Sign in to the portal and open **Today** at the top of the side menu. Once the agency finishes the **Get started** checklist, the portal opens straight on Today. In **Get started** there is the link "Skip the checklist and go to Today". 

## Step by step

**1. Look at the numbers for the period**

At the top are resale revenue, margin and overdue amounts, plus active, new and canceled clients. Switch the **Period** between **Month**, **Quarter** and **Year**. With no clients on a plan, the screen says the numbers show up once there are some.

**2. Clear Today's queue**

Items come in groups: **Now**, **Today**, **When you can** and **Your agency**. Filter by All, Billing, Clients, Orders or Your agency. An item leaves the queue once it is resolved.

**3. Use the item's button**

Each row has an action, such as **Mark paid**, **Remind the owner** or **Approve**. Under **More actions** there are **Snooze** and **Open client**.

**4. Use the shortcuts**

Under **Shortcuts**: **New client** and **Bill statements**. There are also **Open as client** and **Sales page**.

## The portal menu

| Group | Items |
| - | - |
| Today | Today |
| Clients | Organizations, Customer health, Reputation, Reports |
| Sell | Plans and prices, Sales page, Partners, Templates and modules |
| Get paid | Statements, Payments and sequence, Invoices (NFS-e), Usage |
| My STChat account | Agency's plan, Billing, Client orders, Refer an agency |
| Brand and account | Brand, Domain and e-mails, Menu links, Agency data, Agency team, Audit log |

At the top, the bell shows **Notifications** (billing alerts, customer health and instances). Under **Bell alerts** each person chooses what appears. Turning one off removes the alert from the bell, but the item stays in Today's queue.

## What happens next

Resolving or snoozing an item updates the queue. Items in **Now** and billing items can't be snoozed. If less than 1 day is left until the deadline, it can't be snoozed either. A snoozed item returns to the queue on the day indicated.

## Common errors

* "Couldn't load Today." Use **Try again**.
* "Could not load the queue."
* "Could not snooze. Try again."
* "Items in Now cannot be snoozed." and "Billing items cannot be snoozed."

## Next step

* [Agency first steps](https://docs.stchat.app/en/agencias/primeiros-passos.md)
* [How to create an organization](https://docs.stchat.app/en/agencias/criar-organizacao.md)
* [How to open as a client](https://docs.stchat.app/en/agencias/abrir-como-cliente.md)


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