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Your home page and the Monday summary

What the home page shows for your role, what needs attention and how the weekly email for owners and admins works.

Reports

meruma opens on the home page: what happened this week and what needs attention now, based on what you’re allowed to see.

Which home page you see

  • Owners and admins, and anyone with a role that sees everything: the whole business.
  • Someone who sees their team’s work: their team.
  • Someone who sees only their own, or has no access to reports: “Your day”, with their chats waiting and today’s agenda.

The four numbers at the top are the last 7 days against the 7 before: new contacts, first response, won and collected. Each one opens the full report.

What needs attention

The home page only flags what needs someone to act, and each alert takes you to where it’s fixed:

  • Chats waiting for a reply for over an hour.
  • Open cards without a next step: no pending reminder and no upcoming event.
  • Automations that failed in the last 24 hours, for whoever can manage them.
  • AI agents that have used 80% of their monthly cap, for whoever can manage them.

The home page refreshes when you come back to the tab and every 5 minutes.

The Monday summary

Owners and admins get an email with the week, on Mondays at 8:00 in the organization’s time zone:

  • The week that just ended (Monday to Sunday) against the one before: new contacts, first response, won and collected, each with its change.
  • What the AI agents answered.
  • What’s at stake today and what needs attention.
  • The people who won the most cards.

If the week had no activity, it isn’t sent: you won’t get an email full of zeros.

It’s on by default. To stop it, use “Stop receiving it” at the bottom of the email, or turn it off in your account under Notifications → Weekly summary. That turns it off for you only: the rest of the team keeps getting it.

The morning summary

Anyone can turn on their own: what’s overdue and what’s on today in their agenda, at 8:00 in their time zone. Turn it on from “Your day” or under Notifications → Morning summary; it’s only sent when there’s something.

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