Using the Sales Assistant Dashboard
The Sales Assistant Dashboard is your command center while a drop is live. It shows every item, who’s winning, who still owes payment, and anything that needs a human touch — all in one place.
- See every item in your drop and its live status at a glance.
- Needs Attention surfaces anything waiting on you — expired checkouts and customer questions.
- Open any item’s actions menu to resend a checkout link, offer the next bidder, mark it sold, and more.
Prefer to watch? Here’s a full walkthrough of a live, active drop — every status and action button you’ll see.
What you’ll see
Your items
Every item in the drop, each with its current status — active, claimed, paid, shipped, expired, or unsold.
Live bids & winners
The current high bid on each item and who’s winning it, updating as comments come in.
Needs Attention
A short to-do list of anything that needs you — so nothing slips through the cracks.
The Needs Attention area
This is the first place to look. It gathers up everything that can’t be handled automatically, in two groups:
- Expired checkouts — a winner’s payment window ran out before they paid.
- Questions — a customer asked something in the comments that needs a real answer from you.
Actions on each item
Open the actions menu on any item to handle it by hand. Depending on where the item is, you can:
- View All Comments — see the full comment thread for that item.
- Resend the checkout link — send the winner their payment link again.
- Offer to the next bidder — pass the item to the runner-up if the winner falls through.
- Mark as sold, unsold, or sold elsewhere — keep your records straight.
- Sell to someone else — assign the item to a specific customer.
- Mark as expired — close out a checkout that’s no longer valid.
- Link a post — connect a manual Instagram post to the item.
Related Sales Assistant articles
Everything you can do from the dashboard has a step-by-step guide:
- Set up the Sales Assistant
- Create your first drop
- How captioning works
- How comments & bidding work
- Bids vs. Buy It Now
- How checkout works
- How to end a drop
- When a winner doesn’t pay
- Comment didn’t get picked up
- Message didn’t send to a customer
- Drops with more than 50 items
- Sort your photos before a drop
Common questions
Where do customer questions show up?
In the Needs Attention area. When the assistant spots a question instead of a bid, it flags it here so you can reply personally.
A winner didn’t pay — what can I do from here?
Open that item’s actions menu to resend the checkout link, offer it to the next bidder, or sell it to someone else. See When a Winner Doesn’t Pay.
Can I still manage items I posted manually?
Yes — once you link a post to an item, it appears on the dashboard and behaves just like an automatic one.
Stuck on something in the dashboard? Reach out — we’re happy to walk through it with you.
