FilterWise

Understanding your dashboard

The FilterWise dashboard is your command center for managing property search filters. This guide explains every section and how to use it effectively.

Dashboard Home

When you log in, you land on the Dashboard Home page. It provides:

Stat cards at the top showing:

  • Total emails received today
  • Listings checked today (and your daily limit)
  • Matches found today
  • Credits remaining

Below that, you'll see your filters — each one displayed as a card with its name, type (email or scan), and recent activity.

Getting Started Guide

New users see a Getting Started guide on their first login. This interactive wizard walks you through:

  1. Choosing your language for the interface and notifications
  2. Selecting your input method — email alerts or website browsing
  3. Writing your first instructions with examples and templates
  4. Adding your first source — either configuring email forwarding or pasting a search URL

You can dismiss the guide at any time and access it again from the Dashboard Home page.

Filter Checklist

Each filter shows a setup checklist in the top corner. This tracks whether you've completed the essential setup steps:

  1. ✏️ Write your filter instructions
  2. 📥 Add a source (email forwarding or URL)
  3. 🧪 Test with a real listing
  4. 📧 Set your output email

The checklist is a quick visual indicator — green checkmarks show completed steps, helping you identify any missing configuration.

Navigation

The sidebar provides access to all sections:

  • Dashboard: Home overview with stat cards
  • Filters: Your filters (click any filter to configure it)
  • Emails: All received emails across all filters
  • Sources: All websites for scanning filters
  • Listings: All property listings extracted and analyzed
  • Account: Personal settings, language, and usage stats
  • Subscription: Plan details, upgrade options, and credits

Filter Detail Page

Clicking a filter opens its detail page with three main sections:

1. Input Configuration

  • For email filters: Shows your unique FilterWise email address with a copy button. Also has a test panel to fetch recent emails and extract listings.
  • For scanning filters: Shows your websites with options to add, remove, enable/disable, and manually trigger scans.

2. AI Filter Instructions

  • A text area where you write your filter criteria in plain language
  • Word count indicator showing usage vs. your plan's limit
  • "Include when unsure" toggle
  • "Improve instructions" AI assistant button
  • Test button to apply the instructions on a selected listing and see the AI's reasoning

3. Output Email

  • The email address where matching listings are forwarded
  • How to receive matches selector (instant, daily recap, or none)
  • Test button to send a matching listing

Emails Page

The Emails page shows all emails received across all your filters, newest first. Each email row displays:

  • Subject line
  • Sender
  • Status (processed, queued, skipped, etc.)
  • Number of listings found
  • Timestamp

You can filter by status, search by subject/sender, and click any email to see its details. The detail panel shows the email content, extracted listing URLs, and processing status.

Email statuses explained:

  • Processed: Email was successfully analyzed
  • Queued: Waiting to be processed
  • Processing: Currently being analyzed
  • Skipped (duplicate): Same content received recently
  • Skipped (limit reached): Daily analysis limit exceeded
  • Skipped (paused): Filter was on hold
  • Skipped (not configured): Instructions or output email missing

Listings Page

The Listings page shows all unique property listings across all filters. Each listing shows:

  • Property title or URL
  • Source (email or scan)
  • Match status (matched, no match, pending)
  • Whether it was forwarded
  • Timestamp

Click any listing to see the full AI analysis — each criterion evaluated, the extracted value, whether it matched, and the overall verdict.

You can:

  • Filter by match status
  • Search by title or URL
  • Re-analyze listings
  • Resend matched listings
  • Share a public link to a listing's analysis

Sources Page

The Sources page lists all website monitoring websites. Each source shows:

  • URL
  • Status (processed, queued, error, blocked)
  • Number of listings found (last scan and total)
  • Last scanned date
  • Enabled/disabled toggle

You can re-scan individual sources or all sources at once.

Account Page

The Account page lets you manage:

  • Name: Your first and last name (used in email communications)
  • Language: Interface and notification language
  • Usage: Today's analysis count, scans, and credits
  • Analytics: A 10-day activity chart showing emails, listings, and matches
  • Danger zone: Account deletion option

Subscription Page

The Subscription page shows:

  • Your current plan and its limits
  • Available plans with feature comparison
  • Volume slider for customizing your daily analysis limit
  • Currency selector (USD or EUR) for billing
  • Credit balance and purchase option
  • Subscription management link

Tips for Effective Dashboard Use

  1. Check stat cards daily: They give you a quick pulse on your search activity
  2. Review rejected listings weekly: The AI might be too strict — check the reasoning and adjust your instructions
  3. Monitor sources for errors: Blocked or errored sources won't produce results
  4. Use the analytics chart: Spot trends in your match rate to optimize your instructions

Related articles: Setting up your first filter · Understanding match results · Plans and limits