The Dashboard
General overview of the dashboard and its main sections.
When to use this
Refer to this page when you have just signed in and want to understand what each dashboard section means, or when you need to quickly find where something is configured in the platform.
Real-world example: You are an industrial plant administrator. Every morning you open the dashboard to review the previous day's costs, verify that your agents are active, and check pending data extractions.
Overview
The Dashboard is your control center. From here you can monitor all your agent activity, costs, and data in one place.
Main Panel
- Cost breakdown — Costs for the current period broken down by service: AI Services (with sub-items: WhatsApp, Extraction, Email, Vision, Notification) and Total.
- My Agents — Quick view of your active WhatsApp and email agents.
- Quick actions — 5 shortcuts to create agents, tools, collections, departments, and more.
- Recent activity — 3 tabs with the most recent activity: WhatsApp, Email, and Extractions.
Your dashboard shows...
When you log in, you will see four main areas. Here is what each one means:
- Cost breakdown — How much your organization is spending this month on AI services. If you see an unexpected increase, check which agent is consuming the most tokens in AI Usage.
- My Agents — Your active agents and their status. If an agent appears inactive, it may need a WhatsApp number reconnection or email account re-authentication.
- Quick actions — Shortcuts for the most common operations. Use these instead of navigating through menus when you need to create resources quickly.
- Recent activity — The latest interactions from your agents. The three tabs (WhatsApp, Email, Extractions) let you monitor what is happening in real time.
Sidebar Navigation
The sidebar organizes all sections of the platform:
| Section | Content | Description |
|---|---|---|
| Chat agents, conversations, connected numbers | Configure agents that automatically respond via WhatsApp and review conversation history | |
| Email accounts, email agents | Connect email accounts and create agents that process incoming emails | |
| Data | AI extractions, collection records, PDF reports | Extract structured information from documents, manage data collections, and generate reports |
| Organization | Departments, staff, tasks (Kanban board), tools | Manage your team, assign tasks, and configure the tools your agents use |
Quick Actions
Quick actions take you directly to create new resources:
| Action | Navigation |
|---|---|
| WhatsApp agent | WhatsApp > Agents > Create |
| Tool | Tools > Create Tool |
| Data collection | Data > Extractions > New |
| Email account | Email > Accounts > Register |
| Department | Organization > Departments > Create |
Costs and Usage
The dashboard shows a monthly cost summary with markup applied. Costs are broken down by:
- AI Services — Tokens consumed, broken down into sub-items: WhatsApp, Extraction, Email, Vision, and Notification.
- Total — Grand total of all costs for the period.
See also
- Registration and Setup — How to create your account and get started
- AI Usage — Cost details and optimization tips
- Billing & Subscriptions — Plans, limits, and overages
- Notification Channels — Configure how alerts reach you
- Key Concepts — Fundamental platform terminology