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Dashboard tour

The dashboard is where you hire, direct, and supervise your AI employees. This tour walks through one area at a time: what the page is for, the main elements on it, and the handful of things you actually do there.

The left sidebar groups the areas into three sections:

  • Main: Chat, Persona (your employees), Company, Organization, Orchestration, Notebook, Decisions, Communications, Channels, Contacts, Scheduled Jobs, and Work Loops.
  • Automation: Workspace (employee files) and Operations (labeled Infrastructure in the sidebar).
  • Account: Usage & Credits, Settings, Billing, and Help.

Some areas only appear with more than one employee (Organization, Notebook, Decisions, Communications, and the multi-employee chat modes), and Operations is limited to administrators. On a single-employee plan, the sidebar hides those entries and labels the Company area “Workspace” instead.

Pick an area below to continue.

Last verified: 2026-10-24 against the shipped codebase.