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Dashboard tour

In this tour we'll walk through the Dashboard so you know where each piece of information lives and when to reach for it.

If you don't have any AI Agents yet, the Dashboard shows a "What would you like to build?" empty state with templates — go through Getting Started first so there's something to see.

Open the Dashboard​

Click Dashboard in the left sidebar.

1 — Greeting and "Since you were last here"​

At the top you'll see a short greeting ("Welcome back, {your name}") and the team you're working in.

Right below, a "Since you were last here" banner summarises what changed while you were away — tasks processed, success rate, urgent items. If anything needs your attention, it shows a count and a link straight to the pending items.

This banner is the fastest way to see whether anything important happened.

2 — Stat cards​

Four cards sit across the top of the Dashboard:

  • Active Agents — total agents configured, with a breakdown of how many are running or suspended.
  • Tasks Running — how many tasks are currently executing, plus how many batches are active.
  • Pending Approvals — how many actions are waiting for you. If any are marked urgent, the subtitle will say so.
  • Completed Today — how many tasks finished today, with the success rate.

Several cards are clickable — they jump you into Tasks Management pre-scoped to the right tab.

3 — Tab 1: Pending Approvals​

Below the stats, click the Pending Approvals tab.

This is the inbox of every approval and questions card waiting for a human, across every AI Agent you own.

Empty state: "All clear — Your agents are running autonomously. Nothing needs your attention."

If there are pending items, each shows as a card with the AI Agent, the tool, a short description of what's about to happen, and action buttons (✓ Approve, ✎ Edit, ✕ Reject, 💬 Chat). See Review pending approvals for the full workflow.

4 — Tab 2: Running​

Click the Running tab.

This shows every task currently executing — AI Agent turns in flight, tools in the middle of running, batches making progress.

Empty state: "Nothing running right now — Start a conversation with one of your agents or wait for a scheduled trigger to fire."

See Monitor running tasks.

5 — Tab 3: Task Batches​

Click the Task Batches tab.

This shows Batch Process runs your agents created. Click any batch to open its modal with live progress, per-row results, and controls to stop the batch (⏹) or download results as CSV (⬇).

Empty state: "No batches yet — When an agent needs to run a tool across multiple items in parallel, it creates a batch."

6 — View All → Tasks Management​

Above the tabs on the right, there's a View All → link. Click it to open Tasks Management — a separate view with deeper filters and the full task/batch table. This is where you go when you want to search "every failed HubSpot call last week" or similar.

See Tasks Management.

7 — Recent Activity​

Below the tabs, the Recent Activity section is a chronological log of everything your agents did. Each entry shows a timestamp, a colored dot (success / approval / info / error), and the event text.

Sample entries:

  • "Blog Agent resumed after approval cascade completed"
  • "You approved WordPress publish for blog article"
  • "Batch #12: Acme Corp qualified (score: 87)"
  • "Blog Agent suspended — tool needs your approval"

Use this when you want to see what just happened without switching tabs.

What you've seen​

  • Stat cards — the quick health check.
  • "Since you were last here" — what's new since your last visit.
  • Pending Approvals tab — the inbox.
  • Running tab — what's in flight right now.
  • Task Batches tab — batch progress and results.
  • Recent Activity — the chronological feed.
  • Tasks Management (via View All) — deep filters and full tables.

Next steps​