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Dashboard Overview

After logging in, your dashboard gives you a real-time view of your account:

  • Overview Statistics: Counts of your demos, active workflows, contacts, and knowledge bases — so you can see at a glance what's running and what's within your plan limits
  • Quick Actions: Shortcuts to create a new demo, manage existing workflows, and upload documents to a knowledge base
  • Navigation Sidebar: Access all sections — Demos, Workflows, Knowledge Bases, Integrations, System Messages, Usage, and Billing — from the left-hand menu
  • Usage Indicators: Your current API call consumption and plan limits are visible from the Usage section; check here before hitting a limit to decide whether to upgrade or add credits

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