Summary
The dashboard is not just a vanity landing page. In the current app, it is a state-aware workspace entry point that changes depending on how complete the account setup is. That makes it important to document as a workflow surface, not just as a navigation destination.Who this is for
- New users orienting themselves after onboarding
- Operators checking workspace activity
- Teammates using the dashboard as the daily starting point
Where to find it in the app
- Dashboard
What the current dashboard actually does
Setup-aware guidance
The dashboard switches between three different modes:| Dashboard state | What you see | What it means |
|---|---|---|
| Getting started | a step sequence for selecting a writer agent, selecting a reviewer agent, and testing the starter campaign | the workspace is not ready for normal operations yet |
| Going live | a step sequence for sender identity, outgoing provider, and optional incoming email setup | the team has moved past first-agent setup but is not operationally ready |
| Operational mode | quick actions plus recent received and sent communications | the core setup flow is complete and the team can use the app day to day |
Metrics and activity
The dashboard also shows top-level counts for:- total agents
- total campaigns
- total contacts
- total emails sent
- quick actions
- recent received communications
- recent sent communications
How to read the dashboard correctly
If you still see Getting Started
You are still in first-run mode. In the current flow, that usually means:- a writer agent has not been selected yet
- a reviewer agent has not been selected yet
- the starter campaign has not been test-run yet
If you see Going Live
This means the product is telling you that agent setup happened, but delivery infrastructure is still incomplete. In the current app, that sequence is focused on:- email identity
- outgoing provider
- optional incoming email setup
If you see Quick Actions and recent activity
This is the “normal operating mode” dashboard. At that point, the dashboard becomes a quick orientation layer rather than the main place to do detailed work.How to use it well
During initial setup
Treat the dashboard like a checklist hub. It is telling you what kind of setup work is missing, so follow the step sequence instead of bouncing randomly through the sidebar.After launch
Treat the dashboard like a high-level pulse check. Use it to decide whether you need to jump into campaigns, contacts, communications, or analytics next.A practical operating loop
- Open the dashboard first.
- Identify whether you are in setup mode, going-live mode, or operational mode.
- Use the metric cards to jump into the area that actually needs attention.
- If recent communications look unusual, continue into Communications rather than trying to diagnose everything from the dashboard.
- Return to the dashboard when you need a fast “what changed?” checkpoint.
What the dashboard is not for
- it is not the best place to review a campaign in detail
- it is not the best place to troubleshoot communication history deeply
- it is not a replacement for the campaign, communications, or analytics workspaces
Common mistakes
- treating the dashboard as if it should show every operational detail
- ignoring the setup sequence and jumping into campaign work too early
- assuming recent activity on the dashboard is enough context without opening the related communication or campaign
- using the dashboard as the only reporting surface instead of switching to Analytics when you need actual performance review
Success checklist
- New users know whether they are still in setup mode or in normal operating mode.
- Teams understand that quick actions and recent communications appear after the core setup flow is complete.
- The metric cards are used as jump points into real work, not as the entire workflow.
- The dashboard is used as an orientation surface, not mistaken for the full operating workflow.