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Dashboard

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Dashboard

Dashboard

The Dashboard is your home page in Pilot — an AI-powered command center giving you a live overview of your account, sites, activity, and plan usage at a glance.

Key Features

  • AI Greeting Banner: A personalized greeting using your first name, today's date, and smart insight chips showing what needs attention — overdue invoices, active chats, failed emails, new contacts, and more. Each chip links directly to the relevant page.
  • Live Metrics Strip: Five compact cards showing real-time counts for Sites, Storage, Active Chats, Emails Today, and Contacts — each with a secondary badge for added context (active site count, queued emails, contacts added this week, etc.).
  • Quick Actions: Role-based shortcut cards for your most-used tools. Regular users see Site Builder, CRM, AirMail, Invoices, Assets, AirChat, AirForms, and Settings. Admin users see system management tools.
  • Pre-Flight Setup Card: New accounts see a 3-step setup card for domain, email, and payments. Each step shows its current status and a "Continue Pre-Flight" button. The card disappears once all three steps are complete.
  • Usage Meters: Color-coded progress bars for each plan allowance — emails, AI credits, storage, contacts, and SMS. Green below 75%, yellow at 75–90%, red above 90%. Displays your current plan name as a badge.
  • Usage Warning Banner: Appears automatically when any metric reaches 80% or more of its limit. Turns red at 95%. Lists all affected metrics and includes a direct link to Billing.
  • AirChat Activity Widget: Shows a live summary of your chat conversations — active, awaiting, and escalated chats — when the AirChat module is enabled on your account.
  • Feedback Leaderboard: Displays a ranked summary of feedback scores across your sites when feedback data is available.
  • Sites List: All your websites with URL, type, status, and storage usage. Supports sorting and search. Create new sites or manage existing ones directly from this panel.
  • Recent Activity: A timeline of your last 15 account events — emails sent, campaigns launched, file uploads, payments received, form submissions, and more — with time-ago timestamps.
  • Welcome Banner: Shown to new accounts — displays your company name, a module-based setup checklist, and a "Take a tour" link. Can be dismissed once you're set up.
  • Guided Tour: A step-by-step spotlight walkthrough of the platform's main sections. Progress is saved so you can resume where you left off.

How to Use

  1. Open Pilot — the Dashboard loads automatically as your home page.
  2. Check the AI Greeting insight chips for anything requiring immediate attention.
  3. Glance at the Live Metrics Strip for a real-time snapshot of your account.
  4. Use Quick Actions to jump directly to your most-used tools.
  5. If the Pre-Flight Setup card is visible, click Continue Pre-Flight to finish configuring your account.
  6. Monitor the Usage Meters — if a warning banner appears, click Manage in Billing to review or upgrade your plan.
  7. Scroll down to Sites to open, manage, or create websites.
  8. Check Recent Activity for a log of the latest actions on your account.

Tips

  • Insight chips in the greeting banner are clickable — they take you straight to the page where you can act on the issue.
  • Usage bars change color as usage climbs — green is fine, yellow means plan ahead, red means act now.
  • The welcome banner can be dismissed and won't reappear once closed.
  • Click Take a tour in the welcome banner for a guided spotlight walkthrough of the platform.
  • Admin users see additional system management shortcuts and service health alerts in the Quick Actions grid.
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