BotIntelli — Dashboard User Guide

This guide explains the main Dashboard: what it shows, how to use the layout, and how to jump to other areas of the app.

What Is the Dashboard?

The Dashboard is your home view after sign-in. It gives a high-level overview of your workspace (files, storage, bots, workflows) and shortcuts to upload files, create assistants/agents, and open chats or workflows.

Where to Find It

Sidebar: Main → Dashboard (first item).
URL: https://app.botintelli.com/dashboard or https://app.botintelli.com/dashboard?view=dashboard.

Layout Overview

Logo / brand — Click to go to a new chat or home.
User greeting — e.g. “Hi, [Your name]”.
Sign out — Logs you out.

Main: Dashboard.
Business Context: Overview, Knowledge Base, Pipeline Management.
AI Analytics: AI Insights, Insight Feed, AI Dashboards, Data Stories, AI Investigator, Alerts Manager.
Chats: All Chats, Assistants.
Automation: Workflow Designer, Workflows, Templates.
Security & Compliance: Security, SSO, Audit Logs, Access Reviews, SoD Policies, Compliance, GDPR Requests.
Advanced Access: Delegations, Emergency Access.
Settings: Settings.
Plan & usage (footer): Current plan name and usage (e.g. Bots, Messages, Workflows, Pipelines, Documents, Storage). Upgrade Plan may appear when applicable.

Main content area

Shows the view you selected (e.g. Dashboard, Knowledge Base, Workflows). For Dashboard, you see stats and action cards.

What the Dashboard View Shows

Stats and metrics (examples)

Files — Total files and folders; recent uploads.
Storage — Storage used vs limit (e.g. progress bar).
Bots / Agents — Active assistants and agents.
Workflows — Number of workflows.

Exact metrics depend on your plan and backend; the layout uses cards and optional progress indicators.

Recent activity

Short list of recent events, e.g.:
- “Uploaded documents” (e.g. X files this week).
- “AI Assistant created” (e.g. Customer support bot).
Helps you see what’s been happening in the workspace.

Shortcuts / actions

Upload files — Opens the file upload flow (e.g. modal or Knowledge Base).
Create assistant / Create agent — Opens the create-assistant or create-agent flow.
New chat / Workflows — Quick links to start a chat or open Workflows.

Use these to move quickly into Knowledge Base, Assistants, Chat, or Workflows without using the sidebar.

What to Do on the Dashboard

Check status — Review files, storage, bots, and workflows at a glance.
Upload files — Use the upload shortcut to add documents to your knowledge base.
Create an assistant or agent — Use the create shortcut to add a new bot.
Start a chat — Use the chat shortcut, then choose an assistant/agent or workflow.
Open other areas — Click any sidebar item (Overview, Knowledge Base, Pipeline Management, AI Insights, All Chats, Assistants, Workflows, Settings, etc.).

Quick Reference

Goal	Action
See workspace summary	Open Dashboard from sidebar.
Upload files	Use Upload or shortcut on Dashboard (or go to Knowledge Base).
Create assistant/agent	Use Create shortcut on Dashboard (or go to Assistants).
Start a chat	Use chat shortcut or go to Assistants / All Chats.
Open another section	Click the section in the sidebar (e.g. Knowledge Base, Workflows, Settings).

For details on each section, see the corresponding user guides (Overview, Knowledge Base, Pipeline Management, AI Insights, All Chats, Assistants, Workflows, Settings, etc.).