Dashboard Overview

The dashboard is your home base in PropPilot. It gives you a quick overview of your AI agents, conversations, and team activity.

Main Navigation

The sidebar on the left provides access to all PropPilot features:

Menu Item	Description	Access
Dashboard	Overview and quick stats	All users
Agents	Create and manage AI agents	All users
Knowledge	Document datasets for AI training	All users
Projects	Property listings and details	All users
Contacts	Lead and customer management	All users
Inbox	Conversation threads	All users
Calendar	Appointments and scheduling	All users
Members	Team management	Admin/Owner
Integrations	Connect external services	Admin/Owner
Settings	Account and organization settings	All users
Billing	Subscription and payments	Admin/Owner
Usage	Analytics and metrics	All users

Dashboard Sections

Key Performance Indicators (KPIs)

At the top of the dashboard, you'll see four key metrics:

1. Active Agents - Number of AI agents currently deployed
2. Sessions This Month - Total conversations handled
3. Knowledge Docs - Documents in your knowledge base
4. Team Members - Active users in your organization

Usage Overview

A summary of your current usage against plan limits:

• Messages processed this month
• Average response time
• Success rate percentage

Recent Activity

A feed showing the latest actions in your workspace:

• Agent created or updated
• Documents uploaded to knowledge base
• Team members joined
• Conversations started

Each activity shows:

• What happened
• Who did it
• When it occurred

Quick Actions

Buttons for common tasks:

• Create Agent - Start building a new AI agent
• Upload Document - Add to your knowledge base
• View Inbox - Jump to conversations

Switching Organizations

If you belong to multiple organizations:

1. Click your organization name in the sidebar (bottom left)
2. Select a different organization from the dropdown
3. The dashboard will refresh with that organization's data

Customizing Your Experience

Theme

Switch between light and dark mode:

1. Go to Settings → Appearance
2. Choose Light, Dark, or System (matches your device)

Language

Change the interface language:

1. Go to Settings → Appearance
2. Select English, Spanish, or Arabic

Timezone

Set your timezone for accurate scheduling:

1. Go to Settings → Appearance
2. Select your timezone from the dropdown

What's Next?

Now that you're familiar with the dashboard, it's time to create your first AI agent:

What Are Agents? →