Getting Started

Understanding the Dashboard

Dashboard overview

The dashboard is your daily starting point. It shows the Morning Brief, client list, recent outputs, and quick navigation to all tools and settings.

Morning Brief

At the top of the dashboard, you will see today's Morning Brief — an AI-generated performance summary for each client with connected platform data. It shows KPI changes vs the prior week and recommended actions. Requires at least one platform integration connected.

Client list

All your clients are shown as cards with niche badge, output count, and status. Click any client to open their workspace. Use the "New Client" button to add more.

Quick navigation

  • Tools — access all 47+ AI tools
  • History — view all past AI generations across clients
  • Workspace — browse all saved outputs in one place
  • Billing — current plan, usage, and invoices
  • Settings — white-label configuration and team management

Output history

Recent AI generations appear chronologically. Each entry shows the tool used, client name, and timestamp. Click to view the full output in its native format (calendar grid, campaign cards, keyword pills — not raw JSON).