Deployment
How the SaaS app, the API and the docs deploy as services in one Vercel project, including the brand hosts, the path rewrites and the background jobs cron in vercel.json.
Command center
How to use the command center to jump to pages, search records, create items, run workflows and start AI prompts from one keyboard-driven dialog.
Deployment
How the SaaS app, the API and the docs deploy as services in one Vercel project, including the brand hosts, the path rewrites and the background jobs cron in vercel.json.
Command center
How to use the command center to jump to pages, search records, create items, run workflows and start AI prompts from one keyboard-driven dialog.
What the organization dashboard shows, including metric cards, the operations pulse, capacity allocation, recent activity and the people reminders for absences, celebrations and HR deadlines.
The dashboard is the home page of an organization. It lives at /{orgSlug} and is the first item in the sidebar. It gives staff one view of open work, conversations, sales, billing and the latest activity that involves them.
Users who reach the organization only as a customer contact are redirected to the customer portal at /{orgSlug}/portal instead.
If the dashboard data cannot be loaded, the page shows "Dashboard is unavailable" with a retry action. Other pages keep working.
The top row shows four metric cards. Each card links to the hub where you act on the numbers.
| Card | Metric | Secondary line | Opens |
|---|---|---|---|
| Work | Open tasks that need attention | Tasks due within three days | /{orgSlug}/tasks/all |
| Inbox | Active external conversation threads with unread messages | Threads updated today | /{orgSlug}/inbox |
| Sales | Open quote value of draft and sent quotes | Number of active quotes | /{orgSlug}/quotes/all |
| Billing | Open invoices | Number of overdue invoices | /{orgSlug}/invoices/all |
The numbers are computed from a sample of up to 20 recent records per area, so they describe current activity rather than full historical totals. Use Insights for complete reporting.
The Operations pulse card summarizes how work is flowing:
The Capacity allocation card has Today, Week and Month tabs. It shows the exposure for the selected period and a flow chart that splits attention between Tasks, Messages, Quotes, Invoices and Customers. Select a segment to open that hub.
Recent activity is a timeline of the latest ten items from your notifications, such as mentions, assignments, inbound messages, invitations, running AI work, approvals that need a decision and failures. Items that need a reply or a review carry a Reply or Review badge. When nothing has happened yet, the card shows "No recent activity".
When the organization uses People, the dashboard adds side cards that only appear when they have content:
Select a metric card, a capacity segment or an activity item to open the matching list or record. The dashboard does not edit records itself.
The dashboard shares its metrics, the operations summary and recent activity with the side-panel assistant as page context. Open the assistant and ask, for example, which overdue invoices need follow-up. See Chat.
Any user of the organization can open the dashboard. Each section only counts records the user is allowed to see, so a user without quote.read sees no quote figures.
| Section | Permission |
|---|---|
| Who's out | timeOff.read |
| Celebrations and HR reminders | person.read |
Last updated on
Deployment
How the SaaS app, the API and the docs deploy as services in one Vercel project, including the brand hosts, the path rewrites and the background jobs cron in vercel.json.
Command center
How to use the command center to jump to pages, search records, create items, run workflows and start AI prompts from one keyboard-driven dialog.
