Dashboard
The dashboard summarizes the current organization: agents, public agents, sources, documents, chunks, tools, members, API keys, and credit usage.
Agents overview
Start with the workspace’s active Concierges
Create an agent or review workspace totals
Use New agent to start a Concierge. The summary shows sources, documents, tools, and members at a glance.
Open the Concierge you want to manage
Each card identifies the agent and whether it is ready to embed on a website.
Read the workspace summary
Use the summary strip to confirm that the expected agents, knowledge sources, team members, and API keys exist in the selected organization. If a count looks wrong, first check the organization switcher—every dashboard number is scoped to the active workspace.
Continue a setup task
Open an agent from the dashboard when you need to add knowledge, change its behavior, or test the visitor experience. Workspace-level controls such as members, API keys, and billing remain under Settings and Usage.
Use it as the starting point for agent setup and workspace operations.