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Dashboard

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Dashboard

Dashboard

The Dashboard is your home page in Pilot. It gives you a live overview of your account — sites, storage, activity, and plan usage — all in one place.

Key Features

  • Stats Cards: Three summary cards show your total sites (with active count), storage used (with a progress bar against your plan limit), and requests served over the last 30 days. Plans with unlimited storage show "Unlimited" instead of a progress bar.
  • Business Setup Card: New accounts see a setup progress card tracking three steps — domain, email, and payments. A progress bar and "Continue Setup" button guide you through each step. The card disappears once all three are complete.
  • Usage Meters: A "Usage This Month" section shows how much of each plan allowance you've consumed — emails sent, AI credits, storage, contacts, and SMS — with color-coded progress bars and your plan name displayed as a badge.
  • Usage Warning Banner: If any metric reaches 80% or more of your plan limit, a warning banner appears automatically. At 95% the alert turns red. The banner includes a direct link to Billing to manage your plan.
  • Quick Access: A shortcuts panel appears based on your account type — DAM accounts see Assets Manager, AirGallery, and AirMail; CRM accounts see CRM Dashboard, AirMail, and AirForms; admin accounts see system management tools.
  • Sites List: All your websites are listed with their URL, type, status, owner, and storage usage. The list supports sorting and search. Each site has actions to edit settings, open Site Admin, view details, or delete.
  • Recent Activity: A timeline of your last 15 account events — emails sent, campaigns launched, file uploads, payments received, members joined, forms submitted, and more.
  • Welcome Banner: After completing onboarding, a personalized welcome card appears showing your company name, active plan, and shortcuts tailored to your enabled modules. It includes a "Take a tour" link to launch an interactive guided tour of the platform. It can be dismissed once you're set up.
  • Quick Actions: If you've finished onboarding but haven't created any sites yet, the Dashboard shows quick-start cards to help you get going based on your account type.

How to Use

  1. Open Pilot — the Dashboard loads automatically as your home page.
  2. Check the three stats cards at the top for a quick account snapshot.
  3. If the Business Setup card is visible, click Continue Setup to complete your domain, email, and payment configuration.
  4. Review the Usage This Month section to see how your plan allowances are tracking.
  5. If a yellow or red warning banner appears, click Manage in Billing to review or upgrade your plan.
  6. Use the Quick Access shortcuts to jump directly to your most-used tools.
  7. Scroll down to the Sites section to open, manage, or create websites.
  8. Use the Recent Activity timeline to review the latest actions on your account.

Tips

  • The storage progress bar changes color as usage climbs — watch for the color shift as you add media files.
  • Account admins see a Login Monitor widget showing recent sign-in activity for their account.
  • If AirChat is enabled for your company, a live activity widget appears on the Dashboard automatically.
  • The welcome banner can be dismissed — it won't reappear once you close it.
  • Click Take a tour in the welcome banner for a guided spotlight walkthrough of the platform's main sections.
  • The Dashboard is the first page in the sidebar and is accessible to all user levels.
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