Dashboard

Access: All roles.

URL: /staff/dashboard

The Dashboard is the landing overview of your workspace. It shows usage against plan limits and resource consumption at a glance. Data auto-refreshes every 5 minutes.

Page layout

Usage bar

A horizontal progress bar at the top of the page showing overall workspace utilization as a percentage. The bar changes color based on thresholds:

Usage	Color	Meaning
0–60%	Green	Healthy
60–85%	Yellow	Approaching limits
85–100%	Red	Near or at capacity

The percentage label is displayed to the right of the bar.

Plan name

Beneath the usage bar, the current plan name is displayed (e.g., “Starter”, “Pro”). This is read-only and cannot be changed from the staff panel.

Resource limits grid

A grid of four cards showing usage vs. maximum for each resource type:

Resource	Tracks
Staff	Current staff count vs. plan limit
Channels	Current channel count vs. plan limit
Documents	Current document count vs. plan limit
Contacts	Current contact count vs. plan limit

Each card shows:

• Resource name
• Current usage number
• Maximum allowed number
• A mini progress bar

When a limit is reached, the corresponding creation buttons across the panel are disabled and show a warning message.

Auto-refresh

The Dashboard refreshes its data every 5 minutes automatically. No manual refresh button is needed.

States

State	What you see
Loading	Gray placeholder bars and cards while data loads
Error	Red error message at the top of the page
Empty	Not applicable — the dashboard always has plan and limit data

Tips

• The usage bar is a quick health check — glance at it when you log in to confirm your workspace isn’t approaching limits
• Resource limits are shared across all staff in a workspace — if one admin uploads documents to capacity, no one else can upload until documents are deleted
• The Settings page also shows some usage context when loading the system prompt and widget config