Dashboard
Access: All roles. Billing actions are admin-only.
URL: /staff/dashboard
The Dashboard is the landing overview of your workspace. It shows AI credit usage, plan details, resource limits, and billing actions. Usage data auto-refreshes every 5 minutes.
Page layout
Section titled “Page layout”AI credit usage
Section titled “AI credit usage”A horizontal progress bar at the top of the page shows AI credit usage as a percentage of your plan limit.
| Usage | Color | Meaning |
|---|---|---|
| 0-60% | Green | Healthy |
| 60-90% | Yellow | Approaching limit |
| 90-100% | Red | Near or at limit |
The current plan name appears beneath the usage bar. Admins can use the Dashboard to upgrade or change plans when billing is available for the workspace. Staff members can view usage and limits, but cannot change billing.
Additional credits
Section titled “Additional credits”If credit top-ups are available for your workspace, the Dashboard includes an Additional Credits section. Admins can buy extra credits from this section without changing the main plan.
Resource limits
Section titled “Resource limits”A grid shows usage versus 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 |
When a limit is reached, the corresponding creation buttons across the panel are disabled and show a warning message.
Auto-refresh
Section titled “Auto-refresh”The Dashboard refreshes its usage data every 5 minutes automatically.
States
Section titled “States”| State | What you see |
|---|---|
| Loading | Loading text or placeholder sections while data loads |
| Error | The affected section may not update until the request succeeds |
| Empty | Not applicable - the dashboard always has plan and limit data |
- Check AI credit usage when you log in so you can spot a workspace nearing its limit
- Resource limits are shared across all staff in a workspace
- If a creation button is disabled, check the Dashboard to see whether a plan limit has been reached