Dashboard

The Dashboard is your home page in Pilot — a live command center giving you an instant overview of your account, sites, activity, and plan usage the moment you log in.

Key Features

• AI Greeting Banner: A time-aware greeting ("Good morning, Laurent") with today's date and smart insight chips showing what needs attention — overdue invoices, pending payments, 30-day revenue, escalated chats, failed emails, new contacts, and more. Each chip is clickable and takes you straight to the relevant page.
• Live Metrics Strip: Five compact cards showing real-time counts for Sites, Storage, Active Chats, Emails Today, and Contacts — each with a secondary badge for added context (e.g. active site count, queued emails, contacts added this week).
• Quick Actions: Shortcut cards for your most-used tools. Regular users see Site Builder, CRM, AirMail, Invoices, Assets, AirChat, AirForms, and Settings. Admin users see system tools: Domains, Billing, Users, Services, Knowledge Base, and more.
• Pre-Flight Setup Card: New accounts see a 3-step setup card for domain, email, and payments. Each step shows its current status with a Continue Pre-Flight button. The card disappears once all three steps are complete.
• Usage Meters: Color-coded progress bars for each plan allowance — emails, AI credits, storage, contacts, and SMS. Your current plan appears as a badge (e.g. "Business Class — $29/mo"). Green is healthy, yellow means plan ahead, red means act now.
• Usage Warning Banner: Appears automatically when any metric reaches 80% or more of its limit (turns red at 95%). Lists all affected metrics and links directly to Billing.
• AirChat Activity Widget: Shows a live summary of your chat conversations — active, awaiting, and escalated — when AirChat is enabled on your account.
• Feedback Leaderboard: Displays ranked feedback scores across your sites when feedback data is available.
• Sites List: All your websites with URL, type, status, and storage usage. Supports sorting and search. Create new sites or manage existing ones directly from this panel.
• Recent Activity: A timeline of your last 15 account events — emails sent, campaigns launched, file uploads, payments received, form submissions, and more — with time-ago timestamps.
• Welcome Banner: Shown to new accounts with your company name, a module-based setup checklist, and a Take a tour link. Can be dismissed once you're set up.
• Guided Tour: A 6-step spotlight walkthrough covering the Dashboard, Flight Instruments, Site Builder, CRM, AirMail, and Assets. Progress is saved so you can resume where you left off.

How to Use

1. Open Pilot — the Dashboard loads automatically as your home page.
2. Check the AI Greeting insight chips for anything requiring immediate attention.
3. Glance at the Live Metrics Strip for a real-time snapshot of your account.
4. Use Quick Actions to jump directly to your most-used tools.
5. If the Pre-Flight Setup card is visible, click Continue Pre-Flight to finish configuring your account.
6. Monitor the Usage Meters — if a warning banner appears, click Manage in Billing to review or upgrade your plan.
7. Scroll down to Sites to open, manage, or create websites.
8. Check Recent Activity for a log of the latest actions on your account.

Tips

• Insight chips in the greeting banner are clickable — they take you straight to the page where you can act on the issue.
• Usage bars change color as usage climbs — green is fine, yellow means plan ahead, red means act now.
• The welcome banner can be dismissed and won't reappear once closed.
• Click Take a tour in the welcome banner for a guided spotlight walkthrough of the platform.
• Admin users see additional system management shortcuts and service health alerts in the Quick Actions grid.