Welcome to the Admin Dashboard - your control center for managing your team and monitoring engagement.
Accessing the Dashboard
Click "Dashboard" in the sidebar (visible to Admin users).
Dashboard Sections
Management Cards
The dashboard shows cards for quick access to:
Team Members - View and manage your team
Invitations - Invite new team members
Company Playbooks - Upload and manage your playbooks
Usage Analytics - View team activity and stats
Connectors - Connect CRM and file storage
Company Settings - Configure domain and sharing
Team Insights Section
Below the management cards, you'll find the Team Insights section with actionable analytics:
Card | Purpose |
|
Adoption Health | 0-100 score showing team engagement |
|
Activity Leaderboard | Top performers by week/month |
|
Inactive Users | Team members who need re-engagement |
|
Click on any team member's name (highlighted in orange) to view their Individual Insights.
Navigation
The Admin section includes:
Page | Purpose |
Dashboard | Overview, quick actions, and team insights |
Team | Manage team members |
Invitations | Invite new team members |
Company Playbooks | Create, edit, and manage company playbooks |
Analytics | Usage metrics and detailed reports |
Connectors | HubSpot and integrations |
Company Settings | Configure company name and domain |
What You Can Do
As an Admin, you can:
✅ Monitor team adoption health and trends
✅ View activity leaderboards and recognize top performers
✅ Send nudge emails to inactive team members
✅ View detailed insights for individual team members
✅ Invite new team members
✅ Manage user roles (Team Member, Admin)
✅ Create, edit, and delete company playbooks
✅ Upload documents to playbooks and trigger re-indexing
✅ Connect HubSpot for the team
✅ View team analytics
✅ Configure company settings and primary domain
What You Cannot Do
Some functions are Super Admin only:
❌ Create new customers/organizations
❌ Access other organizations
❌ Manage platform-wide settings
❌ Edit AI agents and mega prompts