Dashboard

Overview

The Dashboard is your command center, and the home page is Autopilot itself. When you log in, you are greeted by name beneath a calm animated persona. From here you start working in one of three ways: tap the microphone and speak, type a request, or tap one of the suggested starters. However you start, Claude opens a conversation and gets to work right away.

If Claude is not yet enabled for your organization, the dashboard shows a prompt to turn it on. Admins with an active lead plan can enable Claude with a simple toggle. If you are not an admin, you will see a message asking your admin to enable Claude in Billing settings.

Auto and Chat

Autopilot has two views of the same conversation, switched with the toggle in the top right:

• Auto is the voice-first view: a persona that listens, shows what it is thinking, and reads short replies aloud when you unmute it. This is the default.
• Chat is the classic transcript: the full back-and-forth in a reading column with a text box at the bottom.

The toggle is a single preference shared across the home, the open conversation, and the sidebar panel, so flipping it in one place flips it everywhere. Switching views never interrupts a running turn; it is the same session shown two ways.

Talking to Autopilot

From the home you can:

• Speak. Tap the microphone, say what you need, and tap again to stop. Your words are transcribed and sent as your message. Spoken replies are off by default; unmute them with the speaker toggle once a conversation is running.
• Type. Use the text box for anything you would normally ask an assistant: a pipeline overview, an overdue-task review, a quick email draft.
• Tap a suggestion. A few starter prompts sit under the greeting for the most common requests.

Each of these starts a new conversation with its own address, so you can deep link to it, use the browser back button, and return to it later.

Picking up where you left off

Open the History popover in the top left of the surface to see your Autopilot sessions, both the ones still running and the ones that have finished. Click any session to jump back in, review the results, or continue. A running action plan is always reachable here, so nothing is ever stranded.

Where the workflows live

The specialized sessions are launched from where they belong rather than from a single rail:

• Action Plan is a top-level item in the Workspace sidebar group. It builds your daily plan: overdue tasks, hot leads that have gone quiet, the next best calls, and the follow-up emails to send today.
• Report Designer is the Design with AI button on the Reports page. Claude analyses your CRM, picks the metrics that best explain performance, builds a report, freezes a snapshot, and presents it inline.
• Search Properties is the Research with AI button on the Properties dashboard. It opens the research sidebar, where you describe what you or your client wants and Claude drives the filters, sort, source, and pinned shortlists.
• Upload Listings is the AI bulk import item under Properties in the sidebar. Pick a ZIP archive of listings (up to 500 MB) and Claude parses each one and adds it to your organization's property database.

Sidebar navigation

The sidebar is organized into two groups:

• Workspace holds Autopilot (this home), Action Plan, Tasks, Leads (with sub-pages for each pipeline stage: New, Potential, Bad Timing, Client, Unqualified), Deals, Reports, Messages, and Properties (Browse All, My Listings, Brochures, Agents, Add New, AI bulk import).
• Organization holds Lead Plans and, for admins, Settings (which swaps in a dedicated settings sidebar for billing, website, branding, communications, integrations, team members, and more).

The sidebar highlights the page you are currently viewing. You can collapse it to icon-only mode for more screen space, and switch between organizations from the collapsed view using a dialog.

What you can do

Whichever way you start, Claude can:

• Auto-execute your action plan. After you launch Action Plan, Claude walks through each step in order, including making calls via the Power Dialer, creating tasks, drafting emails, and reviewing leads.
• Show interactive lead cards. When Claude talks about a specific lead, it renders a rich lead card inline with the lead's status, call history, pending tasks, and quick-action buttons.
• Research properties. From any property page, open the research sidebar and describe what you are looking for. Claude moves the dashboard's filters, sort, view mode, and pinned selections directly. See Properties research sidebar.
• Manage tasks and notes. Create, update, or complete tasks and notes for any lead without leaving the conversation.
• Make calls. Claude can start calls directly from the chat, with context about who you are calling and why.
• Draft emails. Claude can compose emails for your leads that you review and send.

For a full breakdown of AI agent capabilities, see the AI Agent documentation.