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.

Search & commands

Press ⌘K (Ctrl K on Windows and Linux) anywhere in the dashboard to open the command palette. You can also click Search at the top of the sidebar. The Search button in the CRM toolbars opens the same palette with your leads already selected.

Before you type anything, the palette shows what you opened recently, quick actions (new lead, new deal, add property, import leads, message someone, toggle theme, switch language, toggle sidebar, contact support, sign out), and your main destinations.

Start typing and the results blend together:

• Go to and Documentation match pages the moment you type, including Settings and every docs page.
• Leads, People, Your listings, and Brochures match your own records by name, email, or phone as each search lands. Choosing a person opens a conversation in Messages.
• Detected appears when you paste something the palette recognises, such as a Resales reference like R1234567 or an Idealista listing link. These rows show only when that source is connected to your organization.
• Ask Autopilot stays pinned at the bottom of the list. Whatever you typed, you can hand it to Autopilot instead and it opens as a conversation on this home page. Nothing you type is ever a dead end.

Searching one thing with @

Type @ to list the scopes, then pick one to narrow the palette: @leads, @people, @properties (your own listings), @brochures, @docs, or @autopilot. The scope shows as a chip next to what you type, and the placeholder tells you what it searches. Press Backspace on an empty input to drop the chip and search everything again.

Use ↑↓ to move through results and Enter to open the highlighted one.

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, transcribes what you say, and shows what it is thinking. 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, exactly as if you had typed them.
• 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, Autopilot can:

• Build and work an action plan. After you launch Action Plan, Autopilot lays out your day step by step: overdue tasks, hot leads that have gone quiet, the next best calls, the emails to send today. Tap any step to run it. Autopilot drafts the email or lines up the call, you approve and send, and any destructive change waits for your click.
• Show interactive lead cards. When Autopilot 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. Autopilot 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.
• Line up calls. Autopilot can tee up who to call next and why, and start a Power Dialer run. Each call is placed from your browser. When the call ends, Autopilot reads the transcript and proposes next steps.
• Draft emails. Autopilot composes emails for your leads that you review and send. It never sends behind your back.

Reviewing before anything is sent

Autopilot proposes; you approve. When a job finishes with proposed actions (an email draft, a status change, a follow-up task) its card parks in the Needs review lane on the dashboard board, appears in the Autopilot queue at the bottom of the sidebar, and adds an amber counter to the Autopilot button in the header. Clicking the card's Review pill, or the sidebar row from any dashboard page, opens the same review dialog: edit each proposed action in place, untick anything you want to hold back, ask Autopilot to rework the set, then Approve selected to apply what is shown. Nothing is sent without that click. See Reviewing what Autopilot proposes.

For a full breakdown of Autopilot's capabilities, see the Autopilot documentation.