Dashboard

Overview

The Dashboard is the first thing you see when you log in. Instead of a traditional stats page, your home page is a full-screen AI chat powered by Claude. It greets you by name with a time-of-day message (e.g. "Good morning, Sarah") and is ready to help you plan your day, manage leads, make calls, and handle tasks — all through natural conversation.

Getting started

When you first arrive, Claude generates a daily action plan tailored to your pipeline. This plan covers things like calling high-priority leads, following up on overdue tasks, reviewing new leads, and cleaning up your pipeline. You can start the plan with one click and Claude will walk you through each step automatically.

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.

Sidebar navigation

The sidebar is organized into two groups:

• Workspace — Autopilot (your home chat), Tasks, Leads (with sub-pages for each pipeline stage: New, Potential, Bad Timing, Client, Unqualified), Unassigned (admin only), and Properties (Browse All, My Listings, Agents, Add New).
• Organization (admin only) — Lead Plans, Lead Data, Billing, Website (Configuration, Domain, Copy), Branding, Communications, Integrations, and Team Members.

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 from the dashboard chat

The dashboard chat is the same AI agent available throughout the CRM, but presented full-screen as your home page. From here you can:

• Get a daily action plan — Claude reviews your pipeline, overdue tasks, and call history, then builds a prioritized step-by-step plan for your day.
• Auto-execute your plan — Click "Start Plan" and Claude automatically walks through each step, including making calls via the Power Dialer, creating tasks, drafting emails, and reviewing leads.
• View interactive lead cards — When Claude talks about a specific lead, it shows a rich lead card inline with the lead's status, call history, pending tasks, and quick-action buttons you can click.
• Research properties — Ask Claude to find properties and it opens a dedicated research workspace with a visual grid, interactive map, and shortlist strip. You can browse, compare, and shortlist properties side-by-side with the chat. See Property Research Mode below.
• Manage tasks and notes — Create, update, or complete tasks and notes for any lead without leaving the chat.
• Make calls — Claude can initiate calls directly from the conversation, complete with context about who you are calling and why.
• Draft emails — Claude can compose emails for your leads that you can review and send.

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

Property Research Mode

When you ask Claude to find properties (e.g. "find me villas in Marbella" or "what properties suit this lead?"), the dashboard switches to a split-screen research workspace:

• Chat sidebar — The chat panel moves to a 400px sidebar on the left so you can keep chatting with Claude while browsing results.
• Property grid — Results appear as full-bleed image cards in a responsive grid. Hover to browse photos, click to open a full detail view.
• Interactive map — Properties with coordinates appear on a map alongside the grid so you can see locations at a glance.
• Shortlist strip — Star properties to add them to your shortlist, which appears as a strip at the bottom of the workspace. You can ask Claude to email shortlisted properties to a lead.

Claude searches your internal property database first for the richest data (images, coordinates, agent info). You can also ask it to search the Resales Online MLS network for additional listings. Use natural language to refine results — "show me more like the first one", "drop anything without a pool", or "only under 1.5 million".

When you are done, say "done" or "exit research" and the workspace closes, returning you to the full-screen chat.

If you navigate away while research is active, your session (including results and shortlist) is saved for 4 hours. A resume banner appears when you return.

Conversations

Your chat history is saved and accessible from the dashboard. Click the back arrow in the chat header to browse past conversations, or start a new one with the "+" button. The breadcrumb at the top of the page updates to show whether you are in a new chat, an active conversation, or viewing your chat history.