Dashboard Overview

Your command center — real-time stats, agent health, and recent activity at a glance.

Overview
Stat Cards
Organization Switching
Recent Events
Setup Checklist
Best Practices

Overview

The Dashboard is the first page you see after logging in. It provides a high-level snapshot of your entire agent workforce: how many agents are running, how many tasks are in progress, recent activity events, and any pending approvals that need your attention.

For non-technical users: Think of the Dashboard as a control room. The stat cards at the top are your gauges — they tell you instantly if everything is running smoothly or if something needs attention.

Stat Cards

The top row shows four key metrics:

Card	What It Shows	Why It Matters
Total Agents	Number of agents in your organization	Capacity planning — know your workforce size
Active Agents	Agents currently online and processing	Operational health — are your agents running?
Pending Approvals	Actions waiting for human review	Compliance — don't let tasks pile up
Recent Events	Activity in the last 24 hours	Situational awareness — what happened today

Organization filtering: When you select a client organization from the org switcher, the "Total Agents" count updates to show only that org's agents.

Organization Switching

If you have client organizations set up, a dropdown appears at the top of the Dashboard labeled "Viewing:". This lets you switch context between:

My Organization — Shows all internal agents and data (the default)
[Client Org Name] — Filters everything to show only that client's agents, tasks, and activity

How It Works Technically

The org switcher calls GET /api/agents?clientOrgId=xxx which filters agents by their client_org_id column. All downstream data (tasks, events, stats) is then scoped to those agents.

Users bound to a client organization (via the client_org_id field on their user record) see the switcher locked to their org — they cannot switch to other orgs or see internal data.

Recent Events

The bottom section shows the 10 most recent activity events across all agents. Each event shows:

Timestamp — When it happened
Agent — Which agent generated the event (shown as a colored badge)
Event type — Task completed, email sent, tool called, error occurred, etc.
Summary — Brief description of what happened

Click any event to see full details in a modal.

Setup Checklist

When you first set up AgenticMail Enterprise, a setup checklist appears at the top of the Dashboard. It guides you through essential configuration steps:

Create your first agent
Configure a communication channel (email, WhatsApp, etc.)
Set up a knowledge base
Deploy an agent
Configure branding (optional)

The checklist disappears once all steps are completed.

Best Practices

Check daily: Make the Dashboard your first stop each morning. Glance at pending approvals and active agents.
Monitor events: If you see a spike in error events, investigate immediately via the Activity tab.
Use org switching: If you manage multiple client organizations, switch context to review each client's health separately.

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Dashboard Overview

Contents

Overview

Stat Cards

Organization Switching

How It Works Technically

Recent Events

Setup Checklist

Best Practices