> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Reading the agent dashboard

> The four headline numbers, the alerts stack, the funnel, the activity feed and the two cards in the right rail.

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
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      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
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};

The agent dashboard is the **Dashboard** tab of one agent's own page: a live activity feed, a
lead funnel, and cards for what the agent can send today and what is left to finish setting up.
Four headline numbers sit above the tab strip and stay there whatever tab you open.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Outreach<span className="pl-path__sep">→</span>AI Agents</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Your role needs</div>
    <div className="pl-availability__value">Read access to AI Agents <code>read-campaigns</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To create or change</div>
    <div className="pl-availability__value"><code>create-campaigns</code> to add one, <code>update-campaigns</code> to change one, on top of the permission above.</div>
  </div>

  <div className="pl-availability__note">If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.</div>
</div>

<Screenshot id="ai-agents/agent-dashboard--full" url="/ai-agents/12" alt="An AI agent's detail page: a header with a status pill and pause switch, a row of four KPI cards, then a tab strip, and below it an alert banner, a recent-activity feed on the left and a sending-limits, funnel and setup-checklist card stacked in a right rail" caption="A working agent, so nothing here is showing its empty state." />

## How it behaves

### Getting here

Opening an agent from AI Agents (its **Open** button) lands you on this tab. Up to five more sit
beside it in the same strip: **Leads**, **Companies**, **Sources**, **Agent Instructions** and
**Settings**. Dashboard is the default and adds nothing to the address bar; each of the other
five writes itself into the URL, as does which settings section is showing, so any of them can be
bookmarked or shared. The Dashboard tab itself stays mounted underneath whichever tab you switch
to, so its activity feed does not restart just because you looked at Leads and came back.

**Companies** only appears once the agent carries at least one [tag](/en/leads/tags): a tagless
agent has no company list to show, only a lead pool it shares with everyone else untagged.

The header above the numbers always shows the agent's status pill. The Active/Paused switch, the
**Pause options** menu (**Pause everything**, **Only sourcing**, **Only outreach**) and the
**Edit settings** button appear only for a role that can change agents; for everyone else the
header is read-only. See
[agent statuses and pause options](/en/ai-agents/agent-statuses-and-pausing) for what each status
and each pause choice actually stops.

### The four numbers at the top

**Leads Found** and **Meetings** are current totals, not a rolling window. **Leads Found** sums
the leads carrying the agent's tags across all six stages. **Meetings** counts only the leads
sitting in the Meeting Scheduled stage right now. One that later moves on to Converted stops
being counted here. For a tagless agent both numbers describe the shared untagged pool instead.

**Contacted** and **Reply Rate** look back over a rolling window instead, each compared against
the same-length window right before it. That comparison is the small percentage badge beside the
value, with an up or down arrow when it is not flat; the other two cards never show one.

Both of those two carry one more restriction: they only resolve for an agent tracked by exactly
one tag. **Reply Rate** is honest about it. It shows a dash in place of the percentage, plus a
small info icon that opens a tooltip reading "Reply rate is only available for agents tracked by
a single tag." **Contacted** carries the identical restriction but no such warning: for a
multi-tag or tagless agent it quietly shows 0, which is not the same thing as zero contacted
leads.

### The tab strip's own signals

**Leads**, **Companies** and **Sources** each carry a small count chip. The Sources chip is just
how many lead sources the agent has, and it is absent when the agent has none. The Leads and
Companies chips start from the totals the page loaded with, then follow whatever their own table
reports once you have opened it, so they climb as sourcing finds more without a reload.

**Sources** and **Settings** can each also show a small coloured dot. They read the same list of
problems the alerts stack renders, but each takes only its own slice: **Settings** takes the two
blocking ones (no sending channel connected, and a goal with no call-to-action), so its dot is
always red. **Sources** takes the two sourcing ones (out of credits, and the company limit
reached), so its dot is red when credits ran out and orange when only the limit was hit. Every
other problem raises a banner without lighting any tab.

<Screenshot id="ai-agents/agent-dashboard--tabs" url="/ai-agents/12" alt="The tab strip: Dashboard, Leads with a count chip, Companies with a count chip, Sources with a count chip, Agent Instructions, and Settings carrying a small red dot, with an Add leads button at the right edge" caption="This agent's only problem is a missing goal call-to-action, so only Settings carries a dot here. Sources gets its own once a lead source runs out of credits or hits its company limit." marks={[{ n: 1, x: 62, y: 50 }]} />

The Settings dot (1) sits immediately after the tab's label. A role that can change agents also
sees an **Add leads** button at the right edge of this strip, once the agent has a tag to add
leads into.

### The alerts stack

Inside the Dashboard tab, above the two columns, sits a stack of coloured cards listing whatever
is actually wrong with this agent: one card per problem, each with a button that either does the
fix in place or takes you to where it is done. The order is fixed by problem type, not by
severity, so a warning can sit above an error. Nothing renders at all when the agent has none. See
[agent alerts and what to do about them](/en/ai-agents/agent-alerts-and-issues) for what each
banner means.

### The main stage: recent activity

Below the alerts, the wide column is a single merged, newest-first timeline of what the agent has
actually done (an email sent, a reply received, a new lead found, a company analyzed), capped to
a fixed number of the most recent items and refreshing itself quietly while you stay on this tab.
A tagless agent gets only the email rows, because there is no tag to find its leads and companies
by. A placeholder message replaces the list until the agent has done something.

<Screenshot id="ai-agents/agent-dashboard--activity-feed" url="/ai-agents/12" alt="The Recent activity card: a list of rows each with an avatar and a small coloured type badge, an email-sent row, a reply row and a new-lead row among them, a relative timestamp on the right of each" caption="Every row type shares one layout: only the badge colour and the icon inside it change." marks={[{ n: 1, x: 50, y: 40 }, { n: 2, x: 85, y: 93 }]} />

An email row (1) opens its full thread in a dialog without leaving the page; a lead or company
row takes you to its own record instead. **Open full activity monitor** (2) leaves the agent
entirely for the workspace-wide **Activity Monitor**.

### The right rail

Three cards, in this order.

**Sending limits** comes first. It shows one row per connected channel, and the headline "≈"
figure is this agent's share of that channel's allowance for today. The line under it says how
much of that share is already spent and how much is left, or, when nothing is going out, why:
still warming up, today's limit reached, or nothing available to send. Everything forward-looking
carries an approximation mark because the underlying limits are recalculated daily and split
across every active campaign using the same account; see
[why the agent's daily sending numbers move](/en/ai-agents/sending-limits) for the mechanism.
With no channel connected at all the card says so and offers **Add a channel** instead. It
disappears from the rail entirely in one case: channels are connected but the agent's data
carries no capacity figures, in which case the card removes itself rather than show numbers it
does not have.

**Lead funnel** sits below it. It draws the agent's six stages as horizontal bars in pipeline
order, from Untouched to Closed, each bar's width measured against the largest stage and the
count on the right. Clicking a bar jumps straight to the Leads tab already filtered to that
stage. See [lead stages and the funnel view](/en/leads/lead-stages-and-funnel-view) for what
actually moves a lead from one stage to the next.

**Setup checklist** is last. It tracks the handful of things a working agent needs; it collapses
to just its header the first time every row is done, and remembers whether you left it open or
closed separately for each agent. See
[the agent setup checklist explained](/en/getting-started/setup-checklist) for what completes
each row.

### Leads and Companies show the same slice, filtered

Opening **Leads** or **Companies** shows a table scoped to the agent's tags, with a search box
and, once the agent has at least one lead source, a per-source dropdown. That source filter
is shared between the two tabs, so picking one source on Leads keeps it selected if you switch to
Companies. Only the Leads table adds stage chips across the top; the Companies table opens with a
count of the companies matched instead.

A lead still being enriched keeps its usual row but dims its photo and spins a loader over it; a
company still finding its people shows **Finding leads…** in its Leads column, where the row of
faces it ends up with would go. Both tables poll themselves while any visible row is still
mid-analysis (Companies keeps polling while a row is still finding people too), and stop once
nothing is.

### While a lead source is still starting up

A lead source shows **Pending** before its first run. The dashboard re-checks the agent by itself
for a few minutes after you land here, so a source that starts server-side flips to running
without a manual refresh. A source that is waiting for you to start it stays Pending, and the
polling gives up rather than waiting forever.

## Limits

|                                  |                                                                                                            |
| -------------------------------- | ---------------------------------------------------------------------------------------------------------- |
| KPI row                          | Sits above the tab strip, so all four numbers stay visible on every tab                                    |
| **Companies** tab                | Only appears once the agent carries at least one tag                                                       |
| **Reply Rate**                   | Only computed for an agent tracked by exactly one tag: shows a dash with a tooltip otherwise               |
| **Contacted**                    | Same single-tag rule as **Reply Rate**, but shows a plain 0 rather than any warning when it does not apply |
| **Leads Found** and **Meetings** | Not time-boxed: current stage counts for the agent's tags, summed across all six for **Leads Found**       |
| Trend badge                      | Only on **Contacted** and **Reply Rate**: the other two KPI cards never show one                           |
| Alerts stack order               | Fixed by problem type, not sorted by severity                                                              |
| Settings dot                     | Always red: both problems it covers are blocking                                                           |
| Sources dot                      | Red when sourcing is out of credits, orange when it only hit its company limit                             |
| **Sending limits** card          | Removes itself when channels are connected but no capacity figures came back                               |
| **Setup checklist** card         | Auto-collapses the first time every row is done; remembers your choice per agent                           |
| Header controls                  | The pause switch, **Pause options** and **Edit settings** need a role that can change agents               |
| Dashboard tab                    | Stays mounted while another tab is open, so its feed does not restart when you come back                   |

## Related

<CardGroup cols={2}>
  <Card title="Why the agent's daily sending numbers move" icon="gauge" href="/en/ai-agents/sending-limits">
    The full mechanism behind the Sending limits card's "≈" figures.
  </Card>

  <Card title="Agent alerts and what to do about them" icon="triangle-alert" href="/en/ai-agents/agent-alerts-and-issues">
    Every banner the alerts stack can raise, and the one action that clears each.
  </Card>

  <Card title="The agent setup checklist explained" icon="list-checks" href="/en/getting-started/setup-checklist">
    What exactly completes each row on the Setup checklist card.
  </Card>

  <Card title="Lead stages and the funnel view" icon="funnel" href="/en/leads/lead-stages-and-funnel-view">
    The six fixed stages the funnel card draws, and what moves a lead between them.
  </Card>
</CardGroup>