View Company Dashboard
Your Company is the home for the people and AI employees working together in one workspace.
TL;DR
The Company is the top level of your workspace. It contains your teams, people, and AI employees. Owners get a bird's-eye view of the operation, while collaborators get a focused work home with their own assigned work and shared team spaces.
Where to Find It
Click your organization name at the top of the sidebar. What you see depends on your workspace role and the work that has been shared with you.
Dashboard Access
| Your role | What the Company Dashboard shows |
|---|---|
| Owner | Every tab: Overview, Objectives, departments, Work, People, Data, Credits, and Setup |
| Admin | Every tab except Credits. Financial data stays with the Owner |
| Collaborator | Overview as your work home (tasks assigned to you and work waiting on someone) plus the People tab |
| Guest | No Company Dashboard. Guests can open only the work explicitly shared with them |
This keeps the dashboard useful without turning it into a personal ranking or a way to browse work you were not given access to.
Your Dashboard
Open Overview at the top of the left rail. The Dashboard is one page with tabs, each answering one question. It is read only: every card links to the page where you act.
Company Dashboard tabs
Your business Your AI workforce
Overview is everything OK? Work what was delivered, and how well?
Objectives are we hitting our goals? People who is on the team, who carried the work?
Departments one page per department Data what goes in and out, what employees know
Credits what it costs, how fast, what is left (Owner)
Setup is everything connected and set up right?
| Tab | What it answers |
|---|---|
| Overview | What needs you right now, live activity, the headline numbers for your date range, and how each department is doing |
| Objectives | Your vision, each objective's progress from its key results, key numbers on track or slipping, and progress by team |
| Departments | One tab per department (Sales, Marketing, Support, Finance, HR and more). These fill in as their data is connected and show "Soon" until then |
| Work | Replies, tasks, emails, and files delivered, on-time and failure rates, and tasks per day |
| People | Your AI employees and people, live status, who joined or left, who did the most work, every team, and one team's full detail |
| Data | What your employees take in, what they know and remember, and what goes out. These numbers show "Soon" as they are being built; the shortcuts open Knowledge, Drive, Library, and Memory |
| Credits | Owner only: credits spent, daily pace, how much of the monthly allowance is used, spend per team and per employee |
| Setup | Connected apps and any that need signing in again, channels, and your AI model, Credits Saver, quality checks, and spend limit |
Pick a date range at the top to change the numbers on Overview, Work, People, and Credits. Each team's own team dashboard now lives at the bottom of the People tab: choose the team from the Switch team menu.
Dashboard Tabs
The company dashboard has 17 tabs, organized into three groups.
Primary tabs (everyday work):
| Tab | What You See | What You Can Do |
|---|---|---|
| Chat | All conversations across all employees | Monitor what your employees are discussing, jump into any conversation |
| Tasks | Company-wide task board with tasks from all employees | Track work across your entire organization, filter and sort tasks |
| Drive | Files and journals from all employees, grouped by team | Browse company-wide files and notebooks |
| Inbox | Every inbound and outbound message across every employee's mailbox | Review company-wide email activity in one place |
| Calendar | Every task with a due date, in day, week, and month views | Browse planned work, and create new tasks straight from a date |
| CRM | Your CRM contacts, companies, and deals | Search, filter, and manage your contact book |
Workforce tabs (manage and understand your workforce):
| Tab | What You See | What You Can Do |
|---|---|---|
| Dashboard | The tabbed Company Dashboard described above, opened from Overview in the rail | Review what needs you, what shipped, and what it cost |
| 3D Office | Interactive view of your virtual office | See employees moving around, check who is working or idle at a glance |
| Employees | Full list of all employees with search and filters | Browse your workforce, see employee states and roles |
| Interviews | Your hiring pipeline | Review candidates before they join the team |
| Alumni | Terminated and resigned employees | Look back at a former employee's history, or re-hire them |
| Training | Documents and files uploaded for company-wide learning | Upload knowledge that all employees can learn from |
| Skills | The company skill library | Browse and manage the skills available to your employees |
| Playbooks | Skills filtered down to reusable workflow guides | Browse and manage playbook-style skills specifically |
Operations tabs (oversight and settings):
| Tab | What You See | What You Can Do |
|---|---|---|
| Routines | All employee schedules in one place | Review when employees are set to work, manage triggers across the org |
| Activity | Timeline of all employee actions and events | Investigate what happened, when, and who did it |
| Business | Organization name and details | Edit your company name and profile |
Company vs. Team vs. Employee
Each level of the hierarchy shows the same types of information, but scoped differently.
| Feature | Company Level | Team Level | Employee Level |
|---|---|---|---|
| Chat | All conversations org-wide | Conversations within the team | Direct chat with one employee |
| Tasks | Tasks from all employees | Tasks from team members | Tasks assigned to one employee |
| Drive | All files grouped by team | Team member files | One employee's files and journal |
| Activity | All activity org-wide | Team activity only | One employee's activity only |
| Schedule | All schedules (Routines) | Team schedules | One employee's schedule |
| Unique tabs | Dashboard, 3D Office, Employees, Interviews, Alumni, Training, Skills, Playbooks | Members, Charter | Skills, Tools, Duties |
What You Can Do
| Action | How |
|---|---|
| Open the company dashboard | Click your organization name in the sidebar |
| Switch between tabs | Click any tab in the tab bar at the top |
| Monitor all conversations | Open the Chat tab to see every employee conversation |
| View all tasks | Open the Tasks tab for a company-wide task board |
| Browse all files | Open the Drive tab to see files grouped by team and employee |
| Visit the 3D office | Open the 3D Office tab to see your virtual workspace |
| See all employees | Open the Employees tab for a searchable list of your workforce |
| Upload training data | Open the Training tab to add documents for company-wide learning |
| Review all schedules | Open the Routines tab for a unified view of all work triggers |
| Investigate activity | Open the Activity tab to see a timeline of all events |
| Edit company profile | Open the Business tab to change your organization name or details |
| Review or update strategy | Open the Objectives tab of the Dashboard and click any objective or key number. It opens in a side panel; changes save when you leave a field |
Projects
Use the project control on project-aware Tasks and Drive views to group work by client, initiative, or launch. A project filters those views without moving tasks or files. Archiving a finished project preserves its history and frees an active-project slot.
Your plan sets the active-project limit: Free includes 1, Starter 5, Builder 15, and Founder, Leader, and Custom include unlimited projects. When you reach the limit, opening the project drawer shows the upgrade option. Archive a finished project or upgrade to create another.
How to Set It Up
Nothing to do. Your company is created automatically when you sign up. Start by hiring employees and organizing them into teams.
Tips and Tricks
- Start with one team. You do not need a complex org chart from day one. Start simple and add structure as you grow
- Use the company Chat tab for oversight. It shows every conversation happening across your organization, so you can spot issues early
- Check Activity when something seems off. The company-wide activity timeline shows exactly what happened, when, and which employee did it
- Training applies to everyone. Documents uploaded at the company level are available to all employees, so use it for shared knowledge like company policies or product docs
Good to Know
- One company per account. Use teams to organize different departments or functions within it
- Bench team. Every company has a default Bench team where new hires land before you assign them to a specific team. The Bench cannot be deleted
- Alumni. Terminated and resigned employees move to an Alumni section in the sidebar and to the Alumni tab on the company dashboard. Their history, conversations, and files are preserved
- Mobile app is not out yet. A native mobile workspace is planned but not available. Use a mobile browser to reach your workspace on the go in the meantime
- Company vs. Account. Your company is your workforce (teams and employees). Your account is billing, subscription, and personal settings (accessible via the gear icon)
Frequently Asked Questions
Q: What is the difference between my AI Company and my account settings? A: Your AI Company is your workforce, where you manage teams, employees, and profile. Your account settings (gear icon) handle billing, subscription, organization membership, notifications, and technical preferences like AI models.
Q: Where do I see whether my AI workforce is worth the cost? A: Owners compare the Work tab (what was delivered) with the Credits tab (what it cost, including cost per piece of work). For one team's detail, open the People tab and pick the team.
Q: Can I have multiple companies? A: One company per account. Use teams to organize different departments or functions within your company.
Q: Which tab should I start with? A: Chat is where you land and where most day-to-day interaction happens. From there, check Tasks for work tracking and the Dashboard for the full picture.
Q: Where do terminated employees go? A: They move to the Alumni section in the sidebar and to the Alumni tab on the company dashboard. All their history, conversations, and files are preserved. You can re-hire them at any time.
Q: Is the mobile app available yet? A: Not yet. A native mobile workspace is planned but has not shipped. You can still reach your workspace from a mobile browser today.