Understanding the Dashboard
A complete guide to navigating the OutSales dashboard, including the agents list, activity tables, and navigation.
Understanding the Dashboard
The OutSales dashboard is your central hub for managing all your AI agents and their activities. This guide walks you through each part of the interface.
The Agents Dashboard
When you log in, you land on the Agents page at /agents. This is your home screen showing all your active agents.
Header
The header appears on every page and includes:
- OutSales logo -- Click to return to the main dashboard.
- Agents button -- A quick link back to the agents list, visible on every page.
- Search bar -- Search across your agents by name.
- Credit indicator -- Displays your current credit usage for the billing period (e.g., "45/200") next to your avatar.
- User menu -- Click your avatar to access Settings, Team, Billing, and Sign Out.
Agent Cards
Each agent is displayed as a card showing the agent name and status. Click on any card to open the agent detail view.
New Agent Button
The + New Agent button in the top-right corner opens the agent creation wizard.
Billing Status Banner
If your account has billing-related notifications, a banner appears below the header. This could indicate:
- Your trial is ending soon
- A payment is required due to a past-due subscription
- Other billing status updates
The banner includes a link to manage your subscription in the billing settings.
Agent Detail View
When you click on an agent, you enter a detail page with the agent name, its activity type, and a Back button to return to the agents list. The detail view has four tabs:
Activities Tab
This is the default tab, showing all activities managed by the agent in a filterable, sortable table.
Filtering options:
- Time range buttons -- 12 months, 30 days, 7 days, or 24 hours
- Stage filter chips -- Click on any stage label (Pending, Awaiting Approval, Email Ready, Sent, Completed, Replied, etc.) to filter. Each chip shows a count of matching activities.
- Due date filters -- All, Overdue, Today, This Week, or Later
- Filters dropdown -- A dropdown with checkboxes for every status
- Search field -- Filter by subject, name, email, or notes
Table columns:
| Column | Description |
|---|---|
| Checkbox | Select rows for bulk actions |
| Full Name | The contact's name |
| The contact's email address | |
| Subject | The follow-up email subject or activity subject |
| Status | Current processing stage as a color-coded badge |
| Date | Due date of the activity |
| Approved | Approval status (shown only if relevant) |
Sorting: Click on Subject, Status, Date, or Approved column headers to sort ascending/descending.
Pagination: Activities are shown 20 per page with Previous/Next navigation.
Bulk Actions: Select multiple rows using checkboxes to reveal a bulk action bar with options to Approve, Regenerate, or Send selected activities.
Click any row to open the Activity Drawer, a slide-out panel on the right side showing full activity details.
People Trend Tab
Shows all contacts with active follow-ups across the agent, with engagement analytics.
- Summary cards at the top show counts by lead status: Very Hot, Responsive, Low, and Not Responsive.
- The contacts table includes: Name, Email, Entity (deal/person/organization), Follow-up count, Sent count, Received count, Interest Trend (up/down/stable), AI Suggestion (continue/pause/stop), and Lead Status.
- Auto-cancelled toggle -- Show or hide contacts that were automatically cancelled.
- Click any contact row to open a People Drawer with the contact's full activity history, score history, and Pipedrive activities.
Reports Tab
Provides visual analytics for the agent with time-range filtering (12 months, 30 days, 7 days).
- Summary stats -- Total Activities, Completed, Pending, Completion Rate, and Goal Reached count with percentage.
- Activity Trend -- A bar chart showing monthly activity volumes broken down by status.
- Status Distribution -- A pie chart of current activity stages.
- Follow-up Results -- A table listing contacts who replied or booked meetings, showing the contact info, subject, deal name, sent date, and result type (Reply or Meeting Booked).
Settings Tab
Configure the agent and its AI prompts. See Configuring Agent Settings for details.
Navigation Tips
- Use the Back button (arrow icon) in the agent detail view to return to the agents list.
- The Agents button in the header works from anywhere in the app.
- Click your avatar for quick access to Settings, Team, and Billing pages.
- Use keyboard shortcuts or browser back/forward to navigate between views.