Overview
The User Dashboard is your central hub in BrokerBuddie.ai, providing quick access to all AI-powered tools and features. It displays your account summary, recent activities, and provides organized navigation to different sections including AI Assistants, Team Management, Documents, Templates, and more.
Why it matters: The dashboard gives you instant access to your account summary (hours saved, documents, chatbots), recent activities, and organized navigation to all BrokerBuddie.ai features through the titlebar links.
How It Works
Access Your Dashboard
Log into your BrokerBuddie.ai account and you'll automatically land on your personalized dashboard with a welcome message.
Review Account Summary
View your account summary showing hours saved, total documents created, and number of chatbots at the top of the dashboard.
Use Titlebar Navigation
Navigate between different sections using the titlebar links: All, AI Assistant, Your Plan, Team Members, Recent, Documents, Templates, and Overview.
Access Recent Activities
View your recent AI conversations, generated content, and activities in the Recent section of the dashboard.
Manage Your Content
Access your Documents and Templates sections to manage your created content and saved templates.
Best Practices
Monitor Account Summary
Regularly check your account summary to track hours saved, documents created, and chatbot count to monitor your productivity.
Use Titlebar Navigation
Utilize the titlebar links for quick access to different sections like Recent, Documents, Templates, and Team Members.
Team Management
Use the Team Members section to monitor team activities and manage team member access and permissions.
Organize Content
Regularly review your Documents and Templates sections to organize and manage your created content effectively.
Connections to Other Features
The Dashboard provides organized access to all BrokerBuddie.ai features through the titlebar navigation:
AI Assistant
Access all AI-powered tools and assistants for content generation and analysis
Your Plan
View your current subscription plan, features, and upgrade options
Team Members
Manage team members, invite new users, and control team permissions
Recent
View your recent AI conversations, generated content, and activities
Documents
Access and manage all your created documents and generated content
Templates
View and manage your saved templates for content creation
Common Questions
What does the account summary show?
The account summary displays your hours saved (calculated as documents × 3), total documents created, and number of chatbots. This gives you a quick overview of your productivity and usage.
How do I navigate between different sections?
Use the titlebar navigation links at the top of the dashboard: All, AI Assistant, Your Plan, Team Members, Recent, Documents, Templates, and Overview. Each link takes you to a specific section of your dashboard.
Where can I see my recent activities?
Click on the "Recent" link in the titlebar to view your recent AI conversations, generated content, and other activities. This helps you track your recent work and continue where you left off.
How do I access my created documents?
Click on the "Documents" link in the titlebar to view and manage all your created documents. You can organize, search, and access your generated content from this section.
Can I manage my team from the dashboard?
Yes, click on "Team Members" in the titlebar to view team members, invite new users, and manage team permissions. This section is only available if you have team management features enabled.