Dashboard
The overview you see after login — usage, AI credits, team activity, and operations at a glance.
The Dashboard is the first page you see after logging in. It gives you a real-time picture of your workspace: user activity, AI Agents, groups, subscription status, knowledge base size, and AI usage.
Usage overview cards
At the top of the page, summary cards show your company totals and how they changed this week:
| Card | What it counts |
|---|---|
| Total User | People in your workspace |
| Total Group | Groups you have created |
| Total AI Agent Created | AI Agents built by your team |
| Total AI Usage | AI credits consumed |
| Data Knowledge Base | Knowledge base folders and files |
Each card shows the change "in this week", or "No changes this week" when nothing moved.
Subscription and AI credits
The Subscription card summarizes your plan without leaving the Dashboard:
- Package, Start Date, Next Billing Date, and Next Billing Amount
- Total AI Credits, AI Credits Used, and AI Credits Remaining
Use View Detail to open the full subscription page, or Upgrade Subscription to change plans. Every AI action in Veflow — agent replies, document ingestion, assistant tasks — consumes AI credits from this shared company balance.
AI credit usage per user
The AI Credit Usage for each User table lists each team member with their Usage (credits consumed) and Last Activity. This is the quickest way for an admin to see who is driving AI consumption.
Operations activity
The Operations Activity section is a live view across your CRM and ERP modules:
- KPI tiles: AI Agents, CRM Companies, Open Tasks, Purchase Orders, and Pending Deliveries
- Orders by Status and Tasks by Status breakdowns
- A Sales Pipeline summary
- An activity trend for the Last 14 days
Each activity row shows the Action, the Module it happened in, and When.
AI Agent activity feed
The AI Agent — What it's done panel lists recent autonomous actions your agents performed on their own, such as emails sent, calendar events created, or tasks handled. Failed actions are marked so you can follow up. If nothing has run yet, you'll see "The agent hasn't done anything yet".
Recent activity and quick access
- Recent Activity shows the latest actions taken by your team in the workspace.
- Quick Access buttons jump straight into common setup tasks: Add New User, Add New Group, Add New AI Agent, and Add New Knowledge Base.
Where to go next
- Build your first agent in the AI Agent studio
- Upload documents to a knowledge base
- Invite your team in Users and Groups
- Dig into usage numbers in Analytics and monitoring