Home

Home shows what your agent needs from you and a summary of money, pipeline, and progress. It's the first screen for each company. The Home tile on the rail shows a badge with the number of things waiting on you.

Needs You

Reviews and approvals your agent has asked you for are listed under Current Tasks. The Needs you card shows how many are waiting, and also lists roadmap milestones that are blocked and wallet problems such as a low balance or a missing payment method. The badge on the Home tile counts only waiting requests, not milestones or wallet problems. When your agent hasn't asked for anything, the card reads 0. For each request you can:

• Read review or Read approval to see its full context.
• Approve or reject it.
• Add a comment your agent will read.

Your agent waits on these until you answer. You can also answer in chat, since your agent sees the same requests.

At a Glance

Home also shows cards for:

• Money: available balance and this month's spend.
• Pipeline: open deals by stage from Contacts.
• Progress: roadmap milestones and the next one.
• Upcoming meetings and an Activity Feed of recent work.
• Visitors, open pipeline, email threads, and events at a glance.
• Website traffic, Live sites, Infrastructure, Recent in Library, recent CRM activity, and event and email activity.

Since You Were Last Here

This card summarizes company activity since your last visit on this browser, grouped by kind with the notable items listed. Select one to open it. On a first visit it covers the past 7 days, and it never looks back more than 30. It's hidden when nothing changed.