Getting to Know the Home Screen

Guide

Tip

This guide introduces the Prodgy platform home screen, its navigation elements, the dashboard panel, and globally available features.

Dashboard Panel

After logging in and selecting a workspace, the first screen displayed is the dashboard panel. It serves as the platform’s home screen and presents a consolidated view of workspace operations through charts and indicators.

• Dashboards are displayed in a responsive grid that can be rearranged and resized
• Each dashboard card shows the title, chart type, and corresponding data
• You can filter by date range and category to refine the view
• Data is automatically updated in real time via SSE

Note

To learn more about dashboard types, how to add and manage dashboards, see the Monitoring Operations section.

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Navigation Bar (Navbar)

The navigation bar is fixed at the top of the screen and contains the platform’s main controls:

Element	Description
Menu button	Opens and closes the left side menu
Workspace selector	Switches between available workspaces/workspaces
Page title	Displays the current page name (visible on larger screens)
Breadcrumb	Navigation path indicating the current location in the platform
Credit counter	Shows subscription credit usage (when enabled)
Help	Access to the user manual and guided tour
Theme	Toggles between light and dark mode
Notifications	Notification bell
User menu	Avatar with profile and sign-out options

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Workspace Selector

The workspace selector is located on the left side of the navbar and allows you to quickly switch between workspaces registered in the workspace.

• Displays the avatar and name of the selected workspace
• Clicking opens a dropdown showing all available workspaces
• When selecting a workspace, the platform automatically loads the corresponding data (dashboards, agents, knowledge base, etc.)
• Next to the selector, a gear button provides access to the workspace settings (visible for administrators)

Note

If no workspaces are registered, the selector displays the “Add Workspace/Workspace” option for administrators.

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Side Menu (Sidebar)

The left side menu is the primary means of navigating between platform sections:

Item	Icon	Destination
Dashboard	Bar chart	Home screen with dashboards
Knowledge	Brain	Product knowledge base
Agents	Robot	AI agents panel
Playground	Play	Chat with agents and tools
Integrations	Network	Connected tools

Behavior

• On large screens: the menu stays fixed on the left side
• On small screens (mobile): the menu opens as an overlay and can be closed with the X button or by clicking outside
• The menu can be opened and closed using the hamburger button in the navbar

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Organization Card

At the bottom of the side menu, a card displays organization information:

• Organization logo (or name initial as fallback)
• Organization name
• Environment (e.g., Production, Development)
• Platform version — displays an alert if frontend and backend versions differ

Note

The gear button on the organization card provides access to the admin panel. This button is only visible to administrators.

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Navigation Breadcrumb

The breadcrumb is displayed at the top of the content area and indicates the navigation path to the current page. It allows you to:

• View the page hierarchy (e.g., Dashboard > Settings > Integration)
• Quickly navigate to previous levels by clicking the path links
• Orient yourself within the platform, especially on settings and detail pages

Note

The breadcrumb is automatically updated as you navigate between platform sections.

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Credit Counter

The credit counter displays subscription resource consumption directly in the navbar. It shows:

• Credits used / Total limit (e.g., 45.5 / 100)
• A progress bar with color indicators:
  • Green — consumption below 70%
  • Orange — consumption between 70% and 99%
  • Red — credits exhausted (100%)
• On hover, a tooltip displays details: credits used, credits remaining, usage percentage, and real-time connection status

When It Is Displayed

The counter is shown in the navbar when:

• The organization has an active subscription with a defined credit limit
• The display option is enabled in the subscription settings
• The user is not on the onboarding screen

Note

The counter visibility can be toggled in the Subscription settings in the admin panel. The preference is saved per user.

Consumption Alerts

The system automatically sends notification alerts when consumption reaches the following thresholds:

• 80% — attention alert
• 90% — warning alert
• 97% — critical alert
• 100% — resources exhausted

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Theme Toggle

Prodgy supports light and dark modes. The toggle button is located in the navbar, represented by a sun icon (light) or moon icon (dark).

• The theme preference is automatically saved to the user’s profile
• The choice persists across sessions — when logging in again, the previous theme will be restored
• The theme is applied globally across the entire platform

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Notifications

The bell icon in the navbar provides access to the platform’s notification center. Notifications inform about important events, such as:

• Credit consumption alerts (80%, 90%, 97%, 100%)
• Agent and integration status updates
• Relevant workspace events

Note

The notifications feature is evolving and new alert categories will be added in future versions.

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Help Menu

The question mark icon in the navbar opens a menu with:

• User manual — opens Prodgy’s external documentation
• Guided tour — restarts the interactive platform tour (available for administrators)

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User Menu

The avatar on the right side of the navbar opens a menu with:

• Logged-in user’s name and email
• Profile — access to account settings
• Sign out — ends the current session