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Dashboard tour

After signing in you land on the Dashboard (/app). It's the workspace overview: recent agent runs, integration status at a glance, pending approvals, and an agent-runs chart.

First-time admins also see a short guided product tour overlaying the surfaces below — skip anytime; replay it from the Help page (look for Replay product tour near the top).

Layout​

  • Left sidebar — groups everything into three sections:
    • Operations — day-to-day work (Agent runs, Live monitoring, Approvals, Copilot, SOP reports).
    • Configuration — setup that's done once (Integrations, SOPs, Routing rules, Webhooks, Knowledge base, Customers, Notifications).
    • Admin — billing, users, audit log, scheduler.
  • Topbar — global search (⌘K or Ctrl+K), notifications bell, Help link, and your account menu.
  • Main area — the active page; dashboard widgets when no specific page is selected.

A 5-minute first-run path​

  1. Connect a PSA or RMM. Open Integrations in the sidebar, pick a vendor (Autotask, Datto RMM, Datto EDR, IT Glue, Pax8, or UniFi), and paste in API credentials. Click Test connection before saving — a green tick means we've successfully hit the vendor's API with the credentials you provided.
  2. Add your first customer. Once a PSA is connected, Customer Mapping (/app/customer-mappings) discovers tenants from your PSA and lets you link them to Ops AI customer records. For Microsoft 365 customers, the CSP/GDAP wizard handles delegated-admin setup separately — see Customers.
  3. Run your first SOP. Open SOPs (/app/sops) and either clone a Netmo-curated template or write a fresh procedure in the visual editor. Then run it against a customer from the SOP detail page. Live progress shows on Live monitoring (/app/live-monitoring).
  4. Wire up notifications. Notifications (/app/notifications) configures where agent completions, approvals, and failures get sent — Teams, email, or both.

Where to look when something goes wrong​

  • Agent runs not firing on incoming events? Check Webhooks for delivery + dedup status, then Routing rules for the matcher.
  • An integration looks unhealthy? Integration Status (/app/integrations/status) shows last-check timestamps and the most recent error message.
  • Need to see who did what? Audit Log (/app/audit-log) captures every mutation — actor, action, resource, timestamp, JSON detail payload.

The rest of this section walks each area in more detail.