Dashboard & AI Chat

Overview

How to access

• Dashboard — Dashboard (/dashboard) from main menu
• AI chat — floating chat button (bottom corner) when enabled; fullscreen shell on expand
• Dashboard AI widgets — custom widgets on dashboard layout where configured

What you can do today

• Pin and arrange dashboard widgets (jobs, revenue, pipeline—per your layout).
• Open AI chat for natural-language questions about workflows (feature availability depends on OpenAI config).
• Use quick actions suggested in chat UI where implemented.
• View business intelligence panels if your account includes them on dashboard.

Prerequisites

• Authenticated ServiceFlow user.
• OpenAI Setup Guide for full AI chat (informational widgets may work without AI).
• Dashboard widget permissions for your role.

Step-by-step

Customize dashboard

1. Dashboard → Customize or edit layout control if shown.
2. Add/remove/reorder widgets.
3. Save layout.

Use AI chat

1. Click floating AI button.
2. Ask a question (e.g. “How do I send a deposit link?”).
3. Follow links or steps in the response.
4. Expand to fullscreen for longer sessions.

Pair with entity insights

1. Use dashboard for totals; drill into records for AI Entity Insights on specific customers or jobs.

Current limitations

• Config-gated AI chat—placeholder or disabled when OpenAI off.
• Chat may not execute mutations (create invoice)—guidance oriented, not full agent automation.
• Widget library varies by plan/permissions—not all KPIs available to technicians.
• No natural-language SQL across full database (see Data Explorer for queries).

Roadmap

• Agent actions with confirmation (create lead, draft estimate).
• Role-specific dashboard templates by trade.
• Voice input on mobile dashboard.

Related features

• OpenAI Setup Guide
• AI Entity Insights
• Reports & Analytics
• Onboarding & Navigation