Understanding Your Dashboard
Your dashboard is the command center for your financial journey with Warren AI.
Dashboard Sections
1. Welcome Banner
- Personalized greeting with your name
- Current date
- Quick access to analytics
2. Analytics Summary
Shows your activity over the last 30 days:
- Total Conversations: Number of chats with AI agents
- Prompts Today: How many questions you've asked today
- Most Used Agent: Your go-to financial advisor
3. AI Agents Section
Three cards featuring:
- Warren - Your comprehensive financial advisor
- Charlie - Your tax planning specialist
- Elizabeth - Your investment risk analyst
Each card includes:
- Agent specialty and description
- "Chat with [Agent]" button
- Live status indicator
4. Quick Links
Fast access to key features:
- Ledger: Track your net worth
- History: Review past conversations
- Knowledge: Manage your documents
- Planner: Financial planning tools
5. How to Use This Platform
Collapsible guide (especially useful on mobile) with:
- Chat instructions
- Document upload tips
- Platform feature overview
Customizing Your Dashboard
Currently, the dashboard is automatically optimized based on:
- Your usage patterns
- Time of day
- Recent activity
Future updates will include:
- Customizable widget placement
- Favorite agent shortcuts
- Quick action buttons
Mobile vs Desktop
Desktop: Full-featured experience with all sections visible Mobile: Streamlined view with collapsible sections for easier navigation
Getting the Most from Your Dashboard
- Check Analytics Regularly: Track your engagement
- Use Quick Links: Save time accessing common features
- Review "How to Use": Refresh your memory on features
- Bookmark Your Dashboard: Quick access to your financial hub