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Navigating the Dashboard

Asen Levov

Last Update één jaar geleden

Getting started with PolygrAI begins at your dashboard. This guide highlights each area so you can move confidently through campaigns interviews billing and settings.

Main Navigation

On the left side of your screen you will find the menu that gives one-click access to all of PolygrAI’s core features for your selected team

• Dashboard – Your home view with a snapshot of recent campaign activity and performance metrics

• Campaigns – Create manage and review all interview campaigns in one place

• Interviews – Build and edit reusable interview templates to streamline your process

• Billing – View subscription details update payment methods and review billing history

• Settings – Adjust personal preferences team roles and account configurations

Top Bar

The toolbar across the top keeps your personal controls and team selector within easy reach

• Team Switcher – Toggle between teams you belong to without logging out

• Profile Menu – Click your avatar to update profile settings or sign out

Main Content Area

The central panel adapts to whatever section you choose from the navigation menu

• On login you land on the dashboard overview with key metrics and recent activity

• Select Campaigns to see status filters analytics or launch a new campaign

• Choose Interviews to work on question banks and response scoring rules

• Go to Billing or Settings when you need to manage your subscription or permissions

Take a few minutes to explore each section. PolygrAI’s intuitive layout ensures you can find what you need quickly and focus on gathering insights not navigating menus.

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