> ## Documentation Index > Fetch the complete documentation index at: https://flowi.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Agents Dashboard > Monitor and manage all your automated agents in one place ## Overview The dedicated Agents dashboard (`/dashboard/agents`) provides a comprehensive view of all your automated workflows with real-time updates and performance tracking. ## Dashboard Layout ### Left Sidebar - Agent List The left sidebar is your command center for all agents: **Key Features:** * **Quick Stats** - Active, Paused, and Exhausted counts at a glance * **Tab Filters** - View All, Active, or Paused agents * **Search Bar** - Find agents by name instantly * **Creator Filter** - Filter by who created each agent (team accounts) * **Status Indicators** - Visual badges for agent status **Status Types:** | Status | Icon | Meaning | | ------------- | ---- | ----------------------- | | **Active** | ⚡ | Running on schedule | | **Paused** | 😴 | Temporarily disabled | | **Exhausted** | 🔴 | No more leads available | | **Running** | 🔄 | Currently executing | **How to Use:** 1. Click any agent to view details in the center panel 2. Use the **⋮** menu to delete agents 3. Filter by status using tabs 4. Search by name using the search bar 5. Filter by creator using the filter icon ### Center Panel - Agent Details When you select an agent, the center panel displays full configuration and controls: **Quick Actions:** * **Run Now** - Trigger immediate execution (bypasses schedule) * **Pause/Activate** - Toggle agent on/off with confirmation * **Delete** - Permanently remove agent **Configuration Sections:** * View saved search details * See schedule cadence and timing * Adjust results per run (10, 25, 50, 100) * Update schedule frequency * View/edit column-based filters * Add new filter conditions * Remove existing filters * Filters apply before research runs (saves credits) * Connection status (Connected ✓ or Not Connected) * Connect/disconnect HubSpot (account-level) * Toggle filtering on/off per agent * Select filter mode (Companies with Deals vs. All Companies) * View matched domain count * View selected research questions * Add new questions from history * Remove questions * Questions run after filtering (post-HubSpot) * Enable/disable email exports * Manage recipient email addresses * Configure export filters (optional) * View export history ### Right Sidebar - Previous Searches The right sidebar shows real-time activity and history: **What You See:** * **All past search runs** in chronological order (newest first) * **Status indicators** for each run (Success ✓, Error ✗, Running 🔄) * **Leads found** per run with count badges * **Research progress** for each run with live updates * **Export counts** showing how many leads were emailed * **Run duration** and timestamps **Real-Time Updates:** The sidebar updates automatically as your agent runs: 1. Search starts → Status shows "Running 🔄" 2. Leads found → Count badge appears 3. Research questions execute → Progress indicators update 4. Research completes → Status changes to "Success ✓" 5. Exports send → Export count displays No need to refresh! The dashboard uses real-time subscriptions to show live progress. ## Agent Status Explained ### ⚡ Active * Agent is enabled and running on its schedule * Automatically executes at configured times * Appears in "Active" tab * Green success indicator ### 😴 Paused * Agent is temporarily disabled * No automated runs occur * All settings preserved * Appears in "Paused" tab * Can be reactivated anytime ### 🔴 Exhausted * Search has found all available leads * Agent continues running but finds no new results * Consider: * Expanding search criteria * Broadening geographic area * Adjusting industry filters ### 🔄 Running * Agent is currently executing * See real-time progress in right sidebar * Search or research actively processing * Wait for completion before editing ## Using the Dashboard ### Quick Agent Run Run any agent immediately without waiting for schedule: 1. Select agent from left sidebar 2. Click **Run Now** button in center panel 3. Watch progress in right sidebar 4. Review results when complete Manual runs follow the same workflow as scheduled runs. ### Monitoring Performance Track agent effectiveness using the Previous Searches feed: **Metrics to Watch:** * **Leads per run** - Is the search finding enough prospects? * **Research completion rate** - Are questions succeeding? * **Export counts** - How many leads qualify for export? * **Run frequency** - Is the schedule optimal? **Optimization Signals:** * **Low lead count?** → Broaden search criteria * **Research failures?** → Simplify questions or check credits * **Low export count?** → Adjust export filters * **Exhausted status?** → Expand search parameters ### Team Collaboration For multi-user accounts: **Creator Visibility:** * See who created each agent (shown on agent cards) * Filter by creator using the filter icon * Useful for team coordination **Shared Access:** * All team members can view all agents * Anyone can edit any agent settings * Exports can go to multiple recipients **Best Practice:** Use consistent naming conventions so team members can quickly identify: * Territory/region assignments * Industry/vertical focus * Cadence and research type ## Tips & Tricks ### Resizable Sidebars Customize your workspace: * Drag the resize handles between panels * Left sidebar: 280px - 600px width * Right sidebar: 250px - 700px width * Widths persist across sessions ### Keyboard Shortcuts Navigate efficiently: * **Search agents** - Click search bar or start typing * **Select agent** - Click card to view details * **Quick filter** - Use tabs (All/Active/Paused) ### Mobile View On mobile devices: * Left sidebar becomes full-width * Center panel shows selected agent * Right sidebar hidden (access via future updates) * All core functions available *** Set up your first automated agent in 8 steps Configure CRM filtering in the dashboard Edit, pause, and optimize your agents