Dashboard Overview
The Dynaris Dashboard is your central workspace where you manage leads, conversations, workflows, and automation — all in one place.
It is designed around three main areas:
- Sidebar (Navigation) — Access all features
- Main Workspace — View and manage your data
- AI Assistant Panel — Interact with Dynaris and automate tasks
Sidebar (Navigation)
The left sidebar gives you quick access to all core features of Dynaris:
Core Modules
| Module | Description |
|---|---|
| Events | Track activity from connected tools |
| Leads | Manage your leads and customer data |
| Chat | Handle live conversations |
| Websites | Build and preview websites |
| Schedule | Review planned workflows and automation |
| Calendar | Manage bookings and appointments |
| Invoices | Handle payments and billing operations |
| Files | Access generated and uploaded files |
| Notifications | View agent updates and alerts |
| Voice | Configure AI voice agents |
| Servers | Manage connected servers and tools |
Additional Options
| Option | Description |
|---|---|
| Settings | Configure your account and preferences |
| Plan Info | View your current subscription |
The sidebar acts as your control center — everything in Dynaris starts here.
Main Workspace
The main area displays the data and tools based on the section you select.
For example, in the Leads section, you can:
- View all your leads in a structured table
- Search and filter records
- Edit contact details
- Track updates and activity timestamps
- Archive or manage records
Each module (Leads, Calendar, Invoices, etc.) has its own workspace designed for that specific task.
Think of this as your operational dashboard where actual work happens.
AI Assistant Panel
On the right side, you'll find the Dynaris AI Assistant — your automation engine.
This is where you can:
- Ask Dynaris to perform tasks
- Create workflows
- Automate processes across tools
- Generate reports, briefs, or summaries
- Sync and update data across platforms
How to use it
Simply type your request in natural language, for example:
- "Follow up with all new leads from this week"
- "Create an invoice for this customer"
- "Schedule a meeting tomorrow at 3 PM"
- "Build a landing page for my campaign"
Dynaris will:
- Understand your request
- Select the right tools
- Execute the task automatically
This is where Dynaris becomes powerful — you don't click through tools, you just tell it what to do.
How Everything Works Together
Dynaris combines all components into one seamless workflow:
- Sidebar → Choose what you want to manage
- Workspace → View and control your data
- AI Assistant → Automate actions and workflows
This means you can:
- Manage leads → then instantly follow up using AI
- View bookings → then reschedule via chat
- Create invoices → then send them automatically
- Build websites → then connect them to lead capture workflows
Tips for Getting Started
- Start with the Leads section to explore your data
- Use the AI Assistant to automate simple tasks first
- Connect your tools to unlock full automation
- Try commands like:
- "Show me recent activity"
- "Create a workflow for follow-ups"
What's Next?
Now that you understand the dashboard:
- Explore each section from the sidebar
- Try your first AI command
- Set up your first workflow