A Quick Tour of Your Control Center
The BrandWorx AI Dashboard is your central hub for managing leads, conversations, automations, and performance. This article provides a guided overview of the main sections so you know exactly where to go and what to do.
What Is the Dashboard?
The dashboard is the first screen you see after logging in. It gives you a high-level view of your business activity and quick access to the most important tools in BrandWorx AI.
Think of it as your command center.
Main Navigation Overview
BrandWorx AI uses a left-hand navigation menu (sidebar). Below is a breakdown of the most commonly used sections.
📥 Dashboard (Home)
This section shows high-level activity and metrics, which may include:
New leads
Appointments booked
Pipeline value
Recent activity
Use this area to quickly gauge how your business is performing at a glance.
👤 Contacts
The Contacts section is your CRM.
Here you can:
View and manage all leads and customers
Add or edit contact details
Apply tags and custom fields
See conversation history and activity logs
Every message, call, and automation action ties back to a contact record.
💬 Conversations
The Conversations inbox combines all communication channels into one place.
You can:
Send and receive SMS messages
Respond to emails
Manage conversations from multiple channels
Assign conversations to team members
Add internal notes
This ensures no lead or customer message is ever missed.
🤖 Automations
The Automations section allows you to create and manage workflows.
Here you can:
View pre-built workflows
Create custom automations
Trigger follow-ups based on actions
Automate repetitive tasks
Automations help you respond instantly and follow up consistently without manual effort.
🌐 Funnels & Pages
This section is where you build conversion assets.
You can:
Create landing pages and funnels
Build forms and surveys
Capture and route leads automatically
Track performance
Funnels and pages connect directly to your CRM and automations.
📅 Calendars
The Calendars section manages appointment scheduling.
Use it to:
Create booking calendars
Sync with Google Calendar
Set availability and buffers
Automate confirmations and reminders
Calendars reduce back-and-forth scheduling and increase show-up rates.
📊 Opportunities (Pipelines)
Pipelines help you track leads through your sales process.
You can:
View deals by stage
Drag and drop opportunities
Track deal value and progress
Identify bottlenecks
Pipelines give you visibility into what’s moving — and what’s stuck.
⚙️ Settings
The Settings area controls your account configuration.
Here you can manage:
Business information
Users and permissions
Phone and email setup
Integrations
Billing (if applicable)
Most setup tasks happen here, especially when getting started.
Quick Tips for New Users
✅ Start with Contacts and Conversations
✅ Turn on at least one automation early
✅ Set up your calendar to capture appointments
✅ Check your conversations inbox daily
What’s Next?
Now that you understand the dashboard layout, continue to:
Article 4: Account Settings & Business Profile Setup
This will walk you through the essential configuration steps to ensure BrandWorx AI works correctly from day one.
