Understanding The Dashboard

The dashboard is your central hub for managing conversations, tracking progress, and accessing all features of The Understanding Engine. This guide will help you navigate the dashboard and understand its key components.

Accessing Your Dashboard

After logging in to The Understanding Engine, you'll automatically be directed to your dashboard. You can also access it at any time by clicking the "Dashboard" link in the main navigation menu or by going directly to your dashboard page.

Dashboard Overview

The dashboard is designed to give you a comprehensive view of your conversations and activities on the platform. It's divided into several key sections:

1. Header Navigation

At the top of every page, including the dashboard, you'll find the main navigation header with:

• Logo - Click to return to the dashboard from anywhere on the platform
• Main Navigation Menu - Access key sections like Dashboard, Conversations, Settings, etc.
• Search Bar - Search across your conversations and content
• Notifications Bell - View and manage your notifications
• Profile Menu - Access your profile, settings, and logout option

2. Active Conversations

This section displays your ongoing conversations, showing:

• Conversation title
• Participants
• Last activity timestamp
• Progress indicators
• Quick action buttons (continue, invite, archive)

Conversations are sorted by default with the most recently active at the top. You can filter and sort this list using the controls above the conversation cards.

3. Quick Actions

The Quick Actions section provides buttons for common tasks:

• New Conversation - Start a new conversation
• Invite Partner - Send an invitation to a new conversation partner
• Schedule Session - Plan a future conversation session
• View Templates - Access conversation templates for specific scenarios

4. Progress Summary

This section provides an overview of your activity and progress:

• Active Conversations - Number of ongoing conversations
• Completed Topics - Number of resolved conversation topics
• Action Items - Number of pending and completed action items
• Recent Activity - Timeline of your recent platform activity

The Progress Summary helps you track your engagement and success on the platform over time.

5. Insights Panel

The Insights Panel provides AI-generated observations about your conversations:

• Communication Patterns - Analysis of your communication style
• Topic Trends - Common themes across your conversations
• Progress Highlights - Notable achievements and breakthroughs
• Suggested Resources - Articles, tools, and techniques that might help

These insights become more personalized and valuable as you use the platform more.

6. Sidebar Navigation

The sidebar on the left side of the dashboard provides quick access to:

• Dashboard - Return to the main dashboard view
• Conversations - View all your conversations
• Action Items - Track tasks and commitments from conversations
• Calendar - View scheduled conversation sessions
• Resources - Access helpful articles and tools
• Settings - Manage your account and preferences
• Help Center - Get assistance and support

You can collapse the sidebar by clicking the arrow icon at the bottom to give more screen space to the main content.

Customizing Your Dashboard

You can personalize your dashboard to suit your preferences:

Layout Options

1. Click the "Customize" button in the top-right corner of the dashboard
2. Choose between "Card View" or "List View" for conversations
3. Select which widgets and sections to display
4. Drag and drop sections to rearrange them
5. Click "Save Layout" to apply your changes

Display Preferences

You can also adjust how information is displayed:

• Sorting Options - Sort conversations by recent activity, creation date, or alphabetically
• Filters - Filter conversations by status, participants, or topics
• Theme - Switch between light and dark mode (found in Settings)
• Density - Choose between comfortable, standard, or compact information display

Dashboard Features by Subscription Tier

Different subscription tiers offer varying dashboard capabilities:

Mobile Dashboard

The Understanding Engine dashboard is fully responsive and adapts to mobile devices. When accessing the dashboard on a smartphone or tablet:

• The sidebar collapses into a hamburger menu
• Cards stack vertically for easier scrolling
• Touch-friendly buttons and controls are automatically enabled
• Some complex visualizations may be simplified for better mobile viewing

All core functionality remains available on mobile devices, allowing you to manage your conversations on the go.

Dashboard Notifications

The dashboard displays notifications about important events:

• New Messages - When you receive new messages in a conversation
• Conversation Invites - When someone invites you to join a conversation
• Action Item Reminders - When action items are due or updated
• System Announcements - Updates about the platform or your account

You can manage your notification preferences in Settings > Notifications.

Troubleshooting Dashboard Issues

If you encounter problems with your dashboard:

Dashboard not loading properly

• Refresh your browser page
• Clear your browser cache
• Try a different browser
• Check your internet connection

Missing conversations or data

• Check your filters to ensure content isn't being filtered out
• Verify your account status is active
• Contact support if data appears to be missing

Performance issues

• Close unused browser tabs
• Try reducing dashboard widgets if customized
• Update your browser to the latest version

Next Steps

Now that you understand the dashboard, you're ready to start using The Understanding Engine more effectively. Here are some recommended next steps:

• Start your first conversation
• Invite conversation partners
• Explore the conversation interface

If you need any assistance with the dashboard, our Help Center has additional resources, or you can contact our support team.