Getting Started

Navigating the Dashboard

Top Bar At the very top of every page you will find the Global Search bar, Notifications bell, Report a Bug button, Dark Mode toggle, Support link, and the Settings gear icon for workspace management. The main dashboard with KPI cards (Campaigns, Pipeline Value, Contacts, Deals) and monthly calendar Sidebar Navigation The left sidebar organizes […]

Top Bar

At the very top of every page you will find the Global Search bar, Notifications bell, Report a Bug button, Dark Mode toggle, Support link, and the Settings gear icon for workspace management.

MartechAI Dashboard — KPI cards and calendar view
The main dashboard with KPI cards (Campaigns, Pipeline Value, Contacts, Deals) and monthly calendar

The left sidebar organizes every feature into collapsible sections: Dashboard, Autopilot, Marketing, Project Management, CRM and Sales, Intelligence, and Analytics. Click any section header to expand or collapse it.

KPI Cards

Four metric cards at the top show Campaigns, Pipeline Value, Contacts, and Deals. Click any card to jump directly to that section of the app.

Calendar

The monthly calendar shows scheduled activities. Use the filter buttons to toggle Emails, Campaigns, Social Posts, Blog Articles, and Tasks visibility.

Recent Activity

Live feed of recent actions — calls, notes, emails sent, and contact updates — with who performed them and when.

MartechAI Dashboard — Quick Launch, Integration Health, and AI Assistant
Quick Launch buttons, Integration Health status, and the AI Assistant panel

Quick Launch

Four shortcut buttons: New Campaign, Add Contact, Run Audit, and Schedule — jump straight into common workflows.

Integration Health

Status indicators for connected platforms. Green means healthy, yellow needs attention, red means failed. Click Add Integration to connect a new platform.

AI Assistant

Ask natural language questions about your workspace data from the right sidebar panel. View conversation history or start new threads.

PreviousUnderstanding Workspaces and Multi-Tenancy

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