Documentation Index

Fetch the complete documentation index at: https://docs.openautomate.io/llms.txt

Use this file to discover all available pages before exploring further.

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Dashboard Overview

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Dashboard Layout

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Header Navigation

• Organization Selector: Switch between organizations (if you have access to multiple)
• User Menu: Profile settings, preferences, and logout
• Notifications: Real-time alerts and system notifications
• Help: Quick access to documentation and support

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Main Navigation

• Dashboard: Overview and key metrics
• Executions: Automation runs and history
• Packages: Automation packages and versions
• Agents: Bot agent management
• Schedules: Automation scheduling
• Assets: Secure credential storage
• Analytics: Performance insights and reports
• Settings: Organization and user configuration

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Key Dashboard Sections

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1. Executive Summary

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Execution Statistics

• Total Executions: All-time execution count
• Success Rate: Percentage of successful executions
• Active Agents: Currently connected agents
• Scheduled Jobs: Upcoming scheduled executions

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Real-Time Status

• Running Now: Currently executing automations
• Queue Status: Pending executions waiting to run
• Agent Health: Overall agent connectivity status
• System Status: Platform health indicators

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2. Recent Activity

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Execution Timeline

• Live Feed: Real-time execution updates
• Status Changes: Success, failure, and warning notifications
• Duration Tracking: Execution time monitoring
• Quick Actions: Stop, retry, or view details

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Agent Activity

• Connection Status: Agent online/offline indicators
• Last Seen: When agents last communicated
• Resource Usage: CPU and memory utilization
• Package Updates: Recent package deployments

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3. Performance Charts

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Execution Trends

📊 Execution Volume (Last 30 Days)
   ▁▂▃▅▆▇█▇▆▅▃▂▁
   Success: 85% | Failed: 10% | Cancelled: 5%

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Success Rate Trends

• Daily Success Rate: 7-day rolling average
• Package Performance: Success rate by package
• Agent Performance: Success rate by agent
• Time-based Analysis: Performance by time of day

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4. Quick Actions

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Common Tasks

• Execute Package: Run automation immediately
• Create Schedule: Set up recurring execution
• Add Agent: Register new bot agent
• Upload Package: Deploy new automation

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Emergency Controls

• Stop All Executions: Emergency stop button
• Disable Schedules: Pause all scheduled jobs
• Agent Maintenance: Put agents in maintenance mode
• System Alerts: View critical system notifications

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Dashboard Widgets

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Customizable Widgets

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Execution Metrics

• Success Rate Gauge: Visual success rate indicator
• Execution Count: Total executions with trend
• Average Duration: Mean execution time
• Queue Depth: Pending executions count

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Agent Monitoring

• Agent Status Grid: Visual agent health matrix
• Resource Utilization: CPU/Memory usage charts
• Connection Quality: Network latency metrics
• Capacity Planning: Agent load distribution

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Business Metrics

• Cost Savings: Automation ROI calculations
• Time Saved: Hours automated vs manual
• Error Reduction: Comparison with manual processes
• Compliance Score: Audit and compliance metrics

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Widget Configuration

1. Add Widget: Click the ”+” button to add new widgets
2. Resize: Drag corners to resize widgets
3. Move: Drag widgets to reposition
4. Configure: Click settings icon for widget options
5. Remove: Click “X” to remove unwanted widgets

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Real-Time Features

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Live Updates

• WebSocket Connection: Real-time data streaming
• Auto-Refresh: Automatic data updates every 30 seconds
• Push Notifications: Browser notifications for critical events
• Status Indicators: Live status badges and colors

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Interactive Elements

• Drill-Down: Click metrics to view detailed reports
• Filtering: Filter data by date, agent, or package
• Search: Quick search across all dashboard data
• Export: Download data as CSV or PDF

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Mobile Responsiveness

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Mobile Dashboard

• Responsive Design: Optimized for tablets and phones
• Touch Navigation: Swipe and tap interactions
• Essential Metrics: Key information prioritized
• Quick Actions: Most common tasks accessible

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Mobile Features

• Push Notifications: Mobile alerts for critical events
• Offline Viewing: Cached data for offline access
• Biometric Login: Fingerprint and face recognition
• Dark Mode: Automatic dark/light theme switching

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Personalization

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User Preferences

• Default View: Set your preferred dashboard layout
• Refresh Rate: Configure auto-refresh intervals
• Notifications: Choose which alerts to receive
• Time Zone: Display times in your local timezone

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Organization Settings

• Branding: Upload organization logo and colors
• Default Permissions: Set default user access levels
• Retention Policies: Configure data retention periods
• Integration Settings: Connect external systems

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Dashboard Best Practices

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Daily Monitoring

1. Check Agent Status: Ensure all agents are connected
2. Review Failed Executions: Investigate and resolve failures
3. Monitor Queue: Watch for execution backlogs
4. Verify Schedules: Confirm scheduled jobs are running

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Weekly Reviews

1. Analyze Trends: Review weekly performance metrics
2. Capacity Planning: Assess agent utilization
3. Package Performance: Identify underperforming automations
4. User Activity: Monitor team usage patterns

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Monthly Analysis

1. ROI Calculation: Measure automation value
2. Compliance Review: Audit automation activities
3. Optimization Opportunities: Identify improvement areas
4. Strategic Planning: Plan automation expansion

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Troubleshooting Dashboard Issues

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Common Problems

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Dashboard Won’t Load

• Check Internet: Verify network connectivity
• Clear Cache: Clear browser cache and cookies
• Try Incognito: Test in private browsing mode
• Contact Support: If issues persist

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Data Not Updating

• Refresh Page: Manual page refresh
• Check WebSocket: Verify real-time connection
• Browser Compatibility: Ensure supported browser
• Firewall Settings: Check network restrictions

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Performance Issues

• Reduce Widgets: Remove unnecessary widgets
• Adjust Refresh Rate: Increase refresh intervals
• Browser Resources: Close other browser tabs
• System Resources: Check computer performance

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Getting Help

• Help Icon: Click ”?” for contextual help
• Documentation: Access full documentation
• Support Chat: Live chat support (business hours)
• Community Forum: Ask questions and share tips