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Dashboard Documentation

This documentation maps to the current ASAPilot dashboard at app.asapilot.com. It covers the actual shipped routes and workflows: Home, Chat, Channels, Automations, Runs, Accounts, Settings, and Billing.

Recommended Operator Flow

  1. Step 1

    Connect and verify an ASA account

    Finish the Apple Search Ads connection wizard, sync orgs/apps, and confirm the account shows as connected before starting analysis.

  2. Step 2

    Use Home to spot the next highest-risk item

    Read the budget radar, automation spotlight, and insights feed first so you are not starting from raw exports.

  3. Step 3

    Open Chat for explanation and follow-up analysis

    Turn a suspicious metric, CPI shift, or wasted-spend signal into a scoped conversation with streaming answers and agent traces.

  4. Step 4

    Create or refine recurring automations

    Promote repeatable checks into Daily Account Health, Daily Budget Guard, Daily Summary, or CPI Spike Alert workflows.

  5. Step 5

    Review Runs for proof and debugging

    Inspect queue status, summaries, payload context, and failures so automation quality stays measurable.

  6. Step 6

    Tune Settings and plan limits

    Adjust persona, audit thresholds, AutoPilot policy, and billing only after the core reporting loop is already working.