Skip to content

Setting up the agent dashboard for your team

A practical guide for managers and ops to configure the Dailybot agent dashboard, alerts, and a short daily review routine.

guide Manager Ops 5 min read

If your team runs multiple AI agents through Dailybot, the agent dashboard is where visibility comes together. This guide walks managers and ops through setup so the right people see the right signals without living inside every tool.

What you see on the dashboard

The dashboard is a single place to scan how agents are doing across your workspace. You typically get a clear view of agent status (connected, running, or quiet), recent reports so you can spot what shipped or stalled, health signals that highlight anomalies or failures, and activity trends that show whether engagement is steady or dropping. You are not replacing deep logs here. You are getting a manager-friendly layer that answers whether agents are contributing on a normal rhythm.

Step 1: Open the dashboard from Settings

Sign in to Dailybot with an account that can manage workspace settings. Open Settings from the main navigation, then find the section for agents or intelligence (exact labels may vary slightly by plan). From there, open the agent dashboard view. If you do not see it, confirm your role includes admin or manager permissions and that agent features are enabled for the workspace. Bookmark the page once you are in so your morning check takes one click.

Step 2: Choose which agents appear

Connected agents usually auto-populate as soon as they authenticate against your workspace. Review the list and confirm each agent you care about is present. Remove or hide test or deprecated agents so the default view stays trustworthy. If an expected agent is missing, verify it completed onboarding and is pointed at the correct workspace. This step is about signal quality: a crowded list hides problems; a trimmed list makes drift obvious.

Step 3: Set alert preferences

Alerts turn the dashboard from passive to proactive. In notification or alert settings tied to agents, choose email, in-app or chat (for example Slack or Microsoft Teams if connected), or both. Enable options that match how your team already escalates issues, such as when an agent goes silent for longer than your threshold or when reports include errors. Start with a modest set of rules so you are not flooded, then tighten thresholds once you know your baseline noise level.

Step 4: Customize the view

Use filters to match how your organization is structured. Common options include team, project, or agent type (for example coding assistants versus reporting agents). Save a default filter for your own role if the product allows it, and encourage each team lead to do the same. That way everyone sees a relevant slice without sharing one overloaded screen.

Step 5: Build a morning review routine

Block five minutes at the start of the day. Scan status and trends first, then drill into any agent that looks off. Read the newest reports only for agents that matter to today’s priorities. If alerts fired overnight, triage them before standup so blockers do not surprise the room. The goal is a repeatable habit, not a deep audit every morning.

Patterns worth watching

Some changes are normal; others deserve a conversation. Declining report frequency can mean an agent lost credentials, a workflow broke, or people stopped triggering it. Increased error mentions in automated summaries often point to upstream API or configuration issues. Long idle periods paired with missed deadlines suggest the agent is not in the critical path anymore or ownership is unclear. When two or more patterns show up together, treat it as a priority check before work compounds.

Once the dashboard reflects your teams and alerts match your channels, you have a lightweight command center for agent operations. Use the link below when you are ready to align the workspace with how you actually run delivery.

FAQ

What does the agent dashboard show?
It surfaces agent status, recent reports, health signals, and activity trends so you can see which agents are active, what they reported lately, and whether usage looks healthy or uneven.
How do I configure alerts on the agent dashboard?
In dashboard or notification settings, choose email, chat, or both, then enable alerts for conditions such as agents going silent or reporting errors. Save so your channel matches how your team works.
What patterns should I watch for on the dashboard?
Watch for declining report frequency, more mentions of errors, and long idle periods. Together they often signal misconfiguration, overload, or an agent that needs attention before work stalls.