Workspace
The Workspace section of the dashboard sidebar holds the settings that apply to your whole merchant account.
| Page | Use it to |
|---|---|
| Integrations | Connect stores, ad platforms, email, AI, support, CRM, and productivity services. |
| Sites and API keys | Register storefronts, get site IDs, and create server API keys. |
| Team and roles | Invite teammates, assign roles, and create custom roles. |
| Notifications | Read the notification inbox and choose email or desktop alerts. |
| Settings | Update your business details, profile, language, notification preferences, and roles. |
Settings
Open Dashboard → Settings.
- Account → Business details — company name, industry, company size, timezone, and an optional phone number for the whole workspace. Filling them in completes the Account information step of the setup checklist. You can change them at any time, including after guided setup.
- Account → Profile information — your own first name, last name, and email. If your role cannot edit settings, both Account forms are read-only.
- Access — create and edit custom roles. Visible when your role can view roles. See Team and roles.
- Notifications — delivery preferences. See Notifications.
- Localization — choose the dashboard language (English, German, Spanish, or French). The change applies immediately.
Dashboard home
Dashboard shows the last 30 days for your workspace: tracked events, visitor sessions, and conversion rate, each compared with the previous 30 days, and the number of live campaigns. Below them, Connection status shows your site, tracking script, and API keys, and Account information shows your company profile and plan; Edit opens Settings → Account.
Setup progress lives in the Get started card at the bottom of the sidebar. Select it to open the checklist (a sheet from the bottom of the screen on phones): account information, connecting a site, installing tracking, launching an overlay, publishing recommendations, and reviewing analytics. The next step links to the page where you complete it and to its guide. Hide checklist removes the card for you; to bring it back, open the account menu at the top of the sidebar and select Show setup checklist. The card disappears once every step is complete.
Dashboard search
Select Search in the sidebar, or press ⌘K (Ctrl+K on Windows and Linux) anywhere in the dashboard. Before you type, the search window offers quick actions, such as Create overlay or Invite a teammate, and Go to links for every page you can open. As you type, matching pages appear first; from two characters, the search also finds products, campaigns, workflows, integrations, and documentation. Use the arrow keys and Enter to open a result, and Esc to close.
On pages where the Dashboard Assistant is available, Ask Assistant appears in the search field on wider screens (not on phones): press Tab to ask it your query instead.
This is separate from storefront Smart Search.