First Login & Dashboard
When you log in, you will be taken to your dashboard. The dashboard is your central hub for all KnowStack features. It remembers which page you last visited, so returning users go straight back to where they left off.
Dashboard Sections
The main parts of KnowStack are grouped in the sidebar (on a phone, open it with the menu button in the top bar):
| Part | Purpose | Who Can Access |
|---|---|---|
| Knowledge bases | View, search, edit and export your knowledge bases, or generate a new one from your sources | All users; generating needs the 'Manage Content Generation' permission |
| Sources | Connect sources, crawl websites, fetch emails and messages, import documents and Google Drive files | Users with the 'Manage Data Collection' permission |
| Communications | Answer customers on your website, Messenger and Instagram from your knowledge base, and follow up on leads | Users with the 'Website Chat' or 'Messenger Replies' permission, on plans that include these channels |
| Management | HR Tests and Audits | Users with the 'HR Tests' or 'Audits' permission |
| Billing | Manage your plan, AI usage and payment history (account menu) | Company admins |
Which pages you see depends on your role and permissions. Company admins see everything. If a page is locked, you will see a lock icon and a message explaining that you need permission from your admin.
Additional Pages
- Settings -- Your profile, company settings, notification preferences, team and integrations. Open it from the account menu under your avatar
- Activity Stream -- Track who did what and when across your organization (requires Activity Stream permission)
- Help -- Submit support tickets and get help from the KnowStack team