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 dashboard pages are accessible from the sidebar navigation (on tablet and desktop) or the bottom navigation bar (on mobile):

PagePurposeWho Can Access
Data CollectionConnect sources, crawl websites, fetch emails and messagesUsers with Data Collection permission
Content GenerationGenerate Knowledge Bases from collected dataUsers with Content Generation permission
Knowledge BaseView, search, edit, and export your KBsAll users
AutomationAI-powered workflows (coming soon)All users
BillingManage your plan, AI usage, and payment historyUsers with Billing permission

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 -- Access your profile, company settings, notification preferences, and team management from the Settings page (gear icon in the sidebar)
  • Activity Stream -- Track who did what and when across your organization (requires Activity Stream permission)
  • Support -- Submit support tickets and get help from the KnowStack team