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Understanding the dashboard

The BA Copilot dashboard is your central workspace. Here is a quick orientation:

Written By Jack Finnegan

Last updated 8 months ago

The BA Copilot dashboard is your central workspace. Here is a quick orientation:

AreaDescription
Sidebar (left)Navigate between your organisation, spaces, folders, and chats. Access Import, Export, Invite, and Settings.
Chat area (centre-left)Your conversation with the AI. Type messages, attach files, and see AI responses.
Diagram area (centre-right)The BPMN process map. Switch between diagram options and versions, edit manually, or view properties.
Top barEdit the chat title, navigate versions, toggle the Properties panel, enter fullscreen mode, and access export options.

Sidebar navigation at a glance:

  • Home — Return to the dashboard overview showing your recent process maps
  • Import — Bulk import process maps from Excel or CSV
  • Export — Bulk export process maps to branded PDF
  • Invite — Invite team members to your organisation
  • Team spaces — Shared spaces visible to your team
  • Private spaces — Your personal workspace, visible only to you
  • Organisation selector — Switch between organisations (at the top of the sidebar)

Note: On mobile devices, the chat and process map display as separate tabs. Tap Chat or Process Map at the bottom of the screen to switch between them.

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