Guide

Navigating the dashboard

A map of Dashboard, Create, Research, Reflect, Rules, settings, workspaces, and feedback—what each is for and how they connect.

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The top navigation is your compass. Not every link appears for every user: access depends on subscription, beta approval, admin permissions, and whether features like Reflect are enabled for your account. If something is missing, check approval status and plan—not a bug.

Dashboard (home)

The dashboard is the launch pad: quick actions to Research, Create, Reflect (if enabled), Rules in Pro mode, user settings, feedback, and workspaces. Treat it as a checklist surface—use it to jump into work instead of hunting URLs.

  • Quick actions summarize the main workflows; favor them until muscle memory builds.

  • Credits or usage may appear in the header on some deployments—watch before long AI sessions.

Create

Create is where structured work lives: series with ordered videos, standalone libraries for one-offs, and per-video flows from idea through script steps depending on your setup. Use series when viewers should watch in order or when you reuse segments (intros, recurring bits).

Inside Create you will typically

  • See an overview of series and standalone items.

  • Open a series to manage settings, order, and individual videos.

  • Open a video to work the idea, outline, and script with AI assistance.

Research

Research is for outward-looking work: competitor channels, video-level signals, and strategist-style exploration so you pick topics with evidence. It pairs with Reflect, which looks inward at your channel.

Reflect

When enabled, Reflect helps you interpret your own content themes and performance-style signals so you double down on what already resonates. Use it to validate whether your next idea fits your proven strengths—not only what is trending elsewhere.

Rules (Pro mode)

Rules, presets, and contexts live here. This is where you stop repeating the same edits to AI drafts. Invest here early if you generate often; it saves more time than any single model upgrade.

Settings, workspaces, and feedback

User settings cover language, experience mode (such as Pro), and account-facing preferences. Workspaces control collaboration boundaries—who sees which series and research. Feedback is the right channel for reproducible bugs and thoughtful feature requests; include steps and expected behavior.

Navigation tip: if you are lost, ask “Is this about my channel (Reflect), others’ channels (Research), or building the next video (Create)?” Picking one answers most routing questions.