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User Guide Dashboard

github-actions[bot] edited this page May 25, 2026 · 3 revisions

Dashboard

The Dashboard is the first thing you see when you select a Project in Promptly. It provides a real-time, bird's-eye view of your AI governance posture.

Promptly Dashboard

Key Metrics

The top of the dashboard displays six primary statistics:

  • Total Prompts: The number of unique prompt identifiers in this project.
  • Workflows: Active workflow instances currently in progress.
  • Pending Approval: Prompts that have been submitted and are waiting for a peer reviewer to approve or reject them.
  • Security Scans: The total number of vulnerability scans executed across all prompts.
  • Audit Events: The count of recorded domain events (creates, updates, approvals, etc.).
  • Projects: The total number of projects you have access to across the platform.

Quick Actions

Below the metrics, four quick-action cards provide one-click navigation to common tasks:

  • Create Prompt — Jump straight to the new prompt creation form.
  • Review Workflows — Navigate to pending approval workflows that need your attention.
  • Search Prompts — Open the semantic search page to find prompts by natural language.
  • Audit Trail — Browse the full audit log with filters and event details.

Activity Feed

The lower section of the dashboard shows a chronological feed of all domain events within the project. This acts as an audit log. You'll see:

  • When a user creates a new draft (PromptDraftCreated)
  • When a prompt is submitted for review (PromptSubmittedForReview)
  • When a reviewer approves a prompt (PromptApproved)
  • When a prompt is deployed or rolled back.

This ensures complete transparency and accountability for all AI changes made by your team.

Built-in Contextual Help

Click the ? icon in the application header to open the contextual help panel. The panel provides page-specific documentation right inside the app — no need to leave your workflow.

Dashboard with Help Docs Panel

The help panel displays documentation relevant to the current page. On the Dashboard, it explains:

  • What each metric card represents
  • How the Activity Feed works and what events are tracked
  • Tips for navigating the platform

The help content adapts as you navigate — each page in Promptly has its own documentation topic that appears automatically when the panel is open.

Workflows Help Docs Panel

Here the help panel shows the Workflows & Approvals documentation with a full state-machine diagram explaining the Draft → Review → Approve lifecycle — useful for understanding how prompts progress through governance stages.

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