> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tldr.work/llms.txt
> Use this file to discover all available pages before exploring further.

# First Steps

> Learn your way around the tldr.work dashboard and discover key features

# First Steps with tldr.work

Welcome to tldr.work! This guide will help you navigate the dashboard and understand what each section does.

***

## Dashboard Overview

After logging in, you'll see the main dashboard with two core sections:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/tldr/images/dashboard-overview.png" alt="tldr.work dashboard" />
</Frame>

### Navigation Sidebar

<AccordionGroup>
  <Accordion title="Home" icon="house">
    Main dashboard with overview metrics:

    * Total prospects in your database
    * Active campaigns
    * AI projects
    * Recent activity
  </Accordion>

  <Accordion title="Prospects" icon="users">
    Manage your prospect database:

    * **Find Prospects**: Search for new leads
    * **All Prospects**: View and filter your database
    * **Add Manually**: Import individual prospects
  </Accordion>

  <Accordion title="Campaigns" icon="envelope">
    Email campaign management:

    * **All Campaigns**: View campaign list
    * **New Campaign**: Create a new campaign
    * **Analytics**: Campaign performance metrics
  </Accordion>

  <Accordion title="Analytics" icon="chart-line">
    Two main sections:

    * **Dashboard**: Overall performance metrics
    * **AI Search**: Brand monitoring across AI engines
    * **Metrics**: Detailed usage and performance data
  </Accordion>

  <Accordion title="Billing (Profile Menu)" icon="credit-card">
    Manage subscription and credits from the profile menu (top-right avatar):

    * Current plan and remaining budget
    * Upgrade options
    * Usage activity and cost breakdown
    * Invoice history
  </Accordion>

  <Accordion title="Settings" icon="gear">
    Configure your workspace:

    * Profile settings
    * Account preferences
    * Workspace settings
    * Notification preferences
  </Accordion>
</AccordionGroup>

***

## Understanding the Dashboard

### AI Analytics Section

<Card title="AI Analytics" icon="brain">
  Monitor your brand visibility across AI engines

  * **Avg Visibility**: % of AI responses mentioning your brand
  * **Avg Sentiment**: How positively AI talks about you
  * **Avg Position**: Your average ranking when mentioned
  * **Projects**: Number of active monitoring projects
</Card>

**What to do**: Click **"Monitor a Brand"** to create your first AI search project.

### Sales Section

<Card title="Sales" icon="handshake">
  Track your sales automation performance

  * **Prospects**: Total leads in your database
  * **Emails Sent**: Campaign emails delivered
  * **Open Rate**: % of emails opened
  * **Reply Rate**: % of emails that got responses
</Card>

**What to do**: Click **"Find Prospects"** to start building your database.

### Recent Activity

Real-time updates on:

* Prospects found and enriched
* Emails sent and opened
* AI analyses completed
* System notifications

<Info>
  Activity feed updates automatically - no need to refresh!
</Info>

***

## Choosing Your First Action

Pick what matters most to your business right now:

<Tabs>
  <Tab title="Sales Automation">
    ### I want to find prospects and send campaigns

    <Steps>
      <Step title="Find prospects">
        Go to **Prospects** > **Find Prospects**

        Enter: "SaaS companies in Paris" (or your target market)
      </Step>

      <Step title="Review results">
        Check company details and verified emails
      </Step>

      <Step title="Create campaign">
        Select prospects and click **"Create Campaign"**
      </Step>

      <Step title="Generate email">
        Use AI to create personalized outreach
      </Step>

      <Step title="Launch">
        Click **"Launch Campaign"** and track results
      </Step>
    </Steps>

    [Full Sales Automation Guide →](/sales-automation/overview)
  </Tab>

  <Tab title="AI Brand Monitoring">
    ### I want to track my brand on ChatGPT & AI engines

    <Steps>
      <Step title="Create project">
        Go to **Analytics** > **AI Search** > **New Project**
      </Step>

      <Step title="Enter domain">
        Type your website: `mycompany.com`
      </Step>

      <Step title="Analyze domain">
        AI extracts your business info automatically
      </Step>

      <Step title="Generate prompts">
        AI creates 10 test queries
      </Step>

      <Step title="Run analysis">
        Test on ChatGPT, Claude, Gemini, Perplexity, Mistral
      </Step>

      <Step title="View results">
        See visibility score, position, sentiment
      </Step>
    </Steps>

    [Full AI Monitoring Guide →](/ai-search/overview)
  </Tab>

  <Tab title="Both!">
    ### I want to try everything

    Follow our [Quick Start Guide](/quickstart) which covers both features step-by-step!
  </Tab>
</Tabs>

***

## Understanding Credits & Usage

### Credit Balance

Located in top-right corner of dashboard:

```
Balance: €12.50 / €15.00
```

This shows:

* **Current balance**: €12.50 remaining
* **Total budget**: €15.00 (your plan's monthly allocation)

<Warning>
  When balance reaches €0, operations will be blocked until you upgrade or credits reset.
</Warning>

### What Uses Credits?

| Operation           | Approximate Cost     |
| ------------------- | -------------------- |
| Prospect search     | €0.05 per search     |
| Email enrichment    | €0.02 per contact    |
| AI email generation | €0.02 per email      |
| AI query (ChatGPT)  | €0.05-0.15 per query |
| AI query (Gemini)   | €0.01 per query      |
| Email sent          | €0.001 per email     |

<Tip>
  Open Billing from the top-right profile menu (avatar) to see your usage breakdown.
</Tip>

***

## Keyboard Shortcuts

Speed up your workflow with shortcuts:

| Shortcut         | Action                |
| ---------------- | --------------------- |
| `⌘K` or `Ctrl+K` | Open command palette  |
| `⌘/` or `Ctrl+/` | Open help             |
| `⌘P` or `Ctrl+P` | Quick prospect search |
| `⌘N` or `Ctrl+N` | New campaign          |
| `Esc`            | Close modal/dialog    |

***

## Command Palette

Press `⌘K` (Mac) or `Ctrl+K` (Windows) to open the command palette:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/tldr/images/command-palette.png" alt="Command palette" />
</Frame>

**Quick actions**:

* "Find prospects"
* "New campaign"
* "AI search"
* "Settings"
* "Billing"

Type to search and press `Enter` to navigate.

<Tip>
  The command palette is the fastest way to navigate tldr.work!
</Tip>

***

## Dashboard Customization

### Dark Mode

Toggle dark mode in **Settings** > **Appearance**:

* **Light**: Default, easier on eyes during daytime
* **Dark**: Better for night work, reduces eye strain
* **Auto**: Switches based on system settings

### Notifications

Configure in **Settings** > **Notifications**:

* Email notifications (campaign updates, low credits)
* In-app notifications (real-time activity)
* Frequency (instant, daily digest, weekly summary)

***

## Activity Console

The activity console (bottom-right) shows real-time updates:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/tldr/images/activity-console.png" alt="Activity console" />
</Frame>

**What you'll see**:

* ✅ Prospects enriched
* 📧 Emails sent
* 🤖 AI analyses running
* ⚠️ Errors or warnings

Click any item for details.

***

## What's Next?

<CardGroup cols={2}>
  <Card title="Workspace Setup" icon="gear" href="/getting-started/workspace-setup">
    Configure company info and preferences
  </Card>

  <Card title="Billing" icon="credit-card" href="/billing/plans">
    Understand plans, credits, and usage
  </Card>

  <Card title="Find Prospects" icon="magnifying-glass" href="/sales-automation/finding-prospects">
    Start building your lead database
  </Card>

  <Card title="AI Monitoring" icon="chart-line" href="/ai-search/creating-projects">
    Track brand visibility on AI engines
  </Card>
</CardGroup>

***

## Need Help?

<AccordionGroup>
  <Accordion title="I'm lost - where do I start?">
    Follow the [Quick Start Guide](/quickstart) for a structured 5-minute walkthrough.
  </Accordion>

  <Accordion title="How do I know what's using my credits?">
    Open your profile menu (top-right avatar) and click **Billing** to see detailed usage and costs.
  </Accordion>

  <Accordion title="Can I undo an action?">
    Most actions can't be undone (e.g., emails sent, AI queries). Always review before confirming!
  </Accordion>

  <Accordion title="Where are my prospects stored?">
    **Prospects** section. All data is saved automatically and synced across devices.
  </Accordion>
</AccordionGroup>

***

<Check>
  **You're ready!** You now know how to navigate tldr.work. Pick a feature and start automating! 🚀
</Check>