Home Dashboard in XTM One

The Dashboard is the landing page for XTM One. It changes based on how far your organization is in setup, so the first thing to understand is which dashboard state you are looking at.

What the Dashboard is for

Use the Dashboard to:

confirm that OpenCTI and OpenAEV are connected
see whether XTM One is active and healthy
open the main work areas quickly
check recent agent activity without going into detailed history

The three dashboard states

XTM One currently shows one of three dashboard experiences.

1. Welcome and connection setup

If no platform is connected yet, the Dashboard becomes a setup landing page.

You will see:

a high-level introduction to XTM One in the XTM Suite
connection cards for OpenCTI and OpenAEV
setup instructions for administrators
a registration token area for administrators

This screen is mainly for the initial rollout. If you are a regular user, you usually do not need to act here. Your administrator completes this step.

2. Connected platforms overview

If at least one platform is connected but the full CTEM operations experience is not yet enabled, the Dashboard focuses on connection status.

You will usually see:

a greeting and status summary
one card per connected platform
connection health indicators
last heartbeat information
a reminder to connect the missing platform if setup is incomplete

This view is useful when you want to confirm that the XTM Suite is online before you start using agents and chat more heavily.

3. Full operations dashboard

When the full experience is available, the Dashboard becomes an operational workspace.

You will usually see:

a greeting and current activity summary
a prominent Start chatting action
KPI cards for Agents, Conversations, Agentic Executions, Connected Platforms, and Integrations
connected platform cards
an Agents panel
a Live Activity panel with recent runs

This is the main dashboard most end users will work from day to day.

What the platform cards mean

Platform cards represent connected XTM Suite products such as OpenCTI and OpenAEV.

They help you check:

which product is connected
whether the connection is healthy or stale
the platform version
when the last heartbeat was received

You can also open the connected platform directly from these cards.

What the KPI cards mean

On the full dashboard, the KPI cards are meant to answer simple questions at a glance.

Agents shows how many assistants are active and how many assignments are configured.
Conversations shows how much direct chat activity has happened.
Agentic Executions shows how much automated work has run recently.
Connected Platforms shows how many XTM Suite products are linked to XTM One.
Integrations shows how many connected services are available to agents.

Most of these cards are also shortcuts. Clicking them opens the related page.

Use the Agents panel

The Agents panel on the full dashboard gives you a short list of available agents.

From here you can:

open an agent directly
create a new agent
jump to the full Agents page

This panel is helpful when you already know which assistant you want to use.

Use the Live Activity panel

The Live Activity panel shows recent runs as they happen.

Use it to:

see which assignments ran most recently
spot failures quickly
jump to the full History page

If nothing has run yet, the panel stays empty until the first execution is triggered.

How to use the Dashboard day to day

A practical pattern is simple:

Check that the connected platforms look healthy.
Use Start chatting if you want help right away.
Open an agent if you need a more specific assistant.
Open History if you want to understand what has already run.

If the dashboard looks different from another user’s

That is usually normal. The dashboard varies based on:

whether OpenCTI or OpenAEV has been connected
whether the full licensed experience is enabled
whether your account has access to the related areas

Next step

The next chapter explains Chat, which is the fastest way to start working with XTM One.