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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.

The XTM Hub sits next to them with the same kind of status pill. It follows the platform's registration with the XTM Hub: a green dot while the XTM Hub confirms it, a red one when it did not at the last hourly check or when the platform must be registered again. A platform that is not registered shows the XTM Hub integrations you can use instead (a green dot while one is connected), and otherwise reads Connect XTM Hub: it opens the registration for an administrator and the integration form for anyone else. The pill opens your XTM Hub. See the XTM Hub integration for what agents can do with it.

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:

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

Customize the dashboard

You can build your own dashboard: it is a grid of widgets you move, resize, remove and add back. The widgets are the posture overview, each KPI card, the AI exposure briefing, the exposure lifecycle title, each stage of the exposure lifecycle (and the Governance & Risk card), the recommended actions, the live activity, and the latest results and digests.

  1. Select Customize, next to the vertical switcher at the top right of the dashboard. The widgets stay on screen, framed, and a bar at the top lists what you can do.
  2. Drag a widget to move it; the others make room. Drag its bottom right corner to resize it.
  3. Select the cross on a widget to remove it. Add a widget lists the widgets you removed; one you add back goes below the others.
  4. Select Done to use the dashboard again: while you customize it, its widgets do not open anything.

Each change is saved to your profile at once, so the dashboard looks the same on your next sign-in and on any device. Each vertical (Cyber, FIMI, Fraud) keeps its own layout.

The dashboard of a Copilot deployment is built the same way, with Customize at its top right. Its widgets are the status header, each KPI card (agents, conversations, agentic executions, integrations, documents), the agent list, the last conversations, the live activity, and the latest results and digests. It keeps one layout. Reset to default puts it back to the original layout. Your layout is yours only: it does not change anyone else's dashboard.

A widget adapts to the size you give it: the smaller it is, the fewer secondary details it shows, the most important ones staying. For example, a small posture overview shows the posture score next to its title instead of the posture ring, and the connected products as logos (point at one to see its name, version and health); a small stage card keeps its score and its main figures; the recommended actions show as many actions as fit. Make a widget bigger to see everything again.

In a narrow window the widgets are shown one below the other, in the order of your layout, and cannot be rearranged until you widen the window.

Focus mode

Focus mode replaces the home page with a chat-first assistant home and hides the left navigation, for people who mostly work with their assistant. Turn it on with Focus mode in the top bar, or in My profile.

In focus mode the top bar has a Focus | Dashboard switch: Dashboard opens this dashboard and Focus brings you back to the assistant home, without leaving focus mode. Exit focus mode brings the full interface and its navigation back.

An administrator can decide focus mode for you (see Administration):

  • with Focus by default, you start in focus mode and can still leave it; once you do, your choice is kept;
  • with Focus and dashboard only, you stay in focus mode: Exit focus mode is not offered, and a page outside focus mode and the dashboard shows a notice with the way back instead of the page.

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
  • the layout each person built (see Customize the dashboard)

Next step

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