Getting Started
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The landing screen after sign-in, configurable widgets over your CRM data, with stable anchor ids for AI agents driving the UI.
Customermates is an open-source, AI-native CRM. This page documents the Dashboard screen of the web app for humans and for AI agents that drive the UI.
The Dashboard is the landing screen after sign-in. It shows configurable widgets over your CRM data: pipelines, tasks, recent activity, whatever you set up. From here you jump off to every other screen in the app.
Route: /dashboard. All app routes are locale-prefixed, for example https://customermates.com/en/dashboard.
| Action | Where | Anchor id | What happens |
|---|---|---|---|
| Go to Dashboard | App sidebar | #nav-dashboard | Opens /dashboard |
| Add widget | Page header | #dashboard-add-widget | Opens the widget modal |
| Save / reset widget | Widget modal footer | #widget-modal-save / #widget-modal-reset | Creates or updates the widget (reset appears with unsaved changes) |
| Global search | Top of sidebar | #nav-search | Opens the search modal (also Cmd/Ctrl+K) |
| Search anything | Search modal | #global-search-input | Jump to any contact, organization, deal, service, or task |
| Open documentation | Sidebar footer | #nav-documentation | Opens /docs |
| Send feedback | Sidebar footer | #nav-feedback | Opens the feedback dialog |
New accounts land in the onboarding wizard at /onboarding/wizard before they see the Dashboard. It walks through profile, company, entities, demo data, AI setup, and team invites. Navigate it with the anchor ids #onboarding-next and #onboarding-back.
#dashboard-add-widget.?open=<entityType>:<id> (entity pages only). Stack multiple entries with commas, for example ?open=contact:abc,deal:xyz.