For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
DashboardGet an API key
SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
  • Workbench
    • Overview
    • Open the Workbench
    • Favorites
    • Customize your dashboard
    • Reports
    • Activity feed
    • Search
    • Filters and views
    • Pinned items
    • Streak and sample data
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DashboardGet an API key
Workbench

Workbench

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Open the Workbench

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The Workbench is what teammates open first thing in the morning — risk lane, today’s tasks, recent activity, and Pi’s daily summary, all on one page.

YOUR TODAY VIEW
Open the Workbench
⌘J from anywhere.
Favorites
Pin customers and onboardings.
Customize your dashboard
Add, remove, reorder widgets.
Reports
Built-in views over onboardings, tasks, and risk.
Activity feed
Workspace-wide stream.
Search
⌘K opens global search.
Filters and views
Save a filter as a view.
Pinned items
Stick something to the top.
Streak and sample data
Daily streak and demo workspace.

Email help@pivotal.app with the article you’re on and a screenshot if you’re stuck.