Dashboard tour

app.agentaos.ai is where you run your sales: you create products, follow the money, send invoices, and manage your team and API keys. This page walks through the sidebar from top to bottom. The Test / Live switch at the bottom of the sidebar decides which data every page shows. Test mode is free to explore and processes no real payments. Live mode handles real money and opens after your business is verified. See Test mode and testing.

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Home

Home is the page you see after you sign in. One card names the next step to your first real sale: Create your first product, then Verify your business, then Go live. Under the step, a count says how many of the three are done, and All steps opens the full list on the Go live page. After you go live, the card says “Setup done. Next: your first sale.” New product at the top right opens the product form. Below the card, one strip shows Revenue, Sales, Customers, Active subs, and MRR. Under the strip, Gross volume charts your sales for the last 7 days or 30 days, and Recent activity lists your latest payments. When you have money in your balance, a card beside the chart shows Available now and your payout schedule.

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Go live

Go live tracks what is left before you can take real payments. The chip next to it counts the steps done, such as 1/3. The main step is to verify your business. See Go live and Account review.

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Products

Products lists everything you sell. Each product has a price, one-time or subscription, and a buyer link you can copy from its row. The Checkouts tab lists each checkout a buyer started. See Products and payment links.

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Discounts

Discounts holds the codes a buyer can type at checkout for a lower price. See Discount codes.

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Transactions

Transactions lists every payment and payout on your account. Search by name, amount, or ID. Filter by period, by Payments or Payouts, and by currency. Export CSV downloads the list.

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Balances

Balances shows your money in EUR and USD. It has three tabs:

• Overview: your balance, split into Available now, On the way, and Reserve, with the Total at the bottom.
• Payouts: the payouts sent to you.
• Payout accounts: the bank accounts and wallets that receive your payouts.

See Payouts and Payout accounts.

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Invoices

Invoices lists every invoice in four tabs: All, Open, Paid, and Void. Every sale gets an invoice automatically, and Create invoice bills a customer by hand. See Invoices.

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Subscriptions

Subscriptions lists the subscriptions your buyers started by paying a subscription product. From here you can change a plan or cancel. See Subscriptions.

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Customers

Customers lists everyone who paid you or whom you billed, with their revenue and number of payments. See Customers.

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Businesses

Businesses lists the businesses you run from this account: another app of your company, or a client’s business. The figures above the list say how many there are, your share this month, and how many need you. To add one, click Add a business on that page or in the account menu at the top of the sidebar. Click a business for its page, or Open to switch into it. A business that a platform manages does not have this entry. See Platforms.

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Developers, Support, and Guides

Developers opens a menu with links to AI agents, API keys, and Webhooks, and to the docs, the API reference, the SDK, the CLI, and the MCP server. Support opens an email to the AgentaOS team. Guides opens these docs.

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Settings

Settings has six tabs: API keys belong to the mode you are in: a test key works only in test mode, and a live key only in live mode.

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Next steps