> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agentaos.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard tour

> A tour of app.agentaos.ai: what each page in the sidebar does, and where to find your products, money, invoices, and settings.

[app.agentaos.ai](https://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](/getting-started/test-mode).

## 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.

<Frame caption="Home with the next step. One step of three is done.">
  <img src="https://mintcdn.com/agentokratia/Wp0rymRtxrdfPOMj/images/product/home.png?fit=max&auto=format&n=Wp0rymRtxrdfPOMj&q=85&s=cc7065873d524f555b7a84a12c2ab9b6" alt="The Home page: a strip says First test sale cleared, and the card says Next: Verify your business, with a Start button and 1 of 3 done" width="1440" height="900" data-path="images/product/home.png" />
</Frame>

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.

## 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](/guides/go-live) and [Account review](/mor/account-review).

## 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](/payments/payment-links).

<Frame caption="The Products page with three products.">
  <img src="https://mintcdn.com/agentokratia/ob7A8SZLgGb2oPrT/images/product/products.png?fit=max&auto=format&n=ob7A8SZLgGb2oPrT&q=85&s=ea29fdae2c1333863f6a17c0ee1195d8" alt="The Products and Services page with revenue, payments, and active products at the top and three products below" width="1440" height="785" data-path="images/product/products.png" />
</Frame>

## Discounts

**Discounts** holds the codes a buyer can type at checkout for a lower price. See [Discount codes](/payments/discount-codes).

## 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.

<Frame caption="The Transactions page.">
  <img src="https://mintcdn.com/agentokratia/ob7A8SZLgGb2oPrT/images/product/transactions.png?fit=max&auto=format&n=ob7A8SZLgGb2oPrT&q=85&s=c1ea1bdf5feb3f10d536d48895d30d44" alt="The Transactions page with search, period, type, and currency filters, the Export CSV button, and one received card payment of 12.40 euros" width="1440" height="785" data-path="images/product/transactions.png" />
</Frame>

## 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.

<Frame caption="The Balances overview.">
  <img src="https://mintcdn.com/agentokratia/ob7A8SZLgGb2oPrT/images/product/balances.png?fit=max&auto=format&n=ob7A8SZLgGb2oPrT&q=85&s=493a1806a35c05dac7ffb4c7af9e54e8" alt="The Balances page on the Overview tab with the balance split into Available now, On the way, and Reserve, and a Total at the bottom" width="1440" height="785" data-path="images/product/balances.png" />
</Frame>

See [Payouts](/payouts/overview) and [Payout accounts](/payouts/payout-accounts).

## 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](/payments/invoices).

## Subscriptions

**Subscriptions** lists the subscriptions your buyers started by paying a subscription product. From here you can change a plan or cancel. See [Subscriptions](/payments/subscriptions).

## Customers

**Customers** lists everyone who paid you or whom you billed, with their revenue and number of payments. See [Customers](/payments/customers).

## 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](/connect/overview).

## 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.

## Settings

**Settings** has six tabs:

<Columns cols={2}>
  <Card title="Profile" icon="user">
    Your sign-in email and your passkey.
  </Card>

  <Card title="Business" icon="building">
    Your business details, the logo on invoices and pay pages, and whether prices include VAT.
  </Card>

  <Card title="Team" icon="users">
    Invite teammates to your account.
  </Card>

  <Card title="Developers" icon="code">
    API keys, webhooks, and the sites allowed to show your embedded checkout.
  </Card>

  <Card title="Billing" icon="receipt">
    Your plan and the fee for each payment method.
  </Card>

  <Card title="Crypto (experimental)" icon="flask">
    A legacy tab. You can ignore it.
  </Card>
</Columns>

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.

## Next steps

<Columns cols={2}>
  <Card title="Quickstart" icon="bolt" href="/getting-started/quickstart">
    Your first payment in test mode, start to finish.
  </Card>

  <Card title="Accept your first payment" icon="credit-card" href="/guides/accept-your-first-payment">
    Create a product and pay it yourself.
  </Card>

  <Card title="How merchant of record works" icon="building-columns" href="/mor/how-it-works">
    Why verification exists and what AgentaOS handles for you.
  </Card>

  <Card title="Payment SDK" icon="code" href="/sdk/pay-overview">
    Everything in the dashboard, from code.
  </Card>
</Columns>


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