Dashboard

The Dashboard is the main landing page after logging into the admin console. It provides a quick overview of your organization's environments, workflows, and subscription status.

Overview

The Dashboard displays three main sections:

1. Environments — Quick view of your organization's environments
2. Workflows — Recent workflows and quick access links
3. Billing & Subscription — Your current plan and upgrade options

Environments Card

The Environments card shows your active environments with quick stats:

Element	Description
Environment Name	Click to navigate to the environment details
Status	Active/Inactive indicator
Created Date	When the environment was created

Empty State

If you haven't created any environments yet, the card displays a friendly onboarding prompt:

"Ready for Liftoff!"

Click the button to navigate to the Environments screen and create your first environment.

tip

Environments are required for creating workflows and managing variables. Create at least a "Development" environment to get started.

Workflows Card

The Workflows card provides quick access to recent workflows:

• View recently modified workflows
• Quick navigation to the workflow canvas
• Create new workflow button

Billing & Subscription

The Billing section has moved from Settings to the Dashboard for better visibility. It displays your current subscription plan and allows you to manage your subscription.

Available Plans

Plan	Price	Features
Free	$0/month	Single user, basic workflows, 100 events/month, community support
Individual	$49/month	Single user, unlimited workflows & events, priority support, advanced analytics, custom integrations
Team	$99/month	Up to 3 team members, all Individual features plus team collaboration and role-based access

Current Plan Badge

Your current plan is highlighted with a "CURRENT" badge. The Individual plan shows a "MOST POPULAR" badge for new users.

Subscription Status

Status	Description
Active	Subscription is active and in good standing
Trialing	Currently in a trial period
Past Due	Payment failed, subscription at risk of cancellation
Canceled	Subscription has been canceled
No Subscription	Organization is on the free tier

Upgrading Your Plan

1. Navigate to the Dashboard
2. Scroll to the Billing & Subscription section
3. Click Start [Plan Name] on your desired plan
4. Complete the Stripe checkout process
5. Your subscription activates immediately

tip

The checkout opens in an embedded modal for a seamless experience. You'll receive a confirmation email from Stripe after successful payment.

Managing Your Subscription

If you have an active subscription, clicking any plan button opens the Stripe Customer Portal where you can:

• Update your payment method
• Change your plan (upgrade or downgrade)
• View billing history and invoices
• Cancel your subscription

Downgrading

To downgrade to a lower tier:

1. Click on the lower-tier plan
2. You'll be redirected to the Stripe Customer Portal
3. Select your new plan
4. Changes take effect at the end of your current billing period

warning

Downgrading may affect your access to premium features. Ensure your usage fits within the new plan's limits before downgrading.

API Reference

Billing & Subscription API

Operation	Method	Endpoint	Permission
Get Subscription	GET	/api/stripe/subscription?organizationId={id}	members:read
Create Checkout	POST	/api/stripe/create-checkout-session	members:read
Create Portal Session	POST	/api/stripe/create-portal-session	members:read

Create Checkout Request Body:

{
  "organizationId": "uuid",
  "planKey": "individual"
}

Create Portal Session Request Body:

{
  "organizationId": "uuid"
}

Subscription Response:

{
  "hasSubscription": true,
  "isActive": true,
  "subscription": {
    "id": "sub_xxxx",
    "status": "active",
    "planKey": "individual",
    "planName": "Individual",
    "currentPeriodEnd": "2025-02-05T00:00:00Z",
    "cancelAtPeriodEnd": false
  }
}

Transaction Usage

The Dashboard displays your organization's current transaction usage for the billing period:

Metric	Description
Current Count	Transactions used this billing period
Transaction Limit	Maximum allowed by your plan
Usage Percentage	Visual progress indicator
Overage Policy	What happens when the limit is exceeded (hard_limit or warn)

Transaction Counting

Every message processed by the Consumer counts as one transaction. The count is tracked in real-time using Redis counters and reset each billing period.

Overage Behavior

Policy	Behavior
hard_limit	Messages exceeding the limit are routed to the ignore queue
warn	Messages are processed but a warning is logged

API Reference

Operation	Method	Endpoint
Get Usage	GET	/api/usage/transactions
Get History	GET	/api/usage/transactions/history
Get/Update Config	GET/PUT	/api/subscriptions/{orgId}/transaction-config

See the Billing API for complete documentation.

Related Topics

• Environments — Create and manage environments
• Settings — Variables, Models, and Users management
• Workflows — Build automation workflows
• Billing API — Transaction usage and billing endpoints
• Notifications — Automated usage alert emails