Getting StartedUpdated Jun 2026

Navigating the dashboard

Get familiar with the Eklipsa dashboard and learn where to find everything

The Eklipsa dashboard is your command center for all brand management activities. Here's a complete guide to help you find everything you need.


Dashboard Overview

When you first log in, you'll see your dashboard at the root URL. The dashboard provides:

  • Quick Access: Direct links to key features and recent tools
  • Brand Health: Overview of your Brand Intelligence completion status
  • Recent Activity: Your latest generated content and assets
  • Quick Links: Fast navigation to workshops and popular tools
  • Credits: Balance and usage are in the sidebar and under Settings → Billing—not as a large card on the home dashboard (locked or unlocked).
  • After workshops: A short optional checklist may appear (Configure Your Visual Identity System—opens Your Visual Identity System on /visual-identity?mode=checklist—plus Reference Library and saving a Halo Studio output to Halo Assets); it hides once you complete every item.

Sidebar Navigation

The sidebar is a launchpad of primary items: Home first as a solo row (no category heading), then Clients (Workspaces, Brands), Team, Projects, Strategy, Create, and Review. Clients, Team, and the paid spine items unlock by plan and role, so you may not see every item. Each parent expands an accordion submenu for its steps. At the bottom, a compact utility strip holds Settings and Collapse. Switch or create brands from Clients → Brands or Settings → Brands. Learn & Share and account shortcuts appear in the top app header.

Dashboard

🏠 Home

Your home (Dashboard) at /—Brand Intelligence snapshot (strategy, insights, governance), quick links, and Halo AI entry points

Sources & Decisions

💳 Paid plans

Research, Strategy, Governance (including Content Checker, Playbook, and History), and Reports require a paid subscription. They are not gated on workshop completion—you get access as soon as your plan is active. On Free, you'll see an upgrade screen on those routes; after you finish workshops, the dashboard may show a Brand Intelligence upsell instead of live metrics until you upgrade.

🔬 Research

Create strategy projects at /projects, add sources at /sources (tabs: Library, Add evidence, Approved takeaways, Needs review), and review AI-extracted findings on the Add evidence tab. Convert findings to takeaway candidates in Needs review. Legacy /research redirects to Add evidence; legacy /insights list redirects to Approved takeaways. Learn more

✅ Strategy

Banded header (Learn More under the description; outline buttons to Research, Strategy Review, and Governance), plus a What needs your attention zone (draft fields to review, context gaps). Below that, a sticky sub-nav for the zones: At a glance (completeness ring, context review, active decisions, freshness), What AI sees (the Snapshot with tabs for Halo Chat and each Studio surface), context health and inventory, Active context (published decisions and supporting references), and lower down the operational Usage & budget and change log. Approved takeaways on Research fuel Workshop AI only — publish formal strategy through Strategy Review → Brand Intelligence. Open Strategy at /strategy (legacy /intelligence URL permanent-redirects here).

🛡️ Governance

Manage brand governance rules (voice, messaging, copy, tone, visual) with the same banded header as other Sources & Decisions pages (Learn More under the description; outline buttons to Content Checker, History, and Playbook). Show inactive rules reveals archived rows — inactive rules are hidden by default. Optionally replace previous auto-generated rules when regenerating from approved strategy fields. Alignment trend charts use dashboard-style cards below the header. Generate defaults from Brand Intelligence context after enough approved strategy fields, or add rules manually — /governance. Learn more

📊 Reports

On-demand strategist reports with the same banded header as other Sources & Decisions pages (Learn More under the description): Strategy Health, Brand Consistency, and Research & Insight Summary — view, regenerate on cooldown, export DOCX. Open at /reports.

Strategy

🎯 Workshops

The workshops: Brand Core, Brand Positioning, and Brand Persona at /workshops. (This is different from the Strategy item above, which is for reviewing approved vs pending fields.) The legacy URLs /strategy/workshops and /workshop permanent-redirect to /workshops; old paths under /workshop/… redirect to the same path under /workshops/….

🎨 Visual Identity

Build or upload logos, colors, typography, and visual styles; optionally train custom models in Your Visual Identity System

📄 Brand Standards

Review your living standards reference after publishing Brand Intelligence — export DOCX at /brand/guidelines

📚 Reference Library

Add optional proprietary reference content at /brand/knowledge with the same banded header layout as Sources & Decisions pages (Learn More under the description; outline button to Strategy). Learn more

Create

💬 Halo Chat

Chat with your brand AI assistant for strategy and content guidance. Halo reads Brand Intelligence context — Active Decisions, approved strategy fields, Brand Rules, and any Selected References you attach (see Snapshot at /brand-intelligence) — and offers optional tools to fetch fields or run an alignment check on demand.

⚡ Halo Studio

Access the full suite of brand-aware content creation tools

📁 Assets

Manage all generated and uploaded visual assets

Learn & Share Section

  • Community: Discussion forums at /community
  • Documentation: In-app user guide and tutorials

Account Section

  • Settings: Manage your account, billing, and preferences

Key Features

Collapsible Sidebar

On desktop, you can collapse the sidebar to an icon-only view by clicking the collapse button. This gives you more screen space while keeping navigation accessible.

Mobile Navigation

On mobile devices, the sidebar becomes a slide-out drawer. Tap the hamburger menu to open it, and it automatically closes when you navigate to a new page.


Keyboard Shortcuts

The sidebar supports full keyboard navigation:

Key Action
Tab Navigate between items
Arrow Keys Move up and down
Enter / Space Activate selected item
Escape Close mobile drawer
💡 Quick Navigation

Use the command palette (Ctrl+K or Cmd+K) for even faster navigation to any feature.

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