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Agent Dashboard

Introducing the Agent Dashboard: Bringing discovery, insights, and action together in one intelligent workspace.

Chelsie Pettit avatar
Written by Chelsie Pettit
Updated this week

What is the Agent Dashboard?

The Agent Dashboard is your AI-powered recruiting command center in Crelate. It combines insights from the Discover Agent and Insights Agent, surfacing the most relevant candidates, updates, and opportunities all in one view.

You’ll see intelligent suggestions, called Ideas, that help you discover new people, track key contacts, and act quickly on timely signals without jumping between systems.


How it works

Recruiters often spend too much time piecing together information across tools and databases. The Agent Dashboard brings everything together automatically, giving you actionable insights right when you need them.

With it, you can:

  • Instantly identify new and relevant candidates

  • Stay updated on career moves and contact changes

  • Keep your data clean and continuously refreshed

  • Save hours by focusing on engagement, not research

By turning your database into a living, AI-driven system, the dashboard keeps your team proactive and efficient.


How to access the Agent Dashboard

You can find the Agents area by clicking the All Areas Globe in the lower-left corner of your navigation bar.
Want faster access? Pin it to your left nav to keep it handy every time you log in.


Why you’ll love it

💡 Unified view – All your AI insights, in one place.
Smarter sourcing – Discover qualified talent automatically.
🔔 Real-time updates – Get alerts about key contact changes.
🧠 Always fresh – Data that stays accurate and up to date.


What's Next?

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