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

# Overview

> Workspace overview with key metrics, quick actions, and recent activity

The Overview is the landing page after login. It shows the current state of your workspace at a glance.

<Note>
  The sidebar label for this page is **Overview**, while the route remains `/dashboard` and it appears as **Dashboard** in analytics.
</Note>

At the top you see a time-based greeting (**Good morning**, **Good afternoon**, or **Good evening**) alongside the name of the selected agent.

## Metrics

A KPI strip across the top shows six counters for the current workspace, in this order. Time-bounded counters use the latest 24h activity:

* **Agents** — Number of agents connected to your workspace.
* **Sessions** — Agent and chat sessions recorded in the latest 24h.
* **API calls** — Request count over the latest 24h.
* **Graph nodes** — Number of entities in the knowledge graph.
* **Graph edges** — Number of relationships in the knowledge graph.
* **Brains** — Total datasets ("brains") in your workspace.

Counters show a placeholder dash while data loads and stay greyed out at zero.

The KPI strip always reports **workspace-wide** totals. Selecting a brain from the brain selector scopes the search terminal below, but it never filters these counters — the **Graph nodes**, **Graph edges**, and **Brains** figures stay whole-workspace regardless of the current selection.

Datasets created outside the UI — for example by an agent session — appear here (and on the [Mindmap](/cognee-cloud/ui/knowledge-graph) and [Memory Schema](/cognee-cloud/ui/schema) pages) as soon as you open the page: each of these pages runs a mount-time freshness check on the brain list, so session-created brains show up without a manual refresh.

## Get started

The **Get started** section carries the subtitle **Connect your AI agents to give them persistent memory** and presents connection cards that walk you through linking an AI agent to your workspace. The cards are **Claude Code**, **Codex**, **OpenCode**, **Openclaw**, **API / MCP**, and **Company Brain** (upload).

The **OpenCode** card walks you through setting your API credentials, installing the Cognee plugin with `npx @cognee/cognee-opencode setup` (then restarting OpenCode), and confirming the connection by recalling something from a fresh session.

The **Claude Code**, **Codex**, and **OpenCode** flows auto-detect a new session and mark the step done once they see one; OpenCode sessions are recognized by the `opencode_` prefix their plugin puts on the session id. From the **Company Brain** card you can also upload files directly into a brain without leaving the dashboard.

## Credits and vouchers

Only one banner shows at a time, in this priority order:

1. **Credit usage** — At **≥90%** credits used, a low-credit warning is shown. At **100%** it reads **Your workspace has used all available credits. Agent requests may fail.** This banner can be dismissed.
2. **Low balance** — When your remaining token balance falls below **1 USD**, a red banner reports the actual figure: **Your workspace credit balance is \$0.42. Agent requests may fail.** It remains visible after the credit-usage warning above has been dismissed.
3. **Voucher** — Otherwise the promotional voucher banner shows: **You have a voucher? Redeem it here.**

The credit-usage and low-balance banners use the same action pair: owners see **Top up credits →** linking to [Billing](/cognee-cloud/functionality/account-and-billing), while non-owners see **Ask the workspace owner to top up.** The voucher banner links to Billing as well.

These credit-usage, voucher, and low-balance banners appear only in cloud mode. They are hidden in the local, open-source UI, where credits and billing do not apply.

A run that actually fails for want of credits is reported separately from these banners — see [When credits run out](/cognee-cloud/functionality/account-and-billing#when-credits-run-out).

## LLM API key (local mode)

When you run Cognee locally (the open-source UI, launched in local mode), the Overview checks the backend settings and, if no LLM API key is configured, shows a warning banner reading **No LLM API key configured — Cognee can't process uploads until you add one.** with an **Add your API key now →** action.

Clicking it opens an **Add your LLM API key** modal where you can paste your key. Saving applies the key to the running backend right away and reloads the page, so uploads and `cognify` work immediately — no `.env` edit or restart required. The banner only appears in local mode; it is not shown in the cloud.

## Cognee Terminal

The **Search your memory** terminal lets you query your knowledge graph directly from the dashboard. If a brain is selected, the query is scoped to that brain; otherwise, it searches across the visible brains. Results are returned inline using the same recall mechanism as the dedicated [Search](/cognee-cloud/ui/search) page.

## Quick actions

* **Connect with Python SDK** — Opens a modal with step-by-step setup instructions: install the package (`pip install cognee`), get your API Base URL and API key, and connect your agent.
* **Upload files** — Uploads files directly into the currently selected dataset without leaving the dashboard. Accepted file types are `.pdf`, `.csv`, `.txt`, `.md`, `.json`, and `.docx`. If multiple brains exist and none is selected, an **Upload to which brain?** picker appears first. When processing finishes, a **Knowledge graph built** modal offers next steps: **Search your data** (opens [Search](/cognee-cloud/ui/search)), **Inspect the knowledge graph** (opens the brain in [Datasets](/cognee-cloud/ui/datasets)), and **Explore the knowledge graph** (opens the [Mindmap](/cognee-cloud/ui/knowledge-graph)).
* **What you can build** — A scrollable row of use-case cards illustrating what Cognee can do with your data: **A second brain**, **Sales & deal intelligence**, **Investment & research**, **Docs & manuals**, and **Memory for coding agents**.

## Memory Activity

The **Memory Activity** log is a live, evidence-oriented feed of every search run against your memory — both by your connected agents and by you — sorted by recency. Each actor is shown with a stable colored dot so distinct agents are easy to tell apart.

Filter tabs narrow the feed:

* **all** — every event.
* **mine** — only the queries you typed yourself.
* **agents** — activity from other actors (connected agents and the system).
* **searches** — search/recall events only.
* **errors** — failed queries only.

Your own typed queries always remain visible on every tab except **agents**, so a query you ran never silently disappears from the log.

Every row carries an outcome badge so a recall that returns nothing is explained rather than left silent:

* **hit** (✓, green) — the recall returned results.
* **empty** (∅, yellow) — the recall ran but found nothing.
* **error** (✗, red) — the query failed.
* **running** (spinner) — the query is still in progress.

Click any row to expand it and see what was searched and why it answered. The most recent settled query expands automatically; once you collapse or pick a card manually, it stays as you left it. For full pipeline run history and trace details, see the [Sessions](/cognee-cloud/ui/sessions) page.

## Sidebar

The sidebar is shared by every page in the app and can be collapsed to an icon-only rail on desktop. Hover over the sidebar and click the chevron handle on its right edge (**Collapse sidebar** / **Expand sidebar**) to toggle it. Collapsed, the nav labels and section headings (**EXPLORE**, **DATA**, **CONNECT**) are replaced by icons with hover tooltips, and the **Billing / Pricing** button becomes a card icon.

The choice is stored in a cookie for a year and read on the server, so a collapsed sidebar renders collapsed on the first paint after a reload instead of animating shut. Collapsing applies to desktop only — on mobile the sidebar remains a full-width drawer with labels, opened from the hamburger button.

## Give feedback

A **Give feedback** button is pinned to the bottom of the sidebar (above **Billing**) on every page of the app. Clicking it opens a short form; submitting sends your message straight to the Cognee team, tagged with your current workspace and the page you were on for context. You must be signed in to send feedback.

### Pulse survey

Cognee also asks for feedback on its own once, through a small **Quick question** card in the bottom-right corner of the app. It is not a modal — the rest of the page stays usable — and you can close it with the **✕** button or the <kbd>Esc</kbd> key (Escape is ignored while you are typing an answer).

The card is offered at most once per user, and only once your account has some tenure behind it: it is at least **15 days** old, or it predates onboarding entirely. Creating a brain is only an occasion to run that check sooner — it is never a way around it, so a brand-new signup is not asked on day one. The card appears on whichever page you happen to be on. Like the credit banners above, the pulse survey appears only in Cognee Cloud — it is not part of the local, open-source UI.

<Steps>
  <Step title="Score">
    **How likely are you to recommend Cognee to a colleague?** — pick **0** (*Not likely*) to **10** (*Extremely likely*).
  </Step>

  <Step title="Follow-up">
    One optional free-text question, chosen from your score: **What's the main reason for that score?** (0–6), **What would make this a 10 for you?** (7–8), or **What do you value most about Cognee?** (9–10). The 9–10 question also offers an **OK to quote this publicly (first name only)?** checkbox. Use **← Back** to change your score, **Skip** to send only the score, or **Send** to submit both.
  </Step>

  <Step title="Thanks">
    A short confirmation — **Your score and note are on their way to the team.** — closes itself after a couple of seconds.
  </Step>
</Steps>

<Note>
  Changing your score after going back clears any answer and quote consent you had already given, so a response is never submitted against a question you did not see.
</Note>

<Note>
  New users with no activity are redirected to the [onboarding flow](/cognee-cloud/quickstart). While the workspace provisions, a skeleton is shown, and a **Your workspace is ready** notice appears once it is ready.
</Note>
