Navigating Your Dashboard

The sidebar

The Chase Agents sidebar gives you access to all platform features. Every section of the platform is reachable from the left navigation.

Home

The home page gives an overview of recent workspace activity and quick access to your most-used automations and agents.

New Workflow (Chat)

The chat interface is where you interact with AI agents and build automations. Start a new conversation here to ask an agent to run a task, build an automation, explore your connected data, or get help with anything workspace-related. This is the primary interface for both using the platform and building on it.

My Automations

Lists all saved automations in your workspace. From here you can view, edit, enable, disable, run, or delete automations. Each automation shows its current status (active or disabled), its schedule if one is configured, and the result of its most recent run.

My Connections

Shows all the APIs and MCP servers your workspace has connected. This is where you add new connections, update credentials, and manage connection access settings. The Connections Marketplace shows pre-built connectors available to add.

Workflow History

The execution history for all automations in your workspace. For each run you can see whether it succeeded or failed, how long it took, and step-by-step execution details — including the output of each step, error messages, and timing. This is your primary debugging tool.

Audit Log

Records all significant workspace events: automations created, updated, run, and deleted; connections added and removed; member changes. Use it to track what changed and when, and who made each change.

Profile Settings

Controls your personal account settings: display name, email, and authentication preferences.

Workspace Settings

Workspace-level configuration including the workspace name, AI model preferences, automation behavior settings (error handling, auto-fix), member management, and billing. Only workspace admins can access billing and member management settings.