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

# Agent Dashboard Overview

> Your complete CRM and travel management workspace — everything in the sidebar

# Agent Dashboard

The Agent Dashboard is the professional workspace that sits alongside Rooutie's standard business tools. It's purpose-built for travel agents and operators who manage clients, proposals, enquiries, and group travel at scale.

Access it by switching to your agent workspace from your business account.

## What's in the Sidebar

The agent dashboard organises your entire workflow into a clear sidebar navigation:

### Home

Your at-a-glance snapshot of business activity — active proposals, new leads, upcoming trips, and quick-action shortcuts. See [Home](/agent-manual/home).

### Enquiries

Your lead management pipeline. Two views:

* **Dashboard** — visual pipeline overview with stage counts and conversion rate.
* **List** — detailed list of every enquiry with source, status, and action buttons.

See [Enquiries](/agent-manual/enquiries).

### Client Trips

Everything related to the itineraries you build for clients:

* **Dashboard** — status breakdown and revenue summary.
* **List** — searchable, filterable list of all client trips.

Create proposals, track acceptance, and manage the full lifecycle from first draft to completed trip. See [Client Trips](/agent-manual/client-trips).

### Marketing Trips

Publicly visible trips you use for marketing — showcasing your expertise and destinations to attract new clients. Unlike client trips, these are designed for your wider audience. See [Marketing Trips](/agent-manual/marketing-trips).

### My Chats

Real-time chat assigned to you. Messages from clients related to their trips appear here, so you can respond without searching through your email.

### General Chats

Unassigned conversations — enquiries and messages not yet assigned to a specific agent on your team. Take ownership of a chat from here and it moves to your My Chats view.

### Clients

Your CRM — full profiles for every client including contact details, travel companions, documents, preferences, and complete trip history. See [Clients](/agent-manual/clients).

### Travel Groups

Manage group travel bookings. Organise clients into travel groups, track group-level details, and coordinate group communications. See [Travel Groups](/agent-manual/travel-groups).

### Forms

Build and send forms for client data collection:

* Trip preference questionnaires.
* Passport and document collection.
* Post-trip feedback.

Forms can be embedded on your website to capture leads automatically. See [Forms](/agent-manual/forms).

### Automation Rules

Set up rules that trigger actions automatically — follow-up emails when a proposal is sent, reminders when a departure date is approaching, notifications when a client views a proposal. See [Automation](/agent-manual/automation).

### Suppliers

Your supplier database — hotels, tour operators, restaurants, transportation providers, and any other business partners. Store commission rates, contact information, and link suppliers to specific steps in client trips. See [Suppliers](/agent-manual/suppliers).

## Chat Integration

The agent dashboard has a fully integrated real-time chat system (powered by Stream Chat). Every trip has a built-in chat channel — clients and agents communicate in context, right alongside the itinerary. The My Chats and General Chats views surface all active conversations across your team without needing any external messaging tool.