ContrataHelp Centre

Tour of Home

Get your bearings on the Home screen where you land every time you sign in.

Updated 2026-07-23


Home is your starting point each day — a snapshot of what needs attention and quick ways to start something new.

Screenshot coming soon
The Home screen, with summary metrics, quick actions, and recent activity

Summary cards

Four cards across the top give you a running count: Action required (jobs waiting for input), Running jobs, Unread notifications, and Blocked workflows (workflows that need fixing before they can run). Select a card to jump straight to the relevant list.

Quick actions

Use these buttons to start something new without leaving Home:

  • Create workflow — opens a blank canvas so you can start building.
  • Create agent — set up a new AI team member.
  • Create connection — link a tool your organisation uses.
  • Create knowledge — add a document or page for agents to learn from.

Recently accessed

This list shows the agents, workflows, and jobs you've opened most recently, so you can pick up where you left off. Select View jobs to see the full jobs list.

Notifications

The Notifications panel lists unread updates about your workflows, jobs, connections, and knowledge sources. Select one to see the details, or dismiss it once you've dealt with it. The bell icon in the header also shows a preview of your latest notifications, and you can switch between light and dark themes from the profile menu next to it.

TipRead What is Contrata? first if you haven't already — it explains the ideas behind the terms you'll see on this screen.
Why is a summary card showing zero?

That's good news for Action required and Blocked workflows — it means nothing needs your attention right now.

Need more help? Contact support — we read everything.