App Reference
This page provides a quick reference to every major page and section in the Vantage application, describing what each page does and how to access it.
Main Application Pages
| Page | Route | Description |
|---|
| Dashboard | /dashboard | Your main workspace. Displays your default dashboard with tiles showing real-time data visualizations. |
| Dashboard (Specific) | /dashboard/[id] | Opens a specific dashboard by its ID. Each dashboard has its own grid of tiles with independent configurations. |
| Workflows | /workflow | Lists all workflows you have access to. Create new workflows or click existing ones to open the Workflow Editor. |
| Workflow Editor | /workflow/[id] | The drag-and-drop canvas for building and editing a specific workflow. Contains the Node Library, Properties Panel, and Data Preview. |
| Integrations | /integrations | Shows all available third-party integrations as cards with connection status. Connect new services or manage existing connections. |
| Chat | /chat | The AI chat interface for conversational data queries and natural language interactions with your data. |
| Reports | /reports | Access generated reports, data exports, and document outputs from your workflows. |
| Notifications | /notifications | View system notifications, workflow completion alerts, and platform messages. |
| Forecast | /forecast | Access forecasting and predictive analytics features. |
| Settings | /settings | Central configuration hub for personalization, account, organization, and AI features. |
Authentication Pages
| Page | Route | Description |
|---|
| Sign In | /login | Email/password login with support for third-party authentication providers, 2FA, and passkeys. |
| Sign Up | /signup | 4-step registration wizard: account creation, company info, plan selection, and confirmation. |
| Forgot Password | /forgot-password | Request a password reset email by entering your registered email address. |
| Reset Password | /reset-password | Set a new password using the link received via email. |
Credential Management
| Page | Route | Description |
|---|
| Add Credentials | /credentials/add | Add new integration credentials (API keys, database connections, OAuth tokens). |
| View Credentials | /credentials/show | View and manage all saved credentials with connection status and details. |
Settings Sections
The Settings page is organized into four main areas:
Personalization
- Display & Appearance — Theme mode (light/dark/system), display density, animations, colors, font size
- Dashboard & Sidebar — Default dashboard selection, sidebar item customization
Account
- Profile — Display name, avatar, bio, contact email
- Security — Change password, two-factor authentication, passkeys
- Logs — Login history, security events, API access logs
- Usage & Tokens — Token consumption breakdown by category and operation
- Billing — Token balance, purchases, billing mode, transaction history
Organization
- Organization Settings — Cross-company sharing, global policies
- Integration Settings — Domain restrictions for integrations
- Users — Add, edit, deactivate users; assign roles and companies
- Companies — View companies, user counts, plan information
- Roles — Create and manage permission roles
- App Settings — App tile storage provider configuration
- Usage Logs — Organization-wide token usage across all companies
AI Features
- Intuidy AI — AI provider selection, model choice, connection status
- Query Settings — Large dataset processing toggle
- Context — Custom AI instructions and context snippet management
API Builder
| Page | Route | Description |
|---|
| API Builder | /api-builder | Create and manage API endpoints. Configure HTTP methods, request/response formats, and data transformations. |
| API Calls | /api-calls | View API call logs and monitor endpoint usage. |
Legal Pages
| Page | Description |
|---|
| Privacy Policy | Platform privacy policy and data handling practices |
| Terms & Conditions | Terms of service for using the Vantage platform |