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Dashboard tour

This page is a map, not a manual: how the Bird dashboard is put together, so you know where everything lives before you start clicking. If you've just created your account, start here.
The shape is simple. You're always in a workspace. The sidebar on the left is your main navigation: channels are listed under Products, shared resources under Resources, and developer tools pinned at the bottom. A slim top bar carries the breadcrumb, search, and your profile. That's the whole model; the rest of this page walks each part.

Where you'll spend your first session

Three stops cover the setup work for a new account:
  1. Your channel's setup step. Every channel starts by proving who you are on it — registering the identity you'll send from. Each channel's overview walks its own setup: Email.
  2. Developers → API keys — create a key for whoever is connecting your product or tools to Bird. Each key belongs to the workspace it was created in.
  3. Settings → Team — get the right people in, each with a role that matches what they should be able to do. See Invite your team.
The API Keys page in the Bird dashboard, listing keys with their masked prefix, scopes, and last-used time
Everything else can wait until you're actually sending.

The sidebar

The sidebar on the left is how you move around. It opens with a search bar at the top (⌘K), then two groups of navigation rows separated by a divider.
Products lists the channels your workspace can use. Home is a direct link to your workspace overview. The channel rows — Email, SMS, Verify, and WhatsApp — each drill into a level-2 panel with the pages for that channel: its activity log, metrics, configuration, and channel-specific settings. Click the channel row to open its panel; click the back arrow to return to the root. Channels that aren't live yet (Voice, Push, Lookup, Realtime) are grouped under a coming-soon row.
Resources contains workspace-level records that span channels: Contacts and Numbers.
At the bottom of the sidebar, three developer tools are always visible no matter which channel you're in: API Keys, Webhooks, and Logs.

Channel pages

Every channel drills into a set of pages scoped to that channel — its activity log, metrics, and configuration. Learn one and the rest will feel familiar.
Each channel's overview documents its pages one by one: Email.

Billing and settings

  • Upgrade — shown in the top bar if you have billing access. Opens your plan and payment details: Wallet, Subscriptions, Usage, Payment Methods, Invoices, Transaction History, and Billing Address.
  • Settings — the workspace settings pages (Settings) cover the workspace name and ID, Notifications, and Team (who has access and with what role, plus an Invite members button).
The Team tab of the Settings page in the Bird dashboard: the members list with roles and the Invite members button

Search and help

  • Search (⌘K) opens the command palette from the search bar in the sidebar header: type to jump to any page or channel in the workspace.
  • Need help? opens Bird's support chat from the top bar — ask a question, contact support, share feedback, and pick up past conversations.

Your profile

The avatar in the top-right corner is you, not the workspace. Its menu switches between your workspaces and shows any pending invites. It also opens Account settings: your personal profile, Security (password and multi-factor authentication), Sessions (everywhere you're signed in), and Connected apps (OAuth grants you've approved, like the MCP server). These follow your user account across every workspace you belong to.

Next steps