Summary: The Main Dashboard in the Alliants Experience Platform (AXP) acts as a central hub, providing access to essential tools, quick actions, and notifications. It is designed to streamline workflows by allowing users to search, receive updates, and perform key actions efficiently.
Permissions Required: Roles required in AXP to access and interact with the Main Dashboard are Converser, Location Admin, or Brand Admin.
Main Dashboard Components
Component | Description |
Search Bar | Allows users to quickly locate profiles, bookings, conversations, requests, or other relevant information within AXP. |
Notification Bell | Displays updates on following, reminders, and reported messages to keep users informed in real time. |
"+" Button (Quick Actions) | Opens a menu that allows users to perform different actions within AXP. The available actions depend on user roles and platform features. |
Utilising the Search Bar
To use the Search Bar, simply enter at least three characters of the desired information and select the tab of the feature you wish to see.
Notification Bell
Any profile, request, booking, or user you choose to follow by clicking the “Bell” (🔔) icon will appear in the Notifications tab.
Unread notifications are highlighted in yellow and can be clicked to navigate directly to their corresponding menu.
To access the full Notifications menu, click the arrow (⮕) in the top right corner of the notification bell dropdown.
"+" Button (Quick Actions)
The "+" button provides a convenient shortcut to access several commonly used options within AXP, allowing users to perform quick actions efficiently. The "+" button is located in the top-right corner of the platform, next to your brand’s logo. Clicking it opens a menu with various shortcuts for quick access to key features.
Shortcuts Available via the "+" Button
Shortcut | Description |
New Conversation | Quickly start a conversation with a guest. A new window opens, prompting you to select the property department and the guest’s profile or manually enter their telephone number if the profile is not yet uploaded. |
Create a Request | Instantly open the request tab without needing to navigate to it separately. This allows for quick request entry within the same window. |
Create a Booking | Bookings are automatically created within AXP via PMS integration. Any booking made in AXP will not appear in your PMS, so this option is generally not needed. |
Create a Profile | Quickly generate a guest profile. However, this is usually not necessary as profiles are automatically created through PMS integration. |
Create a Vendor | Assign a location for the vendor, then enter the vendor’s name. If the vendor exists on Google, their details will auto-populate from the dropdown. If the vendor is not listed on Google, their information must be entered manually. |
