Skip to main content
Dashboard Widget provides a comprehensive data snapshot for users when they load the application. It combines multiple data sources into a single response, delivering everything needed for a personalized homepage experience.

​
What It Does

When triggered with a user’s IP address and email, the widget retrieves and combines:
  • Local Weather: Current temperature, humidity, wind speed, sunrise/sunset times based on IP geolocation
  • Open Tasks: Active tasks assigned to the user or their company
  • Notifications: Unread system notifications from the activity feed
  • Client List: All business names from the customer database
  • User Profile: Account details and settings
  • Company Info: Details about the user’s company
  • AI Configuration: Available AI assistant tools and settings

​
Data Retrieved

​
Weather & Location

  • Geolocation from IP address (city, region, country, timezone)
  • Current weather conditions via Open-Meteo API
  • Local time calculation based on user’s timezone

​
Tasks Summary

  • Searches for open tasks assigned to user’s email
  • Falls back to company-linked tasks if no personal tasks found
  • Returns all tasks with status colors from configuration

​
Notifications

  • Fetches unread notifications (read: "no") from db_ai-loop_System_Notifications
  • Includes both view_once and accept_once notification types
  • Sorted by timestamp (most recent first)

​
Company & Business Data

  • User’s company information from db_ai-loop_V3_business
  • Complete client list for quick reference
  • Instance-level configuration from db_ai-loop_company

​
AI Tools

  • Available AI assistant configurations from db_ai-loop_CRM_Configs
  • Tools and capabilities accessible to the user

​
Widget Capabilities

The Dashboard Widget powers the following modular components:
WidgetFunctionality
AI QueriesAccess quick AI-powered insights and recent results directly from your home screen.
Open TasksA live snapshot of your pending assignments with direct links to manage them.
UpdatesA notification hub showing recent system alerts, message pings, and status changes with “View-Once” hover-to-dismiss logic.
ClientsQuick-access links to your most frequent business partners and lead profiles.
WeatherReal-time weather data for your current operational location based on IP geolocation.
Current TimeA precision clock with date and timezone context calculated from your location.
My CompanyQuick view of your organization’s core details and verified status.
Instance InfoTechnical context about your specific operational environment.
About MeA profile summary showing your role, contact info, and job title.

​
Advanced Features

  • Intelligent Notifications: “Updates” widget auto-marks transient alerts as read on hover
  • Rich Interaction: Embedded links and deep-linking to relevant records in Data Lake or flows
  • Live State Updates: Real-time counters without manual page refreshes

​
Technical Details

  • Trigger: Authenticated webhook with Bearer token
  • Authentication: Header-based with Authorization: Bearer {token}
  • Input: User IP address, email, and company name
  • Databases: datalake_main, ai-loop
  • Collections: Tasks, Notifications, Business, Company, Users, CRM Configs
  • APIs: ipapi.co/ipwho.is (geolocation), Open-Meteo (weather)