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The sidebar on the left is how you move around AI Ready. What it shows depends on whether your organisation is a company or an advisor organisation. This page describes a company organisation; the advisor sidebar is covered in Advisors overview.

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The sidebar

For a company organisation, the sidebar is grouped like this, top to bottom:
  • Dashboard
    • Overview
    • Notifications
    • Getting started
  • Capabilities
    • Research
    • Evaluations → AI Readiness
    • Reports → AI Readiness
    • Notes
  • Management
    • Organisation → Overview, Organisation Profile, Plan & Usage, Members, Advisors, Logs, Settings
    • My Settings
Top-level entries are shown in bold; the item you are on is highlighted in teal. A small amber marker can appear beside Organisation, Evaluations, or Organisation Profile when your organisation profile still needs attention, and beside Organisation and Organisation → Advisors when an advisor relationship is waiting on your review. When you have items waiting, Dashboard shows a dot (it stays there when the sidebar is collapsed to icons) and the Notifications entry under it shows how many.
The collapse icon, beside the logo at the top of the sidebar, folds the sidebar down to icons so the page gets the full width. Select it again to expand.

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Getting help

Help, above your profile at the bottom of the sidebar, is one of three ways into the same menu; see Help and support.

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The dashboard

Dashboard → Overview is titled Overview, “Your AI readiness at a glance.” It brings together:
  • Alerts, the act-now items, and your Getting started checklist on the left. See Notifications and alerts.
  • Quick actions on the right: your Evaluations (with Continue and View straight into each assessment), plus Team and Profile shortcuts.
  • An Organisation profile panel only while your profile is incomplete; once it is complete the panel disappears.

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Getting started checklist

The Getting started card (also a full page) tracks your setup with a single count under the title, for example “3 of 5 steps done”, and splits into Set up (the core path, which the count follows) and Discover (an optional feature tour). Each row says why the step matters, and carries an action matched to the step and where it stands. A step you cannot take yet shows as Locked with the reason. The steps are tailored to your organisation type: a company runs assessments and connects an advisor, an advisor firm adds clients and prepares for their meetings. Full detail is in The getting-started checklist.

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Panels and cards

Titled panels in AI Ready share one anatomy: a tinted header row with the title on the left and the panel’s actions (for example View all) beside it, and, on most, a chevron on the right that collapses or expands the panel. Collapse the ones you do not need; the page remembers nothing sensitive, it is just tidier reading.

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Light and dark themes

Use the theme toggle at the right of the top bar to switch between light and dark. The same option lives in your profile menu at the bottom of the sidebar (Switch to light theme / Switch to dark theme), next to Personal settings and Sign out.

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Find (⌘K)

Select the Search… box in the top bar, or press ⌘K (Ctrl+K on Windows), to open Find, “Search everything you can access.” The box prompts you with Search pages, clients, people, notes, reports… Results are grouped into Pages & features, Clients, People, Notes, Evaluations, and Reports. Find only ever returns what you already have access to.
  • Notes covers your own notes and the ones your team has shared, plus New note.
  • Reports returns your organisation’s real reports, and for an advisor, your firm’s meeting-prep briefs.
If nothing matches, you’ll see No results found. If Find itself can’t load you’ll see Find couldn’t load, “Check your connection, then try again.”, with Retry. Pages show where you are, for example Evaluations → AI Readiness → Quick Assessment on an assessment page. Select any level to jump back up.

Notifications and alerts

What lands in each feed and what to do about it.

Notes

Writing, sharing, and attaching notes.