Navigating AI Ready

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
  • Evaluations → AI Readiness
• Management
  • Organisation → Overview, Advisors

Your own Personal settings are not a sidebar entry: open them from the profile menu at the bottom of the sidebar. Top-level entries are shown in bold; the item you are on is highlighted in teal. A small amber marker can appear beside Organisation or Evaluations 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.

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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 and reads as a metrics dashboard:

• Notifications, a collapsible bar at the top whose bell badge counts the act-now items and pulses while a report is being generated. See Notifications and alerts.
• Evaluations, the page’s main content: one tab per assessment (Quick first; a tier your plan does not include shows a lock and cannot be opened), with a large Start for your first run, or Continue and View into the one under way.
• Readiness score: a gauge per assessment with its latest report link and retake state; a Score trend chart appears once you have a scored report.
• Your advisors (or the request-a-match card while you have none) and Getting set up: your set-up steps and profile fields as two progress rings.

Your notifications live on Dashboard → Notifications, and your activation checklist on Dashboard → Getting started (see The getting-started checklist). Team and profile management live under Organisation.

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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 (advisor organisations) 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. This is how a company reaches a past report by name; there is no Reports entry in the menu.

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.

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Breadcrumbs

Pages show where you are, for example Evaluations → AI Readiness → Quick Assessment on an assessment page. Select any level to jump back up.

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