Navigate The AgentMethods Platform

A quick overview of your dashboard

This article gives you a simple, high-level overview of your AgentMethods dashboard. It's meant to get you oriented without overwhelming you.

🎥 Watch the video below for a quick tour of the dashboard..

🔐 Logging In

• Go to app.agentmethods.com
• Use the email and password you signed up with
• Click Forget Password if needed to reset your login
• Bookmark the page for quick access later

🗂️ What You'll Find in the Dashboard

Here's a quick summary of each main section:

• Dashboard – View recent activity on your site, like new form submissions.
• Website – Add, edit, or remove pages and customize your design.
• AMPlify – Access marketing tools like email, social media, and newsletters.
• Scheduler – Manage your appointments and scheduling link.
• Review Management – Collect and display client reviews.
• Contacts – View your website leads and upload new contacts.
• Your Team – Invite additional users with their own login.
• Agents – Add and manage sub-agents (if your plan includes this).
• Integrations – Connect CRMs, Google Analytics, and more.
• Go to Your Website – Preview your live website anytime.

This overview is just to help you get comfortable. You’ll learn more as you go, and we’re always here if you need support!