Get To Know Your Dashboard
Explore the AgentMethods platform and see where to find everything you need to manage your site and tools.
🎥 Watch:
The video below gives you a quick walkthrough of your AgentMethods dashboard—from logging in to exploring key tools like your website editor, scheduler, marketing tools, and more.
🧠 Key Things to Know Before You Dive In
Your dashboard is where everything happens. You’ll use it to manage your website, connect marketing tools, invite team members, and check activity like form submissions.
Here are a few things to keep in mind before exploring:
- Your layout may look a little different depending on your plan—but the navigation will be the same.
- Bookmark app.agentmethods.com for easy access to your account.
- If you haven’t set up your password yet, click Forgot Password on the login screen to get started.
💡 Tip: The more familiar you are with the dashboard, the easier it’ll be to make updates, launch marketing tools, and manage your site confidently.
🧰 Explore Your Dashboard
✅ Log In
Go to app.agentmethods.com and enter the email and password you used to sign up.
Click Forgot Password if you need to reset it.
🔧 Account Settings
Click your name or company name in the top left, then:
- Profile – Update your password
- Account Settings – Add your business address, disclaimers, social links, and customize your Utility(Top) navigation and Footer(bottom) links on your site
- Update Billing – Manage your payment info and view invoices
- Subscription Details – View and download invoices
📊 Dashboard
See recent activity like:
- Form submissions
- Blog updates
- Other key activity
🌐 Website
Click Website > Manage Pages to view and edit your site structure.
Click into any section or page to make changes.
You can also:
- Use + New Component to add new content
- Go to Design to adjust your site colors and layout style
📣 Amplify
Your marketing tools live here:
- Email campaigns
- Social media scheduling
- Monthly newsletters
📅 Scheduler
Manage your calendar and appointments.
Click Scheduler > Open Great AEP to access the scheduling tool.
🌟 Review Management
Invite happy clients to leave reviews and track responses.
👥 Contacts
All leads from your forms appear here.
You can also:
- Import contacts manually
- Import contacts automatically through a CRM
🧑🤝🧑 Your Team
Invite team members to access your dashboard with their own login.
🧑💼 Agents (if included in your plan)
Manage sub-agents and their access levels.
🔌 Integrations
View and connect available integrations like:
- CRM platforms
- Google Analytics
🌍 View Your Website
Click Go to Your Website anytime to see your live site.
💡 Tip: You’ll be logged out after 30 minutes of inactivity. Be sure to save your work!