Alloy Dashboard: Overview and Navigation

The Alloy Dashboard is the web-based interface for viewing and managing your organization’s Alloy activity, including evaluations, entities, Journey Applications, workflows, investigations, analytics, and account settings.

Alloy processes applicant and entity data through configured workflows and data sources, then produces an outcome such as approval, denial, or manual review. The dashboard provides visibility into the data, rules, decisions, and activity associated with that process. Alloy decisions and supporting data are logged for transparency and auditability.

Sidebar behavior

You can expand or collapse the sidebar to show labels or icons only by clicking the icon near the account name. Click the The sidebar also supports switching between environments when multiple environments are available to your account.

Dashboard navigation

The left sidebar organizes the main areas of the Alloy Dashboard. The exact options shown depend on your account configuration, enabled products, environment, and role permissions.

The current sidebar may include the following options:

Analytics

Analytics provides reporting and analysis tools for understanding activity and performance across your Alloy account. Available analytics areas depend on the products and reporting features enabled for your account.

Reviews

The Reviews section contains work that requires review or follow-up.

Applications

Applications contains Journey Applications submitted through a Journey. Use this area to search for applications, review application status and entity outcomes, and open an application to view its entities and evaluations.

Depending on your account, you may also be able to create applications manually, manage saved or pinned views, configure table columns, and filter applications by status, Journey, entity, outcome, tags, data sources, or other fields. Applications requires Journey access.

Case Management

Case Management contains cases generated by configured monitoring or alerting workflows. Use it to organize, investigate, assign, and track cases that require follow-up.

Review Queue

Review Queue contains evaluations or applications that require manual review. Reviewers can open an item, inspect the available data and decision details, and submit a final review outcome.

Records

The Records section contains historical and operational records.

Entities

Entities contains the people, businesses, and other entities associated with activity in your Alloy account. Entity profiles may include linked evaluations, Journey Applications, events, documents, notes, alerts, and other historical information.

Evaluations

Evaluations contains evaluations run in your account. An evaluation records one run of an entity through a workflow, including the data collected, rules that fired, and resulting outcome.

Alerts

Alerts contains alerts generated by configured Alloy monitoring and risk features. Availability and alert types depend on your account configuration.

Audit

Audit provides access to audit records for supported activity in your Alloy account. The information available depends on your role permissions.

API Logs

API Logs provides visibility into supported API activity and request details. Availability depends on your account and permissions.

Policies

The Policies section contains the configuration used to make decisions and manage risk.

Journeys

Journeys contains your Journeys and Journey versions. Journeys orchestrate multi-step application experiences and can include multiple entities, workflows, and actions.

Workflows

Workflows contains the workflows configured for your account and their versions. Workflows define the logic Alloy uses to collect data, run services, apply rules, and produce outcomes.

Use this area to view workflow configurations, inspect versions, test changes, and manage workflow-related settings.

AI Assistant

AI Assistant provides configured AI-powered assistance within the Alloy Dashboard. Availability depends on your account configuration and role permissions.

Marketplace

Marketplace provides access to available Alloy and partner solutions. 

Settings

Settings contains account and configuration options, which may include:

• Organization
• Agents
• Roles
• Searches
• Reason Codes
• Case Management
• Tags
• Outcomes & Statuses
• Entity Feedback
• Review Reasons
• Rule-Based Notifications
• Published Attributes
• Sandbox Profiles
• SDK
• Secure File Transfer
• Webhooks
• Webhook Logs
• Services
• Lists
• Custom Lists
• Events
• API Keys
• Authentication
• AI
• Beta Features

The settings available to you depend on your role permissions.

Support

Support provides access to support resources, such as Alloy's AI support chat bot, AskAlloy.

User menu

User menu provides access to support resources. The user menu contains options for Product Updates, Notifications, Logout, and Beta Features.

Account switcher

If you have access to multiple Alloy accounts, use the account switcher at the top of the sidebar to move between accounts. The account switcher displays the account you are currently viewing.