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Customer portal/Instance dashboard and install

Instance dashboard and install

v1.0.x · updated 2026-07-10

The portal “Dashboard” shows your instance’s state and links to management. It is also where personal self-hosted install links are generated.

Status and lifecycle

The status card shows a human-readable state with progress:

  • Preparing / Creating your assistant — provisioning is in progress (a “step N of M” bar is shown); the card refreshes every few seconds.
  • Your assistant is running — the instance is up and the “Open panel” button is available (it opens your instance’s Web UI).
  • Updating / Changing plan / Backing up / Restoring — service phases.
  • Payment failed / Auto-renewal off / Subscription ended — states that need attention.

The info card shows the plan, period, price, domain, next charge date and auto-renewal; from here you reach plan change, custom domain, payments, documents and profile.

For self-hosting the portal generates a personal install link bound to your account. It gives a ready one-liner like curl -fsSL "<link>" | sudo bash with a copy button and an expiry (the link lasts 30 days). Next to it are a server requirements card and a link to this documentation.

An instance installed from such a link binds itself to your account: the link carries an install token, the instance sends it when it registers, and the portal links it to you automatically — nothing to enter by hand. Your e-mail also becomes the instance’s verified contact right away (the Web UI will not ask to “attach an e-mail”).

Self-hosted mode and the instance card

As soon as you mint an install link the portal switches into self-hosted mode: cloud-only sections (plan, cloud payments, custom domain) are hidden and the dashboard shows the “Continue the installation” progress — the portal waits for the instance to register.

Once bound, the dashboard shows the instance card: state (online/offline), the installed core version, the last-seen time and the subscription status. If the instance is uninstalled, the binding is removed and the portal returns to the cloud/self-hosted path choice.

Channel selection

If several install channels are available, a switcher is shown; the stable channel is recommended by default. Switching channel hides the previous link — each channel mints its own.

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