Introduction to Atarim: Overview, Benefits, and Your Dashboard

Atarim has grown from a visual feedback tool into a platform with an AI layer built on top of it. What you see depends on who you are: Agencies get a full workspace with every client, project, and a workspace-scoped AI chat. Website Owners get a focused Client Dashboard scoped to their own site. This article covers the three pillars the platform is built on, and what's actually available in each one today.

The Three Pillars of Atarim V5

Everything in the platform serves three goals:

1. Proactive Agency — an AI agent can review a connected site and surface suggestions on its own, through named agents: Pixel (UI & Design), Navi (UX & Accessibility), Index (SEO & Performance), Lexi (Content & Copy), Glitch (Functionality), and Claro (Clarity & Strategy). Only Claro is switched on by default — the other five need to be enabled first.
2. Self-Serving Clients — a Website Owner can ask the AI to preview a proposed change (“Show me”) or apply it directly (“Do It”). Do It is currently a WordPress-only, Beta feature; other platforms are listed in the interface as upcoming.
3. The Upsell Machine — requests matching your agency’s stated expertise are intended to be automatically flagged and routed to you as a pre-qualified, priced task.

Meet Your AI Agents

Six named agents make up Atarim’s AI layer. Each one is scoped to a specific kind of review:

Claro doubles as your workspace chat assistant, so it’s active from the start. The other five are opt-in — enable the ones relevant to your sites from your AI settings before expecting proactive suggestions from them.

Findings from these agents are pinned as comments the same way a human comment would be, and become tasks through that same mechanism. On workspaces with Internal Tasks enabled (Business-tier and above), these are commonly kept marked internal until your team has reviewed them, rather than shown to the client immediately.

Note: Lexi’s focus area is Content & Copy, and Claro’s is Clarity & Strategy — use these current names if you see different labels referenced elsewhere.

Visual Collaboration, Still at the Core

Atarim still does what it always did well: contextual feedback directly on live pages, designs, and images, attached to the exact element being discussed — so nothing gets lost in a long email thread or a vague “see the header” comment.

Instructions:

• Open your Project in Atarim
• Click on the element you want to comment on and leave a note
• Navigate between designs or webpages where feedback is needed during this project by toggling Browse Mode on or off

Tip: This works the same whether you’re reviewing a live page, an uploaded design file, or an image — you don’t need a separate tool for design feedback.

Note: AI review suggestions are hidden from clients by default and are treated as internal tasks.

Note: Atarim offers multiple methods to comment directly on any site in real-time, ensuring feedback is clear and actionable. You can use the Atarim Chrome extension, Direct URL, or integrate with WordPress, making it flexible for various workflows and environments.

Your Dashboard, at a Glance

Every project you or a client owns has a Project Dashboard, laid out in three areas:

• Chat rail (left) — your workspace-scoped conversation with Claro, with Chat and History tabs. This chat is scoped to your workspace, not to an individual project.
• Main panel (center) — a header for the site, screenshots of the site across desktop, tablet, and mobile, and a two-item row below: your Approval Queue and your Credits (a donut chart showing credits used, scheduled against upcoming workflow runs, and still available).
• Scheduled Work (right) — the workflows actively running or queued for this site.

Agencies and Website Owners see the same layout, scoped to what they have access to.

Tip: The Scheduled Work panel is hidden on narrower browser windows. If you don’t see it, widen your window, or check Workflows > Runs for the same information.

Task Management

Atarim converts feedback into actionable tasks, gathering additional information automatically to provide more context for the tasks. This includes auto screenshot, browser type, screen resolution, and even the exact URL where the feedback was placed. These tasks can be tracked through the unified Inbox or Kanban boards, allowing teams to manage tasks easily, maintain full clarity on requirements, and monitor progress at a glance.

Instructions:

• Assign tasks to team members for full clarity.
• Set project deadlines to shorten feedback cycles.
• Track task progress using the Kanban boards.

Recommendation: Regularly update task statuses to keep the team aligned and ensure deadlines are met.

Client and Stakeholder Communication

Keep clients and stakeholders updated with automated notifications, ensuring they’re always aware of project progress without needing constant manual follow-ups.

Instructions:

• Invite clients via email from the projects page to bypass their need to register. Straight into feedback.
• Grouped email notifications is designed to combine multiple updates within a single project—such as new tasks, comments, status updates, and priority changes—into a single, consolidated email. This reduces inbox overload while ensuring clients receive all relevant updates in a streamlined, organized manner.
• Brand Atarim as your own feedback tool in the eyes of your clients in the settings area.

First-Time Guest Identification

The first time a guest leaves feedback on a project, they’re prompted for their name and email address. This lets Atarim identify who submitted the feedback and notify them when there’s a response. Once submitted, they can keep leaving feedback immediately — no account, no password.

Warning: Guests only need to enter their details once. Atarim remembers their identity for 90 days, so they can return to the project and keep leaving feedback without re-entering anything.

No Autonomous Installs — Ever

When the AI needs a WordPress plugin that isn’t on the connected site yet, it never installs or activates it on its own. Every plugin install or activation — whether triggered by a scheduled workflow, an automated site scan, or a live chat with Claro — is held as a pending item in your Approval Queue until you explicitly approve it. You can approve or decline from the Approval Queue itself (which has Pending and History tabs), or right inline in the chat where the request came up.

This isn’t a setting that can be turned off — there’s no path for the AI to install a plugin without a human decision first.

Note: Client sites are production sites. A wrong plugin can break one — this guarantee means that risk always waits on a human, not the AI’s judgment call.

Every Workflow Run Leaves a Trace

Automated work isn’t a black box. The Workflows section has three tabs:

1. Templates — a browsable library you can deploy from.
2. Manage — a table of every workflow currently deployed.
3. Runs — an execution log of every run, scheduled or manually triggered.

If a client asks “is this actually working?”, or a scheduled run silently stops producing output, open the Runs tab and drill into that run — you’ll see the same workflow diagram as the builder, with each step’s status overlaid in the order it actually ran, including the specific error if one occurred.

Tip: If you deploy a workflow from Templates, check the Manage tab to confirm it’s actually attached to this site before assuming it’s active everywhere.

Integrations

Atarim integrates with many popular tools like Slack, Trello, and Jira, ensuring that teams can continue using their preferred tools while benefiting from Atarim’s visual collaboration features.

Instructions:

• Go to the Integrations section in Atarim’s settings.
• Connect your desired tool (e.g., Slack, Trello) and customize how Atarim shares project updates.

Tip: Use integrations to streamline communication and ensure all teams are working with the latest project information.

FAQs

Conclusion

Atarim V5 is still built around clear, contextual feedback on real pages — with an AI layer on top that's live for chat, review, and WordPress edits today, and still expanding into automated request-routing.