Dashboard Overview
Your central hub for managing chatbots, viewing conversations, and analyzing performance.
Main Sections
Overview
Quick stats, recent activity, and performance summary at a glance.
- Total conversations today/week/month
- Lead capture rate
- Response time metrics
- Active bots status
Bots
Create, configure, and manage all your chatbots.
- Create new bots
- Edit bot settings
- View bot performance
- Get installation code
Conversations
View and manage all chat conversations with visitors.
- Real-time conversation view
- Search and filter
- Export conversations
- Human takeover
Analytics
Detailed insights and performance metrics.
- Conversation trends
- Popular topics
- Conversion funnels
- Custom reports
Knowledge Base
Train your AI with documents and custom content.
- Upload documents
- Website crawling
- Q&A management
- Training status
Settings
Account settings, billing, and integrations.
- Profile settings
- Team management
- Billing & plans
- API keys
Key Dashboard Features
Real-Time Notifications
Get instant notifications for important events:
- New lead captured
- Human handoff requested
- Bot offline alerts
- Weekly performance summaries
Team Collaboration
Work together with your team:
- Invite team members with role-based access
- Assign conversations to specific agents
- Internal notes on conversations
- Activity logs and audit trails
Quick Actions
Access common tasks from anywhere in the dashboard:
⌘KQuick search
⌘NNew bot
⌘CConversations
?Help & shortcuts
Understanding Your Metrics
| Metric | What It Measures | Good Target |
|---|---|---|
| Response Rate | % of messages your bot answers successfully | >85% |
| Engagement Rate | % of visitors who interact with the widget | >5% |
| Lead Capture Rate | % of conversations that result in captured leads | >15% |
| Avg. Response Time | Time between user message and bot response | <2 sec |
| Resolution Rate | % of conversations resolved without human help | >70% |
Pro Tips
- •Check your dashboard daily to stay on top of new leads and conversations.
- •Review "unanswered" conversations to improve your knowledge base.
- •Set up email notifications for important events so you never miss a lead.
- •Use the analytics section to identify peak hours and optimize bot responses.