Understanding the Dashboard #
The AIChatAgent Dashboard provides a centralized location for managing your AI agents, conversations, leads, and integrations.
Dashboard Overview #
After logging in, you will see several key sections.
Agents #
The Agents section displays all AI agents created within your account.
From here you can:
- Create new agents
- Edit existing agents
- View performance
- Delete agents
- Access configuration settings
Conversations #
The Conversations area shows customer interactions handled by your AI agents.
You can:
- View live chats
- Review previous conversations
- Monitor customer activity
- Take over conversations manually
Leads #
The Leads section stores customer information collected by your AI agents.
Typical lead information includes:
- Name
- Email Address
- Phone Number
Leads can be used for future marketing and customer engagement activities.
Knowledge Base #
This section contains all training materials connected to your AI agent.
Examples include:
- Website content
- Uploaded documents
- FAQs
- Custom knowledge entries
Widget Studio #
Widget Studio allows you to customize the appearance of your chatbot.
Available options may include:
- Theme selection
- Launcher styles
- Custom branding
- Voice input
- Text-to-speech settings
Integrations #
Manage connections to supported platforms such as:
- WooCommerce
- OpenAI
- Google Gemini
Analytics #
Track the performance of your AI agents.
Metrics may include:
- Total conversations
- Leads collected
- Customer engagement
- Response activity
Dashboard Tips #
- Check conversations daily.
- Review lead activity regularly.
- Update knowledge sources frequently.
- Monitor AI performance after major business changes.
Next Step #
Learn about plans and billing in:
Managing Your Subscription
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