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Dashboard Documentation

Welcome to the comprehensive documentation for your dashboard system. This guide covers all available features and provides step-by-step instructions for making the most of your dashboard.

Table of Contents

  1. Introduction
  2. Getting Started
  3. Authentication
  4. Dashboard Analytics
  5. Geographic User Distribution
  6. User Engagement Metrics
  7. Session Analytics
  8. Detailed Session Information
  9. Third-Party App Integration
  10. Company Profile Management
  11. Knowledge Base Configuration
  12. Agent Configuration
  13. Role Configuration
  14. Communication Setup
  15. Language Settings
  16. Agent Management
  17. For Reseller Partners
  18. FAQ

Introduction

This dashboard is designed to provide a comprehensive suite of tools for configuring, managing, and analyzing AI agents that interact with your customers. The system allows you to monitor agent performance, configure how agents represent your business, and integrate them with various communication channels and third-party applications.

As we continue to develop the platform, new features will be added regularly to enhance your experience and provide more detailed insights and configuration options.

Getting Started

Authentication

Before accessing the dashboard features, you'll need to authenticate:

  1. Navigate to the login page
  2. Enter your credentials (email and password)
  3. For enhanced security, complete two-factor authentication if enabled
  4. Upon successful authentication, you'll be directed to the main dashboard
flowchart LR
    A[User] --> B[Login Page]
    B --> C{Authentication}
    C -->|Success| D[Dashboard Home]
    C -->|Failure| E[Error Message]
    E --> B
    C -->|2FA Required| F[2FA Verification]
    F --> C

If you've forgotten your password, use the "Forgot Password" link on the login page to initiate the password reset process.

Dashboard Analytics

The analytics section provides comprehensive data about how users interact with your agents.

Geographic User Distribution

Monitor where your users are located geographically:

  • Interactive map highlighting regions with active users
  • Tabular view showing user count by country/region
  • Filter options to view data by date range or specific agents

This information helps you understand where your customer base is concentrated and identify potential areas for expansion.

User Engagement Metrics

Track how many users are interacting with your agents:

  • Daily active users displayed on a time-series graph
  • Week-over-week and month-over-month comparison
  • Segmentation by new vs. returning users
graph TD
    subgraph "User Engagement Metrics"
    A[Total Daily Users] --> B[Time Series Graph]
    C[User Segmentation] --> D[New vs Returning]
    E[Trend Analysis] --> F[Growth Indicators]
    end

Use these metrics to gauge the effectiveness of your customer engagement strategies and monitor growth trends.

Session Analytics

Gain insights into user sessions:

  • Total number of sessions over time
  • Average session duration
  • Session completion rates
  • Peak usage times and patterns
gantt
    title Session Duration Overview
    dateFormat  YYYY-MM-DD
    section Average
    Short Sessions (0-2 min)      :a1, 2023-01-01, 2d
    Medium Sessions (2-5 min)     :a2, after a1, 3d
    Long Sessions (5+ min)        :a3, after a2, 4d
    section Peak Hours
    Morning Peak (9-11 AM)        :2023-01-01, 2d
    Afternoon Peak (1-3 PM)       :2023-01-04, 3d
    Evening Peak (7-9 PM)         :2023-01-08, 3d

Understanding session patterns helps optimize agent availability and resource allocation.

Detailed Session Information

Access granular information about individual sessions:

  • Comprehensive table with filterable and sortable columns
  • Session ID, start time, duration, user information, and agent assigned
  • Conversation summary and outcome
  • Option to export data for further analysis

Third-Party App Integration

Connect your agents with third-party applications to extend functionality:

  1. Navigate to the Integrations tab
  2. Select from available integration options
  3. Follow the OAuth or API configuration steps
flowchart TD
    A[Dashboard] --> B[Integrations Tab]
    B --> C[Available Integrations]
    C --> D[CRM Systems]
    C --> E[Payment Processors]
    C --> F[Ticketing Systems]
    C --> G[Communication Platforms]
    B --> H[Custom API Integration]
    H --> I[API Documentation]
    H --> J[Authentication Setup]
    H --> K[Endpoint Configuration]

Current supported integrations include popular CRM systems, calendar applications, ticketing systems, and communication platforms. Custom integrations can be developed via our API.

Company Profile Management

Configure how your agents represent your business:

  • Company name, logo, and brand colors
  • Contact information including phone numbers, email addresses, and physical locations
  • Business hours for each location
  • Social media profiles and website links
  • Department structure and contact persons
erDiagram
    COMPANY ||--o{ LOCATION : has
    COMPANY {
        string name
        string logo_url
        string website
        string primary_contact
        string email
    }
    LOCATION {
        string address
        string phone
        string hours_open
        string hours_close
        string timezone
        string manager
    }
    COMPANY ||--o{ DEPARTMENT : contains
    DEPARTMENT {
        string name
        string description
        string contact_person
        string email
    }

This information is used by agents when interacting with customers, ensuring consistent and accurate business representation.

Knowledge Base Configuration

Build a comprehensive knowledge base that your agents can access:

  1. Navigate to the Knowledge Base section
  2. Create categories for different types of information
  3. Add articles, FAQs, and product information
  4. Upload documents or link to existing resources
  5. Set access levels and privacy settings for sensitive information
flowchart TD
    A[Knowledge Base] --> B[Categories]
    B --> B1[Products]
    B --> B2[Services]
    B --> B3[Policies]
    B --> B4[FAQs]

    A --> C[Content Types]
    C --> C1[Text Articles]
    C --> C2[Documents]
    C --> C3[Links]
    C --> C4[Media]

    A --> D[Access Control]
    D --> D1[Public]
    D --> D2[Agent-Only]
    D --> D3[Internal]

The knowledge base serves as the foundation for agent responses, ensuring accurate and consistent information is provided to customers.

Agent Configuration

Role Configuration

Define the purpose and behavior of each agent:

  • Customer service representative
  • Receptionist
  • Concierge
  • Sales assistant
  • Technical support specialist
  • Custom roles with specific parameters

Each role comes with predefined templates that can be customized to fit your specific business needs.

Communication Setup

Configure how agents communicate with customers:

  1. Navigate to the Communication tab
  2. Select the channels you want to enable (phone, chat, email)
  3. For phone communication, assign dedicated phone numbers
  4. Set up forwarding rules and fallback options
  5. Configure recording and transcription settings
flowchart LR
    A[Agent] --> B{Communication Channels}
    B --> C[Phone]
    C --> C1[Number Assignment]
    C --> C2[Call Forwarding]
    C --> C3[Voicemail Setup]

    B --> D[Chat]
    D --> D1[Website Widget]
    D --> D2[Mobile App Integration]

    B --> E[Email]
    E --> E1[Address Configuration]
    E --> E2[Template Management]

Language Settings

Configure the language capabilities of your agents:

  • Set default language for initial customer interactions
  • Add additional languages for multilingual support
  • Configure language detection and auto-switching
  • Customize terminology and special vocabulary for your industry

Agent Management

Monitor and control your active agents:

  • View a list of all configured agents
  • Check status (active, idle, stopped)
  • Start or stop agents as needed
  • View real-time activity and queue status
  • Set working hours and availability
stateDiagram-v2
    [*] --> Configured
    Configured --> Started: Start Agent
    Started --> Active: Customer Interaction
    Active --> Idle: Interaction Complete
    Idle --> Active: New Customer
    Started --> Stopped: Stop Agent
    Stopped --> Started: Start Agent

For Reseller Partners

If you're a reseller partner, you can create and manage dashboards for your clients:

  1. Use our comprehensive API documentation provided after you signed the program.
  2. Implement the OAuth 2.0 authentication flow
  3. Use the provided endpoints to configure and manage dashboards
  4. White-label options are available for seamless branding
sequenceDiagram
    participant RP as Reseller Platform
    participant API as Dashboard API
    participant DB as Dashboard Backend

    RP->>API: Authentication Request
    API->>RP: Access Token
    RP->>API: Create Dashboard Request
    API->>DB: Initialize Dashboard
    DB->>API: Dashboard Created
    API->>RP: Dashboard Credentials

    RP->>API: Configure Features
    API->>DB: Update Configuration
    DB->>API: Configuration Updated
    API->>RP: Success Response

Our API supports all dashboard features and provides detailed logs and error handling for smooth integration.

FAQ

Q: How often is the analytics data updated?
A: Analytics data is updated in real-time for most metrics, with aggregate reports generated hourly.

Q: Can I customize the dashboard layout?
A: Yes, you can customize the layout by dragging and dropping widgets and saving your preferred configuration.

Q: Is there a limit to how many agents I can configure?
A: Limits depend on your subscription tier. Please check your account details for specific limitations.