Dashboard
The Dashboard is the home page of your admin panel. It shows your AI agent's four communication channels and a setup bar to help you get started. Access it at Admin > Home.
Channel Overview
The dashboard displays four channel cards showing the status of each communication method:
| Channel | Description |
|---|---|
| Web Chat | Text-based chat widget embedded on your website |
| Web Voice | Voice conversations through the chat widget microphone button |
| Phone | Dedicated toll-free number for AI voice calls |
| SMS | Text messaging through your AI phone number |
Each card shows whether the channel is active or needs setup, with a link to the relevant setup page.
Setup Bar
The setup bar guides you through initial configuration with progress steps:
| Step | Description | Setup Page |
|---|---|---|
| Site Crawl | Crawl your website to build the knowledge base | Site Crawl |
| AI Agent | Configure your AI assistant with the setup wizard | Setup AI Agent |
| Widget | Get embed code and configure the chat widget | Setup Chat Widget |
| Phone | Provision a phone number for voice and SMS | Setup Phone Number |
| Billing | Choose a subscription plan | Setup Billing Plan |
Completed steps are marked with a checkmark. Click any step to jump to its setup page.
Quick Links
The dashboard also provides quick access to:
- Your chat interface URL for sharing
- The embed code for your website
- Recent follow-up requests
Related Pages
- Admin - Full admin panel overview
- Setup My AI - Getting started guide
- Billing Usage - Detailed usage breakdown and overage settings