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 |
| Voice Chat | Voice conversations through the chat widget microphone button |
| Phone Voices | Dedicated toll-free number for AI voice calls |
| SMS Text | 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.
Before your agent has handled its first conversation, these tiles are hidden and the dashboard collapses to the setup work — a single card naming your next step. They appear once the agent is configured, the widget is live, and conversations start arriving.
Setup Bar
The setup bar guides you through initial configuration with progress steps:
| Step | Description | Setup Page |
|---|---|---|
| Billing Plan | Already complete — every account starts on Free. Come here to upgrade | Setup Billing Plan |
| AI Agent | Configure your AI assistant with the setup wizard | Setup Wizard |
| Chat Widget | Get embed code and install the widget on your site | Chat Widget |
| Phone Number | Provision a phone number for voice and SMS | Setup Phone Number |
Completed steps are marked with a checkmark. Steps turn orange when they need attention (e.g., widget active but still on the free plan). Click any step to jump to its setup page.
Agent Readiness
The Agent Readiness card checks whether your AI agent is ready to talk to customers. Click Run check (or Re-check once a result is showing). Run it after your product sync and site crawl finish, and again after you change your content.
The card title shows the verdict and a score out of 100: Ready, Needs attention or Not ready. Each check line is marked ✓ (pass), △ (warn) or ✕ (fail):
- Knowledge base — fails when nothing is indexed yet, warns under 25 chunks of content, passes otherwise
- Product catalog — checks that products were found. For a Shopify store, none means the product sync did not run or your store is disconnected
- Product collections and Product categories — optional tips about how browsable the catalog is. They show up but do not change the score
- Live answer check — the agent is asked one question built from your own products or content, and the answer is shown under "Test question". If any statement in the answer can't be matched to your content, a note says so
A pass counts full, a warning counts half, a failure counts nothing. The card also shows when it was last checked.
Overage Credit
Overage Credit Balance is prepaid credit that covers usage beyond your plan's monthly limits. Enter an amount and click Top Up to add credit, so service keeps running if you exceed a limit rather than stopping.
Paid plans draw on this balance once a limit is passed. The Free plan has hard limits and doesn't use overage — service pauses instead.
See Billing Usage for what's consumed against each limit, and Pricing for the per-resource overage rates.
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
- Quick Admin - Full admin panel overview
- Setup My AI - Getting started guide
- Billing Usage - Detailed usage breakdown and overage settings