Admin
The admin panel is where you manage your AI agent. Access it at /admin from your subdomain (e.g., https://acme.xinfer.ai/admin).
Non-Shopify tenants also have an Advanced section at /admin/advanced for billing, payments, and admin roles.
Dashboard
The home page shows your AI agent's four channels — web chat, web voice, phone, and SMS — with a setup bar that guides you through initial configuration steps.
See Dashboard for details.
Sidebar Navigation
| Page | What It Does | Details |
|---|---|---|
| Home | Dashboard with channel overview and setup progress | Dashboard |
| Follow Ups | Customer requests for human assistance — view, update status, add notes | Follow Ups |
| Shopping Carts | Customer carts created through chat or voice — track active, converted, and abandoned carts | Shopping Carts |
| Draft Orders | Orders submitted through AI checkout — manage status, tracking, and Shopify sync | Draft Orders |
| AI FAQs | Add and edit FAQs that sync directly to your AI's knowledge base | AI FAQs |
| AI Documents | Upload PDFs, Word docs, and text files to expand what your AI knows | AI Documents |
| Site Crawl | Crawl your website to automatically build your AI's knowledge base | Site Crawl |
| Sync Products | Sync from Shopify or upload product catalogs via CSV/Excel | Sync Products |
Setup Pages
These pages are linked from the dashboard setup bar:
| Page | What It Does | Details |
|---|---|---|
| Setup Wizard | 6-step guided configuration — website URL, contact info, business details, personality, voice, suggested actions | Setup AI Agent |
| Widget Setup | Get your embed code and configure the chat widget for your website | Setup Chat Widget |
| Phone Setup | Provision a toll-free number for AI voice and SMS, configure call transfer | Setup Phone Number |
| Billing | Choose a plan (Free, Starter, Professional, Premium), manage subscription | Setup Billing Plan |
Advanced Section (Non-Shopify)
The Advanced section at /admin/advanced is available for non-Shopify tenants and provides:
| Page | What It Does | Details |
|---|---|---|
| Admin Roles | Invite and manage admin users for your workspace | Admin Roles |
| Billing Usage | Monitor resource consumption, manage overage, upgrade plans | Billing Usage |
| Transactions | View credit card charges and payment history | Transactions |
| Statements | Monthly billing summaries with overage details | Statements |
| Payment Methods | Add and manage credit/debit cards | Payment Methods |
Shopify tenants manage billing through their Shopify account — see Setup Billing Plan for details.
Related Pages
- Setup My AI - Getting started guide
- Pricing - Compare plans and pricing
- URL Reference - Quick reference for all URLs