Quick Admin
Quick Admin is a streamlined admin panel for managing your AI agent's day-to-day operations. Access it at /admin from your subdomain (e.g., https://acme.xinfer.ai/admin).
For advanced settings like app config, branding, prompts, account info, and billing details, use Advanced Admin at /admin-advanced.
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 (site crawl, widget setup, phone setup, billing).
Sidebar Navigation
| Page | What It Does |
|---|---|
| Home | Dashboard with channel overview and setup progress |
| Follow Ups | Customer requests for human assistance — view, update status, add notes |
| Shopping Carts | Customer carts created through chat or voice — track active, converted, and abandoned carts |
| Draft Orders | Orders submitted through AI checkout — manage status, tracking, and Shopify sync |
| AI FAQs | Add and edit FAQs that sync directly to your AI's knowledge base |
| AI Documents | Upload PDFs, Word docs, and text files to expand what your AI knows |
| Site Crawl | Crawl your website to automatically build your AI's knowledge base |
| Sync Products | Upload product catalogs via CSV/Excel or sync from Shopify |
Setup Pages
These pages are linked from the dashboard setup bar:
| Page | What It Does |
|---|---|
| Setup Wizard | 7-step guided configuration — website URL, business type, contact info, personality, voice, suggested actions |
| Widget Setup | Get your embed code and configure the chat widget for your website |
| Phone Setup | Provision a toll-free number for AI voice and SMS, configure call transfer |
| Billing | Choose a plan (Free, Starter, Professional, Premium), manage subscription |
Quick Admin vs Advanced Admin
Quick Admin (/admin) | Advanced Admin (/admin-advanced) | |
|---|---|---|
| Purpose | Day-to-day operations and setup | Full configuration and analytics |
| Dashboard | Channel overview + setup guide | Usage metrics, charts, and storage stats |
| Data | FAQs, documents, site crawl, products | Data management with RAG query testing |
| Billing | Plan selection | Usage monitoring, overage, statements, transactions, payment methods |
| Settings | Setup wizard, widget, phone | App config, branding, prompts, account info, integration, admin roles |
Related Pages
- Setup My AI - Getting started guide
- Pricing - Compare plans and pricing
- Dashboard - Advanced Admin dashboard documentation
- Integration - Embed codes and URLs