Onboarding
Signup
- Users can sign up using an email address and password.
- Passwords must contain at least 8 characters, including:
- One uppercase letter
- One lowercase letter
- One number
- One special character
- Users can also sign up using Google OAuth.
Login
- Users who signed up with an email address can log in using either:
- Their email address and password, or
- Google OAuth with the same email address.
- Users who signed up using Google OAuth can log in only through Google OAuth.
- The standard email-and-password login method will not work for Google OAuth users, even if they use the same email address.
Dashboard
Dashboard
The Dashboard provides an overview of chatbot performance, conversations, user engagement, and AI activity. It enables users to monitor chatbot usage, track customer interactions, and quickly access all major chatbot features from a single location.
Performance
The dashboard displays key performance metrics for the chatbot.
Total Conversations
Displays the total number of conversations handled by the chatbot.
Active Conversations
Displays the number of conversations that are currently active.
Messages Processed
Displays the total number of messages sent and received through the chatbot.
Users Engaged
Displays the number of users who have interacted with the chatbot.
Resolution Rate
Measures the percentage of conversations successfully handled by the chatbot without human intervention.
Average Response Time
Displays the average time taken by the chatbot to generate responses.
Conversation Analytics
Provides insights into chatbot interactions and user engagement.
The analytics include:
- Total messages
- Daily conversations
- User activity trends
- Conversation growth
- Peak interaction periods
Recent Conversations
Displays the latest chatbot conversations.
The table includes:
- User Name
- Message Preview
- Conversation Status
- Last Activity Time
- Assigned Agent (if applicable)
AI Performance Metrics
Measures the overall effectiveness of the chatbot.
The metrics include:
AI Accuracy
Measures how accurately the chatbot answers user queries.
Response Quality
Measures the relevance and quality of generated responses.
Knowledge Base Usage
Displays how often the chatbot uses connected knowledge sources.
Escalation Rate
Displays the percentage of conversations transferred to human support.
Conversation Status
Conversations are categorized into:
- Active
- Completed
- Waiting for Response
- Escalated
- Closed
This helps users quickly understand the current state of chatbot interactions.
Quick Actions
The dashboard provides shortcuts to commonly used chatbot features.
Quick actions may include:
- Create Chatbot
- Open Inbox
- Manage Knowledge Base
- Train Chatbot
- View Analytics
- Configure Settings
- Test Chatbot
Activity Feed
Displays recent chatbot activities, including:
- New conversations
- Knowledge base updates
- Chatbot training events
- Integration changes
- User interactions
AI Recommendations
The platform generates AI-powered recommendations to improve chatbot performance.
Recommendations may include:
- Adding more knowledge sources
- Improving prompt instructions
- Training the chatbot on additional content
- Reducing unanswered questions
- Optimizing response quality