Dashboard tour
Find the controls you use to build and operate each site.
Find the controls you use to build and operate each site.
The dashboard is organized around sites. Use the site switcher before changing content, credentials, or operational settings. A pasted website URL creates the first draft on the generating screen, not on this home list — see Create an agent.
Agent#
Agent opens on the launch receipt — what was reviewed, where it is installed, whether a customer has talked to it, when the trial ends — with the live widget beside it. Its tabs cover the agent's identity and job, Display (widget look; saving updates the live embed), Voice, and Actions. Knowledge holds everything it answers from. Connectors links messaging channels. A short Getting started list stays until the first customer conversation.
Site#
Embed provides installation code and origin controls for an existing website. There is no chat-to-build or generate-a-site feature. Leftover hosted pages, if any, are not the creation product.
Activity#
Conversations collects web and connector threads. Analytics shows traffic and engagement. Broadcasts sends approved audience messages, while Notifications is the in-dashboard feed for lead, handoff, and booking events; it does not configure external alerts.
Account controls#
Usage shows credits and plan limits. API keys are account-level credentials and should be created only for applications you trust.