This guide gives you a complete overview of your main dashboard. When you first log in, this is the central hub where you can create, manage, and see the performance of all your chatbots.
*screenshot_here* (Full dashboard overview with key areas highlighted)
1. Main Navigation
The left-hand sidebar gives you quick access to the most important areas of the platform.
- Dashboard: Takes you back to this main overview page.
- Widget Style: Customize the look and feel of your chatbot widget (colors, icon, position).
- Responses: View all the leads and data your chatbots have collected.
- Support: Get help or contact us if you have questions.
*screenshot_here* (Close-up of the main navigation sidebar)
2. Bots Overview
This section gives you a quick, at-a-glance summary of your chatbot performance.
- Last 7 Days Leads: How many new leads were captured this week.
- Last 14 Days Leads: How many new leads were captured in the last two weeks.
- Total Leads: The total number of leads captured since you started.
*screenshot_here* (Close-up of the Bots Overview lead summary)
3. My Bots
This is where all your created chatbots are listed. From here, you can manage each one individually.
- New Bot: Click this to start building a new chatbot from scratch.
- From gallery: Choose a pre-built template to get started even faster.
- Search all bots: Quickly find a specific bot by name.
For each bot in the list, you have several options:
- Edit: Opens the Flow Builder or AI Knowledge Studio to modify the bot’s conversation.
- Settings: Access the bot’s specific settings, like its name or lead notification emails.
- Embed: Get the code to install the chatbot on your website.
- Move: Organize your bots into folders.
- Duplicate: Create an exact copy of an existing bot.
- Delete: Permanently remove a bot.
*screenshot_here* (My Bots section showing a list of bots and the action buttons)
Now you know your way around the dashboard! You’re ready to create your first bot. 🎉