Dashboard Overview
Official guide · English · Version 9c253d0cf11816df
The Dashboard is the first page you see after logging in. It provides an at-a-glance summary of your store's key metrics and offers quick access to the most common tasks. This page is accessible to all roles.
Page Layout
The Dashboard overview page is divided into two main sections:
- Header and Statistics Cards -- A greeting and four metric cards at the top.
- Quick Action Cards -- Three clickable cards below the stats that link to common tasks.
Header
At the top of the page, you will see:
| Element | Description |
|---|---|
| Greeting | A personalized welcome message that includes your store name (e.g., "Hello, My Store!"). |
| Subtitle | A brief description of the dashboard's purpose. |
The greeting dynamically uses the store name from your account. If you change your store name in Settings, it will update here automatically on your next visit.
Statistics Cards
Below the header, four statistics cards are displayed in a responsive grid layout. On large screens, all four cards appear in a single row. On medium screens, they display in two columns. On small screens, they stack vertically.
Each card shows a metric title, an icon, a large numeric value, and a descriptive label.
Card 1: Products
| Property | Details |
|---|---|
| Title | Products |
| Icon | Package icon (top right of card) |
| Value | The total number of products in your catalog |
| Description | "Registered products" |
This number represents your complete product count across all categories and stock statuses. It includes active, inactive, in-stock, and out-of-stock products.
Info: If this number shows 0, you have not added any products yet. Click the "Upload Products" quick action card below, or navigate to Products in the sidebar to start adding your catalog.
Card 2: Conversations
| Property | Details |
|---|---|
| Title | Conversations |
| Icon | Message bubble icon (top right of card) |
| Value | The total number of customer conversations |
| Description | "Active conversations" |
This counts all conversation sessions across all channels (website widget, Telegram, WhatsApp, etc.). Each unique customer interaction creates one conversation.
Card 3: Messages Used
| Property | Details |
|---|---|
| Title | Messages Used |
| Icon | Lightning bolt icon (top right of card) |
| Value | A fraction showing messages used vs. your quota (e.g., "1,250 / 5,000") |
| Progress Bar | A visual bar below the number showing usage percentage |
| Description | Shows the percentage used (e.g., "25% of monthly quota used") |
This card tracks your AI message usage for the current billing month against your plan's monthly quota.
Understanding the Progress Bar
| Usage Level | Bar Color | Meaning |
|---|---|---|
| 0-70% | Blue | Normal usage. You have plenty of messages remaining. |
| 71-90% | Blue | Getting closer to your limit. Consider monitoring usage. |
| 91-100% | Blue (full) | Nearing or at your limit. The bar fills to 100% maximum even if usage exceeds the quota. |
Warning: When your message usage reaches 100% of your quota, the AI chatbot may stop responding to new customer messages until the next billing cycle or until you upgrade your plan. Monitor this card regularly to avoid service interruptions.
How Message Usage is Calculated
- Each AI-generated response to a customer counts as one message.
- Messages sent by human operators (when taking over a conversation) do not count against the AI quota.
- The counter resets at the beginning of each billing month.
Card 4: Current Plan
| Property | Details |
|---|---|
| Title | Current Plan |
| Icon | Trending up icon (top right of card) |
| Value | Your subscription plan name (e.g., "Starter", "Professional", "Enterprise") |
| Description | Information about upgrading |
This card displays the name of your current subscription plan. If no plan is set, it defaults to displaying "Starter".
Info: To upgrade your plan or view available plan options, navigate to the Account section in the sidebar or contact the platform support team.
Quick Action Cards
Below the statistics cards, three quick action cards provide one-click access to the most common tasks. Each card is clickable and navigates you to the relevant page.
Upload Products
| Property | Details |
|---|---|
| Icon | Package icon |
| Title | Upload Products |
| Description | Explains that you can bulk-import your product catalog |
| Navigates To | /dashboard/products/import |
Click this card to go to the product import page, where you can upload products via CSV, Excel, or other supported file formats.
When to Use This
- You are setting up your store for the first time and have an existing product list.
- You need to add a large number of products at once.
- You want to update product data in bulk.
View Conversations
| Property | Details |
|---|---|
| Icon | Message bubble icon |
| Title | View Conversations |
| Description | Explains that you can review all customer chat sessions |
| Navigates To | /dashboard/conversations |
Click this card to see all customer conversations. This is where you can read chat transcripts, monitor AI responses, and take over conversations when human intervention is needed.
When to Use This
- You want to check how the AI chatbot is performing with customers.
- You need to respond to a customer inquiry that requires human attention.
- You want to review conversation history for quality assurance.
AI Settings
| Property | Details |
|---|---|
| Icon | Lightning bolt icon |
| Title | AI Settings |
| Description | Explains that you can customize your AI chatbot behavior |
| Navigates To | /dashboard/settings |
Click this card to go to the Settings page, where you can configure how the AI chatbot behaves, including its tone, knowledge base, response style, and more.
When to Use This
- You want to change how the AI chatbot responds to customers.
- You need to adjust the chatbot's personality or tone.
- You want to configure which products or information the chatbot has access to.
Loading States
While the dashboard fetches your data, each statistics card displays ... as a placeholder for the numeric values. This loading state typically lasts only a moment. If the data fails to load, the values may remain at 0 and an error will be logged to the browser console.
Data Refresh
The dashboard statistics are fetched when the page first loads. To refresh the data:
- Navigate away from the dashboard and then back.
- Refresh the page in your browser (F5 or Ctrl+R / Cmd+R).
The data is fetched in parallel from three API endpoints:
| API Call | Data Retrieved |
|---|---|
| Products API | Total product count |
| Conversations API | Total conversation count |
| Tenant Usage API | Messages used this month and monthly message quota |
Role-Based Access
The Dashboard overview page is available to all roles (Owner, Admin, Manager, Accountant, Operator, and Viewer). However, the quick action cards navigate to pages that may have different access levels:
| Quick Action | Accessible By |
|---|---|
| Upload Products | Owner, Admin, Manager |
| View Conversations | Owner, Admin, Manager, Operator, Viewer |
| AI Settings | Owner, Admin, Manager |
Info: If you click a quick action card and land on a page where you have limited or no access due to your role, the page will either show restricted content or display an appropriate message. The data-level access control is enforced by the API, not just the front-end navigation.
Tips for Using the Dashboard Effectively
- Check the Messages Used card daily -- This helps you anticipate when you might need to upgrade your plan or reduce chatbot activity.
- Use the Products card as a health check -- If the product count is unexpectedly low or zero, it might indicate an import issue or a data problem.
- Monitor conversations regularly -- The Conversations count helps you gauge customer engagement. A sudden spike might mean a marketing campaign is driving traffic, while a drop might indicate a technical issue with the chat widget.
- Use quick actions for your daily workflow -- The three quick action cards are designed for the tasks you will perform most frequently. You can also access these same pages from the sidebar.
- Look at the notification bell -- The notification bell in the top-right corner will alert you to important events (new orders, low stock, sync errors) that might not be reflected in the dashboard stats.
Differences from the Analytics Page
The Dashboard overview is designed as a quick summary. For deeper analysis, use the Analytics page (/dashboard/analytics), which provides:
- Conversation trends over time (daily, weekly, monthly charts)
- Message breakdown between user and assistant messages
- Hourly activity patterns showing peak customer engagement times
- Top products mentioned in conversations
- Revenue and conversion rate tracking
- Platform breakdown (which channels drive the most conversations)
- Growth metrics comparing current and previous periods
Navigate to Analytics from the sidebar for these advanced reports.
Next Steps
- Products -- Learn how to manage your product catalog
- Conversations -- Understand how to monitor and manage customer chats
- Settings -- Configure your store and AI chatbot settings
- Analytics -- Dive into detailed reporting and insights