Dashboard Overview

The ChatReact dashboard is your central hub for managing chatbots, monitoring conversations, and configuring your platform.

Dashboard Home

When you access your dashboard, you'll see a comprehensive overview of your chatbot activity.

The page header shows the name of the selected chatbot along with its Chatbot ID and a one-click copy button — useful whenever you need the ID for the embed code or an integration.

KPI Statistics Grid

The dashboard displays up to 6 key performance indicators:

Activity Panels

The dashboard shows four main panels:

1. Recent Chats - Latest customer conversations with status badges
2. New Leads - Recent leads with contact information (if Lead Management enabled)
3. Pending FAQ Suggestions - AI-generated FAQs ready for approval
4. Activity Feed - Combined timeline of all recent activity

Navigation Structure

The dashboard sidebar provides access to all major features. At the top of the sidebar you'll find the company switcher and chatbot switcher to move between companies and chatbots, and the sidebar can be collapsed with the chevron button at the bottom.

Main Sections

At the bottom of the sidebar you'll also find Company (company settings) and Account (your personal account settings).

Chatbot Management

Each chatbot has its own settings page with tabs:

• General: Name, description, and status
• Persona: Personality, communication style, and tonality (formal/informal, humor level, etc.)
• Languages: Primary and supported languages
• Widget: Appearance and design customization
• Behavior: Welcome messages, proactive greetings, and live chat handoff settings
• Confidence: Confidence score, learning phase, and confidence categories (plan-dependent)
• Restrictions: Compliance rules and limitations
• Embed: Widget installation code

For a detailed walkthrough of the Widget and Behavior tabs, see Widget Customization.

Dashboard Header

The header includes:

• Global Dashboard: Opens an activity overview of all your companies and chatbots (see below)
• Limit warning: When a plan limit is reached, a banner appears with an Upgrade now link to billing
• Theme Toggle: Switch between light and dark mode
• Language Selector: Switch between interface languages
• Notifications: Alerts for crawl completions, new feedback, new leads, etc. — see Notifications
• User Menu: Account settings and logout

Global Dashboard

The Global button in the header opens the Global Dashboard — an overview of every company and chatbot in your account. Each chatbot shows activity badges that link directly to the relevant page:

• Unread chats — conversations you haven't seen yet; opening that chatbot's Chats list marks them as read
• New leads
• FAQ suggestions
• Form submissions
• Live chat requests

Chatbots that are still in their learning phase also show a learning-phase indicator with the current confidence score.

Chat Review

Reviewing Conversations

The Chats section lets you review conversations and provide feedback to improve your chatbot:

The overview shows four stat cards (Total, Pending, Good, Needs Work) with full totals for the selected chatbot (not only the rows currently loaded). The Needs Work total counts conversations that still need follow-up — chats with a completed improvement session are counted under improved instead, not under needs work. Below the cards, use the Status filter on the right to narrow the list (All, no feedback, pending, good, needs work, reviewed, and — when your plan includes the Improvement Agent — improved). When your plan includes the Improvement Agent and you have set up confidence categories, an additional Category filter appears next to the Status filter. Filtering runs on the server, so pagination and Load more stay accurate.

1. Open a chat from the list
2. Rate the conversation using the buttons:
   • Good (Thumbs up) — Marks the chat as a positive example
   • Needs Work (Thumbs down) — Marks the chat as needing improvement. Afterwards, an Improve with AI button appears that takes you to the Improvement Agent (plan-dependent)
   • Reviewed (Check) — Marks the chat as reviewed without rating it good or bad. Does not affect the confidence score and does not trigger emails or improvement sessions.

If you later decide a chat still needs work after you marked it Good or Reviewed, open the chat detail page and use Needs Work. The conversation is rated as needing improvement again, the confidence score is recalculated, and you can use the Improvement Agent.

Chat Detail View

Each chat shows:

• The full conversation history
• The page URL where the chat was initiated (clickable link with globe icon)
• Visitor information (if available from pre-chat forms)

When your plan includes the Improvement Agent, you can also assign a confidence category to each chat in the detail view (or change an existing assignment). The per-category confidence scores are recalculated automatically.

For reviewed negative chats, the detail view also shows a confidence severity block:

• Automatic severity bucket (MINOR, MODERATE, MAJOR, CRITICAL)
• The applied confidence adjustment for that review
• A short reason explaining the classification
• A manual override so you can correct the severity when business impact is higher or lower than the automatic result

Preview with URL Simulation

The Preview page lets you test your chatbot with a simulated page URL:

1. Go to Preview in the sidebar
2. Enter a URL in the URL field (e.g., https://yoursite.com/products)
3. The widget will behave as if it's on that page, allowing you to test page-specific responses

This is useful for verifying that your chatbot responds contextually to different pages on your website.

Onboarding Wizard

When you first create a company or have no chatbots yet, the dashboard shows an onboarding wizard that guides you through:

1. Create Chatbot - Set up your first AI assistant
2. Add Knowledge - Upload documents or crawl your website
3. Customize - Match your brand colors and style
4. Embed - Add the chatbot to your website

Dashboard Assistant

The Dashboard Assistant is an AI-powered helper available via the floating sparkle button in the bottom-right corner of the dashboard. It can help you manage your chatbots, FAQs, settings, and more through natural language commands.

Bug Reporting

When you encounter a bug while using the dashboard, you can report it directly through the Dashboard Assistant:

1. Click the sparkle button to open the Assistant
2. Describe the problem you encountered
3. The Assistant will ask clarifying questions to determine if it's a real bug or a usage question
4. If it's a confirmed bug, the Assistant may ask you to upload a screenshot (via the image button or paste from clipboard), then your report is forwarded to our team, who will look into it

Screenshot Upload

You can attach screenshots to your messages in two ways:

• File picker: Click the image button (left of the text input) to select an image file
• Clipboard paste: Take a screenshot and paste it (Ctrl/Cmd+V) into the text input

Supported formats: PNG, JPEG, WebP (max 5 MB).

Mobile Support

The dashboard is fully responsive and works on all devices:

• Desktop: Full sidebar navigation with all features visible
• Tablet: Collapsible sidebar with optimized layouts
• Mobile: Slide-in drawer navigation, vertically stacked layouts for optimal touch interaction

All text-button combinations automatically adapt to smaller screens by stacking vertically.

Next Steps

• Chatbot Wizard →
• Knowledge Base →
• Lead Management →
• Team Management →