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:

Quick Actions Bar

At the top of the dashboard, you'll find quick action buttons for frequently used features:

• + FAQ - Jump to FAQ management
• Knowledge - Access knowledge base
• Settings - Chatbot settings
• Live Chat - Real-time conversations
• Leads - Lead management (if enabled in your plan)
• Forms - Form builder (if enabled in your plan)

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:

Main Sections

Chatbot Management

Each chatbot has its own settings page with tabs:

• General: Name, description, and status
• Persona: Personality and communication style
• Tonality: Formal/informal, humor level, etc.
• Languages: Primary and supported languages
• Widget: Appearance and design customization
• Behavior: Welcome messages, proactive greetings
• Restrictions: Compliance rules and limitations
• Analytics: Performance metrics and insights
• Feedback: Customer satisfaction tracking
• Live Chat: Agent handoff settings
• Embed: Widget installation code

Dashboard Header

The header includes:

• Company Selector: Switch between companies (if you have multiple)
• Chatbot Selector: Switch between chatbots
• Notifications: Alerts for crawl completions, new feedback, new leads, etc.
• Language Selector: Switch between interface languages
• Theme Toggle: Switch between light and dark mode
• User Menu: Account settings and logout

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 Design - Match your brand colors and style
4. Embed Widget - 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 will:
   • Ask you to upload a screenshot (via the image button or paste from clipboard)
   • Translate your description to German for the development team
   • Create a GitHub issue with all relevant details
   • Share the issue URL with you for tracking

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 →