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

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 improvement) with full totals for the selected chatbot (not only the rows currently loaded). The Needs improvement total counts conversations that still need follow-up — chats with a completed improvement session are counted under improved instead, not under needs improvement. Below the cards, use the Status filter on the right to narrow the list (All, no feedback, pending, good, needs improvement, reviewed, and — when your plan includes the Improvement Agent — improved). 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 Improvement (Thumbs down) — Opens the Improvement Agent for optimization
   • 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 Mark as needs improvement. The conversation is rated as needs 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)

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 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 →