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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:

MetricDescription
Sessions TodayNumber of chat sessions started today
Total MessagesAll messages exchanged, with average per session
New LeadsUnprocessed leads (if Lead Management enabled)
Pending FormsForm submissions awaiting review (if Forms enabled)
FAQ SuggestionsAI-generated FAQ suggestions pending review
Active ChatbotsNumber of configured chatbots

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

SectionDescription
OverviewDashboard home with stats and activity
ChatsView and analyze all conversations
FAQsManage frequently asked questions
KnowledgeDocument and website content management
LeadsLead capture and management (plan-dependent)
FormsContact form builder and submissions (plan-dependent)
Live ChatReal-time customer conversations
AnalyticsDetailed performance metrics
PreviewOtestujte chatbota pred nasadením (so simuláciou URL)

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

Recenzia chatov

Hodnotenie konverzácií

Sekcia Chats vám umožňuje prezerať konverzácie a poskytovať spätnú väzbu na zlepšenie chatbota:

  1. Otvorte chat zo zoznamu
  2. Ohodnoťte konverzáciu pomocou tlačidiel:
    • Good (Palec hore) — Označí chat ako pozitívny príklad
    • Needs Improvement (Palec dole) — Otvorí Improvement Agent pre optimalizáciu
    • Reviewed (Fajka) — Označí chat ako prezretý bez hodnotenia dobrý/zlý. Neovplyvňuje skóre dôveryhodnosti a nespúšťa e-maily ani zlepšovacie relácie.

Možnosť "Reviewed" je užitočná pre chaty, ktoré nepotrebujú zlepšenie, ale ani nezasluhujú pozitívne hodnotenie — napr. veľmi krátke alebo mimo-téma konverzácie.

Zobrazenie detailov chatu

Každý chat zobrazuje:

  • Úplnú históriu konverzácie
  • URL stránky, na ktorej bol chat iniciovaný (klikateľný odkaz s ikonou glóbusu)
  • Informácie o návštevníkovi (ak sú dostupné z pred-chatových formulárov)

Náhľad so simuláciou URL

Stránka Preview vám umožňuje otestovať chatbota so simulovanou URL stránky:

  1. Prejdite na Preview v bočnom paneli
  2. Zadajte URL do poľa (napr. https://yoursite.com/products)
  3. Widget sa bude správať, akoby bol na danej stránke, čo vám umožní otestovať odpovede špecifické pre stránku

To je užitočné na overenie, že váš chatbot odpovedá kontextovo na rôzne stránky vášho webu.

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

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