The Dashboard serves as your primary control center. It gives you an immediate snapshot of your AI agent's core performance over the last 30 days and tracks your checklist progress.

Key Metrics Tracked:

• Conversations: The total number of customer interactions handled by the AI.
• Messages: The cumulative exchange of individual messages within those chats.
• Intents Initiated: The total number of times the AI successfully recognized a specific customer goal (e.g., tracking an order or asking about returns).

From here, you can track your completed setup steps, monitor recent ongoing conversations at a glance, or click View Live Chat / Edit Agent to make quick operational adjustments.

The Configuration panel is where you train your AI and define how it interacts with customers. It ensures your assistant answers accurately using your brand's unique data.

Features & Settings:

• AI Training Status: View a real-time status bar showing knowledge sync progress.
• Knowledge Base: Manage the URLs and assets your AI reads. Click + Add Source to crawl additional web pages (like custom FAQs, blog links, or policy pages).
• Automated Flows: Easily toggle pre-built customer workflows on or off.Track Order: Fetches real-time fulfillment status directly from Shopify.Return Policy / Exchange Items: Guides customers seamlessly through product returns or swaps based on your guidelines.

A. Web Page Crawling

Use this option to train your AI on a single live web layout (such as custom shipping grids, standard sizing charts, or dynamic standalone landing pages).

How to add a Web Page source:

1. Open the Configuration dashboard and click the + Add Source button.
2. Select the A web page radio option at the top of the modal.
3. Paste the exact absolute URL path into the Web page URL field (e.g., https://yourstore.com/pages/returns).
4. (Optional) Add a recognizable label in the Display name field to track this resource easily inside your admin logs.
5. Click Add new source to initiate the system background crawl.

B. PDF File Uploads

If your store uses static documents—like wholesale product manuals, brand lookbooks, tech sheets, or detailed text-heavy policy sheets—you can upload them directly.

How to add a PDF source:

1. Inside the modal selection menu, toggle over to the PDF option.
2. Click inside the PDF file dropzone area labeled "Click to choose a PDF".
3. Select and upload your targeted .pdf file (ensure the document is uploaded to your Shopify Files directory for continuous data reading).
4. Provide a descriptive title in the Display name field so you can manage or delete the document later.
5. Click Add new source to compile the document information into the AI core engine.

C. Manual Q&A Pairs (FAQ Style)

For specific, predictable customer inquiries that require exact brand responses (e.g., precise discount codes, brand taglines, or custom store hours), use structured Question-and-Answer blocks.

How to create manual Q&A pairs:

1. Select the FAQ style tab inside the source modal layout.
2. Give your collection a clean category header name in the Display name input field (e.g., Shipping FAQ).
3. Under the PAIR 1 block, type out the expected visitor query inside the QUESTION text container.
4. Draft the exact response policy you want the AI agent to state word-for-word inside the ANSWER field.
5. To build out multiple responses at once, click the + Add Q&A pair link at the bottom to open a new blank pair block.
6. Once you are finished building your query database, click Add new source to push them live.

The Products tab displays your fully integrated Shopify inventory database, allowing you to control which products your AI agent recommends to customers mid-chat.

Catalog Performance Metrics:

• Total Products: Your total active products currently available on Shopify.
• Indexed: Items completely parsed, understood, and ready for AI search recommendation.
• Out of Stock: Products that are automatically suppressed from recommendations to prevent bad customer experiences.
• Pinned / Excluded: Custom merchant overrides to manually push or hide products.

Bulk Actions:

• Use Select products to manually curation items.
• Use Import all to trigger a manual synchronization of your product catalog at any time.

Fine-tune the precise visual design and layout of the customer-facing chat box under the Appearance panel.

Customization Tools:

• Bot Identity: Update your official Bot Name and unique Welcome Message.
• Color Settings: Set custom hex codes for your Primary Brand Color and Widget Background.
• Typography: Change font families (e.g., Inter) and base font sizes (14px) to match your store theme's design.
• Live Preview: A dynamic mockup element on the right-hand side updates in real-time as you tweak configurations, showing exactly what customers will see before you save.

The Inbox tab gives you a direct look at live customer interactions. It allows human support personnel to monitor conversations or take over when a personal touch is needed.

Core Inbox Features:

• Agent Profile: Click Edit agent profile to set a friendly public nickname for human support agents.
• Conversation Status Filters: Quickly filter support tickets by state: Open, Pending, Resolved, Closed, or Unread.
• Live Chat Sidebar: View active customer threads displaying tags that match intent categories (e.g., Order Tracking, Pricing Discount), along with time-since-last-message tracking.

Thread Details & Human Intervention

1. Select an Active Thread

In the conversation column, choose any session marked with an active status label (e.g., Open). Clicking a session instantly populates the primary workspace window on the right with the entire message transcript.

2. Review Contextual AI Intent Tags

The chat logs cleanly break down conversation details, showing the exact timestamps and contextual tags (such as Order Tracking or Pricing Discount) identifying what the customer is asking about before you reply.

3. Use the Manual Reply Box

At the bottom of the conversation window is the Reply as text container block:

• Type out your personal answer or custom solution inside the field container.
• Press Ctrl + Enter (or Cmd + Enter on Mac) to fire your message instantly over to the storefront widget.

⚠️ Important Note on AI Behavior: Sending a manual text response automatically pauses the AI agent for that specific customer thread. This ensures the automated bot does not interrupt or overwrite your human conversation flow.

4. Resolving and Closing Tickets

Once you have fully answered the customer's question, utilize the top-right management actions:

• Click Resolve or Close to archive the session out of your active unread dashboard queue.
• Click the Refresh/Reset icon to clear local session variables if required.

The Analytics & Reports workspace tracks conversion data, performance trends, and customer sentiment vectors.

Analytics Breakdown:

• Data Exporting: Click Export Data in the top-right corner to download detailed conversation and intent metrics into an Excel or CSV file.
• Chat Trends Over Time: A visual timeline chart tracking total customer engagement dips and spikes over custom 30-day filters.
• Top Customer Queries: A data percentage bar breaking down exactly what your customers care about most (e.g., Product Questions, Order Tracking, Pricing Discounts).

The Settings view allows you to manage billing tiers, integration data, and system resets safely.

Dashboard Sections:

• Account Info: View your primary shop domain identifier and register a dedicated contact support email.
• Plan Tier: Track your volume limits (e.g., Free Plan – Up to 100 conversations per month). Click Manage Plan to upgrade your volume thresholds.
• Integrations: Confirm active API connections to Shopify or toggle Email Handover to automatically route complex escalations to a shared support inbox.
• Danger Zone: Access the Reset Onboarding tool to purge local configuration variables and restart the initial step-by-step app setup wizard from scratch.

The centralized Help & Support tab serves as a quick-launch reference center, directing you straight to specific backend dashboards to troubleshoot issues instantly.

Quick Setup Navigation Map:

1. Install & connect store: Verification of your automatic Shopify core handshake.
2. Configure your AI agent: Direct portal jump button to the Configuration dashboard.
3. Import your product catalog: Jump directly to your indexed product grid (Go to Products).
4. Customize the chat widget: Instant access to typography and brand palette styling (Go to Appearance).
5. Enable the widget in your theme: Jump link directly back to the main activation layout (Go to Dashboard).
6. Monitor conversations & analytics: Open the live chat response queue instantly (Go to Inbox).