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User Guide

Panel overview

This section walks through the real panel screens one by one — where you do what. The SemAgent panel has three main surfaces, each for a different job.

Three main surfaces

What goes where?

You want toScreen
Ask the assistant / get work doneChat
Add content to the knowledge base (URL/file/text)Admin Panel → Knowledge Base
Connect an external system to the KB (DB, Drive, Notion…)Data Sources
Embed the widget / set its appearanceAdmin Panel → RAG Widget
Watch / take over live customer chatsWidget Dashboard → Conversations
See your usage / creditsWidget Dashboard → Usage
Upgrade the plan / manage billingAdmin Panel → Subscription & Billing
Invite a team member (RBAC)Admin Panel → Users
Configure the agent (tools, memory, scheduling)Chat → Agent Chat → /settings/agent-*
Ask for helpAdmin Panel → Support
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Don't confuse the two "connector" concepts: Data Sources (/settings/connectors) connect an external system read-only into the knowledge base; Agent Connectors (/settings/agent-connectors) are for the agent to act on external systems (write/send). For the agent side: Tool reference.

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