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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 two main surfaces, each for a different job.

The Overview screen with sample data The Overview screen with sample data
Overview, with sample data. The left rail splits into five groups, and the quick actions on the right open the five most common jobs in one click. Docs ↗ next to the title opens this page in a new tab. “Recent activity” is not a separate event log: it is assembled from knowledge base, crawl and user records, as the note under the table says.

Two main surfaces

🗃️

The Widget Dashboard is no longer a separate surface. Its tabs moved into the admin panel: live chats → Conversations, reports → Reports, usage metrics → Usage. The old address still resolves, but nothing in the panel links to it — open the new screens from the left rail.

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 chatsAdmin Panel → Conversations
See your usage / creditsAdmin Panel → Usage
Upgrade the plan / manage billingAdmin Panel → Subscription & Billing
Invite a team member (RBAC)Admin Panel → Users
Ask for helpAdmin Panel → Support
Review answer quality (👍/👎 feedback)Admin Panel → Answer Review
See where the content came fromAdmin Panel → Sources
Decide who sees what (role permissions, custom roles, folder scope)Admin Panel → Roles & Permissions
See who did what in the accountAdmin Panel → Audit Log
See all of a customer's conversations and ordersAdmin Panel → Customers
Give the assistant a time-boxed campaign briefAdmin Panel → Campaigns
Manage the discount codes the assistant may shareAdmin Panel → Discount codes
Read how a screen worksDocs ↗ next to the screen title, or Docs in the left menu

From the panel to the docs

Two places in the panel lead to this site. Both open in a new tab, and an English panel opens the English pages.

  • Docs in the left menu: in the Account group, under FAQ. It opens the home page of this site. Everyone sees it, whatever their role, plan or enabled modules.
  • Docs ↗ next to a screen title: opens that screen's page on this site. On screens without a title (for example Conversations) the link sits in the top bar, next to the screen name. Screens that have no docs page yet show no link.
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