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.
Two main surfaces
Chat (/chat)
Where you talk to your own AI assistant — ask questions, get work done. Pinned/grouped conversation history.
🛠️Admin Panel (/settings)
The tenant admin hub: Knowledge Base, Conversations, Customers, Campaigns, Users, Settings, E-Commerce, Widget code, Support and Subscription & Billing.
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 to | Screen |
|---|---|
| Ask the assistant / get work done | Chat |
| 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 appearance | Admin Panel → RAG Widget |
| Watch / take over live customer chats | Admin Panel → Conversations |
| See your usage / credits | Admin Panel → Usage |
| Upgrade the plan / manage billing | Admin Panel → Subscription & Billing |
| Invite a team member (RBAC) | Admin Panel → Users |
| Ask for help | Admin Panel → Support |
| Review answer quality (👍/👎 feedback) | Admin Panel → Answer Review |
| See where the content came from | Admin Panel → Sources |
| Decide who sees what (role permissions, custom roles, folder scope) | Admin Panel → Roles & Permissions |
| See who did what in the account | Admin Panel → Audit Log |
| See all of a customer's conversations and orders | Admin Panel → Customers |
| Give the assistant a time-boxed campaign brief | Admin Panel → Campaigns |
| Manage the discount codes the assistant may share | Admin Panel → Discount codes |
| Read how a screen works | Docs ↗ 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.
SemAgent