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Docs / User Guide / Widget Dashboard
User Guide

Widget Dashboard

The 🤖 Widget Dashboard is the operations console for your site's chat widget: watch live conversations, take over when needed, measure performance and see usage. At the top: ← Admin Panel, 💬 Go to Chat, a date range (Last 7/30/90 days) and 🔄 Refresh.

The legacy Widget Dashboard screen with sample data The legacy Widget Dashboard screen with sample data
Widget Dashboard, with sample data. The screen still opens — it was kept so old links do not break — but the Reports and Usage tabs left it for the admin panel. See the note above for where the two remaining tabs now live.
🗃️

This 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. Current screen map: Panel overview.

Five tabs: Overview · Conversations · Reports · Usage · Settings.

Overview

  • 4 KPI cards: Today's Chats, Active Chats, Avg Response Time (seconds), Resolution Rate (%).
  • Chat Trend (selected range) — bar chart.
  • Customer Satisfaction (CSAT): average score, satisfaction rate, total ratings + 5→1 distribution.
  • Intent Distribution: top intents (Order Tracking, Product Question, Return/Cancel, Customer Info, General Support, Escalation, Other).
  • Recent Conversations: last 5 (status, customer, preview, intent, time).

Conversations — human takeover & escalation

A two-pane screen (list + detail). You can take a conversation from the bot and continue as a human.

  • Status filters: All · Active · Taken over · Escalation. Type filter: All · RAG · E-Commerce.
  • List row: status dot (orange = human took over, green = active), customer email/session, preview, intent, 👤 Taken over badge.
ActionWhat it does
👤 Take OverTake the conversation from the bot and start replying yourself.
🤖 Release to AIHand control back to the assistant.
✓ CloseClose the conversation as resolved.

When you take over, a live reply box opens (Write a message to the customer...Send). If enabled, add a canned reply from the 📝 Canned Responses menu.

🤝

Escalation → takeover flow: When a visitor asks for a person, accepts the AI's offer or one of your rules matches, the conversation moves to Escalation and the AI goes quiet; Take Over to reply — the customer doesn't have to re-explain. Working hours, teams and email / WhatsApp / SMS notifications: Human handoff.

Reports

  • 3 KPIs: Total Chats (This Month), Escalation Rate (target <15%), Human Intervention.
  • Performance Metrics: Resolution Rate (target >80%), Escalation Rate (<15%), Avg Response (<3s).
  • CSAT + Question Categories (intent distribution, counts and %).

Usage

Credit balance and all consumption metrics (messages/crawl/storage) live in this tab. What each metric means is on its own page: Usage metrics.

Settings (widget operations)

  • Rate Limit: per-client messages/minute (0 = unlimited).
  • Sound Notification: sound on new message.
  • Pre-chat Form: collect name/email/phone before chat.
  • Canned Responses: add/delete ready replies (title/content/category).
🎨

The widget's appearance/persona and embed code are not here — those are in Admin Panel → RAG Widget. See Widget setup & persona.

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