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Overview

The dashboard is your central hub for managing AI agents, monitoring interactions, and configuring workflows. It provides a seamless interface to set up agents, analyze performance, and enhance customer support through customizable features and integrations.

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Features

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1. Agent Setup and Customization

From the Get Started section, you can perform the following:

  • Add Prompt: Define tailored prompts to shape your AI agent’s behavior and responses.
  • Add Knowledge Base: Centralize information to ensure consistent and accurate responses.
  • Add Actions: Configure workflows that integrate with external systems for enhanced operations.
  • Add Phone Number: Set up personalized phone numbers for direct communication.

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Steps to Configure Agent Features

1. Add Prompt

  • Navigate to the Add Prompt card and click Add Prompt.
  • Enter the prompts and save the configuration.

2. Add Knowledge Base

  • Click on the Add Knowledge Base card to start.
  • Upload or link existing knowledge base articles to enhance agent responses.

3. Add Actions

  • Select the Add Actions card to define workflows or integrate APIs.
  • Configure custom or automated actions to streamline operations.

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2. Task Management

The Get Ready section (right panel) provides a checklist of tasks to set up and optimize your agent’s functionality:

  • Train Your Agent: Teach the agent key workflows and behavior patterns.
  • Book Meetings for You: Enable calendar integrations for automated scheduling.
  • Collect and Qualify Leads: Set up workflows to gather and assess lead information.
  • Enable WhatsApp Support: Configure WhatsApp for customer communication.
  • Enable Email Support: Integrate email for multi-channel support.
  • Invite Your Team to Collaborate: Share agent configurations with your team for better management.

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Analytics

The analytics section provides insights into agent performance and customer interactions.

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1. Interaction Volume

Monitor the volume of customer interactions across various channels (Calls, WhatsApp, SMS, etc.) over time.

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2. Most Created Tickets

View a breakdown of the most frequently created tickets (e.g., Billing/Payment issues) to identify common customer concerns.

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3. Top Channels

Analyze the percentage of interactions across different communication channels, such as:

  • Phone Calls
  • SMS
  • WhatsApp
  • Email

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4. Top Agent Performance

Identify the top-performing agents based on metrics like:

  • Total Tickets Handled
  • Open Tickets
  • Resolution Time

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Benefits of Using the Dashboard

1. Centralized Management: Access all agent settings and analytics from one interface.

2. Streamlined Workflows: Configure actions, prompts, and knowledge bases to enhance productivity.

3. Data-Driven Insights: Leverage analytics to optimize agent performance and customer satisfaction.

4. Multi-Channel Support: Integrate various communication channels for better customer reach.

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