Dashboard Guide
Master the helpNINJA dashboard to manage conversations, analyze performance, and optimize your AI assistant.
Dashboard Overview
The helpNINJA dashboard is your control center for managing all aspects of your AI-powered customer support. From here, you can monitor conversations, analyze performance, configure settings, and manage integrations.
Getting Started
Accessing Your Dashboard
Sign in to your helpNINJA account and navigate to the dashboard to get started.
Main Dashboard Sections
Analytics & Performance
Monitor your AI assistant's performance with real-time analytics and insights.
Key Metrics Include:
- Message Volume: Total conversations and messages over time
- Response Times: How quickly your AI responds to queries
- Confidence Scores: AI confidence levels for generated responses
- Escalation Rates: Frequency of human handoffs
- Customer Satisfaction: User feedback and ratings
- Popular Topics: Most common customer questions
Conversations Management
View, manage, and respond to customer conversations in real-time.
Conversation Features:
- Real-time Updates: See new messages as they arrive
- Human Takeover: Step in to respond personally when needed
- Conversation History: View complete chat transcripts
- Customer Context: See user information and previous interactions
- Escalation Management: Handle escalated conversations efficiently
- Response Suggestions: AI-powered response recommendations
Knowledge Base Management
Manage the content that powers your AI assistant's knowledge base.
Documents
Upload and manage individual documents, PDFs, and text files.
Website Crawling
Automatically index content from your website or documentation.
Content Management Features:
- Document Upload: Support for PDFs, text files, and more
- Website Crawling: Automatic content ingestion from URLs
- Content Preview: See how documents are processed and chunked
- Search Testing: Test how well your content matches queries
- Indexing Status: Monitor processing and embedding status
- Content Analytics: See which content gets referenced most
Widget Configuration
Customize your chat widget's appearance, behavior, and content with real-time preview.
Appearance
Colors, themes, positioning
Behavior
Auto-open, animations
Content
Messages, AI personality
Configuration Options:
- Visual Customization: Colors, themes, fonts, and positioning
- Behavioral Settings: Auto-open timing, animation preferences
- Content Personalization: Welcome messages, AI name, voice style
- Real-time Preview: See changes instantly as you make them
- Installation Code: Copy-paste widget code for your website
- Multi-site Support: Different configurations for different domains
Team Management
Collaborate with your team by inviting members and managing roles and permissions.
Team Roles
Invitation Process
- Send email invitation with role assignment
- New member receives secure invitation link
- They create account and join your organization
- Access level automatically applied based on role
Account Settings
Security Settings
- Change password and email
- Two-factor authentication
- API key management
- Session management
Billing & Subscription
- View current plan and usage
- Upgrade or downgrade plans
- Billing history and invoices
- Payment method management
Notification Preferences
- Email notification settings
- Escalation alerts
- Performance reports
- System updates
Site Management
- Add multiple domains
- Domain verification
- Site-specific configurations
- SSL certificate management
Tips & Best Practices
Do's
- Regularly update your knowledge base
- Monitor conversation quality daily
- Set up escalation rules early
- Test widget changes before deploying
- Review analytics weekly for insights
- Train team members on the interface
Don'ts
- Don't ignore low confidence warnings
- Don't forget to test escalation flows
- Don't leave outdated content in knowledge base
- Don't skip regular performance reviews
- Don't make major changes without backup
- Don't ignore customer feedback
⌨️ Keyboard Shortcuts
Speed up your workflow with these keyboard shortcuts: