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Dashboard

Welcome to your command center! After completing the sign-up and Introduction Survey, you'll land on the ReadyChatAI Dashboard. This is your central hub for monitoring your bot's activity, tracking performance metrics, and accessing important business data at a glance.

Overview​

Your dashboard is designed to provide immediate insights into your ReadyChatAI operations. It serves as your starting point for understanding how your bot is performing and where you might need to make improvements.

ReadyChatAI Dashboard Interface The ReadyChatAI Dashboard provides key insights and data summaries

Note for New Users: When you first access your dashboard, many metrics may show "0" or display messages like "Your Data is on its way!" This is completely normal. As your bot begins interacting with customers, these sections will populate with real-time data.

Dashboard Banners​

At the top of your dashboard, you may see important notification banners:

Email Verification Banner​

If your email address hasn't been verified yet, you'll see a warning banner:

  • Purpose: Reminds you to verify your email for account security
  • Action: Click "Resend Email" to receive a new verification link
  • Status Messages:
    • "A confirmation link was already sent and is still valid"
    • "Account is already active" (if already verified)

Incomplete Survey Banner​

If you haven't completed all onboarding steps:

  • Purpose: Encourages completion of the setup process
  • Action: Click to continue the onboarding survey
  • Benefit: Complete setup ensures optimal bot configuration

Key Dashboard Components​

1. Date Range Selector with Comparison​

Located at the top of your metrics section, this powerful filter allows you to:

  • View data for specific time periods
  • Select predefined ranges (This Week, This Month, etc.)
  • Choose custom date ranges for detailed analysis
  • Compare performance across periods (current vs. previous period)
  • Track percentage changes between periods

2. Key Performance Indicators (KPIs)​

Your dashboard prominently displays four essential metrics in card format:

Total Conversations

  • Shows the total number of chat interactions your bot has handled
  • Helps you understand customer engagement levels
  • Displays percentage change vs. previous period

Total Message Count

  • Displays the overall number of messages exchanged
  • Includes both incoming customer messages and outgoing bot responses
  • Shows trend indicator (up/down) compared to previous period

Total Orders

  • Tracks the number of orders processed through your bot
  • Only visible if your bot is configured for e-commerce
  • Includes period-over-period comparison

Total Sales

  • Shows the monetary value of sales generated through bot interactions
  • Displayed in your business currency
  • Complements order tracking with revenue insights

3. Top 10 Most Used Words​

This analytics section reveals valuable insights about your customer conversations:

Display Options:

  • Cloud View: Visual representation where word size indicates frequency
  • List View: Traditional ranked list of most common terms

Time Range Selection:

The word cloud has its own independent time range selector:

  • This Week
  • This Month
  • Last 30 Days
  • Custom range

Benefits:

  • Identify trending topics and customer interests
  • Discover common customer needs and pain points
  • Find opportunities to enhance your bot's knowledge base
  • Understand the language your customers use

Initially displays "No Words Found Yet" until sufficient conversation data is collected.

4. Unanswered Questions​

This critical section is your bot improvement tool, listing queries your bot couldn't answer:

Key Features:

  • Filter questions by various criteria
  • Identify knowledge gaps in your bot's training
  • Prioritize which information to add to your knowledge base

How to Use This Data:

  • Review questions regularly to spot patterns
  • Add missing information to your Data Sources & FAQs
  • Refine existing answers for better clarity
  • Improve your bot's response accuracy over time

Shows "No Questions Found" when all queries have been successfully addressed.

5. All Orders Overview​

For businesses using ReadyChatAI for order management, this comprehensive table includes:

Order Details:

  • ID: Unique order identifier
  • Products: Items included in the order
  • Customer: Customer information
  • Created: Order date and time
  • Quantity: Number of items ordered
  • Total Cost: Order value
  • Channels: Social media channel where order originated
  • Status: Current order status (pending, processing, shipped)
  • Actions: Quick action buttons for order management

Management Tools:

  • Filter and sort orders by various criteria
  • Export order data for external analysis
  • Track order flow and fulfillment

Displays "No Orders added yet" if no orders have been processed.

6. Account Information & Quick Access​

Message Usage Tracking:

  • View remaining message quota in the left sidebar
  • Monitor usage against your plan limits
  • Receive upgrade prompts when approaching limits

Support Access:

  • Floating chat icon for quick ReadyChatAI support
  • Easy access to help resources and documentation

Profile Settings:

  • Access language preferences
  • Manage notification settings
  • Update account and business profile information

Making the Most of Your Dashboard​

Your dashboard is a dynamic business intelligence tool. Use it strategically to:

Monitor Performance​

  • Track key business metrics for customer interaction and sales
  • Identify trends in customer engagement over time
  • Compare performance across different time periods

Improve Bot Intelligence​

  • Analyze "Top 10 Most Used Words" to understand customer language
  • Address "Unanswered Questions" to fill knowledge gaps
  • Continuously refine your bot's responses based on real data

Manage Operations​

  • Track order flow and e-commerce activities
  • Monitor account status and message usage
  • Stay informed about your business operations

Optimize Customer Experience​

  • Identify common customer inquiries and pain points
  • Ensure your bot can handle the most frequent questions
  • Improve response accuracy and customer satisfaction

Best Practices​

Daily Check-ins:

  • Review unanswered questions to identify improvement opportunities
  • Monitor message usage to stay within plan limits
  • Check recent orders for any issues requiring attention

Weekly Analysis:

  • Analyze conversation trends using the word cloud
  • Review performance metrics for the past week
  • Compare current performance to previous periods

Monthly Planning:

  • Use monthly data to inform business decisions
  • Plan bot improvements based on customer interaction patterns
  • Assess whether your current plan meets your needs

Getting Started Tips​

  1. Familiarize yourself with each dashboard section
  2. Set up regular check-ins to monitor performance
  3. Focus on unanswered questions first for quick improvements
  4. Use date filters to analyze specific time periods
  5. Export data when you need detailed analysis

Your dashboard is the best place to start each ReadyChatAI session and get a pulse on your automated customer interactions and business operations. Regular monitoring will help you optimize your bot's performance and grow your business effectively.

NPS Survey Prompt​

Periodically, you may see a Net Promoter Score (NPS) survey modal when accessing your dashboard:

Purpose:

  • Helps ReadyChatAI understand your satisfaction
  • Allows you to provide feedback on your experience
  • Contributes to product improvement

How It Works:

  1. Rate your likelihood to recommend ReadyChatAI (0-10)
  2. Optionally provide additional feedback
  3. Submit or dismiss the survey

Your feedback helps us improve ReadyChatAI for all users.

The dashboard provides easy access to other sections:

  • Text Guide Banners: Contextual help with links to documentation
  • Support Chat: Floating chat icon for quick assistance
  • Sidebar Navigation: Access all ReadyChatAI features