Administration
49 articles
Tenant managementCreate, block, and manage tenants.User managementUser overview, status and 2FA reset.Plan managementConfigure plans, set features and limits.Configure AI providerClaude/OpenAI API keys, models and safety prompt.Crawler managementWeb crawler status, queue and control.System settingsOAuth, SMTP, Runtime Config and Email Templates.Help sidebarContext-sensitive help directly in the dashboard.Help SidebarContextual help directly in the dashboard.Recommendation ManagementList, Stats, Funnel, manual actions and audit trail.Referral Program — ConfigurationToggle, Reward, Trigger, Eligibility, Clawback, Notifications.Referral Program — Stripe IntegrationCustomer Balance, Coupons, Trial Extension, Clawback, Stripe Outage.Recommendation Program — Audit & ComplianceLogged events, retention, GDPR, terms of service template.Smart-Routing — Conversation lands with the right teamAI classifies the first visitor message into a topic (Sales/Support/Billing/Technical) and preferably routes to agents in a department with a matching tag. Language-sensitive and opt-in.Auto-Refresh — keep KB up to dateCrawler re-indexes verified tenant domains automatically (3/7/14/30 days). Diff view in the dashboard shows new, updated, and removed articles per run.Conversion funnel — from visitor to leadFour-stage funnel (Pageviews → Chat Opens → Visitor Messages → Leads) with drop-off per stage and trend against the previous period. Helps to see if the latest widget changes improve conversion.Visitor cohorts — which source converts?Funnel breakdown by UTM source, referrer domain, or device. Not only tells you if your chat helps, but which visitors to target and how.Schedule booking in chat — 2-minute setupBot detects booking request and sends a Calendly/cal.com card directly in the chat — no more back-and-forth about date/time/duration.Billing DashboardBilling overview: MRR, ARR, churn and links to all subpages.Test phase managementView, extend, or revoke ongoing test phases — and set the rules for self-registrations.Gift card managementCreate discount codes, limit redemptions, and display one as a banner on the website.InvoicesAll Stripe invoices for all clients in one list, with PDF reference.Additional modules (Add-Ons)Manage bookable extensions — and know the pitfall: an add-on with unknown slug doesn't shift any boundary.Platform analysesRevenue development, conversation heatmap, and top consumers across all clients — with CSV export.StorageView used storage per tenant, clean up attachments, or delete everything.Feature requestsView, categorize, and promote all client wishes to the public roadmap.Blog postsWrite, plan, and edit posts for the marketing website in batch actions and preview drafts.Media LibraryUpload, search for, and add alt text to images for blog and marketing pages.Website scriptsAdd custom scripts to the marketing website — in the head or at the end of the body.System quick repliesPredefined answers available to all agents of all clients.Template CategoriesCreate categories for quick replies and name them bilingually.AI-Prompt-TemplatesMaintain the prompt library offered to clients in the bot configuration.Workflow templatesManage system workflows offered to clients as starting points.Trigger templatesMaintain widget triggers as templates — proactive engagement, page rules, recurring visitors.SMTP settingsSet up mail delivery, with test delivery and a diagnosis for DNS, TCP, and TLS.OAuth / Google sign-inSet up Google sign-in and enable or disable it across platforms.Administration – OverviewWhat the Super-Admin section covers and how it is organized.Admin Metrics & Cost ConfigConfigure platform KPIs, per-tenant costs, and margin.System Status & Maintenance ModeLive health checks, report history, and the emergency switch.Manage cron jobsList of background jobs, status, detailed logs with filter.Audit logWho did what when — chronological overview of all admin actions.Emails – OverviewLanding page for logs, templates and blocklistEmail logShipping history with statistics, filters and resend.Email templatesEdit system templates, manage categories, maintain placeholders.Email blocklistAddresses that no longer receive deliveriesAnnouncementsBulk emails to user groups, template-based with placeholders.Crawler – QueueFilter, sorting, and bulk actions on the full crawl queue.Crawler – Recent errorsFocused view of all failed crawls.Notification channels (Slack/Teams/Webhook)Platform alerts to Slack, Microsoft Teams and custom webhooks.Subscription managementActive, overdue, and canceled Stripe subscriptions.