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Dashboard Overview

Your ShopGuide dashboard is your command center for managing AI conversations, monitoring performance, and optimizing customer interactions. This guide covers all dashboard features and how to use them effectively.

Dashboard Layout​

The dashboard includes these key sections accessible from the sidebar:

  • Home: Quick overview and recent activity
  • Dashboard: Detailed analytics and insights
  • Chats: Conversation transcripts and management
  • A/B Test: Experiment setup and results
  • Settings: Configuration and customization
  • Pricing: Subscription and billing management

Dashboard Navigation

Home Screen Overview​

Your home screen provides at-a-glance insights:

Quick Stats

  • Total conversations this month
  • Active chat widgets
  • Customer satisfaction metrics
  • Recent conversation highlights

Recent Activity

  • Latest customer conversations
  • Popular questions and topics
  • System notifications and updates

Key Dashboard Features​

1. Real-time Monitoring​

Track your chat performance live:

  • Active conversations: See ongoing chats
  • Response times: Monitor AI response speed
  • User engagement: Track conversation length and quality
  • Error monitoring: Identify and resolve issues quickly

2. Performance Metrics​

Understand your chat effectiveness:

Conversation Metrics

  • Total conversations per day/week/month
  • Average conversation length
  • Customer satisfaction ratings
  • Resolution rates

Engagement Analytics

  • Most active pages for chat usage
  • Peak conversation times
  • Device usage breakdown (mobile vs desktop)
  • Geographic distribution of users

Performance Metrics

3. Quick Actions​

Streamline your workflow with one-click actions:

  • View latest conversations
  • Update chat settings
  • Create new A/B test
  • Export conversation data
  • Access help documentation

Dashboard Widgets​

Conversation Summary Widget​

  • Recent chat count and trends
  • Customer satisfaction scores
  • Most common question categories
  • Quick links to detailed transcripts

Performance Widget​

  • Response time averages
  • Uptime monitoring
  • Error rate tracking
  • System health indicators

A/B Testing Widget​

  • Active test status
  • Preliminary results
  • Test performance comparisons
  • Quick test management

Revenue Impact Widget​

  • Conversations leading to purchases
  • Average order value from chat users
  • Conversion rate improvements
  • ROI calculations

Dashboard Widgets

Customizing Your Dashboard​

Widget Arrangement​

  • Drag and drop widgets to preferred positions
  • Hide widgets you don't need
  • Resize widgets for optimal viewing
  • Save custom layouts for different team members

Data Filters​

  • Filter by date ranges
  • Segment by customer type
  • Filter by conversation outcome
  • Compare different time periods

Notification Settings​

Configure alerts for:

  • High conversation volumes
  • System issues or downtime
  • Customer satisfaction drops
  • A/B test completion

Dashboard Best Practices​

Daily Monitoring​

  • Check conversation volume trends
  • Review customer satisfaction scores
  • Monitor for any system issues
  • Identify popular conversation topics

Weekly Analysis​

  • Analyze conversation patterns
  • Review A/B test results
  • Assess chat placement effectiveness
  • Plan optimization strategies

Monthly Reviews​

  • Export detailed analytics
  • Compare month-over-month performance
  • Evaluate ROI and business impact
  • Plan feature updates and improvements

Mobile Dashboard Access​

Access your dashboard on mobile devices:

  • Responsive design works on all screen sizes
  • Key metrics available on mobile
  • Quick actions for urgent issues
  • Push notifications for important alerts

Troubleshooting Dashboard Issues​

Dashboard loading slowly?

  • Check your internet connection
  • Clear browser cache
  • Try a different browser
  • Contact support if issues persist

Missing data or metrics?

  • Verify your subscription is active
  • Check date range filters
  • Ensure chat widgets are properly installed
  • Allow time for data to populate

Can't access certain features?

  • Confirm your plan includes the feature
  • Check user permissions
  • Verify account status
  • Review subscription limits

Next Steps​

Explore specific dashboard features:

Pro tip: Bookmark your dashboard and check it daily to stay on top of customer interactions!