Getting StartedDashboard

Dashboard

Your central hub for monitoring assistant performance, system status, and quick actions.

The Dashboard is the first screen you see when you log in. It provides a high-level overview of your workspace's health, recent activity, and quick access to common tasks.

Quick Actions

At the top of the dashboard, you'll find quick action buttons to jump straight into common workflows:

  • Test Assistant: Opens the Widget Playground to test your AI assistant.
  • Add Knowledge: Takes you to the Training Context page to upload documents or add website URLs.
  • View Conversations: Opens the Conversations Inbox to review recent chats.

Setup Wizard

If you are new to Autoch.at, you will see a Setup Wizard card on your dashboard. This wizard guides you through the essential steps to get your workspace ready:

  1. Explore your dashboard
  2. Create your first assistant
  3. Add business knowledge
  4. Test your setup
  5. Set up widget tracking (if enabled)

You can click Resume Setup to continue where you left off. Once completed, the card will disappear, but you can always reopen the wizard from Settings > Preferences.

System Status

The System Status panel shows the health and configuration state of your communication channels:

  • Chat Widget: Shows if your web widget is active and configured.
  • Email: Shows if your inbound email forwarding is set up.
  • SMS: Shows if you have provisioned a phone number for SMS.
  • Voice: Shows if you have provisioned a phone number for voice calls.

If a service is not yet configured, you will see a red Setup badge. Clicking the service will take you directly to the relevant settings page.

Performance Metrics

The dashboard displays key metrics for the current billing period:

  • Total Conversations: The number of unique conversations handled by your assistant.
  • Messages Sent: The total number of messages sent by the AI.
  • Human Handoffs: The number of times a conversation was escalated to a human agent.
  • Avg. Resolution Time: The average time it takes to close a conversation.

Recent Activity

The Recent Activity feed shows a real-time log of events in your workspace, such as:

  • New conversations started
  • Leads qualified
  • Human handoffs requested
  • Training context updates completed (e.g., website crawls finished)

Clicking on an activity item will take you directly to the relevant conversation or settings page.

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