Navigating the console

The console has a persistent sidebar on the left and a working area on the right. The sidebar is where you move between the main areas of the product. It can be resized down to an icon rail or hidden entirely, and a command palette lets you jump anywhere quickly.

The main areas

• Assistants is the dashboard where you create and open assistants.
• Help Desks is where you set up escalation destinations for your whole organization.
• Inbox is where you read the conversations your assistants had with visitors.
• Improvements is a board for tracking and fixing weak answers.
• Insights is your analytics: resolution rate, ratings, volume, and trends.
• Alerts shows operational issues that need attention, such as a connection that stopped working.

The command palette

Press the search shortcut to open the command palette from anywhere. Start typing to find an assistant, a section, or an action, then select it to go straight there. This is often faster than clicking through the sidebar.

Scope: all assistants or one

A switcher at the top lets you scope your view. You can look across all assistants, or focus on a single assistant so the sidebar shows that assistant's setup sections.

The assistant editor

When you open an assistant, the editor appears with three parts.

• On the left is the setup rail, a list of sections such as General, Knowledge, Flows, Help Desks, Style, and Publish.
• In the center is the form for the section you selected.
• On the right is the live preview, a working copy of the widget that updates as you make changes. You can refresh it, resize it, or hide the panel to give the form more room.

Because the preview is live, you can try a change and see how a visitor would experience it before you publish anything.