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Introduction to the Client Dashboard

The Client Dashboard serves as the central hub for managing client agents. Depending on your permissions, you can oversee workspaces, analyze performance, view conversations, configure agent settings, and much more.

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Key Features at a Glance

Manage Organizations

Access conversations and handle handoff requests seamlessly.

Custom User Permissions

Manage agent settings, channels, and the knowledge base based on assigned permissions.

Custom Tabs

Access to the custom tabs. Learn more.

Analytics Overview

Gain insights into AI agent performance through detailed analytics. View Analytics

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Dashboard Walkthrough

The dashboard is designed with intuitive sections for effortless navigation. Here’s a quick overview:

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Workspace and Agent Selectors

This section displays all workspaces and the agents the client can manage.

Features

  • Set the status as Online or Ofline based on need

  • Click on any sgent to view or edit its details.

  • View the notifications and edit the notification settings

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Analytics Overview

Gain actionable insights into your AI agents performance. Key metrics include:
  • Engagement Metrics: Track interaction rates, active users, and session durations.
  • Performance Trends: Visualize data to identify patterns in user behavior.
  • Agent-Specific Insights: Discover which agents are delivering the best results.
View Analytics documentation for more details.

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Best Practices for Clients

Efficient Agent management is vital for success. Follow these tips:
  • Regularly review organization details to keep data accurate.
  • Use analytics to optimize agent assignments and enhance service delivery.
  • Tailor client permissions to their specific needs to maintain security.

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Next Steps

Whitelabel Setup

Learn how to enable and customize whitelabeling for your clients.

Agent Configuration

Explore the process of setting up AI agents for optimal performance.

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Conclusion

The Client Dashboard in TIXAE Agents equips you with the tools needed to efficiently manage client organizations and deliver exceptional AI-powered services. Use these features to expand your agency and build stronger client relationships.