Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.convocore.ai/llms.txt

Use this file to discover all available pages before exploring further.

The client dashboard is the client-facing experience inside your whitelabel setup. What a client sees depends on the organization configuration, assigned agents, billing state, and each user’s permissions.

​
What clients can access

Assigned agents

Clients can only access the agents that have been attached to their organization.

Role-aware navigation

Org admins and regular client users can see different dashboard sections depending on the access you grant them.

Conversations and handoff

Depending on permissions, clients can review conversations and participate in handoff workflows.

Analytics

Clients can monitor performance and activity through the analytics views you expose to them.

Configuration areas

Clients may be allowed to adjust prompts, channels, KB, settings, and custom tabs based on agency rules.

​
Common dashboard areas

​
Home

The overview area gives clients a starting point for managing their account and assigned agents.

​
Agent selection

Clients can switch between the agents available to their organization and work on the areas they have permission to access.

​
Conversations

Clients can review transcripts, monitor ongoing interactions, and work with handoff-related flows when enabled.

​
Analytics

Clients can review trends, activity, and agent performance metrics. For a dedicated walkthrough, see Client Dashboard Analytics.

​
Settings and configuration

Depending on permissions, clients may be able to edit:
  • Prompt and agent behavior
  • Knowledge base content
  • Connected channels
  • Agent settings
  • Agency-created custom tabs

​
Role-based dashboard experience

The client dashboard changes based on the current user’s role:
  • Org Admin users can manage users inside their organization and adjust page access for that org
  • Regular client users only see the dashboard areas assigned to them
  • Assigned agents still limit what the user can actually work on, even if a page is visible

​
Client login recovery

Client users can recover access from the login screen using Forgot password. The reset email follows the branded whitelabel email setup for that client environment.

​
What controls visibility

The client dashboard is shaped by several layers:
  • Organization settings
  • Assigned agents
  • User permissions
  • Plan limits and billing configuration
  • Agency custom tabs and branding
That means two client users in the same agency can have very different dashboard experiences.

​
Best practices

Keep permissions simple

Only expose the sections the client really needs to reduce confusion and support overhead.

Assign agents intentionally

Make sure each organization only sees the agents relevant to their business.

Pair access with training

When enabling advanced sections like Prompt or Channels, give clients clear guidance on what they should change.

Use custom tabs carefully

Add custom tabs when they make the workflow easier, not just more feature-rich.

Access & Roles

Understand the role hierarchy, logs, and where each access control screen lives.

Managing Organizations

Learn how the organization itself is configured.

Creating Users

Control which people can access the dashboard and what they can do.

Analytics

Explore the analytics views available to clients.

Custom Tabs

Extend the client dashboard with agency-specific pages.