> ## 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.

# Features

> Overview of what clients can see and manage inside the whitelabel dashboard.

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

<CardGroup cols={2}>
  <Card title="Assigned agents" icon="robot">
    Clients can only access the agents that have been attached to their organization.
  </Card>

  <Card title="Role-aware navigation" icon="shield-check">
    Org admins and regular client users can see different dashboard sections depending on the access you grant them.
  </Card>

  <Card title="Conversations and handoff" icon="messages">
    Depending on permissions, clients can review conversations and participate in handoff workflows.
  </Card>

  <Card title="Analytics" icon="chart-bar">
    Clients can monitor performance and activity through the analytics views you expose to them.
  </Card>

  <Card title="Configuration areas" icon="sliders">
    Clients may be allowed to adjust prompts, channels, KB, settings, and custom tabs based on agency rules.
  </Card>
</CardGroup>

## 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](/whitelabeling/clients/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

<CardGroup cols={2}>
  <Card title="Keep permissions simple" icon="shield-check">
    Only expose the sections the client really needs to reduce confusion and support overhead.
  </Card>

  <Card title="Assign agents intentionally" icon="list-check">
    Make sure each organization only sees the agents relevant to their business.
  </Card>

  <Card title="Pair access with training" icon="book">
    When enabling advanced sections like Prompt or Channels, give clients clear guidance on what they should change.
  </Card>

  <Card title="Use custom tabs carefully" icon="folder">
    Add custom tabs when they make the workflow easier, not just more feature-rich.
  </Card>
</CardGroup>

## Related documentation

<CardGroup cols={2}>
  <Card title="Access & Roles" icon="shield-check" href="/whitelabeling/clients/access-and-roles">
    Understand the role hierarchy, logs, and where each access control screen lives.
  </Card>

  <Card title="Managing Organizations" icon="building-user" href="/whitelabeling/clients/managing-organizations">
    Learn how the organization itself is configured.
  </Card>

  <Card title="Creating Users" icon="user-plus" href="/whitelabeling/clients/creating-users">
    Control which people can access the dashboard and what they can do.
  </Card>

  <Card title="Analytics" icon="chart-line" href="/whitelabeling/clients/client-dashboard/analytics">
    Explore the analytics views available to clients.
  </Card>

  <Card title="Custom Tabs" icon="folder" href="/whitelabeling/agency/custom-tabs">
    Extend the client dashboard with agency-specific pages.
  </Card>
</CardGroup>