Dashboard Overview
After logging in, you land on the Conviro dashboard. Here is a guide to every section in the sidebar.
Sidebar Navigation
| Section | What It Does |
|---|---|
| Live Inbox | Real-time view of all active conversations. Filter by channel, status, or assigned agent. |
| Assistants | Create, configure, and manage your chatbots. Set AI mode, system prompt, and embed code. |
| Knowledge Base | Add, edit, and organize your RAG knowledge sources (text, URL, sitemap, PDF, Markdown/TXT). |
| Flows | Visual Flow Builder for no-code conversation automations. |
| Contacts | CRM-style contact list with profiles, tags, tiers, and activity history. |
| Lead Forms | Create and manage custom lead capture forms. |
| Sessions | Historical view of all past conversations with search and filters. |
| Analytics | KPIs, CSAT scores, resolution rates, AI usage, and exportable reports. |
| AI Usage | Monitor your AI message consumption, costs, and remaining quota. |
| Notifications | In-app notification center for handoff alerts, system events, and team mentions. |
| Help Center | Browse help articles (you are here!). |
| Settings | Account, team, billing, integrations, API keys, webhooks, privacy, and more. |
Key Actions from the Dashboard
- Create a new chatbot: Assistants -> Create Bot
- Invite a team member: Settings -> Team -> Invite
- Connect WhatsApp: Settings -> WhatsApp Setup
- Connect Instagram: Settings -> Instagram Setup
- View billing: Settings -> Billing
- Generate API key: Settings -> API Keys
- Set up webhooks: Settings -> Webhooks
Tips
- Use the Global Search bar (top of page, or press
Ctrl+K/Cmd+K) to quickly find chatbots, contacts, sessions, or settings. - The Notification Bell in the top-right shows unread alerts for handoff requests, new leads, and system events.
- Switch between languages using the Language Switcher in the sidebar footer (English, German, French, Spanish, Turkish, and more).