User Guide
This guide is for end users of the User Dashboard — anyone who chats with agents, uploads files to them, hooks up their accounts, and tracks their usage.
Sign in
You sign in with the credentials your platform admin set up for you. Once in, you land on Home.
What you'll find in the dashboard
The left navigation has:
- Home — your agents and a search.
- Profile — your account info.
- Personalization — your name, preferences, and what you want agents to know about you.
- Connectors — third-party services (Google, Slack, etc.) you've authorized agents to use on your behalf.
- Usage & Quota — how much of the platform you've used.
Below that, the sidebar groups your agents:
- Recently used agents
- Your Agents (agents you've created or personally own)
- Public agents (agents shared with everyone on the platform)
What you can do
| Action | Where |
|---|---|
| Open and chat with an agent | Home → click an agent card |
| Send a text message | Type in the chat box and press Send |
| Talk to the agent with voice | Click the Voice mode button (waveform icon) on an empty input |
| Attach files or images | Click the paperclip below the message box |
| Continue a past conversation | Conversations modal in the chat page |
| Connect Google / Slack / etc. | Connectors |
| Set your nickname / preferences | Personalization |
| Check your quota | Usage & Quota |
Where to start
- User Setting & Profile — your account.
- Personalization — make agents work the way you do.
- Connectors — connect third-party services.
- Usage and Quota — see how much you've used.
- Chatting with an Agent — text chat basics.
- Voice Chat — talk to your agent.
- Attachments — share images, documents, video.
- Conversations — find and manage past chats.