Navigating the Dashboard

The Widgion dashboard is where your entire support system comes together. It gives you a clear view of your conversations, content, widgets, and settings within a single workspace, allowing you to manage how your system operates and evolves over time.

The Dashboard Structure

The dashboard is organized into three main areas: the sidebar, the top bar, and the main workspace. Each area plays a distinct role, making it easier to understand where things are located and how different parts of the system connect.

The Sidebar

The sidebar is your primary navigation and provides access to all the core areas of your project. Each section represents a key part of your system, allowing you to move between conversations, content, widgets, and settings while maintaining a clear view of how everything is structured.

Within the sidebar, the Contact Center is where incoming conversations are managed, while the Agents section is used to configure automated responses. The Help Center allows you to organise your knowledge base, the Widgets section manages the tools displayed on your website, and the Analytics and Audience sections provide insight into performance and user data. The Settings section brings everything together by allowing you to manage your project configuration, including details, team members, and system preferences.

The Top Bar

The top bar provides quick access to project-level controls and essential actions. It allows you to move between projects, access support, and stay updated on activity without leaving your current view.

The project switcher is used to navigate between different projects, while the Chat with us option provides direct access to support. Notifications keep you informed about system activity, and your profile gives access to account-related settings.

The Contact Center Workspace

The main workspace changes depending on the section you’re viewing. Within the Contact Center, it displays conversations and activity, giving you a central place to review messages, track interactions, and follow up on user requests as they come in.

This area is organized into tabs, where New requests shows incoming messages, Assigned displays conversations that have been allocated, and Bot agents provides visibility into automated interactions. The Chat Logs section allows you to review past conversations and understand how users have interacted with your system over time.

Agents Section

The Agents section is where you configure how your AI assistant behaves and interacts with users. It brings together the core tools needed to shape responses, connect your system to external platforms, and control how conversations are handled across your support experience.

Within this section, you can manage training data sources such as websites, documents, and text snippets, as well as adjust how the AI responds through prompt settings and behavioural instructions. It also includes options for integrations, installation, and design customization, allowing you to control not just how your AI thinks, but also how it appears and operates across your website and connected channels.

Help Center Section

The Help Center is where your knowledge base is created, organised, and managed. It allows you to structure your support content into collections and categories, making it easier for users to find answers independently.

Within this section, the Articles & Collections area is used to create and group your content, while Customization allows you to adjust how your help center appears. Additional options such as Settings, Custom Code, and Languages provide control over configuration, behaviour, and localization, allowing you to build a structured and accessible support experience.

Widgets Section

The Widgets section is where you create and manage the tools that users interact with on your website. These include your knowledge base, FAQs, and updates, all presented through structured, user-facing components that deliver information and support in real time.

Within this section, you can work with different widget types such as Knowledgebase, FAQs, and News & Release notes, each serving a specific purpose. Together, they allow you to organize content, answer common questions, and share updates, helping you deliver a more complete and accessible support experience.

Analytics Section

The Analytics section provides a clear view of how your support system is performing over time. It brings together key metrics such as total conversations, message activity, user feedback, and content usage, allowing you to understand how users are interacting with your system across different touchpoints.

Within this section, you can track trends through visual reports and summaries, including conversations over time, message engagement, and performance indicators like likes and dislikes. These insights allow you to monitor activity, identify patterns, and refine how your system responds based on real usage data.

Audience Section

The Audience section is where all contacts collected through your widgets are stored and managed. It provides a structured view of your users, including details such as names, email addresses, phone numbers, and other relevant information captured during interactions.

Within this section, you can search, filter, and organize your contacts using options like user type, date range, and custom lists. It also allows you to add new contacts, export data, and track user activity over time, giving you a clearer understanding of who is engaging with your system.

Settings Section

The Settings section is where your project configuration is managed. It brings together key setup elements such as your project name, contact center tags, and AI model selection, allowing you to define how your system is structured and how it operates.

Within this section, you can update project details, organise conversations using tags, assign your AI configuration, and manage operational settings such as team members and working hours. It also includes advanced controls, such as deleting your project when needed, giving you full control over how your environment is maintained and managed.

How It All Connects

The dashboard reflects how Widgion works as a connected system, with each section contributing to a single workflow. Content is managed through training and help center sections, widgets use that content to interact with users, and conversations appear in the contact center.

Analytics then provides visibility into how everything is performing, allowing you to refine your system over time. This structure ensures that all parts of your support experience remain connected and easy to manage from one place.

What This Means

Once you’re familiar with the dashboard, navigating Widgion becomes more intuitive. Each section has a clear role, and together they provide a complete view of how your support system is set up, how users interact with it, and how it performs over time.