Dashboard Overview

Dashboard Overview

Tour

Your dashboard is where you build your AI agent, read chats and change settings. This page explains what is in the side menu, so you always know where to go. Read it once when you first sign in.

Dashboard map

Main
OverviewPlaygroundMy AI AgentsInboxIntegrations
AI Agent
My AI AgentsAgent SettingsProducts RankingCustomizationKnowledge Base
Conversations
All ChatsSupport TicketsEmail InboxEmail AILeadsBookingsFeedbackTask Monitoring
E-commerce
Browse AbandonmentRecoveryStock AlertsCOD ConfirmationOrder Details
Intelligence
AnalyticsVisitors
Account
NotificationsTeamBillingSettingsPartner ProgramExplore Features
Help
Help Center

Before you start

  • A Botvee account — Sign in at botvee.ai
  • Nothing else — Every part of the menu works on a new account, even if it is empty

The side menu

GroupWhat is there
MainOverview, Playground, My AI Agents, Inbox, Integrations
AI AgentMy AI Agents, Agent Settings, Products Ranking (if switched on), Customization, Knowledge Base
ConversationsAll Chats, Support Tickets, Email Inbox, Email AI, Leads, Bookings, Feedback, Task Monitoring
E-commerceBrowse Abandonment, Recovery, Stock Alerts, COD Confirmation, Order Details
IntelligenceAnalytics, Visitors
AccountNotifications, Team, Billing (Plan & Invoices, Usage, Add-ons), Settings, Partner Program (approved partners), Explore Features
HelpHelp Center

Click a group name to open or close it. Press Ctrl K (⌘K on Mac) to search every page.

How to find your way around

  1. 1

    Start on Overview

    It opens when you sign in and shows this week’s chats, visitors and active AI agents, response times, recent activity and how your team is doing

  2. 2

    Build in AI Agent

    Create agents, teach them and change how they behave and look

  3. 3

    Answer in Inbox

    Chats waiting for a person appear here with a counter, so you never miss one

  4. 4

    Connect in Integrations

    Add your website, WhatsApp, email and Google tools

  5. 5

    Switch on extras in Explore Features

    Turn on only the features you use, so the menu stays short

Explore Features

Some features are switched off until you need them. Turn them on at Dashboard → Explore Features, and they appear in the side menu straight away. Turning one off hides it again; nothing you saved is deleted.

Lead CaptureSupport TicketsEmail AIFeedback CollectionBrowse AbandonmentAbandoned Cart RecoveryProducts RankingStock AlertsCOD ConfirmationOrder DetailsAppointment Booking

Checking your connections

Open Dashboard → Integrations. The “N connected” link at the top, or “Manage” next to “Live now”, opens the Connected page. It shows your channels, your Google account and which agent answers each one. A card marked “Action needed” or “Expires soon” needs you to reconnect it.

Good to know

  • Items marked PRO need a paid plan. Click one to see which plan unlocks it
  • Team members only see the agents you assign to them, and never see billing
  • Your credits for the month show in the menu, so you can see at a glance how much is left

Tip

Items marked PRO in the side menu need a paid plan. Click one to see which plan unlocks it.

Can’t find what you are looking for? Contact support