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A new Dashboard for your workspace

See your setup, customer outcomes and anything that needs attention as soon as you open help.ai.

Updated

The workspace home is now a task-first Dashboard. It answers two questions when you open help.ai: what's going on, and what needs you.

What's new#

  • Getting started. New workspaces see one recommended next step: create your first agent, publish it with a deployment, or start a conversation to test it.
  • AI workspace. Your current setup across agents, deployments and Library.
  • Customer outcomes. Processed visitor and form activity for the last 30 days, including the helpful rate from visitor feedback.
  • Needs attention. Operator requests, open Cases, failed Library items and integrations that need re-authentication, each linking straight to the place to fix it.
  • Credits & billing. Your available balance and settled charges.
  • Start something. Shortcuts to start a conversation, create an agent, add a deployment, create a Case, add a Library item or connect an integration.

Each section loads on its own, so if one is briefly unavailable the rest of the Dashboard still works. Every number comes from data that has finished processing, so you won't see guessed trends.