Secure Access
Sign in to your paid dashboard
Enter the Site ID and Dashboard Client ID returned after your paid AI assistant was created.
Need your access details?
Return to the paid activation result and use the generated Site ID and Dashboard Client ID.
Overview
Assistant, account, and activity summary
Review the connected assistant site, approved domain, plan identity, dashboard access state, and current operating signals.
Assistant Details
Assistant record
Core site and access details for the AI Business Assistant connected to this dashboard.
Company / Site
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Contact / Website
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Allowed Origin
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Tier
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Plan Detail
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Dashboard Client ID
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Operating Snapshot
Dashboard health
A quick view of package status, tracking state, support mode, and dashboard visibility.
Package Status
Active / Loaded
Conversation State
Tracking enabled
Visibility Layer
Client dashboard
Support Mode
Managed AI Assistant
Conversations
Visitor and assistant exchanges
Review recent conversation records, inspect exchanges, and understand where the assistant is helping or where refinement may be needed.
Conversation List
Recent activity
Select a conversation to inspect the exchange in the viewer.
No conversations loaded
After login, recent assistant conversations will appear here.
Conversation Viewer
Selected conversation
Review visitor messages, assistant replies, topic labels, and lead signals.
No conversation selected
Choose a conversation from the list to load its details.
Export
Conversation export
Export conversation records for review, reporting, account handoff, or business analysis.
Export controls will appear here
This feature can be unlocked for plans that include export access.
Fallback Review
Weak-answer and fallback signals
Review conversations where the assistant needed safer fallback, contact routing, or clearer knowledge.
Fallback review will appear here
Fallback patterns help identify missing FAQs, weak service text, or unclear business rules.
Leads
Lead and intent review
Review buying intent, contact intent, service-fit questions, quote signals, and follow-up opportunities identified from assistant conversations.
Lead Signals
High-intent interactions
Conversations where visitors show quote, booking, contact, purchase, or setup intent.
Lead insights will appear here
Conversation entries marked with lead-oriented status and buying intent will appear here.
Support Links
Support-ticket direction
Route billing, setup, technical, activation, or assistant improvement needs into support tickets.
Ticket route available
Use support tickets when the assistant needs setup help, billing review, or improvement work.
Open Support Ticket
Case Linking
Support case connection
Link support cases with assistant activity, billing questions, or technical review paths.
Support case linking will appear here
This helps connect dashboard review with support history and follow-up activity.
Topics
Topic intelligence
Review what visitors repeatedly ask and which themes dominate assistant usage. Topic patterns help identify missing pages, unclear service copy, or support pressure.
Topic Distribution
Most common conversation topics
Loaded from the dashboard summary topic records.
Topic insights will load here
This section can be filled from the summary topics array returned by the dashboard API.
Advanced Topics
Deeper topic breakdown
Review recurring terms, service-interest clusters, support categories, and stronger intent groups.
Advanced topic breakdown will appear here
This feature helps understand stronger patterns beyond basic topic counts.
Knowledge Gaps
Missing answer patterns
Identify repeated questions that may need better FAQs, service explanations, policy notes, or pricing direction.
Knowledge gaps will appear here
Use this area to decide what should be improved in the assistant profile or website content.
Pages
Page-level assistant usage
Review which page paths generate the most assistant usage and where visitors need support, clarification, or better next-step guidance.
Page Activity
Most active pages
Loaded from assistant event records grouped by page path.
Page insights will load here
This section can be filled from the summary pages array returned by the dashboard API.
Advanced Pages
Page behavior breakdown
Review page-level pressure, active service pages, and where website content may need improvement.
Advanced page breakdown will appear here
This helps compare activity quality across pages, not only raw event count.
Assistant
Assistant profile and intelligence layer
Review the assistant as a managed business support layer: identity, operating model, routing quality, RAG readiness, and custom workflow expansion.
Profile Snapshot
Assistant identity
Core profile information and operating model.
Assistant Type
AI Business Assistant
Company Record
Connected to site record
Operating Model
Structured business support
Fallback Layer
Cloud profile + local company profile path
Routing Quality
Answer and handoff review
Review whether the assistant routes visitors toward the right service, page, contact, quote, or support path.
The assistant should be reviewed as a structured client support layer: clarity of answers, lead routing, page guidance, contact direction, support-ticket handoff, and plan-specific response quality.
RAG Readiness
Knowledge grounding readiness
Review whether the assistant has enough structured knowledge for stronger retrieval-grounded answers.
RAG readiness panel will appear here
This helps prepare approved business knowledge for deeper answer grounding.
Custom Workflow
Advanced workflow direction
Review future workflow expansion such as lead routing, ticket routing, custom actions, or deeper assistant logic.
Custom workflow panel will appear here
This is for larger assistant environments that need deeper operational design.
Package
Managed plan and access record
Review the plan identity, billing state, package dates, activation source, allowed origin, and client dashboard access layer.
Package Record
Plan visibility
Shows the plan and package information stored against this assistant site.
Plan Key
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Billing Status
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Package Start
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Package Expiry
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Source Route
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Allowed Origin
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Support Guidance
Managed support direction
Guidance for when to request setup support, billing review, assistant improvement, or technical help.
Use support tickets when you need activation help, dashboard support, billing review, usage clarification, widget troubleshooting, or assistant refinement.
Billing
Billing, entitlement, usage, and alert visibility
Review the billing account link, entitlement state, package dates, usage records, quota signals, and alert status connected to this AI Business Assistant.
Billing Account
Account connection
Client-safe billing account summary linked through the assistant site ID.
Billing Link
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Account ID
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Plan Key
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Billing Model
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Account Status
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Next Due
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Entitlement
Service and quota state
Shows service state, quota state, billing state, and package timing.
Billing Status
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Service State
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Quota State
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Package Expires
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Recent Usage Events
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Recent Alerts
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Usage
Recent AI usage events
Recent provider/model usage records connected to this assistant.
No billing usage loaded
Billing usage will appear here after the dashboard endpoint returns usage records.
Alerts
Usage and billing alerts
Quota, threshold, email, and account-status alert signals.
No billing alerts loaded
Billing alerts will appear here after the dashboard endpoint returns alert records.
Usage Chart
Monthly usage chart
Monthly usage charting for token, model, and activity review.
Monthly usage chart will appear here
This feature is for plans with deeper usage visibility.
Provider Split
Provider and model usage split
Review provider/model distribution and usage direction.
Provider usage split will appear here
This helps compare model activity across provider routes.
Quota Warning
Quota warning panel
Review threshold warnings and quota-related account signals.
Quota warnings will appear here
Quota warnings help understand usage limits and package pressure.
Billing History
Billing and account history
Review billing-related account history where available.
Billing history will appear here
Final invoice and payment records remain controlled by WebsDocs billing records.
Billing visibility is a dashboard summary only. Final invoices, payment provider state, usage policy, plan scope, and service decisions remain controlled by WebsDocs billing and support records.
Feature Access
Plan-based dashboard access
This dashboard keeps the full structure visible, but feature access is unlocked according to the active plan, billing state, and service entitlement.
Access Summary
Unlocked dashboard features
Feature access is returned by the authenticated dashboard endpoint.
Viewer Role
Client
Access Plan
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Unlocked Features
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Locked Features
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Plan Rules
How access is assigned
Regular, Pro, Premium, and Elite can unlock different dashboard capabilities.
Regular
15 features
Pro
20 features
Premium
25 features
Elite / Custom
30 features
Feature Register
All dashboard capabilities
Unlocked features are active for the current plan. Locked features remain visible for clarity and can be reviewed through support or plan upgrade.
Feature access will load here
The authenticated dashboard summary will return unlocked and locked features.
Guidance
How to review and improve your assistant
Use this area as the client guidance layer after activation and during early usage review.
Check plan key, billing status, allowed origin, Site ID, and dashboard identity to confirm the assistant is connected to the correct business environment.
Open conversations and look for answer quality, route clarity, service understanding, and whether visitors are guided toward the right next action.
Repeated questions often reveal missing website clarity, pricing confusion, weak service explanations, or pages that need stronger guidance.
Watch for price, quote, booking, service-fit, setup, and contact-intent signals that should route toward business follow-up.
Use notes and support review to decide which assistant knowledge, routing, or page content needs refinement.
The strongest assistants improve after real visitor questions appear. Use this dashboard as the review space, then route refinements through WebsDocs support.
Client Guidance
How to use this CRM Dashboard after login
This dashboard is a client visibility layer for your AI Business Assistant. Use it to review assistant activity, conversation patterns, page-level usage, package status, and support direction. It is not a full admin console, and it does not replace WebsDocs support for setup, billing, usage, activation, or technical issues.
Check the Site ID, allowed origin, tier, plan detail, and dashboard access record to make sure the assistant is connected to the correct website and business account.
Use conversation records to understand what visitors ask, where answers are strong, and where the assistant may need better knowledge, routing, or support-ticket direction.
Repeated topics and active pages can reveal missing FAQs, unclear service pages, weak pricing direction, or visitor confusion that should be improved.
If you need activation help, dashboard support, billing review, usage clarification, widget troubleshooting, or setup changes, open a support ticket with your Site ID and website URL.
Dashboard visibility does not mean unlimited AI usage or unlimited custom development. Provider usage, plan scope, and support coverage depend on the selected arrangement.
The best assistant improves after real visitor questions appear. Use this dashboard as the review space, then route correction requests through WebsDocs support or the managed plan process.