Dashboard Overview
A tour of your HelpJet dashboard (the account bar, the sidebar, the bot list, and the per-bot pages) so you always know where to find things.
On this page
Everything in HelpJet happens in your dashboard. This article is a map: what's in the account bar at the top, what's in the sidebar, how the bot list works, and what each per-bot page does, with links to the article that covers it in depth.
The account bar
The top right of every dashboard page holds your organization and account controls:
- Usage pill: how many interactions your organization has left this billing period, for example 986 left, with a small meter that turns amber as you approach the limit. It reads Limit reached once your bots have stopped answering. Hover it for the period, the reset date, and any purchased credits; click it to open the Usage page. On the Free plan it also carries a Start free Pro trial (or Upgrade) link that opens the Billing page. See Tracking Your Usage.
- Account menu: the button showing your organization's name. It opens with your organization, its plan, and your role at the top, then Usage, Billing, and Users. Below that, Switch to lists your other organizations so you can switch in one click (or All organizations when you belong to more than three), followed by Create organization. Your own name and email come next, with Profile, Contact support, and Log out. See Organizations & Team Members and Profile & Preferences.
Bots, team members, and your interaction pool all belong to the organization shown in the account menu.
The sidebar
The left sidebar is only about your chatbots. On the main dashboard it holds:
- Dashboard: the home view with metrics across all bots and your bot list.
- Your chatbots: a card that opens a searchable list of every bot you can access, with Starred and Recent bots first, plus a New bot button.
Open a bot and the card becomes that bot: its name, status, and organization. Click it to search for and switch to another bot, and that bot's pages are listed underneath, grouped under Overview, Knowledge, Channels, and Configuration. Collapse the sidebar (the button at the top left) and the groups shrink to icons with a tooltip on each.
The main dashboard
The Dashboard page opens with an Across all bots section: combined conversations, interactions, satisfaction, and resolution metrics for every bot you can see. Below it sits Your chatbots, a card grid with each bot's status, key stats, and quick actions, plus the Create new bot button up top.
Sorting the bot list
The sort dropdown next to the Your chatbots heading offers six orders:
Sort option | Orders by |
|---|---|
Newest first | Most recently created (the default) |
Oldest first | Oldest created |
Name (A–Z) | Alphabetical |
Name (Z–A) | Reverse alphabetical |
Most interactions | Highest interaction count first |
Status | Grouped by bot status |
Your choice is saved to your account, so it sticks across sessions and devices.
Starring favorites
Click the star icon on any bot card to pin that bot to the top of your list. Starred bots always lead on the dashboard, and the sidebar's bot switcher lists them first under Starred; your chosen sort order then applies within the starred and unstarred groups. Click the star again to unstar.
Inside a bot: the pages
Open any bot and its pages are listed in the sidebar under the bot's card. Each page is one area of managing that bot:
- Dashboard: this bot's own metrics (conversations, interactions, satisfaction, and resolution over time). See Bot Dashboard & Metrics.
- Activity: every conversation visitors have had with the bot, with tools to review and resolve them. See Reviewing Conversations.
- Sources: the content the bot is trained on; add, refresh, or remove training sources here. See Training Sources Overview.
- Suggested Questions: the starter prompts visitors see when they open the chat. See Suggested Questions.
- Deploy: the five deploy channels (Bot Widget, Page Embed, Chat Link, MCP, WordPress), each with its own settings. The look they share (brand color, corners, answer ratings, footer) is on the Appearance page; see Customizing the Chat Widget and Embedding & Sharing Your Bot.
- Settings: the bot's identity, status, allowed domains, team permissions, and the danger zone. See Bot Settings.
- Preview & test: a private chat for testing answers without affecting visitors or metrics. See Train & Test Mode.
The sidebar groups these under Overview, Knowledge, Channels, and Configuration, and also lists Brand & Voice, where you shape the bot's tone and instructions (see Brand & Voice), Appearance, where you set how the bot looks on every channel, and Bot goals. The header above the page carries a Preview button (or Turn on preview while the Chat Link channel is off) and a Train now button that opens Sources.
Common questions
Why can't I see a bot a teammate mentioned?
Two usual reasons: you're in a different organization (check the account menu at the top right), or you haven't been granted access to that bot. See Bot Permissions.
What does the colored dot next to a bot's name mean?
It's the bot's status: green means Active (live and answering); gray means anything else (Inactive, Building, or Archived). You change status in Bot Settings.
Where do I create a new bot?
Either the Create new bot button on the main dashboard or New bot at the bottom of the sidebar's bot switcher. Both open the wizard covered in the Quick Start.
Where to go next
If you haven't built a bot yet, start with the Quick Start: Create Your First Bot. If your bot is live, make the Activity tab a habit; Reviewing Conversations shows you how to turn real questions into better training.
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