Dashboard Overview
A tour of your HelpJet dashboard — the sidebar, the bot list, and the per-bot tabs — 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 sidebar, how the bot list works, and what each per-bot tab does — with links to the article that covers it in depth.
The sidebar
The left sidebar is your account-level navigation. From top to bottom:
- Organization switcher — at the very top, showing your current organization's name and your role in it. Click it to switch organizations or create a new one. Bots, team members, and your interaction pool all belong to the organization you're currently in. See Organizations & Team Members.
- Dashboard — the home view with metrics across all bots and your bot list.
- Usage — how many interactions your organization has used this cycle, and what's left. See Tracking Your Usage.
- Billing — your plan, add-ons, credit packs, and invoices. See Plans & Pricing.
- Contact — reach the HelpJet team from inside the app.
- Chatbots — a list of every bot you can access. Click a bot to expand its full navigation tree right in the sidebar; the + next to the heading starts a new bot.
- User menu — at the bottom, under your name and email. It opens Profile, Users, Contact, and Log out. Profile and preferences are covered in Profile & Preferences.
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 — and the sidebar bot list follows the same order.
Starring favorites
Click the star icon on any bot card to pin that bot to the top of your list. Starred bots always lead, both on the dashboard and in the sidebar; your chosen sort order then applies within the starred and unstarred groups. Click the star again to unstar.
Inside a bot: the tab bar
Open any bot and you'll find a tab bar across the top of its pages. Each tab 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 four deploy channels (Bot Widget, Page Embed, Chat Link, WordPress) and all widget appearance settings. See Embedding & Sharing Your Bot.
- Settings — the bot's identity, status, allowed domains, team permissions, and the danger zone. See Bot Settings.
- Train & Test Bot — a private chat for testing answers without affecting visitors or metrics. See Train & Test Mode.
The same destinations appear in the sidebar when you expand a bot, grouped under Overview, Knowledge, Channels, and Configuration headings — the sidebar tree also surfaces Brand & Voice, where you shape the bot's tone and instructions (see Brand & Voice). An unresolved-conversation count appears as a badge next to Activity, so you can spot bots that need attention at a glance.
Common questions
Why can't I see a bot a teammate mentioned?
Two usual reasons: you're in a different organization (check the switcher at the top of the sidebar), 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 the + next to Chatbots in the sidebar. 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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