The Convi Home Dashboard is your central command center for monitoring your AI assistant’s performance, completing setup tasks, and gaining a quick overview of customer interactions. This guide will walk you through each section of the dashboard to help you make the most of its features.
In this article
An Overview of Your Dashboard
When you first log in to Convi, the Home Dashboard provides a high-level snapshot of your AI assistant's activity and your account status. Here, you can quickly see:
Current Plan: Displays the name of your current Convi subscription plan (e.g., Scale).
Messages Usage: Shows the percentage of your monthly message limit that has been used, helping you monitor your usage at a glance.
The Finish Setup Checklist
To ensure your AI assistant is fully prepared to interact with customers, the dashboard includes a "Finish setup" section. This checklist guides you through the essential initial tasks.
The four key steps to complete are:
Check training score: Review your AI's initial accuracy based on your store's data.
Enhance AI agent capabilities: Activate and configure "Abilities" that allow your AI to perform specific actions, like tracking orders or searching products.
Test your widget: Interact with your chat widget to see how it functions from a customer's perspective.
Pick the best plan for your store: Ensure you are on the right subscription plan based on your expected message volume.
💡 Tip: Completing these steps is crucial for optimizing your AI's performance and ensuring a smooth customer experience from day one. |
Key Performance Reports
The "Reports" section gives you a clear view of your AI's effectiveness over a specific period. You can filter the data by preset time ranges: Last week, Last 30 days, Last 90 days, or All time.
The primary metrics displayed are:
Total Conversations: The total number of conversations initiated by customers.
Conversations Resolved by AI: The number and percentage of conversations that were successfully handled by the AI without needing human intervention.
Total AI Replies: The total number of messages sent by the AI assistant.
Customer Insights
The dashboard also provides valuable insights into customer behavior. The "Customers most often start chats from these pages" table shows you which pages on your Shopify store are generating the most questions. This table includes:
Page URLs: The specific page where the conversation was initiated.
Conversation Started: The number of conversations that began on that page.
Resolved by AI: The number of those conversations that the AI successfully resolved.
At the bottom of the dashboard, you will also find a call to action to "Book a demo session" if you need more personalized guidance.
ℹ️ Note: Use this data to identify high-traffic pages where customers have common questions. You can then update your Knowledge Base or website content to address these proactively. |
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