Dashboard overview
The Yamidoo dashboard is where your team watches conversations, replies to visitors, manages your knowledge base, and configures each widget.
Workspaces and sites
Section titled “Workspaces and sites”Your account is a workspace that can contain multiple sites. A site is one widget installed on one website. Most things you do — conversations, people, analytics, settings — are scoped to the site you’re currently viewing.
Use the site switcher in the sidebar to move between sites.
Navigation
Section titled “Navigation”The sidebar has two levels:
Workspace
- Overview — activity across all your sites.
- Sites — your sites; create and open them.
- Members — invite teammates and manage access (owners/admins).
- Billing — plan and usage (owners/admins).
- Settings — workspace name, timezone (owner).
Site (once you’ve opened a site)
- Live — real-time view of who’s on your site right now.
- Conversations — the inbox and full chat history.
- People — visitors who shared their contact details.
- Analytics — conversation and satisfaction metrics.
- Sources — the content your assistant answers from (owners/admins).
- Installation — your embed snippet (owners/admins).
- Settings — widget appearance and AI behavior (owners/admins).
The Overview page
Section titled “The Overview page”The workspace Overview summarizes all sites at a glance: total Sites, Conversations, Messages, and Handoffs (times a visitor asked for a human), plus a 30-day activity chart of page views, visitors, and conversations.
Handoff notifications
Section titled “Handoff notifications”A bell in the top-right shows conversations where a visitor is waiting for a human, across every site. The badge shows how many are waiting; clicking one jumps straight to that site’s Live view. If you allow browser notifications, you’ll also get a desktop alert and a chime when a new handoff comes in.
Next steps
Section titled “Next steps”- Watch and join chats in Live conversations.
- Learn the reply tools in Replying to visitors.