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Platform Navigation

Once you log in to app.chatagent.so, here’s what you’re looking at.

Dashboard

Section titled “Dashboard”

The main screen gives you the numbers that matter at a glance:

  • Active conversations happening right now
  • Revenue closed through WhatsApp today
  • Repeat order rate
  • How much of the traffic the AI is handling on its own

The sidebar

Section titled “The sidebar”
Section What’s in it
Conversations The shared inbox, one feed for every chat
Contacts Customer profiles, order history, and tags
Catalog Products, including anything synced from your store
Campaigns Reorder campaigns, win-backs, and promotions
Analytics Revenue, response times, conversion, repeat purchases
AI Settings The Closer and The Retainer, plus the knowledge base
Settings Account, WhatsApp connection, integrations, billing

Conversations

Section titled “Conversations”

You’ll spend most of your time here.

Every incoming message lands in this feed, whether the AI answered it or a person did. Conversations carry a status so you can tell at a glance what needs you:

  • AI handled — the AI answered, nothing for you to do
  • Needs human — routed to your team by your handoff rules
  • Resolved — closed out, still searchable

Filter by status, agent, or date. Search by name, phone number, or anything said in the thread.

Catalog

Section titled “Catalog”

The AI answers product questions from here, so it’s worth keeping current.

  • Manual — add products one at a time
  • CSV import — bulk upload from a spreadsheet
  • Store sync — pull from Shopify, Tokopedia, or Shopee and keep it updated

Each product carries a name, description, price, images, variants, and stock status. The AI draws on all of it when customers ask questions.

AI Settings

Section titled “AI Settings”

Auto-reply (The Closer)

Section titled “Auto-reply (The Closer)”
  • Greeting — the first thing new customers see
  • Business hours — when the AI answers and when it steps aside
  • Response rules — what it handles alone and what gets a human
  • Tone — how your brand sounds in writing

Repeat orders (The Retainer)

Section titled “Repeat orders (The Retainer)”
  • Reorder timing — how long to wait after a purchase
  • Message templates — what each reminder says
  • Product triggers — which products are worth following up on
  • Campaign schedules — seasonal and promotional sends

Settings

Section titled “Settings”
Tab What you configure
Account Your details, password, and team members
WhatsApp Connected numbers, connection status, message templates
Integrations Shopify, Tokopedia, Shopee, GoPay, Xendit
Billing Your plan, usage, and upgrades
Notifications Alerts for new messages, missed chats, and billing

Keyboard shortcuts

Section titled “Keyboard shortcuts”
Shortcut Action
⌘ + K Search
⌘ + / Toggle the sidebar
⌘ + Enter Send a message
Esc Close modals and cancel edits

Where to go next

Section titled “Where to go next”