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Once you log in to app.chatagent.so, here’s how the dashboard is organized.

Dashboard overview

Section titled “Dashboard overview”

The main dashboard gives you a snapshot of your store’s performance:

  • Active conversations — chats happening right now (AI + human)
  • Revenue today — sales closed through WhatsApp today
  • Repeat order rate — percentage of customers who’ve ordered again
  • AI response rate — conversations handled automatically vs. handed to humans
Section titled “Left sidebar”
Section What it’s for
Conversations Shared team inbox — every WhatsApp chat in one feed
Contacts Customer profiles, order history, and tags
Catalog Product management — add, edit, sync from Shopify/Tokopedia/Shopee
Campaigns Repeat order campaigns, win-back sequences, promotions
Analytics Revenue, response times, conversion rates, repeat purchases
AI Settings Configure the Closer (auto-reply) and Retainer (repeat orders)
Settings Account, WhatsApp connection, integrations, billing

Conversations (shared inbox)

Section titled “Conversations (shared inbox)”

This is where you spend most of your time. Every incoming WhatsApp message lands here — whether the AI handles it or a human picks it up.

  • AI-handled — shows the AI response with a badge; click to review or take over
  • Needs human — routed to your team based on your rules (complex questions, complaints, high-value leads)
  • Resolved — conversations marked complete, searchable by contact or date

Filter by status, agent, or date range. Search by customer name, phone number, or message content.

Catalog

Section titled “Catalog”

Your product catalog feeds the AI agents. They use it to answer questions, make recommendations, and help customers browse.

  • Manual — add products one by one
  • CSV import — bulk upload from a spreadsheet
  • Store sync — auto-sync from Shopify, Tokopedia, or Shopee (keeps prices and stock updated)

Each product has a name, description, price, images, variants, and stock status. The AI uses all of this when responding to customers.

AI Settings

Section titled “AI Settings”

Auto-reply (The Closer)

Section titled “Auto-reply (The Closer)”

Configure how the AI handles incoming conversations:

  • Greeting — first message new customers receive
  • Business hours — when AI responds vs. routes to a human
  • Response rules — what the AI handles (pricing, shipping, stock) and what triggers a handoff
  • Tone — formal, casual, friendly — match your brand voice

Repeat Orders (The Retainer)

Section titled “Repeat Orders (The Retainer)”

Configure automated follow-ups:

  • Reorder timing — days after purchase to send a reminder
  • Message templates — what each reminder says
  • Product triggers — which products get reminders (consumables, subscriptions)
  • Campaign schedules — seasonal and promotional follow-ups

Settings

Section titled “Settings”
Tab What you configure
Account Name, email, password, team members
WhatsApp Connected numbers, API status, message templates
Integrations Shopify, Tokopedia, Shopee, GoPay, Xendit connections
Billing Current plan, usage, upgrade/downgrade
Notifications Email alerts for new messages, missed chats, billing

Keyboard shortcuts

Section titled “Keyboard shortcuts”
Shortcut Action
⌘ + K Open search
⌘ + / Toggle sidebar
⌘ + Enter Send message (in conversation view)
Esc Close modals / cancel edit

Next steps

Section titled “Next steps”