Understanding Your Dashboard

After logging in, your dashboard gives you a live view of your account and quick access to everything you need.

Dashboard sections

• Overview statistics — shows counts for your support chats, active workflows, contacts, and knowledge bases at a glance
• Quick actions — shortcuts to create a new support chat, manage workflows, and upload documents
• Left sidebar navigation — your main menu:
• Integrations — connect your Help Desk, chat widget, calendar, and business tools
• Workflows — manage the AI automation behind each support chat
• System Messages — view and edit the AI instruction templates
• Knowledge Bases — upload and manage your document libraries
• Usage — track your API call consumption for the current month
• Profile and billing — accessible from your account menu (top of the sidebar)

Creating a support chat

The "Create New support chat" button on your dashboard home is where you build a new AI chatbot from your website URL. This is the starting point for everything in VoxeDesk.

What's next

• Key Concepts in VoxeDesk — understand what support chats, workflows, knowledge bases, and integrations are
• How to Create Your First Support Chat — follow the step-by-step setup