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Admin Dashboard Overview

The Resly admin dashboard has 4 main sections in the top navigation that cover the complete lifecycle of your AI support agent.

Dashboard Tabs

1. Knowledge tab – Knowledge management

Purpose: Build and manage your knowledge base

  • Upload files: PDF, Markdown, HTML, and TXT formats supported
  • Crawl websites to automatically import content
  • Track ingestion status for all sources
  • Customize AI tone: Professional, Friendly, Casual, or Empathetic
  • Set communication style and add custom instructions
  • Content is automatically processed and ready to use

Upload content once and it powers both chat and search experiences automatically.

Key Features:

  • Drag-and-drop file upload
  • URL crawler for website content
  • Source status tracking (pending, processing, completed, failed)
  • AI guidance configuration (tone, communication style, custom instructions)
  • Tone selector with preview

Learn more: Knowledge Base Management

2. Preview & debug (from Install & Integrate)

Purpose: Test your AI agent before deployment

  • Live preview of the chat widget from Install Widget → Widget
  • Live preview of the AI search experience from Install Widget → Search
  • Configure appearance and behavior, then see changes reflected instantly
  • Send test conversations through the preview and inspect transcripts later in Analyze
  • Validate workflows and knowledge retrieval using real example questions

Always test in preview mode before deploying to production. Verify that the AI retrieves the right content and provides accurate answers.

What You Can Test:

  • Knowledge retrieval accuracy
  • AI response quality
  • Tool executions (check orders, create tickets, etc.)
  • Widget and search appearance and behavior
  • Conversation flows and fallbacks

Learn more: Testing & Preview

3. Analyze tab – Ticket management & analytics

Purpose: Manage escalated conversations and track performance

  • Ticket inbox with filters by status, priority, date range, keyword search
  • View full conversation transcripts for each escalated ticket
  • Update ticket status and priority
  • Leave internal notes for team collaboration
  • Configure email notifications for new tickets (under Account → Organization)
  • Track unread tickets and manage resolution workflow

Every escalated conversation becomes a ticket with full context, so your team never starts from scratch.

Analytics Features:

  • Conversation history
  • Resolution patterns
  • AI performance tracking
  • Common customer questions
  • Knowledge base coverage insights

Learn more: Tickets & Analytics

4. Install & Integrate – Widget & search configuration

Purpose: Customize and deploy your chat widget and search experience

Chat Widget Settings:

  • Brand color, placement, language, welcome message
  • Toggle widget theme (light/dark) and launcher behavior
  • Set quick replies that appear before first response
  • Live preview with desktop and mobile frame switcher
  • Copy production-ready embed code
  • Widget events logged in real-time

Search Experience Settings:

  • Accent color and launcher label
  • Hero title and subtitle for search modal
  • Suggestion prompts to guide users
  • Search mode (instant or detailed)
  • Background style (gradient, glass, solid)

Configuration updates reflect in the preview immediately via postMessage—no page refresh needed.

Learn more:

Account Settings

Access account settings from the navigation menu:

Profile

  • Update personal information
  • Change password
  • Email preferences

Team

  • Invite team members
  • Manage roles and permissions
  • View team activity

Role Types:

  • Owner: Full access, billing management
  • Admin: Full dashboard access, no billing
  • Editor: Can modify content and settings
  • Viewer: Read-only access

Organization

  • Organization name and details
  • Ticket notification settings
  • Email configuration for alerts
  • API key management

Billing

  • Current plan and usage
  • Upgrade/downgrade options
  • Payment method management
  • Invoice history
  • Stripe Customer Portal access

Pro Tip: Invite team members with appropriate roles to collaborate on knowledge base management and ticket resolution.

Workflow

The typical workflow through the dashboard:

  1. Knowledge (train) - Add knowledge sources and configure AI behavior
  2. Install & Integrate (preview & deploy) - Verify responses, debug issues, and copy embed code
  3. Analyze - Monitor tickets and improve based on customer questions
  4. Workflows - Optionally automate multi-step actions and external integrations

This cycle repeats as you iterate and improve your AI support agent.

Next Steps

Last updated on
Core FeaturesKnowledge Base