Dashboard Overview
The Fyncall dashboard is your command center for managing customer conversations, AI agents, and business operations.
Navigation Structure
The main navigation is located in the left sidebar:
| Section | Purpose |
|---|---|
| Inbox | Real-time customer conversations |
| Customers | Customer profiles and CRM |
| Orders | Order management and fulfillment |
| Products | Product catalog |
| AI Agents | Configure and manage AI automation |
| Analytics | Performance metrics and insights |
| Settings | Account and integration configuration |
Inbox
The Inbox is where you'll spend most of your time. It displays all customer conversations in real-time.
Inbox Layout
- Conversation List (left panel) - All active conversations sorted by recent activity
- Chat View (center) - The active conversation thread
- Customer Panel (right) - Customer details, order history, and notes
Conversation States
| Status | Description |
|---|---|
| Open | Active conversation requiring attention |
| AI Handling | AI agent is managing the conversation |
| Human Required | Escalated for human assistance |
| Resolved | Conversation completed |
Customer Panel
When viewing a conversation, the right panel shows:
- Customer Profile - Name, email, phone, location
- Tags - Customer segments and labels
- Order History - Past and current orders
- Previous Conversations - Historical chat threads
- Notes - Internal team notes
Quick Actions
Global Shortcuts
| Action | Shortcut |
|---|---|
| New line in message | Shift + Enter |
| Send message | Enter |
| Search conversations | Cmd/Ctrl + K |
Conversation Actions
- Join - Take over from AI agent
- Resolve - Mark conversation as completed
- Assign - Transfer to team member
- Add Note - Leave internal notes
Real-Time Updates
The dashboard updates in real-time via WebSocket connections:
- New messages appear instantly
- Conversation status changes reflect immediately
- Team member activity is visible (typing indicators, assignments)
- Queue statistics update continuously
Filtering and Search
Filter Options
- Channel - WhatsApp, Instagram, Email, Widget
- Status - Open, Resolved, AI Handling
- Assigned To - Filter by team member
- Date Range - Time-based filtering
Search
Use the search bar to find:
- Customer names or emails
- Message content
- Order numbers
- Phone numbers
Mobile Access
The dashboard is responsive and works on mobile devices:
- Swipe between conversation list and chat view
- All core features available
- Push notifications for new messages (when enabled)