Welcome to Your Vaile Dashboard
The Vaile dashboard is your central hub for managing leads, monitoring chat conversations, and configuring your AI assistant. This guide will help you navigate and make the most of your dashboard.Dashboard Layout
Main Navigation
The dashboard features a sidebar with key sections:Dashboard
Real-time metrics and performance overview
Leads
Manage and track all captured leads
Contacts
Complete database of all contacts
Settings
Configure widget and account settings
Key Metrics Dashboard
Your main dashboard displays critical metrics at a glance:Today’s Performance
Active Conversations
Active Conversations
- Live Chat Count: Current active chats
- Queue Status: Visitors waiting for response
- Average Wait Time: How long visitors wait
- Response Rate: Percentage of chats answered
Lead Generation
Lead Generation
- New Leads Today: Fresh leads captured
- Conversion Rate: Visitors to leads percentage
- Lead Quality Score: Average lead score
- Hot Leads: High-intent prospects
Team Performance
Team Performance
- Online Team Members: Currently active staff
- Average Response Time: Team reply speed
- Chats per Agent: Distribution of conversations
- Customer Satisfaction: Rating from visitors
Real-Time Activity Feed
The activity feed shows live updates:1
New Conversations
See when visitors start chatting with your AI assistant
2
Lead Captures
Instant notifications when contact info is collected
3
Important Events
High-value interactions and urgent requests
Click any activity item to view full conversation details
Quick Actions
Access frequently used features directly from the dashboard:- View All Leads
- Chat History
- Settings
Quick link to your complete leads list with filters:
- Today’s leads
- This week’s leads
- Unassigned leads
- Hot prospects
Performance Charts
Visual representations of your data:Conversion Funnel
Weekly Trends
Track performance over time:- Chat Volume: Daily conversation counts
- Lead Quality: Score distribution
- Response Times: Average by day/hour
- Conversion Rates: Week-over-week comparison
Notification Center
The bell icon in the top-right shows important notifications
- Urgent: High-intent leads requiring immediate attention
- New Leads: Fresh contacts added to your database
- System: Important updates or maintenance notices
- Team: Messages from team members
Managing Notifications
1
Click the bell icon
View all recent notifications
2
Mark as read
Click individual notifications to acknowledge
3
Configure preferences
Settings → Notifications to customize
Search Functionality
The global search bar helps you find:- Leads: By name, email, or phone
- Conversations: By content or date
- Settings: Quick access to configurations
- Help articles: Instant documentation access
Mobile Dashboard
Access your dashboard on the go:Responsive Design
Fully functional on tablets and smartphones
Mobile Apps
Coming soon: iOS and Android apps
Customizing Your Dashboard
Personalize your experience:Widget Arrangement
- Drag and drop widgets to reorder
- Resize charts and graphs
- Hide/show specific metrics
- Save custom layouts
Data Preferences
Configure what you see:- Time Zone: Set your local time
- Date Format: MM/DD/YYYY or DD/MM/YYYY
- Currency: For value calculations
- Language: Interface language
Keyboard Shortcuts
Speed up your workflow:Getting Help
Need assistance with the dashboard?Help Center
Access documentation and tutorials
Live Support
Chat with our support team
Video Tutorials
Watch step-by-step guides
Contact Support
Email [email protected]