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Dashboard Walkthrough

Welcome to the SymantoAssist Dashboard Walkthrough!  The main "Dashboard" page is like a report card for your AI contact center. It shows you important numbers (called metrics) and pictures (called visualizations) to help you understand how your AI agents are doing.

The dashboard helps you:

  • See how your AI agents are doing: Check how many calls or chats your AI has handled and how well it’s performing.
  • Set up your AI agents (only for users with admin access): You can create and customize AI agents to talk to customers in the way you want.
  • Store information for the AI to use (only for admins): You can upload documents that the AI can refer to when answering customer questions.
  • Test your AI agents (only for admins): You can try out your AI to make sure it’s working correctly before letting it talk to real customers.

1. Accessing the Dashboard

Before you can use SymantoAssist, you need to log in to the dashboard. Here’s how to do it:

  1. Open your web browser: You can use any popular browser like Google Chrome, Microsoft Edge, Mozilla Firefox, or Safari. SymantoAssist works on all of them.
  2. Go to the SymantoAssist website: Type the web address (URL) for SymantoAssist into your browser’s address bar. This URL was given to you when you signed up. It might look something like https://dashboard.symantoassist.com.
  3. Enter your email address: You’ll receive a password via email.

What if you can’t log in?

  • Double-check your username and password. Make sure you’re typing them exactly as they were given to you (they are case-sensitive, so "Password" is different from "password").
  • If you’re using the right details but still can’t log in, try clearing your browser’s cache. Here’s how:
    • In Google Chrome: Click the three dots in the top-right corner, go to "More Tools," then "Clear Browsing Data." Choose "Cached images and files" and click "Clear Data."
    • In Firefox: Click the three lines in the top-right corner, go to "Settings," then "Privacy & Security," and under "Cookies and Site Data," click "Clear Data."
  • If clearing the cache doesn’t work, send an email to your customer success manager, Kim, at kim.kachelriess@symanto.com. Explain the problem (e.g., "I can’t log in, and I’ve already cleared my cache"), and Kim will help you.

2. Navigating the Dashboard

Once you’re logged in, you’ll see the SymantoAssist dashboard. It’s like a control panel with different sections to help you manage your AI contact center. Here’s how to move around:

  • Left Sidebar: On the left side of the screen, you’ll see a vertical menu with several options:
    • Dashboard: This is the main page where you can see an overview of how your AI agents are performing, like how many calls they’ve handled.
    • Details: Click here to see more information about specific calls or chats, such as what was said and how long the conversation lasted.
    • Agents (only for admins): If you have admin access, you’ll see this option. It lets you create and manage your AI agents.
    • Management (only for admins): This section is also for admins and lets you handle settings like user permissions.
  • Top Navigation Bar (only for admins): At the top of the screen, you’ll see a horizontal bar with more options:
    • Tools: Manage features like redirecting calls to a human.
    • Knowledge Base: Store documents for the AI to use.
    • Data Collection: Decide what information the AI should collect from customers.
    • Test Agent: Test your AI to make sure it’s working properly.

Tip: If you don’t see the "Agents," "Management," or top navigation bar options, it means you have Reader Access, not Admin Access. Readers can only view information, while Admins can change settings. To get Admin Access, email kim.kachelriess@symanto.com and ask for it.