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ChatDash Official Documentation

ChatDash - The Ultimate AI-Powered Chatbot Dashboard for Agencies

ChatDash Introduction

1. Adding a Chatbot

2. Adding a Client

Customize a webchat project setting in ChatDash

3. Customizing a Webchat Project Setting

4. Deploying a Project

An introduction to the new AI-powered features in ChatDash

Overview

Automatically tag conversations with topics and subscribe to notifications

Topic Assignment & Subscription

Automatically generate summaries of conversations

Summary Generation

Assess the success or failure of conversations using AI

Conversation Evaluation

Automatically create FAQs from customer conversations

FAQ Generation

Detect when the chatbot misinterprets customer queries

Misunderstood Query Identification

Overview of the agency dashboard in ChatDash

Managing client dashboard access in ChatDash

Client Access

Adding a custom menu for clients in ChatDash

Custom Menus

Adding Workspaces

Generate a project usage report for client billing in ChatDash

Project Usage Report

Edit the default settings of a chatbot in ChatDash

Editing Chatbot Default Settings

Set the desired language for your agency/client dashboard in ChatDash

Language Settings

Overview of the client dashboard in ChatDash

Overview of live human hands-off in ChatDash and How to enable it for your clients.

Learn how to use the live human hands-off feature in Client Dashboard

Using Live Human Hands-off

Add a custom domain for your agency in ChatDash

Adding a Custom Domain For your agency

Customize the client dashboard in ChatDash to match your brand

Customizing Client Dashboard for Branded Experience

Channels Integration

WhatsApp Integration

Integrate Instagram Messaging with ChatDash

Instagram Integration

Support and Resources

Frequently asked questions about ChatDash

FAQs

Leverage ChatDash's API for your custom applications and workflows.

ChatDash API Introduction

Integration ideas to get you started with the ChatDash API

Use Case Examples

Discord Community

API Reference

Dashboard

Support

Fetch Chatbots

Fetch Chatbot

Create Chatbot

Update Chatbot

Delete Chatbot

Fetch Clients

Fetch Client

Create Client

Update Client

Delete Client

Fetch Organizations

Fetch Organization

Create Organization

Update Organization

Delete Organization

Get Organization Members

Add Organization Member

Update Organization Member

Delete Organization Member

Fetch Projects

Fetch Client Projects

Fetch Project

Create a new project using the given clientId/chatbotId

Create Project

Update Project

Delete Project

Fetch conversations for a project with optional filtering. By default, conversations that have the 'record' and 'interacted' fields set to true will be returned (i.e. conversations that are being recorded and have user interaction).

Fetch Project Conversations

Create a new conversation for a project. For best results, fill in as many of the fields as possible when creating a conversation object.

Create Conversation

Update a conversation's read, endedAt, record, interacted, and isLive fields

Update Conversation

Delete a conversation and its associated messages

Delete Conversation

Get Conversation Messages

Push one or more new messages to a conversation

Push Conversation Messages

Overwrite all messages for a conversation with a new array of messages

Overwrite Conversation Messages

Delete Conversation Messages

Query various metrics about a project, such as the number of conversations, the number of users, and the number of messages

Query Project Analytics

Fetch Project Leads

Create one or more new leads for a project

Create Leads

Update Lead

Delete Lead

Fetch all tags used for leads in a specific project

Fetch Tags

Update Tag

Delete Tag

Programmatically trigger various AI Analysis endpoints for a specific conversation in a project. Ensure your account has sufficient credits to use this feature.

Trigger AI Analysis

Get details about the stripe subscription for a project such as billing cycle and usage metrics.

Using the API

API Reference

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