When you first sign in to Chattering, you land on the dashboard. It's the control room for every customer conversation, whether those conversations come through your chat widget or email. You'll use it daily to answer conversations and check trends; anyone setting up the product for the first time should spend a few minutes here before doing anything else.
The left rail is the whole product. From the top:
- Inbox — every conversation, from the widget and from email. This is where you read and reply. You can filter by status (open, snoozed, closed) or by assignee, and on the trial and paid plans the Assist tab drafts a suggested reply when you click Draft a reply from your knowledge base; Use draft puts it in the composer for a quick edit. When a conversation needs a human, send a reply yourself and the AI stops replying in that thread; Let the AI reply hands it back.
- Tickets — a board for work that needs tracking rather than a reply. Think bugs, feature requests, or internal tasks that outlive the original conversation. Tickets have statuses, assignees, and priorities; they live separately from the Inbox so your conversation queue stays clean.
- Feedback — the public roadmap: requests, votes, comments and your changelog. Customers submit ideas through the widget; your team triages them here and publishes a changelog entry when something ships. It doubles as a community signal — the most-voted items tell you where to focus next.
Then the lower group:
- AI Agent — your agents and everything they have read. Each agent has a knowledge base you can inspect: the articles, URLs, and documents it was trained on. You can add new sources and re-sync updated content.
- Rules — automations that act on a conversation when something happens, such as setting its priority, assigning it to you or stopping the AI.
- Outreach — surveys and banners shown in your widget.
- Help center — write and publish articles; also where AI drafts and content gaps land. The AI flags questions it could not answer and, on the trial and paid plans, drafts article stubs from real conversations. You review, edit, and publish. Once the help centre has been synced into an agent from AI Agent → Content → Help articles, published articles feed back into the AI's knowledge base automatically.
- Reports — real medians and volumes from your conversations. You'll see first reply time, resolution time, AI containment rate, and conversation volume over the last 14, 30 or 90 days, or a custom number of days up to 365. Filter every report by topic tag, and see the split by channel on the Channels tab.
- Contacts — the people and leads the widget has captured. Each contact record shows their conversation history, any properties your widget collected (name, email, company), and the events they triggered if you've set up event tracking. You can search, filter, and import contacts from a CSV.
- Settings — account, plan and usage, data and privacy. This is where you manage integrations and review your monthly usage, and AI & widget links to the Widget page, where you configure the widget's appearance, behavior and operating hours.
Overview (the front door, via your avatar) shows the last 14 days: volume, how much the AI handled, median first reply, and the questions your docs could not answer.
Key actions from the dashboard
Starting a conversation is as simple as opening the Inbox and clicking the New conversation icon — it sends an email from your workspace address to any address you enter, and their reply lands back in the inbox. Viewing conversation history means clicking any thread; the full exchange, including AI turns, is right there with timestamps. To manage your settings, go to Settings in the left rail — from there you can update your widget colors and connect integrations like Slack or Linear. Integrations live under Settings > Integrations; once connected, events fire into your other tools automatically.
Getting started quickly
The fastest path: install the widget snippet (the Installation tab of the Widget page, reached from Settings → AI & widget), send yourself a test message, and reply from the Inbox. That single loop confirms your widget is live, your Inbox is working, and you know how replies feel from a customer's perspective. Then visit the Help center and publish your first article — even a short FAQ counts — and click AI Agent → Content → Help articles once, so the AI starts using your articles in responses.
Getting help
The chat widget on chattering.ai's website (it is not shown inside the dashboard) connects you to Chattering's own support team. Click the bubble in the corner and type your question; the AI handles most how-to questions instantly, and you can ask for a human for anything more complex. The Help center at chattering.ai/help is also public, so you can search it directly. For anything account-specific — billing, data exports, custom plans — use the widget and ask for a human; that's the fastest path to someone who can act on it.
Quick keyboard shortcuts
Inside the inbox, a few keyboard shortcuts speed up daily work. Press C to open the compose window and start a new outbound conversation. Press shift + ? in the inbox to see the full list.