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Dashboard Overview

Access the Plati AI dashboard at dashboard.plati.ai to manage all platform features through an intuitive visual interface.
What is the Dashboard? The dashboard provides a comprehensive web interface for managing workers, channels, campaigns, contacts, metrics, and workspace settings without writing code.

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Getting Started

The dashboard is your central command center for managing your Plati AI workspace. All features available through the API are also accessible through the dashboard, making it easy to configure and monitor your conversational AI applications.

Visual Management

Create and configure workers, channels, and assistants through intuitive forms and interfaces

Real-time Monitoring

Track conversations, metrics, and performance in real-time with interactive charts

Contact Management

Manage contacts, leads, and identities with powerful filtering and bulk operations

Campaign Management

Create and execute marketing campaigns with visual flow builders

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Main Pages

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Metrics

Monitor your platform’s performance with comprehensive analytics and visualizations. Key Features:
  • Date Range Filtering - Analyze performance over custom time periods (default: last 7 days)
  • Channel Filtering - View metrics filtered by specific channels
  • Activity Charts - Visualize conversation trends and patterns
  • Distribution Analytics - Understand how conversations are distributed across channels and workers
  • Recent Activity Feed - Stay updated on the latest conversations and events
  • Quick Date Filters - One-click filters for common time ranges (today, week, month)
Use Cases:
  • Track conversation volume trends
  • Monitor channel performance
  • Identify peak usage times
  • Analyze user engagement patterns

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Leads

Manage your leads through an intuitive Kanban board interface. Key Features:
  • Kanban Board - Visual pipeline with customizable stages
  • Channel Filtering - Filter leads by communication channel
  • Search Functionality - Quickly find specific leads
  • Drag and Drop - Move leads between stages effortlessly
  • Real-time Updates - See new leads appear automatically
Use Cases:
  • Qualify and nurture prospects
  • Track lead progression through your funnel
  • Organize leads by source or channel
  • Prioritize follow-ups

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Chats

Engage with your contacts through a full-featured chat interface. Key Features:
  • Conversation Gallery - Browse all active conversations in a sidebar
  • Real-time Messaging - Send and receive messages instantly
  • Multi-channel Support - Chat across WhatsApp, email, and other channels
  • Conversation History - Access complete message history
  • Contact Context - View identity information and stage while chatting
  • Filtering - Find conversations by channel, status, or search query
Use Cases:
  • Provide human support when needed
  • Monitor AI assistant conversations
  • Escalate complex issues
  • Review conversation quality

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Workers

Create and manage your conversational AI workers (assistants). Key Features:
  • Worker List - View all workers in your workspace
  • Visual Configuration - Configure workers through intuitive forms
  • Assistant Management - Add and configure multiple AI assistants per worker
  • Channel Connections - Connect workers to multiple channels
  • Settings & Instructions - Customize worker behavior and prompts
  • Color Coding - Visual identification with consistent color schemes
Use Cases:
  • Set up different workers for different use cases (support, sales, onboarding)
  • Configure worker instructions and personality
  • Connect workers to appropriate channels
  • Manage assistant models and configurations

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Channels

Configure and manage your communication channels. Key Features:
  • Channel List - View all configured channels
  • Channel Configuration - Set up WhatsApp, email, and custom channels
  • Connection Status - Monitor channel health and connectivity
  • Template Management - Manage WhatsApp message templates
  • Webhook Configuration - Configure channel-specific webhooks
  • Settings - Customize channel behavior and routing
Use Cases:
  • Connect WhatsApp Business accounts
  • Configure email channels
  • Set up custom webhook integrations
  • Monitor channel status and health

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Campaigns

Create and manage marketing campaigns using the Crossbow platform. Key Features:
  • Visual Flow Builder - Create campaign flows with drag-and-drop interface
  • Campaign Templates - Reusable campaign configurations
  • Contact Selection - Choose target audiences for campaigns
  • Parameter Mapping - Configure dynamic message parameters with fallbacks
  • Execution Monitoring - Track campaign progress in real-time
  • Statistics Dashboard - View delivery rates, errors, and performance metrics
Use Cases:
  • Launch marketing campaigns to thousands of contacts
  • Send personalized promotional messages
  • Schedule follow-up campaigns
  • Track campaign effectiveness

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Contacts

Manage your contact database with powerful filtering and bulk operations. Key Features:
  • Contact Table - Paginated table view with customizable columns
  • Advanced Filtering - Filter by channel, tags, stage, and custom fields
  • Search - Full-text search across contact data
  • Bulk Operations - Perform actions on multiple contacts simultaneously:
    • Export to CSV
    • Add/remove tags
    • Create campaigns
    • Delete contacts
  • Contact Details - View and edit individual contact information
  • Import/Export - Bulk import contacts from CSV files
  • Pagination - Handle large contact lists efficiently (20 to 20,000 per page)
Use Cases:
  • Organize and segment your contact database
  • Tag contacts for targeted campaigns
  • Export contact data for analysis
  • Bulk update contact information
  • Create targeted campaign audiences

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Tools (MCP Providers)

Extend your assistants with custom functions through Model Context Protocol providers. Key Features:
  • MCP Provider List - View all registered MCP providers
  • Provider Configuration - Add and configure MCP servers
  • Function Management - View available functions from each provider
  • Assistant Linking - Connect MCP providers to specific assistants
  • Status Monitoring - Check provider health and connectivity
Use Cases:
  • Integrate external APIs and databases
  • Add custom business logic to assistants
  • Connect to third-party services
  • Extend assistant capabilities with custom functions

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Clients

Manage client accounts and workspaces (Admin only). Status: Currently in development. Access: Only users with ADMIN role can access this section.

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Configuration

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Profile

Manage your personal account settings and preferences. Features:
  • Update your profile information
  • Change password
  • Manage account preferences
  • View account activity

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Invitations

Manage workspace invitations you’ve received. Features:
  • View pending invitations
  • Accept or reject invitations
  • See invitation details and permissions

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Workspace Settings

Configure your workspace settings and manage team access.

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General

Features:
  • Edit workspace name
  • Configure general workspace settings
  • View workspace information

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API Keys

Features:
  • Create new API keys
  • View existing API keys
  • Delete API keys
  • Copy API keys for use in applications
Security: Keep your API keys secure. Never share them publicly or commit them to version control.

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Webhooks

Features:
  • Create webhook endpoints
  • Configure webhook events
  • Test webhook delivery
  • View webhook logs and history
  • Edit and delete webhooks
Use Cases:
  • Receive real-time notifications of events
  • Integrate with external systems
  • Trigger custom workflows
  • Monitor platform activity

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Members

Features:
  • Add team members to workspace
  • Manage member permissions and roles
  • Remove members
  • View pending invitations
  • Resend invitations
Roles:
  • ADMIN - Full access to all features
  • EDITOR - Can edit resources but not access admin features
  • VIEWER - Read-only access to most features

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Usage

View workspace usage statistics and limits. Status: Currently in development.

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Billing

Manage billing information and subscription details. Features:
  • View billing information
  • Contact billing support
  • Access invoices and payment history

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Permissions & Access Control

The dashboard implements a role-based access control system to ensure users only have access to features appropriate for their role.

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Available Roles

ADMIN

Full access to all features including workspace management, billing, and admin-only sections

EDITOR

Can create and edit resources (workers, channels, campaigns) but cannot access admin features

VIEWER

Read-only access to metrics, leads, chats, and contacts. Cannot modify any resources

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Access Restrictions

VIEWER Role Limitations:
  • Cannot access /dashboard/workers
  • Cannot access /dashboard/channels
  • Cannot access /dashboard/tools
  • Cannot access /dashboard/campaigns
  • Can only view their own profile in settings
ADMIN Only:
  • /dashboard/clients - Client management features
VIEWER Can Access:
  • /dashboard/metrics - View analytics
  • /dashboard/leads - View leads
  • /dashboard/chats - View conversations
  • /dashboard/contacts - View contacts
Permission Management: Workspace admins can change member roles through the Members section in workspace settings.

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Key Features

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Responsive Design

The dashboard is fully responsive and optimized for mobile devices. All pages adapt to different screen sizes with mobile-specific layouts and interactions.

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Real-time Updates

Many dashboard sections update in real-time, showing new conversations, leads, and metrics as they occur without requiring page refreshes.

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Error Handling

The dashboard includes comprehensive error boundaries to ensure that issues in one section don’t affect the entire application. Critical sections are protected with dedicated error handling.

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Performance Optimization

Heavy components like charts and Kanban boards are loaded dynamically to ensure fast initial page loads and smooth user experience.
The dashboard is organized into main sections accessible from the sidebar: 
Dashboard
├── Metrics          - Analytics and performance tracking
├── Leads            - Lead management with Kanban board
├── Chats            - Conversation interface
├── Workers          - AI worker configuration
├── Channels         - Channel management
├── Campaigns        - Marketing campaign management
├── Contacts         - Contact database management
├── Tools            - MCP provider management
├── Clients          - Client management (Admin only)
└── Config           - Settings and configuration
    ├── Profile      - Personal profile settings
    ├── Invitations  - Manage invitations
    └── Workspace    - Workspace settings
        ├── General  - General workspace settings
        ├── API Keys - API key management
        ├── Webhooks - Webhook configuration
        ├── Members  - Team member management
        ├── Usage    - Usage statistics
        └── Billing  - Billing information

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Next Steps

API Reference

Learn how to programmatically access all dashboard features

Quickstart

Get started building your first conversational application

Core Concepts

Understand the fundamental concepts behind Plati AI

WhatsApp Integration

Connect your dashboard to WhatsApp Business