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Understanding Your Chatbot Dashboard

Learn how to monitor chatbot status, audit conversations across school sites with the district filter, track call deflection analytics, and configure settings.

The Chatbot Dashboard serves as your central command center for managing all aspects of your school or district's AI chatbot. From here, administrators can monitor live status, audit visitor conversations across school sites, analyze deflection analytics, and configure chatbot preferences.

Dashboard overview

Navigate to your chatbot administration area in the CMS dashboard to view real-time operations, visitor engagement metrics, and chat history:

💡 Best-Practice Adoption Tip: Review your Chatbot Dashboard weekly to identify recurring questions that can be solved with prominent homepage links or dedicated Help Center articles. Routine monitoring of negative ratings allows you to continuously enrich website content and improve automatic deflection.

Status and visibility controls

  • Chatbot is LIVE (Green): The chatbot is active, indexed, and available for website visitors.

  • Chatbot is OFFLINE (Red): The chatbot is temporarily disabled and will not display on public pages.

  • Last indexed timestamp: Displays the exact date and time the AI assistant refreshed its index from your published website content.

  • Visible to Public toggle: Quickly enable or disable the public chatbot widget without altering configurations.

Performance and deflection analytics

The top summary cards track community engagement and staff time savings in real time:

  • Satisfaction Rating: The percentage of positive thumbs-up ratings submitted by community members.

  • Parent Calls Deflected: Total automated conversations handled, representing routine front-office phone calls, emails, and visits resolved automatically.

  • Hours Saved: Estimated cumulative administrative staff hours saved based on conversation volume and duration.

Auditing and managing conversations

The conversations table itemizes inquiries across your community, displaying the visitor's question, satisfaction feedback, session duration, timestamp, and school origin.

District multi-school filtering (district administrators)

For district-level administrators managing multiple campuses, the dashboard provides centralized multi-school visibility:

  • Schools filter: Under the Filter menu, select the district office or any combination of live school campuses. When no specific school is checked, the dashboard defaults to district-level inquiries. Selecting specific schools displays conversations across all checked campuses simultaneously.

  • School column: Each row in the conversations table displays a dedicated School indicator identifying the specific campus where the chat took place. Opening the full transcript view also reinforces the school location header.

  • Spam tab management: The Spam tab maintains district-level governance. Marking inquiries as spam or restoring legitimate messages operates while the district alone is selected.

Viewing transcripts and rating filters

  1. Click the View icon on any conversation row to open the full interactive transcript, showing every visitor question, AI response, source citation, and user feedback rating.

  2. Use the All Ratings dropdown to isolate conversations with thumbs-down feedback to diagnose missing information or inaccurate answers.

  3. Use the keyword search bar to locate specific topics (e.g., "bus schedules", "registration", "bell times").

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