Dashboard Guide - RespondeIA

Overview

The RespondeIA dashboard is your central hub for managing WhatsApp conversations, monitoring AI performance, and tracking customer service metrics. This guide will help you navigate and maximize the dashboard’s capabilities.

Accessing the Dashboard

Navigate to /login and authenticate using your credentials or Google account.

Automatic Redirect

Upon successful login, you’ll be automatically redirected to /dashboard:

// From useLogin.ts - Automatic redirect after authentication
return useMutation({
  mutationFn: authService.login,
  onSuccess: (data) => {
    setAuth(data.user.user, data.user.token);
    router.push('/dashboard'); // Auto-redirect
  },
});

Start Exploring

Access your analytics, conversations, and configuration settings.

Dashboard Sections

Main Dashboard

Overview of key metrics and system status

Consultas (Queries)

View and manage customer conversations

Soporte (Support)

Access support resources and help center

Analytics

Real-time metrics and performance insights

Key Features

Real-Time Analytics

The dashboard displays live metrics from your WhatsApp AI automation:

Response Time: Average of 1.4s (as shown in landing statistics)
Resolution Rate: Track automated vs. human-transferred conversations
Customer Satisfaction: Monitor satisfaction scores and feedback
Active Conversations: See ongoing customer interactions

Conversation Management

Navigate to /consultas to access:

Active Conversations
Conversation History
Transfer Management

Monitor ongoing customer interactions in real-time:

View message history with full context
See AI responses and customer queries
Identify conversations requiring human intervention
Track conversation status and resolution

Handle AI-to-human transfers:

// Controlled transfer feature from Features.tsx
{
  title: "Traspaso controlado",
  description: "Cuando la consulta requiere atención humana, 
               el sistema transfiere con contexto.",
  icon: "🔄",
}

Review transfer requests from AI
Access full conversation context
Seamlessly continue customer interactions
Mark conversations as resolved

CRM Integration

Centralized Contact ManagementThe integrated CRM provides:

Complete customer interaction history
Contact information and preferences
Automated contact creation from WhatsApp conversations
Segmentation and tagging capabilities

// From Features.tsx - CRM feature
{
  title: "CRM integrado",
  description: "Registro centralizado de contactos con historial completo.",
  icon: "👥"
}

Dashboard Metrics

Performance Indicators

2,400+ Empresas

Join thousands of businesses automating customer service

98% Satisfacción

Industry-leading customer satisfaction rate

8 min Setup

Average time from registration to active AI assistant

1.4s Response

Average AI response time to customer queries

Real-Time Monitoring

Track these key metrics on your dashboard:

// Core analytics features from Features.tsx
{
  title: "Analytics en tiempo real",
  description: "Tasa de resolución y satisfacción en un solo panel.",
  icon: "📊"
}

Resolution Rate

Percentage of queries resolved by AI without human intervention

Response Time

Average latency from customer message to AI response (target: under 2s)

Active Sessions

Number of concurrent conversations being handled by your AI

Customer Satisfaction

Average satisfaction scores from post-conversation surveys

Route Configuration

// From routes.ts - Dashboard navigation
export const ROUTES = {
  DASHBOARD: {
    ROOT: "/dashboard",      // Main dashboard overview
    QUERIES: "/consultas",    // Conversation management
    SUPPORT: "/soporte",      // Support resources
  },
} as const;

Use the sidebar navigation to quickly switch between dashboard sections. All routes are protected and require authentication.

Setup Progress Tracking

The dashboard guides you through the complete setup process:

Paso 01: Cargá tu negocio

Enter business information:

Operating hours and services
Pricing and product catalog
Common customer questions and answers

// From Methodology.tsx
{
  title: "Cargá tu negocio",
  description: "Horarios, servicios y precios. 
               La IA aprende todo desde un formulario guiado."
}

Paso 02: Conectá WhatsApp

Link your WhatsApp Business number:

Verify with authentication code
Compatible with existing numbers
No disruption to current setup

Paso 03: La IA responde

Monitor AI automation:

Track automated query handling
Review appointment scheduling
Analyze sales conversions

Paso 04: Medís el impacto

View comprehensive metrics:

Conversation statistics
Resolution rates
Customer satisfaction scores

Feature Highlights

AI Conversational Intelligence

// From Features.tsx
{
  title: "IA conversacional",
  description: "Respuestas naturales entrenadas con 
               la información de tu negocio.",
  icon: "💬"
}

Train your AI with business-specific information for natural, contextual responses.

Automatic Scheduling

The dashboard includes appointment management:

{
  title: "Agenda automática",
  description: "El asistente gestiona turnos y citas 
               directamente en la conversación.",
  icon: "📅"
}

View all scheduled appointments
Manage calendar integration
Handle rescheduling and cancellations
Send automatic reminders

Instant Response System

24/7 AvailabilityYour AI assistant operates continuously:

Less than 2 seconds average latency
No downtime or maintenance windows
Scales automatically during high-traffic periods
Handles multiple conversations simultaneously

Support Resources

Access help directly from the dashboard at /soporte:

Documentation

Complete guides and tutorials

Video Tutorials

Step-by-step visual guides

API Reference

Developer documentation

Live Chat

Direct support from our team

Customization Options

From the dashboard, customize your AI assistant:

Business Information: Update hours, services, and pricing
AI Personality: Adjust tone and response style
Transfer Rules: Configure when to escalate to humans
Notifications: Set up alerts for specific events
Integrations: Connect CRM, calendar, and payment systems

Changes to AI configuration may take a few minutes to propagate. Test your updates in a staging environment before deploying to production.

Best Practices

Daily Operations

Morning Check: Review overnight conversations and AI performance
Monitor Transfers: Address human-escalated conversations promptly
Track Metrics: Watch for unusual patterns or drops in satisfaction
Update Information: Keep business hours and pricing current

Weekly Reviews

Analyze Trends: Identify common questions and optimize responses
Review Resolution Rates: Improve AI training for better automation
Export Data: Generate reports for stakeholder review
Test Changes: Validate AI updates with sample conversations

Troubleshooting

Dashboard Not Loading

If the dashboard fails to load:

Verify you’re logged in (check for valid session)
Clear browser cache and cookies
Check your internet connection
Try accessing /dashboard directly
Contact support if issues persist

Metrics Not Updating

For delayed or missing metrics:

Refresh the page to trigger data sync
Check if WhatsApp connection is active
Verify your subscription is active
Allow up to 5 minutes for real-time data processing

Cannot Access Conversations

If /consultas is inaccessible:

Ensure you have appropriate permissions
Verify your subscription tier includes conversation history
Check if WhatsApp Business is properly connected
Try logging out and back in

Next Steps

Optimize Your AI

Review Customization Guide to enhance AI responses

Upgrade Your Plan

Explore Pricing Plans for advanced features

Connect Integrations

Set up payment processing and calendar sync

Invite Team Members

Add colleagues for collaborative customer service

Additional Resources

Quick Start Guide - Initial setup and configuration
API Documentation - Developer integration
Customization Guide - Personalize your AI
Support Center - Get help when needed

Get Started

Core Features

User Guide

Integration

​Overview

​Accessing the Dashboard

​Dashboard Sections

Main Dashboard

Consultas (Queries)

Soporte (Support)

Analytics

​Key Features

​Real-Time Analytics

​Conversation Management

​CRM Integration

​Dashboard Metrics

​Performance Indicators

2,400+ Empresas

98% Satisfacción

8 min Setup

1.4s Response

​Real-Time Monitoring

​Navigation Structure

​Route Configuration

​Setup Progress Tracking

​Feature Highlights

​AI Conversational Intelligence

​Automatic Scheduling

​Instant Response System

​Support Resources