AI setup
Create agents and dispatchers, configure roles, sources, actions, deploy options, activity, and insights.
Dashboard
The control plane for your customer operations workspace.
Admins use Dashboard to create AI agents and dispatchers, connect channels, configure sources and actions, manage team access, and control billing.
How it works
Dashboard is where owners build the system.
Portal stays focused on daily work because Dashboard owns the setup, access, automation, and billing decisions.
Channels and integrations
Connect live messaging channels, custom API actions, Google, Zapier, Make, Slack, HubSpot, Pipedrive, and more.
Portal users
Invite human agents, assign admin status, categories, and access to Portal apps.
Billing
Manage AI message plans, yearly billing, add-ons, and Portal seat subscriptions.
Create the workspace
Set the product, users, channels, and first AI agents.
Connect business context
Add sources, docs, dynamic data, custom API calls, and integrations.
Operate with control
Monitor activity, usage, billing, agent slots, and connected channels.
Start from the Dashboard
Build with dashboard today.
Open the Dashboard to configure the workspace, then let your team run the daily work from Portal.