Getting Started
Understanding Your Dashboard
Navigate the Goldilocks dashboard and understand key metrics
The dashboard is your command center for monitoring your AI support agent's performance and activity.
Dashboard Overview
When you log in, you'll see the main dashboard with key metrics and recent activity.
Key Metrics
- Total Conversations - Number of chat sessions in the selected period
- Messages - Total messages exchanged between customers and your AI
- Resolution Rate - Percentage of conversations resolved without escalation
- Average Response Time - How quickly your AI responds to queries
Recent Activity
The dashboard shows recent conversations and any items requiring attention, such as:
- Unresolved conversations
- Pending content approvals
- New rundown summaries
Navigation
Main Sidebar
The sidebar provides access to all major features:
| Section | Purpose |
|---|---|
| Home | Dashboard with metrics and activity |
| Chats | View and search conversation history |
| Train | Manage documents, FAQs, and websites |
| AI Agents | Configure personas and workflows |
| Widget | Customize appearance and get embed code |
| Insights | Analytics, rundowns, and performance |
| Settings | Account, billing, and team management |
Role-Based Access
Some features are only visible to certain roles:
- Admins see all features including AI Agents and Insights
- Document Managers can manage knowledge base content
- Document Submitters can add content pending approval
Quick Actions
From the dashboard, you can quickly:
- View the latest rundown summary
- Jump to recent conversations
- Check your usage against plan limits
- Access onboarding tasks (if incomplete)
Onboarding Checklist
New accounts see an onboarding checklist in the sidebar. Complete these tasks to get the most out of Goldilocks:
- Add your first document
- Create at least one FAQ
- Configure your persona
- Customize your widget
- Install the widget on your site
The checklist disappears once all tasks are complete, but you can skip it at any time.