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Getting Started & Dashboard Basics4 min read

Dashboard Overview & Main Navigation

Complete visual guide to the PistioAI store dashboard, navigation sidebar, quick launchers, and analytics overview.

Overview

The PistioAI Dashboard is your central control center. It allows you to monitor incoming customer messages, track AI performance, look up orders, and manage growth tools across your storefront.
📍Exact Buttons / Menus in Dashboard
Open Live InboxOpen Call ConsoleExport to ExcelAsk Pistio AIUpgrade PlanLogout SessionApply Custom Calendar RangeReset

🖼️Visual Interface Guide

PistioAI Dashboard Top & Center View
1Dashboard Top View: Navigation Sidebar, Live Support Status Cards, Date Filter Bar, and KPI Performance Cards
PistioAI Dashboard Header Actions and Analytics Charts
2Dashboard Lower View: Header Quick Actions, Support Volume Trends, AI Resolution Breakdown, Unmet Demands Table, and CSAT Reviews

Step-by-Step Instructions

1Left Navigation Sidebar

Use the left menu to navigate between your operational tools. It is organized into clear sections: 'Overview' (Analytics, Oversight Log), 'Customer Support' (Order Search, Tickets Manager, Callbacks Queue), and 'WhatsApp & Growth' (WhatsApp Business, Contact Manager, Auto-DM).

🎯Exact Menu Items: [Analytics], [Oversight Log], [Order Search], [Tickets Manager], [Callbacks Queue], [WhatsApp Business], [Contact Manager], [Auto-DM]

2Plan & Free Credits Monitor

Located at the bottom of the left sidebar, this box displays your store's active subscription tier (e.g. 'FREE TRIAL PLAN') along with your remaining free chat balance (e.g. '26 Chats'). It helps you monitor your usage so you know when to upgrade.

🎯Usage Indicators: [Plan: FREE TRIAL PLAN], [Free Credits: X Chats]

3Logout Session Button

Located at the very bottom-left of the screen, click 'Logout Session' to securely sign out of your account when your shift ends.

🎯Exact Button: [Logout Session]

4Live Chat Support Active Card

Shows a green active badge confirming that automated AI web chat is running on your website. Click 'Open Live Inbox' to immediately access the team inbox, view conversations, and take over chats manually if needed.

🎯Exact Action Button: [Open Live Inbox]

5Live Call Support Active Card

Indicates that voice calling support is online and incoming customer phone calls are being received. Click 'Open Call Console' to open your phone console, manage outbound calls, and check call logs.

🎯Exact Action Button: [Open Call Console]

6Date Range Analytics Filter & Export

Filter all dashboard metrics using quick presets ('All Time', 'Today', 'Last 7 Days', 'Last 30 Days', 'This Month') or pick custom dates using 'Start Date' and 'End Date' pickers. Click 'Export to Excel' to download your full conversation and performance history as a spreadsheet.

🎯Exact Action Buttons: [Apply Custom Calendar Range], [Reset], [Export to Excel]

7Key Performance Indicator (KPI) Cards

Four real-time metric cards at the center of the dashboard show: 'Conversations Handled' (total shopper chats), 'AI Deflection Rate' (% of chats resolved by AI with no human agent needed), 'True Resolution Rate' (% of issues resolved without a return chat in 48 hours), and 'Average CSAT Score' (customer satisfaction rating out of 5 stars).

🎯KPI Metrics: [Conversations Handled], [AI Deflection Rate], [True Resolution Rate], [Average CSAT Score]

8Top Header Actions & AI Assistant

In the top-right header, click the Bell icon to view system alerts and escalations. Click 'Ask Pistio AI' to ask any question about the platform, or click 'Upgrade Plan' to add credits and unlock premium features.

🎯Header Controls: [Notification Bell], [✨ Ask Pistio AI], [⚡ Upgrade Plan]

9Support Volume & Status Distribution Charts

View the 'Support Volume (Last 7 Days)' chart to spot daily chat traffic patterns. The 'Status Distribution' panel shows the split between tickets resolved by AI versus those escalated to human staff.

🎯Visual Charts: [Support Volume (Last 7 Days)], [Status Distribution]

10Unmet Catalog Demands & CSAT Feedback

The 'Unmet Catalog Demands' table highlights out-of-stock or missing products shoppers searched for during chats. The 'Recent Customer CSAT Feedback' feed displays live customer reviews and satisfaction ratings.

🎯Insights Tables: [Unmet Catalog Demands], [Recent Customer CSAT Feedback]

💡Pro Tips & Best Practices

  • •Check your 'Free Credits' counter regularly so customer inquiries are never paused due to quota exhaustion.
  • •Use 'Export to Excel' at the end of every week to share support performance reports with your management team.
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