Platform
Dashboard Overview
A map of the Reaktly dashboard — operators, inbox, knowledge, workflows, and settings.
The main navigation
| Section | What lives there |
|---|---|
| Dashboard | Activity overview: active conversations, message volume, peak hours |
| Inbox | Every conversation with visitors, across operators (Conversations) |
| Operators | Your AI assistants — each with its own widget, knowledge, persona, and analytics |
| Contacts | The people who talked to your assistants |
| Workflows | Automations and their runs, including approvals |
| Knowledge | Knowledge bases and their sources (Knowledge base management) |
| Usage | Plan consumption and limits |
| Settings | Profile, security, appearance, team, API keys, integrations, notifications, billing |
Reseller and platform-admin accounts see additional sections (partner tenants, admin tooling) that are outside this documentation.
Inside an operator
An operator bundles everything one assistant needs:
| Page | What you do there |
|---|---|
| Overview | The assistant's activity at a glance |
| Inbox | Conversations handled by this operator |
| Knowledge | Which knowledge bases this operator answers from |
| Persona | Tone, instructions, and behaviour of the assistant |
| Analytics | Volume, message mix, response times for this operator |
| Live test | Try the assistant before visitors do |
| Widget | Appearance, branding, messages, behaviour, channels, GDPR (Widget customization) and the Installation tab with your embed snippet |
| Integrations | Data sources connected to this operator |
| Forms / Submissions | Structured input the assistant can collect |
| Routing / Skills / Templates | Escalation rules, capabilities, and reusable message templates |
Where to start
- Install the widget — Widget installation
- Load the knowledge — Data ingestion guide
- Shape the assistant — operator Persona and Widget
- Watch it work — Inbox and Analytics