Basics

"Workflows" Tab (Agency vs. Client View)

Your central command center for creating, managing, and deploying all automated processes within your agency and for your clients. 

Agency Workflows Tab

Your command center for creating, managing, and deploying all automations for single client.


Client Workflows Tab

The Customer Connector is a powerful, built-in app that directly connects your Voice Agents to the Workflows module.


Customer Connector App

How to create your first Automation

Trigger Setup

Action Setup

Automation timing

Connect Your App Accounts to ChatDash

Sorting fields - "Light view" button

Feature Requests

Report Bugs

Roadmap

Latest Changes

API Docs

Best steps on getting started with ChatDash.

Getting Started

White label your dashboard so your client won’t know it’s us.

Add your branding

Add your AI agents into ChatDash to get started.

Add an agent

You can create a client in ChatDash and assign an agent to them. After creating a client, you can give your client access to the ChatDash’s Client Dashboard.

Add a client

You can customize your agent's widget to match your brand’s look and feel.

Customize a widget

You can deploy an agent (assigned to a client) to make it live.

Deploy an agent

Workflow Builder

Built-in Tools

Allows you to look up data values ​​from previous automation steps and automatically replace, delete or supplement them.

Find and replace

JavaScript code allows you to run your own custom code. Just enter your code into the step settings following this instruction!



JavaScript code


Like other ChatDash tools, it is added between steps of an automation. To do this, click on the "+" and select the tool from the list.


Split string into elements of a row section (array)

This is a tool that removes HTML tags, for example <div>, <p>, <span>, <br> and others.


Remove tags


Analogue of a filter "Stop automation". It allows you to set the condition when the bundle stops and continues to work.


Stop automation on condition

Allows to perform mathematical operations on the data from the previous steps.

Mathematical operation

This step allows you to configure the rule to process duplicates when creating an action on the data's target app.


Duplicate Search Setting

Allows to turn the dataset into a single variable.


Rows gluing

Allows you to set the phone number format.


Phone number formatting

Allows you to postpone an action for a specified period of time, postponing the next automation step.

Automation delay

Allows to set a condition for processing different parts of the bundle. A "IF ELSE" feature analogue.


Router

Allows you to analyze datasets from previous steps and, if necessary, combine different sets.


Rows union

Allows you to add or subtract days, hours, minutes. Specify a time zone for a date, change the hours or minutes to a static value.


Date and time modification

Allows to set a sequence of values. Every time the automation is started, next value from the sequence will be transferred.


Round robin

How to work with HTTP requests

This tool works like scissors, which allows you to cut data from any set of values.


Data cropping

Iterator tool

This tool allows you to overwrite the incoming data from the streaming app.


Table lookup

Learn how to use the Aggregator tool to transform separate elements of data (strings) into an array of data.


Aggregator Tool

What is and How to Use the Error Handler Tool in Your Automation

Get an element from an array

Troubleshoot Automations

We've gathered the most frequent causes of errors in automations and created a step-by-step guide to solve them.


How to fix automation errors

Common Errors in Automations

Manage clients, agents, and settings seamlessly in one place.

Agency Dashboard

Manage what you want your clients to see in their dashboard.

Client access

Stripe Billing lets your agency automate payments, subscriptions, and metered usage for clients directly within ChatDash.

Stripe billing

Generate an agent usage report for your clients

Agent report

Set the desired language for your agency/client dashboard

Language settings

For Retell & Vapi agents, call transcripts are imported into ChatDash in real time utilizing webhooks.

Import webhooks

Agency Settings

The following webhook events from voice AI agents connected to your ChatDash account can be used as triggers in your automations.

Webhook Events

The client dashboard is where the clients can view whatever the agency customized for them. 

Client Dashboard

Client Dashboard Overview

Main pages the client can view in their dashboard

Core Client Features

The Analytics menu in the client dashboard provides insights into the performance of the agent.

Analytics

The Conversations menu in the client dashboard provides details of the messages exchanged between the agent and the users.

Conversations

The Knowledge Base menu in the client dashboard allows clients to view and directly manage knowledge base data sources.

Knowledge Base

Adding a custom menu for clients in ChatDash

Custom menus

Define and visualize any data using flexible chart types and filters. Available on Premium & Growth plans.

Custom KPI Metrics

Let clients configure their agents themselves

Agent settings

Retell & Vapi Agents

The Leads menu in the client dashboard allows clients to import and manage leads.

Leads

The Campaigns menu in the client dashboard allows clients to create and manage outbound call campaigns.

Campaigns

The Phone Numbers menu in the client dashboard allows clients to import in phone numbers via SIP trunking.

Phone Numbers

Manage your voice agent’s prompts, features, speech behavior, call handling, security, and post-call data extraction to optimize conversation flow and performance. You can find Voice Settings by going Agent Settings -> Agent Config of a client's Retell agent.

Voice Settings (Retell)

OpenAI Agents

The Edit Assistant menu in the client dashboard allows clients to edit the OpenAI assistant settings and configurations.

Edit Assistant

The Chat Interface menu in the client dashboard allows clients to interact with the OpenAI Assistant and view the chat history.

Chat Interface

ChatDash client dashboard can be integrated and displayed in GoHighLevel as a custom menu.

GoHighLevel(GHL) Integration Overview

Widget Features

Live human hands-off allows end-users to interact with the human agent (client) in real-time. The human agent can take over the conversation at any time during the conversation.

Live agent hands-off

Integrate Voiceflow extensions into ChatDash

Voiceflow Extensions

Advanced Features

AI features that automate manual tasks and provide valuable insights from your conversations.

AI Analysis

AI Analysis Overview

Automatically tag conversations with topics and subscribe to notifications

Topic Assignment & Subscription

Automatically generate summaries of conversations

Summary Generation

Assess the success or failure of conversations using AI

Conversation Evaluation

Automatically create FAQs from customer conversations

FAQ Generation

Detect when the agent misinterprets customer queries

Misunderstood Query Identification

SaaS Mode lets you quick-start your own AI Agent SaaS by leveraging existing features of ChatDash. This feature is only available as an add-on on the Growth plan. Please note that it only supports Retell for voice provider and OpenAI for text provider. 

SaaS Mode

Integrations

WhatsApp Integration

Integrate Instagram Messaging with ChatDash

Instagram Integration

Legal

Yes, ChatDash is GDPR compliant. Find our DPA and subprocessors from here.

GDPR Compliance

Yes, the ChatDash core platform is HIPAA compliant. BAA is available for customers with the HIPAA Add-On.