Agent Dashboard
Run AI conversations from One Workspace
The Interlinked dashboard brings together active conversations, customer context, orders, appointment activity, AI settings, and manual handoff controls.
Operator workspace
Feature console
Signal
daily views
CRM conversation control
Review conversations by channel, inspect customer context, and take manual control when the AI should pause.
Orders for retail workflows
See AI-created retail orders with channel context, payment status, and the configured workspace currency.
Calendar for service workflows
Track appointments booked through workflows that use scheduling and sync with Google Calendar availability.
AI handles the repeatable path while the team keeps visibility into context, exceptions, and handoff moments.
Capability anatomy
The operating view for conversational sales
Use the dashboard to manage the business state behind each customer message.
CRM conversation control
Review conversations by channel, inspect customer context, and take manual control when the AI should pause.
Orders for retail workflows
See AI-created retail orders with channel context, payment status, and the configured workspace currency.
Calendar for service workflows
Track appointments booked through workflows that use scheduling and sync with Google Calendar availability.
AI Config after onboarding
Update agent instructions, business context, catalog or service details, and workflow settings after the first publish.
Workflow sequence
How the dashboard fits the product
01
Publish a configured agent
Complete onboarding so the dashboard has the right workflow, catalog, business context, channels, and calendar details.
02
Use operational views
Move between CRM, Orders, Calendar, AI Config, and related workspace areas depending on what the customer conversation created.
03
Tune from real work
Use observed conversations and exceptions to adjust AI Config, handoff behavior, and workflow-specific business rules.
Feature FAQ
What to know before launch
Is the dashboard only for analytics?
No. It is an operating workspace for CRM conversations, manual handoff, orders, calendar activity, and AI configuration.
Do all businesses see Orders and Calendar the same way?
No. Orders are tied to retail workflows, while Calendar is relevant to service workflows that support scheduling.
Can the agent be changed after onboarding?
Yes. AI Config supports changes after the first onboarding publish so the business can keep the agent aligned with current operations.