Finding your way around the dashboard

Every dashboard page has the same sidebar on the left (a menu button on phones). Pages are grouped by how often you need them, and the bar at the top has the User guide and Sign out. If you manage more than one workspace, switch between them at the top; you stay on the same page.

The Overview page, top to bottom

• Status banners (paused, plan limit reached, help desk disconnected) and the “Getting live” checklist until you are live. The checklist updates on its own every 15 seconds.
• The review queue, when drafts are waiting.
• Today’s numbers, then the ticket log: every ticket with what TR-AI did and why.
• Your thresholds (read-only — change them in Settings → Automation).
• Setup & connections: knowledge base, past tickets, the help-desk connection and webhook steps. It stays open until the checklist is done, then folds away; click it to open it again.
• All features, the same list as the sidebar with a one-line description of each page.

For Freshdesk, Zoho Desk, HubSpot, Salesforce, Intercom, ServiceNow, Jira and e-mail, the connection card says “Listening for your first ticket…” after you add the webhook, and switches to “Connected — first ticket received” as soon as one arrives. Zendesk is installed for you.