Developer guide

User Guide

Step-by-step guide for the SabyAI user dashboard.

Overview

The tenant dashboard is the main interface for customers (tenants) who use the SabyAI platform. It allows them to:

  • Register and sign in
  • Add knowledge sources (data the bot uses to answer questions)
  • Customize the chatbot (branding, launcher, chat window, lead capture)
  • Get an embed script to install the widget on their website
  • View chat logs and captured leads
Open Overview

Stage 1: Registration (Create account)

Step-by-step

  1. Open the registration page
  2. Fill the form — Company name, Domain, Email, Password, Confirm password.
  3. Submit — Click Create account. On success, use Go to login to sign in.
    4. Open Registration Page

Stage 2: Login

  1. Open the login page and enter Email and Password. Then click Sign in.
  2. Use the Register link if you don’t have an account.
    3. Open Login Page

Stage 3: Tenant dashboard overview

After login, the tenant sees the Overview page: setup progress card, KPI cards (Leads, Chat logs, Setup completion), recent activity, setup steps (Data Sources → Customization → Widget Embed), and quick links.

Setup is complete when: (1) at least one knowledge source exists, (2) primary color and welcome message are set in Customization, and (3) the tenant has an API key for the embed.

Open Overview

Stage 4: Data sources (Knowledge base)

Add text content or upload files (PDF, TXT). Save/add entries, search, paginate, and delete. At least one knowledge source is required for the first setup step to be considered done.

Open Data sources

Stage 5: Customization

Tabs: Launcher (position, primary color, welcome message, icon), Chat Window, Appearance, Lead Capture. For “setup complete,” set Primary color and Welcome message in the Launcher tab and save.

Open Customization

Stage 6: Widget embed

Copy the embed snippet, paste it just before </body> on your site. Use Open Test Widget as needed.

Open Widget embed

Stage 7: Chat logs

View conversations. Use filters (e.g. Last 24 Hours, Lead only) and search. Click a row for full detail. Data is read-only.

Open Chat logs

Stage 8: Leads

Browse leads (Visitor Email, Phone, First/Last Seen, Conversation Count, etc.), search, and Export CSV. Leads are created when visitors submit email/phone via the widget (lead capture must be enabled in Customization).

Open Leads

Navigation and logout

Sidebar: Overview (/tenant), Data Sources, Customization, Widget Embed, Chat Logs, Leads. Current tenant name at top; active item highlighted.

Logout: Click Logout at the bottom of the sidebar. .