AI Chat Dashboard Overview

The AI Chat Dashboard gives you a complete view of your team's conversation workload. See which locations need attention, how many open chats each team member is handling, and which conversations haven't been assigned yet.

This dashboard is your command center for managing parent inquiries efficiently across all your locations.

What You'll See on the Dashboard

The dashboard displays:

  • All your locations and their priority status
  • Number of open conversations with each team member
  • Unassigned conversations that need immediate attention
  • Real-time status of your staff members
[SCREENSHOT: Full dashboard view showing location list, conversation counts, and team member panel]

Team Member View

On the right side of the dashboard, admins can see the list of team members handling chats. You'll see:

  • Each team member's online/offline status
  • How many open conversations they're currently managing
  • Which locations they're assigned to

This helps you quickly identify who's available and who might be overloaded with parent inquiries.

[SCREENSHOT: Right sidebar showing team member list with online status indicators and conversation counts]

Managing Unassigned Conversations

Unassigned conversations are critical — these are parent inquiries that aren't in anyone's inbox yet. They need your immediate attention to ensure no family waits too long for a response.

The dashboard highlights unassigned conversations so you can quickly route them to available team members.

To assign unassigned conversations:

  1. Locate the unassigned conversation count for a specific location
  2. Click the "Go" button next to that location
  3. Select which team member should receive these conversations
  4. Click "Assign" to transfer ownership
[SCREENSHOT: Unassigned conversations section with "Go" button highlighted]

Reassigning Conversations Between Team Members

Need to balance workload or reassign conversations? You can transfer chats from one team member to another directly from the dashboard.

To reassign conversations:

  1. Click the "Go" button for the relevant location
  2. In the "From" field, select the team member (or "Unassigned") who currently has the conversations
  3. Choose how many conversations to transfer
  4. In the "To" field, select the team member who should receive them
  5. Click "Assign" to complete the transfer
[SCREENSHOT: Conversation reassignment modal showing From/To dropdowns and conversation count selector]
Pro Tip: Check the dashboard regularly during busy enrollment periods. Keeping unassigned conversations at zero ensures every prospective family gets a prompt response — which can make the difference in securing an enrollment.

Related Articles

  • AI Chat Settings Overview
  • Managing AI Chat Conversations
  • AI Chat Search and Filters