HelpKit Dashboard Overview

Your HelpKit Dashboard at a Glance

The HelpKit dashboard is your command center. Here's a tour of every section and what it does.

Main Navigation (Left Sidebar)

| Section | Purpose | |---------|---------| | Inbox | All incoming conversations, organized by status | | Contacts | Your full contact list and CRM | | Campaigns | Broadcast messages and bulk send | | Automation | Auto-replies, flow builder, chatbots | | Analytics | Reports, metrics, team performance | | Settings | Account, integrations, billing |

Inbox Views

•All — Every active conversation

•Mine — Conversations assigned to you

•Unassigned — Waiting for an agent to pick up

•Resolved — Closed conversations

•Snoozed — Follow-ups set for later

The Conversation Panel

When you open a conversation, you see:

•Chat thread (left/center) — full message history

•Contact panel (right) — name, phone, tags, notes, and custom fields

•Action bar — assign agent, add tag, resolve, snooze

Top Stats Bar

The header shows live metrics:

•Open conversations

•Avg. first response time

•CSAT score (if enabled)

•Active agents online

Quick Actions

•Press N to start a new conversation

•Press / to search conversations

•Click the 🔔 bell for notifications

•Use ⌘K (Mac) or Ctrl+K (Windows) for the command palette

Customizing Your Dashboard

Go to Settings → Preferences to:

•Set notification preferences

•Choose light or dark mode

•Configure your default inbox view

•Set your working hours

Pro Tip: Pin your most-used inbox filters using the ⭐ star icon for fast access.