Product
The OpenChat console
The same areas you use after sign-in: workspaces, inbox, marketing, analytics, and more—each described here with paths that match the in-app navigation.
Workspaces/workspaces
Create and move between customer workspaces. Each space keeps its own knowledge, users, and integrations so multi-brand and agency setups stay clean.
Switch context
The workspace switcher in the app header keeps the right knowledge and billing context in every screen.
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My workspaces
Is my order still on track?
Thanks, that worked great.
Can I change my delivery address?
Inbox/inbox
The operations hub: live and historical conversations, long-running cases, structured capture, and handoff in one place.
Chat ops
Watch active threads, take over, and reply in-line when a human should drive the next turn.
Open in appChat history
Search and review what was said—useful for QA, training, and dispute resolution without exporting logs.
Open in appSupport tickets
Escalate to ticket workflows with status, assignment, and replies when a thread needs a case file.
Open in appInformation requests
Track structured “ask a human” or info-capture requests that your flows collect from the assistant.
Open in appLeads
Workspace leads for sales and ops to follow up—separate from raw chat noise.
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Marketing/marketing
Campaign and lifecycle messaging in the same stack as the on-site assistant—shared audience, governance, and reporting.
Overview
Quick view of your marketing module and how it sits next to support channels.
Open in appMarketing e-mails
Audience, catalogs, and outbound e-mail (e.g. SendGrid) to complement in-chat capture.
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Campaigns
Spring onboarding
Re-engagement drip
Weekly conversations
Top topics
Analytics/analytics
See how visitors move on your site and what people ask the assistant so you can fix content gaps and prioritize integrations.
Web funnel analytics
Funnel and web engagement signals alongside your customer journeys.
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Topic and theme reporting so you know what the assistant is asked, not just that chats happened.
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Integrations/integrations
Connect LLM and stack integrations from one place—governed tools, connectors, and configuration without redeploying your app.
Connectors & tools
Wire the workspace to the models and services your assistants and operators rely on.
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Payments/billing
Plan, usage, and billing in one place so your team can align cost with real conversation volume.
Billing & plans
Workspace billing visibility for admins managing consumption and entitlements.
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Settings/setup
Onboarding, documents, widget, and assistant instructions—the foundation for grounded RAG and governed actions on your site.
Workspace setup
Tuning the assistant, widget placement, and workspace defaults your visitors actually hit.
Open in appDocuments & knowledge
Upload, import, and manage sources the model retrieves from—keeps answers on your policies and catalogs.
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Help/wiki
In-product help and operator guidance so your team is never blocked on where to click next.
Wiki & guides
Reference material and walkthroughs within the app shell you already use for daily work.
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User/users
Invite, roles, and account safety for the people who run the workspace and speak to customers in chat ops.
Users & access
Admins control who can change documents, see billing, and operate the inbox for each workspace.
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Team members
Jane Doe
jane@acme.com
Marc S.
marc@acme.com
Pending invite
alex@acme.com
Partners & resale
Whitelabel and reseller programs let agencies run many brands on one stack. See pricing and the home page whitelabel section—or contact sales for custom end-customer pricing.
Reseller program