This section of the user guide is focused on navigating the admin portal homepage. To help you navigate the article we have broken it down into the following sections:

• What is displayed on the admin portal homepage?
• Who has access to the admin portal homepage?
• How do I view the admin portal homepage metrics?
  • Chatbot 
  • Live Chat
  • Texting

What is displayed on the admin portal homepage?

The purpose of the admin portal homepage is to provide a comprehensive snapshot of the product's usage for chatbot, live chat, texting, and the action panel.

Who has access to the admin portal homepage?

The admin portal homepage is available for all users but the metrics are determined by each user's permissions. 

If the product has not been turned on for the client, a promo card will be displayed 

If the product is turned on for the client, but the user does not have access, then no metrics will be displayed.

If the product is turned on for the client and the user has metrics, the metrics will displayed.

	Administrative	Standard	Limited	View Other Offices
Chatbot Analytics
Live Chat Analytics
Texting Analytics

For more information on user permissions, review the User Roles & Permissions article.

How do I view the admin portal homepage metrics?

Once you log in to the Admin Portal, the homepage will display the product metrics. The metrics displayed are determined by the user's permissions. 

Chatbot 

The chatbot card will display the number number of Conversations (Last Month) and Interactions (Last Time).

• Conversations (Last Month) - Total number of chatbot conversations from the past month (last 30 days) respective of office permissions.
• Interactions (Last Month) - The number of interactions from the past month (last 30 days).

Select the View More button to navigate to the Chatbot Analytics page.

Live Chat

The live chat card will display the number of Chats (Last Month), the number of Active Conversations, Avg. Wait Time, and Avg. Response Time.  

• Chats (Last Month) - Total number of live chats from the past month (last 30 days). 
• Number of Active Conversations - Sum of active conversations displayed in the “Active Conversations” page.
• Avg. Wait Time - Average amount of time after the student has requested to speak with a live chat agent until someone takes the conversation and engages with the live chat participant. 
• Avg. Response Time - The average amount of time for a live chat agent to respond to a participant's question within a conversation.

Select the View More button to navigate to the Live Chat Analytics page.

Limited users don’t have access to the Live Chat Analytics page. Limited users will only be able to view the Active Conversations metric. They will not be given the View More button option.

Texting

The texting card will display the number of Contacts Messaged, Active Campaigns, and Median Response Time.

• Number of Contacts Messaged - The number of successfully delivered messages within all campaigns.
• Number of Active Campaigns - Total number of campaigns that are currently active.
• Median Response Time - The median amount of time the recipient waited for a texting agent to respond to a message.

Select the View More button to navigate to the Texting Analytics page.

Action Panel

The new action panel displays suggested onboarding actions that optimizes your Ocelot experience. The action panel shows cards for each task/action that should be completed in order of priority. Each card includes the product that corresponds with that action.

Actions can be user-specific or global. Once an action is completed or if you'd like to dismiss it, select the X on the far right of each action.

The action panel can be hidden or expanded at any time by clicking the blue arrow.

• Progress Bar - Shows the percentage of completed actions within the action panel
• To Do - Shows completed and incomplete actions that have not yet been archived 
• Archived - Shows actions that have been archived
• Show Offices - Shows offices that have completed the card action
  

Action Items

• Create your first variable - This user-specific action will display if:

• User has been granted Chatbot-Standard or Chatbot-Administrative role

• Current user has never configured a general or custom variable

When this action is selected you will be redirected to the Chatbot>Variables page.

• Configure your first Spider - This global action will display if:

• User has been granted Chatbot-Administrative role 
• No spiders exist at all within the bot

*If a spider is created then deleted, the action moves from Archived to To Do for all users with this role

When this action is selected you will be directed to the Chatbot>Spiders page.

• Customize your first question template - This user-specific action will display if:

• User has been granted Chatbot-Standard or Chatbot-Administrative role
• User has never customized a question template and published it within the bot regardless of office

When this action is selected, you will be directed to the Question Templates page.

• Customize the Behavior Settings of your chatbot - This user-specific action will display if:

• User has been granted the Chatbot-Administrative role
• Default Behavior Settings have not been changed by anyone for any office in which the user has permissions to

*If a new office is added after the card is marked complete and the user is granted permissions to it,  the card reappears in the To Do list

When this action is selected, you will be directed to the Chatbot>Behavior Settings page.

• Customize the Look & Feel of your Chatbot - This global action will display if: 

• User has been granted Chatbot-Administrative role 
• Default Look & Feel Settings have not been changed by anyone within any office that the user has permissions to
  

*If a new office is added after the card is marked as complete ,and the user is granted permissions to it ; the card reappears in the To Do list

When this action is selected, you will be directed to the Chatbot>Look & Feel page.

• Embed your Chatbot - This global setting will display if: 

• User has be Chatbot-Administrative role 
• The bot has not been embedded for one or more offices the user has permissions to 
• At least one interaction or conversation must exist for the office
• A new office is added after the card is marked as complete and the user is granted permissions to it

When this action is selected, you will be directed to the Chatbot>Embedding page.

• Create your first Custom Question - This user specific action displays if:

• User has been granted Chatbot-Standard or Chatbot Administrative role
• Current user has never created a custom bot irrespective of office

When this action is selected, you will be directed to the Create Question modal. 

• Get Feedback from Chatbot users - This global action displays if:

• User has been granted Chatbot-Administrative role 
• User feedback tool is not turned on for one or more offices that the user has permissions to edit (irrespective of who turned it on)
• If a new office is added after the card is marked as complete and the user is granted permissions to it

When this action is selected, you will be directed to the Chatbot>Behavior Settings page.

• Create your first Canned Response - This user-specific action displays if:

• User has been granted Live Chat-Limited, Live Chat-Standard, or Live-Chat Admin role
• Current user has never created a canned response in the bot

When this action is selected, you will be directed to the Canned Responses page.

• Provision first Reusable Number - This global action displays if:

• User has been granted Texting-Standard or Texting-Admin role
• No reusable phone number exist in the bot for one or more offices in which the user has permissions to

When this action is selected, you will be directed to the Provision Phone Numbers page.

• Create first Contact List - This global action displays if:

• User has been granted Texting-Standard or Texting-Admin role
• No contact lists exist in the bot

When this action is selected, you will be directed to the Create Contact List page.

• Create first Campaign - This global action displays if:

• User has been granted Texting-Standard or Texting-Admin role
• A campaign (draft, scheduled, or launched) has never been created in the bot for one or more offices in which the user has permissions to

When this action is selected, you will be directed to the Create Campaign modal

• Configure first Integration - This global action displays if:

• User has been granted Chatbot- Administrative role
• No integrations are enabled in the bot

When this action is selected, you will be directed to the Integrations page.