Finding your way around the dashboard.
What each screen in the Askbridge dashboard is for, where it is in the menu, and who can open it.
The dashboard is where your team runs Askbridge. The menu on the left is grouped into Work, Assistant and Management. On a phone, open it with the menu button at the top left. On a wide screen you can collapse it to icons with the button beside the logo.
Work
| Menu item | What it is for | Who sees it |
|---|---|---|
| Overview | What needs attention today: conversations waiting for a person, unassigned requests, knowledge that needs attention, follow-ups due, and the last 7 days. | Everyone |
| Inbox | Every visitor conversation. Take, reply, assign, hand back to AI and close. | Everyone |
| Requests | Viewings, repairs and callbacks visitors asked for in the chat. Shown when an action is switched on, or when the workspace already has requests. | Everyone |
| Follow-ups | Reminders on conversations and requests, for you, the admins or the available teammates. | Everyone |
Assistant
| Menu item | What it is for | Who sees it |
|---|---|---|
| Knowledge | Sources (website, files, FAQs), FAQs, Test a question, Knowledge gaps, Suggested topics and Health. | Everyone (only owners and admins change it) |
| Actions | The requests visitors can start from the chat, and their wording. | Owners and admins |
| Widget | How the chat looks and what it says, opening hours, and installation. | Owners and admins |
| Answer checks | Questions with what a good answer must say, run after you change your knowledge. | Owners and admins |
Management
| Menu item | What it is for | Who sees it |
|---|---|---|
| Analytics | Conversations, outcomes and knowledge gaps over time. | Everyone |
| Team | Members, roles and invitations. It opens Settings, Team and access. | Everyone (only owners and admins invite or change roles) |
| Plan and billing | Plan, payment and top-ups. | Owners only |
| Usage | AI conversations used and left this billing period, and daily figures. | Owners and admins |
| Settings | Workspace settings by category: General, Team and access, AI and answers, Requests, Follow-ups, Channels, Notifications, Domains and installation, Integrations, Data and privacy, Advanced. | Owners and admins (everyone can open Profile and Notifications) |
The top bar
- The breadcrumb shows where you are.
- Ask AI opens the assistant for owners and admins. See Ask AI.
- The bell opens your notifications.
- Your picture opens the account menu: Profile settings, Notification preferences, Account security, switching workspace and Sign out.
The bottom of the menu
The plan box shows the free trial's days left and the AI conversations used (owners and admins). Below it are Notifications and your availability: whether you are available to take conversations.
If a menu item is missing, your role does not include it. Ask an owner or admin. See Inviting your team and roles.
Still stuck? Email support@vitalos.co.uk and tell us your workspace name.