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The Shortext dashboard is where you control everything — from AI agents and automations to integrations and analytics. This section gives you a quick tour of the main components and how to use them efficiently.

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🏠 Main Dashboard

After logging in, you’ll land on the main dashboard. It provides an overview of your workspace activity — including active conversations, session status, and quick insights about your agents. Shortext main dashboard

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Key Elements:

  • Navigation Sidebar — Access core modules like Agents, Conversations, and Automations.
  • Top Bar — Contains search, account settings, and notifications.
  • Quick Stats — Displays total conversations, active sessions, and response rate.
Your dashboard adapts dynamically to your plan and enabled features. Some items may appear or hide based on your permissions.

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💬 Conversations

The Conversations module is the heart of your communication. It displays real-time interactions between your users and your AI agents. Conversations view

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You can:

  • View and filter messages by status or agent.
  • Inspect user sessions and message history.
  • Manually reply when needed.
When a user sends a message on WhatsApp or another channel, it instantly appears here.

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🤖 Agents

The Agents section lets you create, configure, and train your AI-powered assistants. Agents list view Each agent can be personalized with:
  • A name and profile
  • A personality or tone of voice
  • Custom behaviors or rules
  • Linked APIs for advanced automation
Agents are the backbone of Shortext’s automation system — they handle messages, trigger actions, and can even make external API calls.

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🔄 Automations

Automations allow you to create tasks that run automatically — like scheduled notifications or daily summaries. Automations view Examples:
  • Send a message every morning at 9 AM.
  • Notify a team when a ticket is created.
  • Perform an API request at a fixed interval.
Use automations wisely — each scheduled task consumes resources and may affect your monthly usage limits.

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⚙️ Settings

The Settings section is where you configure everything related to your account and workspace. Settings screen You’ll find:
  • Billing and Subscription information
  • Integrations (WhatsApp, Telegram, API keys)
  • Team Members and Roles
  • Notification Preferences
Admins can control which modules each user can access through Role Management.

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📊 Insights (optional module)

If enabled, the Insights page displays analytics about conversations, agent performance, and response quality. Analytics and Insights Metrics include:
  • Total conversations per day
  • Response rate per agent
  • Average session duration
  • User retention indicators

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🚀 Next Steps

Now that you’re familiar with the dashboard, continue with:
Each module has its own dedicated section in this documentation where you’ll find detailed guides and examples.