> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shortext.ny-corp.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Platform Overview

> Discover how the Shortext dashboard is organized and how to navigate its main features.

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.

***

## 🏠 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.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/n-ycorp/images/platform-overview/dashboard-home.png" alt="Shortext main dashboard" />

### 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.

<Note type="info">
  Your dashboard adapts dynamically to your plan and enabled features. Some items may appear or hide based on your permissions.
</Note>

***

## 💬 Conversations

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

<img src="https://mintlify.s3.us-west-1.amazonaws.com/n-ycorp/images/platform-overview/conversations.png" alt="Conversations view" />

### You can:

* View and filter messages by **status** or **agent**.
* Inspect user sessions and message history.
* Manually reply when needed.

<Note type="tip">
  When a user sends a message on WhatsApp or another channel, it instantly appears here.
</Note>

***

## 🤖 Agents

The **Agents** section lets you create, configure, and train your AI-powered assistants.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/n-ycorp/images/platform-overview/agents.png" alt="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.

***

## 🔄 Automations

Automations allow you to create tasks that run automatically — like scheduled notifications or daily summaries.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/n-ycorp/images/platform-overview/automations.png" alt="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.

<Note type="warning">
  Use automations wisely — each scheduled task consumes resources and may affect your monthly usage limits.
</Note>

***

## ⚙️ Settings

The **Settings** section is where you configure everything related to your account and workspace.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/n-ycorp/images/platform-overview/settings.png" alt="Settings screen" />

You’ll find:

* **Billing and Subscription** information
* **Integrations** (WhatsApp, Telegram, API keys)
* **Team Members and Roles**
* **Notification Preferences**

<Note type="success">
  Admins can control which modules each user can access through Role Management.
</Note>

***

## 📊 Insights (optional module)

If enabled, the **Insights** page displays analytics about conversations, agent performance, and response quality.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/n-ycorp/images/platform-overview/insights.png" alt="Analytics and Insights" />

Metrics include:

* Total conversations per day
* Response rate per agent
* Average session duration
* User retention indicators

***

## 🚀 Next Steps

Now that you’re familiar with the dashboard, continue with:

* [Creating and Configuring Your First Agent →](/agents/creating-an-agent)
* [Connecting WhatsApp →](/integrations/whatsapp-setup)
* [Testing Your API Connections →](/api/configuration)

***

<Note type="info">
  Each module has its own dedicated section in this documentation where you’ll find detailed guides and examples.
</Note>