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The Exei Dashboard is your command center for managing customer conversations, monitoring agent performance, and tracking company growth.
To keep your operations organized, Exei splits the dashboard into two distinct views: the Global Dashboard (company-wide metrics and shared assets) and Agent Dashboards (focused performance for individual agents).
Navigating the Dual-Level Architecture
Navigating the Dual-Level Architecture
When you log into Exei, you can seamlessly navigate between your top-level company operations and your individual AI agents using the main navigation menu.
1. Global Level Dashboard
1. Global Level Dashboard
The Global Dashboard provides a high-level overview of your entire organization. It aggregates data across all active agents and gives you quick access to central resources.
Key Sections & Features
Key Sections & Features
Company-Wide Performance Summary: High-level metrics tracking total conversations, message volume, active channels, and overall AI resolution rates across all channels.
Knowledge Base: The central hub where you upload and manage company documents, website links, FAQs, and product catalogs. Data added here powers your agents globally.
Unified Conversations & Takeover: Monitor live interactions across all connected channels (Web, WhatsApp, Instagram, Voice). Human agents can step in and take over any conversation in real time from this single inbox.
Activity (Leads, Tickets & Appointments): A consolidated view of all actionable outcomes generated by your agents—including captured leads, raised support tickets, and booked appointments.
Shared Contacts: A unified customer database (CRM) that logs customer profiles, interaction history, and contact details across all agents and channels.
Global Channels & Deployment: Manage connections for Web Widgets, WhatsApp, Instagram, Voice/Telephony, and Custom APIs in one central place.
Settings & Access Control: Configure organization profile settings, invite team members, assign user roles (e.g., Admin, Agent, Viewer), and manage subscription plans.
Centralized Insights & Analytics: View top-level performance metrics without needing to switch between individual agents.
Overall Company Analytics: Aggregated metrics showing total conversations, message volume, response rates, and overall AI resolution efficiency across all channels.
Customer Service Analytics: Track resolution rates, automated vs. human-escalated chats, response speeds, support ticket volumes, and customer satisfaction trends globally.
Shopping Assistant Analytics: Monitor catalog engagement, total recommendation impressions, product card clicks, "Add to Cart" conversion rates, and revenue impact driven by AI.
2. Agent Level Dashboards
2. Agent Level Dashboards
While overall analytics are monitored at the Global level, the Agent Level Dashboards allow you to fine-tune persona settings, set up specific actions, and manage execution workflows for each agent.
Customer Service Agent
Customer Service Agent
Persona & Guardrails: Adjust the agent’s prompt instructions, communication tone, greeting messages, and fallback rules.
AI Actions & Workflows: Set up backend automation such as live order tracking, appointment scheduling flows, and custom ticket creation rules.
Shopping Assistant
Shopping Assistant
Catalog Sync Management: Monitor live connection status with your Shopify store, track indexed items, and adjust product data settings.
Recommendation Settings: Configure how product recommendations are displayed (interactive product cards, direct Add-to-Cart buttons, multi-product carousels).
Growth Agent
Growth Agent
Campaign Builder & Overview: Create, schedule, and launch proactive broadcast and retargeting campaigns across WhatsApp, Voice, and APIs.
Outbound Campaign Analytics: Real-time metrics on campaign reach, delivery rates, open rates, and direct customer response rates for proactive outreach.
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