The HaveAI Panel: Sections and Usage

The HaveAI panel is the workspace you use to prepare your assistant, manage customer conversations and monitor performance. This guide explains the overall layout of the panel and what the main sections do.

Overall Layout

The panel has a main menu, an account and notification area, and the workspace of the section you select. On wide screens the main menu is on the left; on narrow screens you can open the menu to switch between sections.

View by Role and Account

The menus you see may change depending on whether you are the account owner or a team member, your permissions, your plan and your selected channels. Some sections are only open to the account owner or to people with the required permission. Details: Roles and Permissions.

Main Sections

📊 Overview

Track the current status of your account with summary indicators such as message volume, recent activity, satisfaction and frequently asked questions.

🤖 AI Agent

AI Training: Manage the knowledge base, FAQs, products, documents, web crawling and brand information. AI Test: Try answers. AI Performance and Safety: Review assistant evaluations. Human Handoff: Prepare representative settings, routing and handoff rules.

💬 Inbox

Follow conversations from connected channels on the Messages screen. See pending handoff requests and take over the conversation when needed. Edit your frequently used ready replies in the Templates section.

🔌 Channels

Configure the web chat box; manage the Telegram, WhatsApp, Instagram, Facebook Messenger, Slack and other channel connections available in your account.

⚡ Automation and API

Prepare automation rules and chatbot flows through the Automation Hub. The API & Webhooks management tab does not currently appear in the panel; for needs that require an API connection, you can contact the support team.

📈 Analytics

Review assistant performance and trends in customer conversations from the Analytics, Reports and Sentiment Analysis screens.

🎯 Sales Opportunities and Appointments

Track the sales opportunities identified from conversations in the Sales & Leads list. Manage appointment records from the built-in Appointments section.

🛡️ Management

Invite team members and adjust their permissions from the Team & Permissions section. Review account activity through the Audit Log.

⚙️ Account

Manage your personal information from My Profile; your security, notification and data/compliance options from Preferences. Track your plan, usage entitlements and consumption from the Billing area.

🆘 Help

Reach the documentation, restart the panel tour or create a support ticket.

Quick Tips

Follow notifications: Track new messages and important events from the notification area at the top.
Test answers regularly: When you add new information, check the answers on the AI Test screen. During initial setup, complete this trial before opening the channel to customers. The AI Test screen does not stop live channels on its own.
Adjust the view to your liking: Set the dark/light theme and your language preference from the top menu.
If a menu is missing, check access: Review your role, permissions and your plan's entitlements together with the account owner.

Recommended Order for First Use

AI Training → AI Test → Channels → Inbox. If you will use human handoff, also prepare your team and routing settings before customer conversations begin.

Next Steps

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