Dashboard Description¶
Account Navigation
Your dashboard provides powerful tools for managing AI agents, channels, and platform settings.
Dashboard Menu¶
The home page displays all your AI agents and their connected channels.
Here you can:
- Create a new agent
- Connect a channel to an existing agent
- Configure an agent or channel
- View channel statuses
- Use search to quickly find the agent or channel you need
Structure
The platform uses an Agent → Channels hierarchy. Multiple channels can be connected to a single agent simultaneously (Telegram, WhatsApp, Custom, integrations, etc.).
An agent is an AI profile that manages your channels. The required parameters are configured in the agent settings.
To access settings, click the icon next to the agent on the home page.
Agent Settings¶
| Parameter | Description |
|---|---|
| Agent Name | Agent name for convenient navigation in the dashboard |
| Language Model | Language model for generating responses |
| Instructions | Agent behavior rules: greeting, company description, operator transfer conditions, language settings |
| Temperature | Response creativity (0–1). Higher values produce more diverse responses, lower values produce more precise and focused ones. Default is 0.5 |
| Max Embeddings | Maximum number of knowledge base entries used to generate a response. Default is 5 |
| Message Retention (days) | How long dialog history is stored. Set to 0 to keep forever. Default is 30 |
| Process Images | Allows the agent to view and analyze the content of images |
| Process Audio | Allows the agent to recognize voice messages |
Functions and Knowledge Base¶
In the "Functions" section, you can extend the agent's capabilities by connecting additional tools. Click "Manage Functions" to view available functions.
Functions marked as "Configurable" require additional setup on the channel page.
Knowledge Base
Click "Link Data" to connect uploaded articles to this agent.
In the dialog window, select the desired articles from the list and click "Save".
A channel is an agent's connection point (Telegram, WhatsApp, Widget, HelpDeskEddy, UseDesk, etc.).
To access channel settings, click the icon next to it on the home page.
Agent Configuration¶
At the top of the channel page, you can select and change the AI agent serving this channel. The "New Start" option clears the context of all dialogs when switching agents.
"General Settings" Tab¶
| Parameter | Description |
|---|---|
| Identifier | Unique channel ID (e.g., CAV-E41B2635DBE5A6F309F8) |
| Status | Running / Stopped toggle. When the channel is stopped, the agent does not respond to messages |
| Name | Channel name for convenient navigation |
"Chat Settings" Tab¶
| Parameter | Description |
|---|---|
| Response Delay | Delay before responding (in seconds). Useful when customers send multiple messages in a row — the agent will wait and process all messages together in the specified channel them all together. Default is 0 |
| Keyword | Trigger word for activating the agent in group chats (e.g., /bot). If the field is left blank, the agent will respond to every message. Learn more in Group Usage |
"Webhook Settings" Tab¶
| Parameter | Description |
|---|---|
| Webhook URL | Address where the channel will send event notifications |
| Webhook Token | Secret token for authenticating webhook requests |
Channel Functions¶
At the bottom of the general settings, there is a "Channel Functions" section. It displays functions available for configuration at the specific channel level.
Danger Zone
At the bottom of the channel settings, there is a "Delete Channel" button. Deleting a channel will permanently erase all conversation history.
Chat interface¶
Click the "Open Interface" button in the top right corner of the channel page to view dialogs. Here you can browse the agent's conversation history with customers and search through dialogs.
In the profile section you can:
- View basic profile information (email, subscription type, balance, number of agents and channels)
- Change your password
- Log out of your account
- Create an API key to use the Custom channel
Here you can check and top up your balance.
| Parameter | Description |
|---|---|
| Level | Current subscription plan |
| Credits/month | Number of credits allocated monthly |
| Models | Number of available language models |
| Billing Period | Subscription validity period |
| Agents | Used / available under the plan |
| Channels | Used / available under the plan |
| Linked Articles | Used / available under the plan |
Click "Upgrade Plan" to switch to a higher tier with increased limits.
Credits are Cavuer's internal currency. Each agent response consumes a certain number of credits, depending on the model. Credits can also be spent on calling functions, processing media and files, using the knowledge base, and more.
The "Credits" section displays:
- Available credits
- Credit cost depending on subscription
- Form to purchase additional credits (minimum 100 credits)
The "Recent Transactions" section shows transaction history (bonus accruals, credit purchases, charges for agent responses).
Registration Bonus
Upon registration, you receive a starter credit bonus to test the platform.
Section for uploading documentation that the agent will use to answer customer questions.
Uploading Data¶
- Click the "Upload Data" button
- Enter the Article Title — the agent will use it to determine where to find information
- Click "Choose File" and select a document
Supported Formats
Documents can be uploaded in .txt, .pdf, .docx formats (maximum file size 1 MB)
Managing Articles¶
After uploading, articles appear in the general list. You can:
- Edit article content via the "Settings" button
- Delete an article
Important
After uploading, the article title cannot be changed! Carefully consider titles before uploading.
Linking to an Agent
Uploaded articles must be linked to an agent. Go to agent settings → "Knowledge Base" section → "Link Data" → select the desired articles.
The quality of the knowledge base directly affects agent performance. Detailed recommendations are available in the knowledge base optimization article.
The "Statistics" section is designed for monitoring the performance and usage of your AI assistants.
Filters are available for retrieving statistics.
"Overview" Tab
| Metric | Description |
|---|---|
| Total Messages | Total number of messages for the selected period |
| Total Credits | Total number of credits spent |
| Active Dialogs | Number of currently active dialogs |
| Total Tokens | Total number of processed tokens |
Details:
| Metric | Description |
|---|---|
| User Messages | Number of incoming messages from customers |
| Assistant Responses | Number of agent-generated responses |
| Total Dialogs | Total number of dialogs for the period |
| Input Tokens | Total number of input tokens |
| Output Tokens | Total number of output tokens |
Charts:
- Messages Over Time — message dynamics grouped by day
- Credits Over Time — credit spending dynamics
- By Channels — load distribution across channels
- By Agents — load distribution across agents
- By Models — usage distribution across language models
Tables:
- Top Dialogs by Cost — most expensive dialogs with channel, message count, tokens, and credits
- Breakdown by Channel — statistics for each channel: platform, status, dialogs, messages, credits
"Messages" Tab
Complete log of all messages with search and filtering capabilities.
Filters:
- Search by message text, chat IDs, or names
- Filter by role (all roles / user / assistant / operator)
- Filter by channel
Messages Table:
| Column | Description |
|---|---|
| Time | Message date and time |
| Dialog | Dialog identifier |
| Role | Who sent the message (user or assistant) |
| Content | Message content |
| Credits | Cost of processing the message |
| Embeddings | Number of knowledge base articles used |
Next Steps
We recommend checking out the additional resources:
- Agent and Channel Setup — description of all agent and channel settings
- Using in Groups — how the agent works in group chats
- Knowledge Base — uploading documentation for accurate responses