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

# Dashboard & Analytics — AI Chatbot Performance

> Monitor your InsiteChat AI chatbot with the Overview dashboard — content metrics, conversation stats, feedback analytics, training status, and lead capture totals.

Every chatbot in **InsiteChat** has an **Overview** dashboard that gives you an at-a-glance view of performance, content, and status. Access it by clicking any chatbot from your dashboard's chatbot list. The Overview surfaces the metrics that actually matter — message volume, feedback rate, training coverage — rather than vanity counters.

## Chatbot overview dashboard

The Overview tab is the first thing you see when you select a chatbot. It shows:

### Training status

A color-coded indicator showing your chatbot's readiness:

| Status             | Color  | Meaning                                                                     |
| ------------------ | ------ | --------------------------------------------------------------------------- |
| **Ready**          | Green  | All sources processed. Chatbot is fully operational.                        |
| **Training**       | Blue   | Some sources are still being processed. Chatbot works with trained content. |
| **Partial Issues** | Orange | Some sources failed. Chatbot works with successfully trained content.       |
| **No Knowledge**   | Gray   | No content added yet. Add links, files, or Q\&A pairs to get started.       |

The status also shows a breakdown: how many sources are done, processing, and failed, plus total pages indexed.

### Content metrics

Three cards showing your training data at a glance:

| Metric         | What it shows                           |
| -------------- | --------------------------------------- |
| **Links**      | Total URL sources + total pages indexed |
| **Files**      | Total file sources uploaded             |
| **Q\&A Pairs** | Total custom question-answer pairs      |

### Conversation metrics

Three cards showing chatbot performance:

| Metric                | What it shows                                             |
| --------------------- | --------------------------------------------------------- |
| **Total Messages**    | All messages exchanged + total conversation count         |
| **Positive Feedback** | Percentage of bot responses rated helpful (thumbs up)     |
| **Negative Feedback** | Percentage of bot responses rated unhelpful (thumbs down) |

<Tip>
  Use negative feedback percentage to identify areas for improvement. If it's above 10%, review your conversations to find common failure patterns and add Q\&A pairs to address them.
</Tip>

### Installation quick access

The Overview also provides:

* **Chatbot ID** with a copy button — needed for API calls, WordPress plugins, and integrations
* **Embed code** snippet with a copy button — paste into your website to deploy

## Conversations

Access the **Conversations** tab to review individual chat sessions:

* View full message transcripts (user + bot)
* See message count and timestamp per conversation
* Export conversations as CSV
* Delete conversations (soft delete)

## Feedback

Visitors can rate bot responses with thumbs up/down buttons (unless hidden via widget customization). Feedback data feeds into the positive/negative percentages on the Overview dashboard.

## Message limits by plan

| Plan    | Messages per month |
| ------- | ------------------ |
| Free    | 50                 |
| Starter | 4,000              |
| Growth  | 10,000             |
| Scale   | 40,000             |

Only visitor messages count — bot responses are free.

## Email notifications

InsiteChat automatically sends email alerts for:

* **Plan limit warnings** — When any resource (messages, pages, chatbots) reaches 80%+ usage (checked daily)
* **Source failures** — When a training source fails to process after all retries
* **Monthly usage report** — Sent on the 1st of each month with a summary of your chatbot stats

All notifications are rate-limited to prevent spam (limit warnings: max 1/day, source failures: max 10/hour).
