🤖General Features

I. Interface

The interface is divided into two main parts:

1. Left Sidebar (Red Rectangle)

   • This area contains all of CXG’s tools and modules.

   • You can navigate through features such as Bot, Livechat, Contacts, and Settings from here.

2. Main Display Area (Blue Rectangle)

   • This section shows the detailed view of whichever tool or module you select on the left sidebar.

   • For example, if you click Chat, the chat interface will appear here.

II. Tools

1. Workspace

The Workspace section allows you to:

• Switch between accounts: Move from one workspace to another without affecting your current setup.

• Customize settings: Adjust preferences and configurations for each workspace independently.

• Manage subscriptions: Select and manage different paid plans for each workspace, depending on your team’s needs.

This ensures that settings and plans remain separate, so changes in one workspace do not overlap with others.

2. Online/Offline Status

Online/Offline status can be set, which defines whether you will receive incoming messages or not.

3. Notifications

The bell icon displays all notifications whenever customers send messages to your chatbots.

• In this section, you can review the list of incoming notifications.

• You may choose to delete specific notifications.

• You can also mark all notifications as read with a single action.

This helps you stay updated on customer interactions without missing important messages.

4. Dashboard

The Dashboard section provides a comprehensive overview of the chatbots created in your workspace.

• Key statistics displayed include:

  • Total Chat Users: The number of unique customers who interacted with your bots.

  • Total Conversations: The overall count of chat sessions.

  • Total Members: The number of workspace members managing the bots.

  • Total Messages: The total volume of messages exchanged.

• In addition, the Dashboard features daily and monthly report charts to help you track trends over time.

• At the top of the Dashboard, you will also see a banner announcing new features and updates.

This section helps you quickly monitor chatbot performance and stay informed about product improvements.

5. Bots

The Bots section displays all chatbots that you have created within the selected workspace.

• Manage existing bots: Configure settings for each chatbot, such as name, greeting message, and knowledge base.

• Create new bots: Add additional chatbots to serve different purposes or projects.

• Display options: Choose between two viewing modes:

  • List View – shows detailed information in rows.

  • Icon View – displays bots in a grid with large icons. You can switch between these modes from the top right corner of the screen.

This section helps you easily organize and manage multiple chatbots in one workspace.

6. Live Chat

In the Live Chat section, you can monitor all incoming messages from customers and reply directly within the platform — no need to switch to other tools. Beyond messaging, Live Chat also includes various integrated features. See the Live Chat section for detailed guidance.

7. Contacts

The Contacts section allows you to manage the list of customers who have connected and interacted with you in each workspace.

• Contact list: View all users who have started a conversation with your chatbots.

• Contact tags: Create and assign custom tags to customers for segmentation, tracking, or other specific purposes.

• Workspace scope: Each workspace maintains its own set of contacts and tags without overlapping with others.

This section helps you organize your customer base effectively and personalize how you engage with different groups.

8. Data Center

The Data Center feature allows you to export workspace data for reporting and analysis. You can select data types (e.g., conversations, tickets), apply filters such as date range, and choose which fields to include (conversation, customer, assignee, source). This ensures you have flexible access to the information you need.

9. Categories & Tags

• Categories: Categorize support tickets by grouping them into different categories. This makes it easier to organize requests and improves support efficiency.

• Tags: Create and assign tags for Help Desk and Ticket management. Tags allow you to classify tickets or contacts for faster filtering and reporting.

Together, categories and tags help structure your support data for smoother operations.

10. Settings

The Settings section allows you to configure and manage your workspace.

• General: Update workspace details such as name, logo, company information, working hours, and description.

• Roles & Permissions: Define access rights for admins and members to control who can view or edit specific features.

• Notifications: Manage how and when system notifications are delivered to workspace members.

• Activity Logs: Review a history of actions performed in the workspace for tracking and auditing purposes.

This section ensures your workspace is personalized, secure, and managed according to your team’s needs.