CX Genie
  • Introduction
    • 🤖General Features
  • Dashboard
    • Overview
  • Bots
    • General Information
    • Training Data
      • FAQs
      • Articles
      • Documents
      • URLs
      • Connect with database
      • Connect E-Commerce Store
    • Bot's Knowledge
    • Workflow
      • Module Explaination
      • Dynamic Variables Explaination
      • Trigger Workflow Condition
      • Workflow Components
        • Text and Image Button: Create Text and Image message
        • Message with actions
        • Saved flows
        • Collect feedback
        • Notify agent
        • Form submit
        • Turn off auto-reply
        • Close conversation
        • Recap chat message
        • Frequent Questions
        • Capture Customer Info
        • Create Ticket
        • Auto-tagging
        • Queue list
        • Auto-assign Agent
        • Condition
        • AI API
        • API Call
        • Connect to database
        • Route
    • Settings
    • Launch bot
    • Prompt and Models
    • Webhook
    • Platform Integration
      • WordPress
      • Shopify
      • Big Commerce
      • Magneto
      • Discord
      • Slack
      • Telegram
      • Facebook
      • Instagram
      • Zalo
      • WhatsApp
    • Contacts
  • Bot's Learning
    • Bot learns from Conversations
    • Unanswered Questions
    • Connect with previous chat history for the bot to learn
  • Live Chat
    • Overview
    • List of Conversations
    • Tools of the Conversation
    • Tools
    • Chat settings
    • AI Actions
  • Ticket (Subcription Feature)
    • Ticket List
    • Create Ticket(s)
    • Edit / Update the Ticket
    • Merge Ticket
    • Ticket Settings
  • Marketplace
    • Custom Authentication V2.0
    • Product Data Sync-up
      • E-commerce Store
      • Product Data
    • White Label
    • Help Desk
    • Form Builder
  • Main Flow
    • How AI handles incoming messages.
    • Bot Learns from Conversations by Editing Auto Suggestions
    • Bot learns from conversations immediately
  • Create your chatbot by using templates
    • SAAS Template
    • Agency Template
    • F&B Template
    • E-commerce Template
    • From a Scratch
  • Others
    • Chatbot Completion
    • Escalate to a Human Agent
  • Help Desk
    • Chat/tickets
    • Team
    • View
    • Report
    • Settings
  • Categories & Tags
    • Categories
    • Tags
  • Settings
    • General
    • Members & Permission
    • Subscription
    • Activity logs
  • Referal
    • Referal of CX Genie
  • Mailbox
    • How to integrate
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On this page
  • I. Interface
  • II. Tools
  • 1. Workspace
  • 2. Online/Offline Status
  • 3. Notifications
  • 4. Dashboard
  • 5. Bots
  • 6. Chat Users
  • 7. Live Chat
  • 8. Ticket Support (Add-on)
  • 9. Settings
  1. Introduction

General Features

With features such as intent detection, personalized messaging, and a user-friendly message flow builder, CX Genie allows for seamless AI-human interactions.

PreviousIntroductionNextOverview

Last updated 11 months ago

I. Interface

It has 2 parts:

  • The red rectangle area is where you can find a lot of CXG's tools.

  • The blue rectangle area is the main display when you click one of these tools on the left.

II. Tools

1. Workspace

In this section, you can switch between workspace accounts and customize individual settings without any overlap. Additionally, you have the option to choose different paid plans for each workspace.

2. Online/Offline Status

Online/offline status can be selected, which will also determine whether you receive the message or not.

3. Notifications

The bell icon displays all notifications of customers sending messages to your chatbots. Here, you can choose to delete notifications or mark all notifications as read.

4. Dashboard

The Dashboard section provides a comprehensive overview of the chatbots you've created in the workspace, including total chat users, total conversations, total members, and total messages. Additionally, it features daily and monthly report charts. At the top, there's a banner announcing new features.

5. Bots

The Bots section displays the chatbots you have created in the specified workspace. Here, you can manage the settings for each chatbot and create new ones. There are two display modes in this section: list view and icon view, which you can select from the top right of the screen.

6. Chat Users

In the Chat Users section, you can manage the list of customers who have connected and chatted with you in each workspace. Here, you can also create tags to assign to each customer for your specific purposes.

7. Live Chat

In the live chat section, you can monitor messages from each customer and reply directly without needing to use other platforms. Here, you can do even more with various integrated features. For details: ...

8. Ticket Support (Add-on)

This add-on allows you to efficiently manage the traffic of messages to your chat box, ensuring you never miss a single message.

9. Settings

In the Settings section, you can personalize your workspace by adjusting details like its name, image, company information, working hours, etc. You can also manage access permissions for admins and members, as well as handle subscription renewals.

🤖
User Interface
Workspace
Figure 2.1 Online status
Offline status
Notifications
Dashboard
Bots section
Chat Users
Live Chat
Ticket Support (Add-on)
Settings