InstantAIguru Admin Guide

Admin Portal Overview

Layout

The Admin Portal is split into two panels:

• Left panel (Configuration) — Contains the tab bar and all configuration forms. This is where you edit your Guru's settings.
• Right panel (Preview) — A sticky panel showing a live preview of your chat widget, the theme switcher, and visual effects controls. Changes are reflected here in real-time.

The navbar at the top provides quick actions:

Saving Changes

The Save button in the top-right corner glows orange whenever you have unsaved changes. When you click Save, the system performs a 3-way merge check:

1. It compares the configuration as it was when you loaded the page (the original).
2. It compares your changes (your modifications).
3. It fetches the latest version from the server to detect if another user made changes since you loaded.

If another user modified the same fields, a conflict resolution dialog appears, letting you choose between the original value, your value, or the other user's value for each conflicting field.

Permission-Based Access

Not all tabs are visible to every user. An administrator assigns permissions to each user account (see Users Tab). The tabs you see depend on the permissions granted to your account. Only users with the Admin permission can see all tabs and manage other users.

General Tab

The General tab contains your account information, domain ownership details, and the support contact shown to your end-users.

Account Information

Owner & Support Contact

Instructions Tab

This is where you define your Guru's identity, expertise, and purpose. These instructions shape how the AI assistant behaves and responds to your visitors.

Guru Identity & Purpose

Advanced Prompt Engineering

These optional fields give you fine-grained control over the AI's internal processing pipeline. Most users do not need to modify these — the defaults work well for standard use cases.

Messages Tab

Configure the error and fallback messages your Guru displays to end-users. (The Welcome Message and Chat Starters have moved to the Preview Panel for easier visual configuration.)

Error Message Prefix

Error & Fallback Messages

Each message below is shown to end-users when a specific error condition occurs. They are automatically preceded by the Apology Word and followed by your Support Contact Info (from the General tab).

Settings Tab

Fine-tune how your Guru retrieves information and interacts with users.

Reference URL Controls

Search Settings

Chat Starters have moved to the Preview Panel for easier visual configuration.

Model Set

The Model Set editor lets administrators override which AI model is used for each processing role. By default, all roles use Default (system) — centrally managed defaults that are optimized and updated automatically for best results.

Each dropdown lists available models grouped by provider (Anthropic, OpenAI, Google, Amazon, Meta, DeepSeek). The first option is always Default (system), which delegates the choice to the platform’s centrally managed defaults.

Click Reset to Defaults beneath the model selects to return all roles to Default (system).

Channels Tab

Extend your Guru beyond the web widget by connecting WhatsApp, SMS, Voice, and Email channels. Each channel type has its own section with dedicated configuration.

WhatsApp Channels

WhatsApp Business uses Meta's Embedded Signup flow. Once your Meta prerequisites are in place, connecting an existing WhatsApp Business Account (WABA) to your Guru is a 3-screen popup launched from the Connect WhatsApp button in the Channels tab.

Meta Prerequisites (outside our admin)

Before clicking Connect WhatsApp, you must already have:

1. Verified Meta Business Portfolio — set up in Meta Business Manager. Business verification typically takes 1–3 days.
2. WhatsApp Business Account (WABA) created inside that Business Portfolio.
3. Verified WhatsApp phone number attached to the WABA. Meta sends a one-time code via SMS or voice call to confirm ownership of the number.

References:

• Set up business verification
• Add and verify a phone number on a WABA

Connect via Embedded Signup

In the Channels tab, click Connect WhatsApp. Meta's Embedded Signup popup opens on facebook.com. There are up to four screens:

1. Facebook login — if you are not already signed into Facebook in this browser, the popup prompts you to log in to the Meta account that owns your Business Portfolio. Skipped if you are already signed in.
2. Welcome — confirms what Cloud API will let you do (send and receive at scale, securely). Click Continue.
3. Select assets — pick your Business portfolio and WhatsApp Business account from the dropdowns. Click Next.
4. Confirm phone number — Meta surfaces the verified phone number attached to your WABA and asks you to authorize assigning it to the InstantAI Guru application. Confirm.

Meta then hands the connection back to our app. A new WhatsApp channel card appears in your Channels tab with these fields:

Twilio Setup (Required for SMS & Voice)

Both SMS and Voice channels run through Twilio. You bring a Twilio phone number plus your Twilio credentials, and your Guru handles inbound texts and calls on that number. One Twilio number serves both channels — SMS via the Messaging webhook, Voice via the Voice webhook. Twilio bills you separately for the number, messages, and minutes; your subscription with us covers the AI handling on top.

Step 1: Sign Up & Buy a Number

If you don’t already have a Twilio account, sign up at twilio.com/try-twilio. The trial gives you a free number; you’ll need to upgrade to a paid account before registering for A2P 10DLC (required for SMS).

To buy a number: in the Twilio Console, go to Products & Services → Numbers & Senders → Phone Numbers → Buy a Number. Filter by country and capabilities — you’ll want both SMS and Voice enabled. US local long-code numbers are the most common choice. Toll-free numbers ship faster for SMS but cost more per message.

Reference: Twilio: How to Buy a Phone Number

Step 2: Configure Webhooks

Once you own a number, configure it to send inbound calls and messages to InstantAI Guru. In the Console, click your number and open the Configure tab.

Save the configuration. Your number is now live for Voice immediately — inbound calls to that number will be answered by your Guru. SMS requires one more step.

References: Voice Webhooks · Messaging Webhooks

Step 3: A2P 10DLC Registration (SMS Only)

Mobile carriers (T-Mobile, AT&T, Verizon) gatekeep all outbound application-to-person SMS in the US to reduce spam. To send SMS from your Twilio number, you must register a Brand and a Campaign through Twilio’s A2P 10DLC program before your messages will deliver. Voice is unaffected — there is no equivalent carrier-trust layer for phone calls.

In the Twilio Console, go to Messaging → Regulatory Compliance. The wizard walks you through these steps in order:

1. Customer Profile — legal business name and address.
2. Brand Registration — submit company identity for vetting. Approved separately before Campaign.
3. Campaign Registration — describe how you’ll use SMS: use-case category, 2–5 sample messages, opt-in flow, opt-out keywords. Privacy Policy URL and Terms of Service URL are required (and become a hard requirement on June 30, 2026).
4. Number Assignment — attach your purchased number to the approved campaign.

References:

• A2P 10DLC Quickstart
• Brand & Campaign field details
• Campaign Approval Requirements

Sole Proprietor vs Standard Path

Twilio routes your registration into one of two paths based on a single question on the Brand form: “Does your company have a business registration number?” (Tax ID — EIN in the US, Canadian Business Number in Canada).

Approval Timing

Real-world experience for most customers: Campaign approval typically lands in 2 to 3 days, sometimes faster, occasionally up to a week. Brand approval is much faster — minutes for Sole Proprietor (OTP), 1–3 days for Standard (TCR vetting).

Plan accordingly:

• Voice is live the moment you save the webhook configuration. You can answer calls immediately.
• SMS will accept inbound messages, but will not deliver outbound until your Campaign is approved. Submit your Brand and Campaign as early in your onboarding as possible.

Step 4: Copy Credentials & Add the Channel

Once your number is purchased and the webhooks are configured (and A2P is submitted, if you plan to send SMS), come back to the InstantAI Guru admin to record your Twilio details.

1. In the Twilio Console homepage, find the Account Info widget. It shows your Account SID and Auth Token side by side. Click Show on the Auth Token row to reveal it, then copy both values.
2. In the admin Channels tab, click Add Twilio Channel.
3. Paste your phone number (E.164 format, e.g., +15551234567), Account SID, and Auth Token into the modal. Keep both SMS and Voice checkboxes enabled if your number supports both.
4. Click Add Channel. The channel is provisioned and saved.

SMS Channels

Prerequisite: complete Twilio Setup first. Click Add Twilio Channel to configure an SMS channel via Twilio. You will be prompted for the phone number, Account SID, and Auth Token.

Voice Channels

Prerequisite: complete Twilio Setup first. Voice channels are also added via the Add Twilio Channel button (with the Voice checkbox enabled). They include all SMS fields plus these additional settings:

Like the SMS card, the Voice card’s Twilio Auth Token field has a Show button to reveal the stored value. The card also includes the Channel Name, Twilio Account SID, Twilio Auth Token, and Voice Deployment Context fields shared with SMS, plus a Voice Custom Greeting.

Live Agent Service Hours

The Live Agent Service Hours editor lets you define when the live agent is available to receive transferred calls. It appears in the Voice channel card as soon as you enter a Live Agent Phone Number and is hidden when the phone number is cleared.

Email Channels

Email channels let your end-users email questions to your Guru at a dedicated address. The AI generates a contextual reply with proper RFC threading headers (so it lands in the original email thread in their inbox) and an automatic AI-disclosure footer (required for compliance with California's BOT law and the EU AI Act).

Add an email channel via the Add Email Channel button at the top of the Channels tab. Unlike Twilio channels, no external account is needed — the address is provisioned instantly. You may add multiple email channels per Guru (e.g., one for general support, one for sales, one for billing) by setting different Department values.

Setup Pattern

Most customers don't change their public-facing email address. The recommended pattern is to forward mail from your existing support address to the channel's inbound address:

1. End-users continue to email [email protected] as usual.
2. You configure your email provider (Google Workspace, Microsoft 365, etc.) to forward all support@ mail to [email protected].
3. The AI receives the forwarded copy and replies on your behalf, with the original sender as the recipient.

Built-In Features

Branded From Address (optional)

By default, replies are sent From: the channel's inbound address (<slug>@inbox.instantaiguru.com). For a polished customer-facing experience you may instead send replies from your own domain (e.g., [email protected]). There is no toggle — simply type the address into the channel's From Address field and click Verify Domain. A live status badge next to the field shows whether the domain is verified yet, updating as you type.

The verify modal shows four DNS records you must add to your domain's DNS host (Cloudflare, Route 53, GoDaddy, etc.):

• Three CNAME records — DKIM signing keys. These prove that mail signed with the matching private key really came from us, on your behalf. Each is a separate, additive record. Cloudflare users: set proxy status to DNS only (gray cloud) on all three.
• One TXT record — the SPF record (see the warning below).

SPF and DKIM are independent layers of authentication, and they don't share the "one record only" constraint. SPF is a single TXT record on the apex domain authorizing approved senders. DKIM uses one CNAME per signing key, so multiple email services on the same domain coexist cleanly — SES adds three CNAMEs without affecting any DKIM records your other services have already created.

After the records propagate (typically 5–30 minutes), click Check Status in the verify modal. Once verification succeeds, save the channel configuration to activate sending from the branded address. If you skip the verification or it fails, the channel falls back to the default inbox.instantaiguru.com From address — you do not lose service.

Knowledge Files Tab

Upload supplementary documents to expand your Guru's knowledge beyond what it learned from crawling your website. This is useful for product catalogs, FAQ documents, internal policies, or any content not available on your public website.

The file table displays all uploaded files with columns for Name, Size (KB), and Last Modified. Click any column header to sort. Use the checkboxes to select files for deletion.

Users Tab

Manage who can access and configure your Guru. Only users with the Admin permission can see this tab.

Managing Users

• Add User (+) — Creates a new blank user card in edit mode. Fill in their details and permissions, then click Save User.
• Remove User (-) — Deletes the currently selected user (you cannot delete yourself).
• Edit a User — Double-click a user card to enter edit mode. A Save User and Cancel button will appear.

User Card Fields

Permission Checkboxes

Each permission controls access to a specific tab or feature:

Integrations Tab

Connect your Guru to third-party platforms to extend its capabilities.

Shopify Integration

Toggle the Shopify Enabled switch to reveal the Shopify configuration panel.

OAuth Connection (Recommended)

Legacy Token Connection

Expand the Legacy Token section (collapsible) if you prefer to use a static admin API token instead of OAuth:

Activating the Chat Widget on Your Storefront

If you installed the InstantAIGuru app from the Shopify App Store, the storefront chat widget is delivered as a theme app extension. After installation, you must enable the extension in your active theme before the widget appears on your storefront:

1. In your Shopify admin, go to Online Store → Themes.
2. Click Customize on your active (published) theme.
3. In the theme editor's left sidebar, click the App embeds icon (puzzle-piece icon, near the bottom).
4. Locate InstantAIGuru Chat Widget in the list and toggle it on.
5. Click Save in the top-right corner.

The chat widget will now appear on every storefront page. To disable the widget, repeat these steps and toggle the embed off — no code changes required.

CSAT — Post-call Surveys

Automatically text or email a short customer-satisfaction survey link to the customer after a call. Responses are collected by a self-hosted, open-source CSAT app that you deploy once; this card connects your Guru to it and chooses how the link is delivered.

curl -fsSL https://raw.githubusercontent.com/ronpinkas/csat/main/install.sh | sudo sh

Toggle CSAT — Post-call Survey on to reveal the configuration panel:

When the secret is set, the portal requires the CSAT URL and at least one delivery method — an SMS number (with its credentials) or the email option — before it will save.

Subscription Tab

View your current plan, usage statistics, and manage your subscription.

Usage & Plan Information

Billed Channels

Shows a breakdown of any additional channels (WhatsApp, SMS, Voice) that incur extra billing beyond your base plan.

Subscription Actions

Preview Panel (Appearance)

The right side of the Admin Portal shows a live preview of your chat widget. Changes are reflected here in real-time. This panel also contains the widget’s user-facing text fields — the header caption, welcome message, and chat starters — so you can see the result as you type.

Widget Text

Site Simulator

Click Open Site Simulator to open a new browser window showing your actual website with the chat widget embedded. This lets you see exactly how the widget looks and behaves on your live site.

Theme Switcher

Choose from 8 preset color themes or create your own custom theme:

Custom Theme Colors

For full control, use the custom color pickers:

Click Apply Custom Theme after setting your colors to see the result in the preview.

Chat Icon

Upload a custom image to replace the default chat bubble icon on the widget button. Supported formats: PNG, JPG, GIF, WebP, SVG.

Visual Effects Controller

Add eye-catching animations to the widget icon to draw visitor attention:

Click Apply Effects to see the animation in the preview.

Embed Code Snippet

After selecting a theme, an embed code snippet appears below the theme switcher. This is the HTML code you add to your website to display the chat widget with your chosen colors. Click Copy Code to copy it to your clipboard.

Re-Index Domain

Re-indexing re-crawls your website and rebuilds the knowledge base that your Guru uses to answer questions. You should re-index when:

• Your website content has changed significantly.
• You have uploaded or deleted Knowledge Files.
• You want the Guru to learn about new pages or products.

Click the Re-Index Domain button in the navbar to start. A popup appears showing 4 progress stages:

1. Launching — Initializing the indexing job.
2. Crawling — Scanning your website pages.
3. Indexing — Processing and embedding content.
4. Deploying — Activating the updated knowledge base.

A progress bar and status tiles show real-time updates via a live streaming connection. Click Toggle Logs to view detailed log output during the process.

Deploying Your Guru to Your Site

To make your Guru visible to visitors, embed a single <script> tag on your website. The widget loads asynchronously, displays a chat icon in the corner of every page, and opens the chat interface when clicked.

Universal Embed Snippet

This single line is all you need:

<script src="https://widget.instantaiguru.com/chat-widget.min.js?v=1.65" defer></script>

Place it in your site's HTML — ideally just before the closing </body> tag, or in the <head> if your platform requires it. The widget auto-configures itself from the settings you saved in this Admin panel: theme colors, chat icon, welcome message, model set, and everything else flow through automatically. No per-site configuration needed.

Cache Busting

The ?v= query string in the snippet URL is a cache-busting hint. When we ship widget updates, the version number changes, forcing browsers and CDNs to fetch the new file. Periodically check this guide (or release announcements) to see if a new version is available, and update the ?v= in your embed if so — older versions continue to work but won't have the latest features and fixes.

Platform-Specific Installation

The platforms below are listed alphabetically. Steps for each are typical — your specific theme or version may vary slightly, but the general pattern (head/footer custom-code injection) holds across all of them.

Shopify

Two paths, in order of preference:

1. Theme app extension (recommended) — If you installed the InstantAIguru app from the Shopify App Store, the widget is already integrated as a theme app extension block. Activate it: Online Store → Themes → Customize → App embeds → toggle InstantAIguru Chat Widget on.
2. Manual theme edit — If not using the app: Online Store → Themes → Edit code → open layout/theme.liquid → paste the snippet just before the closing </body> tag → Save.

WordPress

Two paths, in order of preference:

1. InstantAIguru WordPress plugin (recommended) — Install our plugin from the WordPress Plugin Directory. Once activated, the widget is automatically included on every page. No code editing needed.
2. Manual theme edit — If not using the plugin: Appearance → Theme File Editor → footer.php → paste the snippet just before <?php wp_footer(); ?> or before the closing </body> → Update File. Alternatively, install a "Insert Headers and Footers" or "Code Snippets" plugin and add the snippet there to avoid theme-file edits.

WooCommerce

WooCommerce runs on top of WordPress, so the WordPress instructions apply directly. Use the InstantAIguru WordPress plugin (recommended) or a code-injection plugin. The widget appears on shop pages, product pages, cart, checkout, and account pages alike.

Squarespace

1. Settings → Advanced → Code Injection.
2. Paste the snippet into the Footer field.
3. Save. The widget loads on every page of the site.

Adobe Commerce (Magento 2)

Two paths:

1. Admin panel (no theme edit) — Stores → Configuration → General → Design → HTML Head → Scripts and Style Sheets → paste the snippet → Save Config → flush the cache.
2. Theme XML — In your custom theme, edit app/design/frontend/<Vendor>/<theme>/Magento_Theme/layout/default_head_blocks.xml and add the script via a <link> or <script> reference. Requires deploying static content and clearing cache.

Wix

1. Site Dashboard → Settings → Custom Code → Add Custom Code.
2. Paste the snippet, give it a name (e.g., "InstantAIguru Widget"), set placement to Body — end, apply to All pages, and toggle on for Load code on each new page.
3. Apply & Save.

Joomla

Two paths:

1. Custom HTML module — Extensions → Modules → New → Custom HTML. Paste the snippet, assign to a footer position (e.g., footer or position-7), enable on all pages, save.
2. Template index.php — Edit your active template's index.php and add the snippet before </body>. Lost on template updates — the module approach is preferred.

Drupal

Two paths:

1. Block (recommended) — Structure → Block layout → Place block → Add custom block. Body: paste the snippet, set Text format to Full HTML. Place in a footer region with visibility = All pages.
2. Theme info file / preprocess hook — For developers: add the asset library via your theme's .libraries.yml or use hook_page_attachments() to inject the script.

PrestaShop

1. Modules → Module Catalog → install a free module like Custom Code or HTML Box.
2. Configure the module to add the snippet to the displayFooter or displayBeforeBodyClosingTag hook position.
3. Save. Alternatively, edit themes/<your-theme>/templates/_partials/javascript.tpl directly — lost on theme updates.

WHMCS

1. FTP / file-manager into your WHMCS installation.
2. Edit your active template's header.tpl at /templates/<your-template>/header.tpl, OR footer.tpl for footer placement.
3. Paste the snippet inside the appropriate location and save. The widget appears on the client area pages.

Webflow

1. Project Settings → Custom Code.
2. Paste the snippet into the Footer Code field (under "Code injected before </body> tag").
3. Save Changes → Publish your site.

Verifying Installation

After deploying, open your site in an incognito/private browser window. You should see the chat icon appear in the corner within ~1 second of the page load. Click it to open the chat — the Welcome Message you configured in the Preview panel should appear.

If the icon doesn't appear:

• Open the browser developer tools (F12 / Cmd+Opt+I) → Console tab. Look for any error messages mentioning chat-widget or instantaiguru.
• Check the Network tab for the chat-widget.min.js request — it should return HTTP 200. If 404, the snippet URL is wrong; if blocked, a content-blocker or CSP is preventing the load.
• If your site has a strict Content Security Policy (CSP), you may need to allow widget.instantaiguru.com in script-src and connect-src.
• If you have a cookie-consent banner that blocks scripts until consent: ensure the InstantAIguru widget is allowed in the "necessary" or "functional" category, or grant consent to test.

Flow Designer

The Flow Designer is a visual, IDE-style editor for building JSFE conversation flows and the custom tools they call — the deterministic, scripted logic that lets your Guru run multi-step tasks (OTP verification, payments, account lookups, Shopify actions) reliably instead of relying on the AI to improvise. Open it from the Design Flows button in the admin navbar (visible with the Admin or Config permission); it launches in a separate window.

Opening it & how changes are saved

When you click Design Flows, the admin hands the Designer your current flows, tools, global variables, and a short-lived auth token (used by the Test runner and the AI Guru). Nothing is saved automatically — persistence is a deliberate two-step flow:

1. In the Designer, click Save → review the changes → Send to Admin. This hands your edited flows and tools back to the admin window.
2. Switch to the admin and click its Save button to persist them (written via the Config permission).

The workspace

The palette, inspector, and test panels are all drag-resizable, and your layout is remembered between sessions.

Working with flows

The flow selector lists every flow (primary flows are marked ★); the ALL / ★ PRI button filters to primary flows only. Use New, Duplicate, and Delete to manage flows — built-in system flows are read-only and cannot be deleted. The palette’s Flow Properties section edits the selected flow’s name, id, version, description, prompt and prompt (ES) (the natural-language description the AI uses to decide when to run a primary flow), the primary flag, and its parameters and variables.

Building on the canvas

• Add a step: hover the trunk and click a green + insertion point, then pick a step type (or Paste).
• Select: click a step (single), Cmd/Ctrl-click to multi-select, Shift-click to range-select, or drag a marquee on empty canvas.
• Edit structure: Cmd/Ctrl+C / V to copy/paste, Delete/Backspace to remove (with confirmation).
• Navigate: two-finger scroll to pan, Ctrl/pinch or the + / − buttons to zoom, Fit to frame everything. Steps auto-arrange — you reorder by inserting/deleting and by moving branches up/down, not by dragging nodes freely.
• Sub-flows: a FLOW step can expand inline (chevron) to preview the called flow; a reboot call shows a jump arrow that navigates to the target flow.

The eight step types

Each insertion offers these step types. The table is a quick reference — for exactly what each does and how conditions and expressions evaluate, see the JSFE repository.

Select any step to edit it in the Inspector. CASE and SWITCH get a branch editor (add, reorder, and delete branches; the default branch always stays last). Object and array values — parameters, tool args, and tool schemas — use a recursive tree editor with add/rename/delete and type selection.

Tools

Tools are the actions your flows can call (an HTTP API call, or a platform-approved local function). The tool selector lists them; built-in system tools are marked 🔒 and are read-only. Selecting a tool opens the full-canvas Tool Editor:

Flows invoke tools through CALL-TOOL steps. Create a new tool with New while a tool is selected (or via the AI Guru).

The JSON tab

The Inspector’s JSON tab shows the live {flows, tools} model and doubles as an import/export surface: edit it directly, or drag and drop a .flows / .json file onto it. It accepts either a bare flows array or a {flows, tools} object; invalid JSON is flagged and not applied. System flows and tools are merged in for context but are never saved back as your own.

AI Guru (✨)

The ✨ AI button opens The Flows / Tools Guru — describe a flow or tool in plain language and it drafts one for you. Choose New Flow or Modify Current Flow (and the equivalents for tools), pick a model (Claude Sonnet 4.6 is recommended; GPT-4o, Gemini, and Llama options are available), and watch it stream a live preview with an AI Response notes panel; click Done to apply. When modifying, it computes the flow’s dependency set and marks any flow that is also used elsewhere as read-only, so a change can’t silently break another flow. The AI Guru needs the auth token, so open the Designer from Design Flows.

Testing a flow

Click Test to open the bottom panel and start a live session: the Designer loads the real JSFE engine and runs your flows merged with the system (and Shopify, if enabled) libraries against the backend.

Saving your work

The Save button turns blue when you have unsaved edits. Clicking it opens Review Changes — a diff of the added, removed, and changed flows, steps, and tools — and Send to Admin hands them back to the admin window. A toast reminds you to then click Save in the admin to persist them. There is no autosave; edits live in memory until you send or download them. (In standalone mode, Save downloads a .flows file instead.)

Keyboard shortcuts

Troubleshooting

Chat Dashboard

The Chat Dashboard provides a comprehensive view of all conversations your Guru has had with visitors. Access it by clicking the Chat Dashboard button in the Admin Portal navbar (or directly via URL). It opens in a separate tab.

Controls & Filters

Date Range

View Mode

Toggle between two display modes:

• Normal (default) — Shows 19 essential columns for faster loading and easier scanning.
• Advanced — Shows 29 columns including technical details like Log ID, version, token counts, model info, RAG timing, and chat context.

Loading Controls

Theme Toggle

Click the moon/sun icon to switch between light and dark themes. The preference is saved to your browser.

Statistics Summary Bar

The colored badges below the controls show counts for different interaction categories. They serve a dual purpose — information display and interactive filters:

Non-Clickable Statistics

Clickable Filter Badges

Click any badge to toggle that category's visibility. Ctrl+Click (or Cmd+Click on Mac) to show only that category (exclusive filter). Active filters show a pressed appearance; inactive filters appear dimmed.

Log Table

The main table displays all log entries matching your date range and active filters. Each row represents a single interaction (one user question and one AI response).

Normal Mode Columns (19)

Additional Advanced Mode Columns

When Advanced view mode is enabled, these additional columns appear:

Table Interactions

• Click a column header to sort: ascending → descending → natural order (3-state cycle).
• Right-click a column header to hide that column.
• Hover over a truncated cell to see a tooltip with the full text.
• Right-click a truncated cell to open the full text in a modal. For Chat Context columns, this shows formatted chat bubbles.
• Click a Full Chat button to view the entire conversation thread.
• Rows are color-coded to match their category (green for correct, red for incorrect, orange for incomplete, etc.).

Export

Three export formats are available, each respecting your current filters and visible columns:

Analytics Dashboard

Click Analytics Dashboard to open a full-screen overlay with charts and statistics based on your currently loaded and filtered logs.

Statistics Cards

At the top, 12 summary cards show key metrics:

• Total Interactions — Total number of log entries.
• Unique Users — Distinct visitor count.
• Total Conversations — Unique thread count.
• Multi-turn Conversations — Threads with more than one exchange.
• Multi-turn Rate — Percentage of multi-turn conversations.
• Avg Conversation Length — Average exchanges per thread.
• Longest Conversation — Maximum exchanges in a single thread.
• Accuracy Rate — Percentage of interactions not marked as incorrect.
• Avg Response Time — Average end-to-end response time.
• Countries — Number of distinct countries.
• Avg Prompt Tokens — Average input token usage.
• Avg Completion Tokens — Average output token usage.

Charts

The analytics dashboard includes up to 14 interactive charts. Some charts have a toggle to switch between "By Interactions" and "By Conversations" views:

1. Usage by Hour of Day — Bar chart showing when visitors are most active.
2. Answer Quality Distribution — Doughnut/bar chart of correct vs. incorrect vs. other categories. Toggle: by interactions or by conversation length.
3. Countries Analysis — Horizontal bar chart of top 10 countries. Toggle: by interactions or by conversations.
4. Usage Trends — Line chart of daily interaction volume (last 7 days).
5. Response Time Distribution — Bar chart with time buckets (0–1s, 2–5s, 6–10s, etc.).
6. Conversation Length Distribution — Pie chart showing how many conversations are 1 turn, 2 turns, 3–4, etc.
7. Conversation Quality by Length — Bar chart of accuracy rate by conversation length category.
8. Model Usage — Bar chart of top 8 AI models used.
9. Domain Activity — Doughnut chart showing activity per domain (hidden for single-domain accounts). Toggle: by interactions or by conversations.
10. Channel Distribution — Pie chart of Web, WhatsApp, SMS, Phone, and App channels. Toggle: by interactions or by conversations (with phone subcategories).
11. RAG vs Google Sources — Pie chart showing the mix of RAG-only, Google-only, both, or no sources.
12. Token Usage Trends — Line chart of average prompt and completion tokens per day.
13. Accuracy Trends — Line chart of accuracy rate, correct %, and incorrect % over time.
14. User Engagement Patterns — Bar chart categorizing users as Casual (1–2), Regular (3–5), Active (6–10), or Power (11+) based on interaction count.

Click Close Analytics to return to the log table view.

Saved Views

Save your current filter and display configuration for quick access later:

• Save View — Saves the current hidden columns, sort state, and active filter badges under a name you choose.
• Load View — Restores a previously saved view from the dropdown.
• Reset to Default — Select this from the dropdown to reset all filters and columns to their defaults.

Keyboard & Mouse Shortcuts

Chat Dashboard

Admin Portal

Frequently Asked Questions

How do I connect Twilio for SMS and Voice?

Both SMS and Voice run through Twilio. Buy a Twilio number with SMS and Voice enabled, point its Messaging and Voice webhooks at InstantAIguru, and — for outbound SMS — register for A2P 10DLC (Voice needs no registration). Then click Add Twilio Channel in the Channels tab and paste your number, Account SID, and Auth Token. See Twilio Setup.

Why isn’t my chat widget appearing on my site?

Open your site in a private window and confirm the embed snippet is present before the closing </body> tag. Check the browser console for errors, that the script URL loads, and that a Content-Security-Policy or cookie-consent gate isn’t blocking it. The widget should appear within about a second of page load. See Verifying Installation.

How do I send post-call CSAT surveys, and what do I need?

Deploy the CSAT app, paste its secret and survey URL into the CSAT card on the Integrations tab, and configure delivery: an A2P-approved Twilio number (you can copy credentials from an existing SMS channel) and/or the Send CSAT Email option. The Guru then texts the caller a survey link at the end of a voice call. See CSAT — Post-call Surveys.

How do I reveal a hidden Auth Token or secret so I can copy it?

Every masked field — the Twilio Auth Token on SMS, Voice, and CSAT cards, plus the CSAT Secret and the WhatsApp Business Token — has a Show button beside or beneath it that reveals the stored value so you can verify or copy it.

Why won’t my changes save?

Saving is blocked by field validation before anything is written: the Number of Matching Documents to Evaluate must be 1–10, and if the CSAT secret is set you must also provide a survey URL and at least one delivery method — the form jumps to the offending field. Saving also fetches the latest server config first and offers a conflict-resolution dialog if another user changed the same fields. See Saving Changes.

What does the “Crawl External Pages” checkbox do?

On the General tab, enabling Crawl External Pages lets the crawler follow outbound links to other domains while indexing — useful when your knowledge base spans linked external pages. Leave it off to restrict crawling to your own domain. It takes effect on the next Re-Index.

Why does a channel card say “Configuration Required”?

That banner means the channel was added from your subscription but is still missing credentials. Fill in the highlighted fields (for example, the Twilio Account SID and Auth Token) to activate it. See Channels Tab.

How do I reply to customers from my own domain by email?

On an Email channel, type your address (e.g., [email protected]) into the From Address field and click Verify Domain. Add the three DKIM CNAME records and merge the Amazon SES include into your existing SPF record (do not add a second SPF). A status badge shows when the domain is verified. See Branded From Address.

Who can change the AI Model Set?

The Model Set editor on the Settings tab is shown only to users with the Admin or Config permission. Users without either permission don’t see it at all (it is hidden, not read-only). See Model Set.

How do I set live-agent transfer hours for phone calls?

Enter a Live Agent Phone Number on the Voice channel and the Live Agent Service Hours editor appears. Set a timezone and add one or more time ranges per day; days with no ranges are treated as closed and won’t transfer calls. See Live Agent Service Hours.

What are the Upload Flows, Upload Tools, and Design Flows buttons?

These navbar buttons (visible with the Admin or Config permission) manage the Guru’s interactive conversation flows and custom tools: Upload Flows and Upload Tools import JSON definitions, and Design Flows opens the visual Flow Designer to build them interactively. See Flow Designer.

What’s the difference between the Sole Proprietor and Standard A2P 10DLC paths?

Twilio routes your SMS registration by whether your company has a business/tax registration number. The Sole Proprietor path (no EIN) is faster to approve but has lower throughput limits; the Standard path requires a registered business and full Brand vetting but unlocks higher limits. See Sole Proprietor vs Standard Path.