Dashboard Guide
Everything you need to set up SnexusAI, teach it your business, and run it day to day. Written for people who do not write code.
🚀Getting Started
Sign in to your dashboard
Open yourdomain.com/snexusai/admin/ and sign in with the username and password issued to you. Change your password on first login. Owners can add more team members with their own logins and roles.
Understand the roles
Owner — full control including billing and admins. Admin — everything except admin management. Viewer — read-only, ideal for sales staff who only need to see leads.
Take the tour
The dashboard has six areas: Live Feed, Visitors, SnexusCRM, Notifications, Knowledge and AI Engines. Each is covered below.
🧠Teaching It About Your Business
Why this matters most
SnexusAI answers company questions only from your knowledge file. A thin file gives thin answers. Thirty minutes spent here is the single highest-value thing you will do.
Structure that works
Use plain headings with facts underneath. Short lines beat long paragraphs. Write what is true rather than marketing language — the assistant repeats what it reads.
Adding a file
Knowledge → Add From A File. Reliable formats are .txt .md .csv .json and Word .docx. PDF works only if it contains real text — a scanned or photographed PDF holds no readable text, so open it, select the text and paste it in instead.
Keep it current
Remove outdated prices and old offers. If it is in the file, the assistant will quote it as current. Review monthly, and always after a price change.
Never include
Passwords, access codes, bank details or internal-only commercial terms. The assistant is instructed to refuse these, but the safest approach is to never put them in the file.
📡Live Feed
What you see
Every conversation as it happens — the question, the answer, which page they were on, the language, which AI engine replied, and an intent tag with a score out of 100.
Reading the scores
60+ is a hot lead — someone asking about investment, pricing or wanting to speak to your team. 30–59 is warm. Below 30 is general browsing.
Sensitive flags
If a visitor asks something medical, legal, political or financial-advice related, the entry is flagged in red and your team is alerted separately.
👁️Visitor Intelligence
Live arrivals
Every visitor appears with their country, city, device and internet provider. A green ON SITE NOW badge means they are still browsing.
The journey
Each row shows the exact path through your site — every page in order, with seconds spent on each. The Last page column shows where they were when they left, which is often the most telling detail.
Accuracy, honestly
Location is resolved from the internet provider, so it is accurate to country almost always and city usually. Someone on a VPN shows wherever their connection exits. Crawlers and bots are filtered out, so your numbers are lower than raw server logs but real.
Privacy
IP addresses are hashed, never stored. You get the intelligence without holding personal identifiers.
📊SnexusCRM
How leads arrive
When a visitor shows genuine interest, SnexusAI offers to connect them and captures name, email and phone, along with what they were asking about.
Working the pipeline
Set each lead to New, Contacted, Qualified, Won or Lost. Click the email to compose, or the phone number to open WhatsApp directly.
Exporting
Export CSV downloads everything with intent, score, status and the full enquiry — ready for Excel or another CRM.
🔔Notifications
Discord — recommended
Free, unlimited, works everywhere including Pakistan, and supports multiple channels. In Discord: Server Settings → Integrations → Webhooks → New Webhook → Copy URL. Paste it into the dashboard, one per line.
Add one address per line. Sent through your configured mail relay.
Available as a demo channel through a free relay for individual numbers. Full two-way WhatsApp through the official Business API is on the roadmap and requires a paid Meta account.
Choosing triggers
Every conversation for a new site where you want to see everything. Smart once it is busy — fires on keywords, hot leads and sensitive topics. Leads only for the quietest setting.
Quiet hours
Set a window in Dubai time and nothing will notify overnight. Alerts resume automatically.
Test everything
Each channel has a Send Test button. Use it after any change — it tells you exactly what failed if something is wrong.
⚡AI Engines
Why seven
Requests rotate across seven providers by load, so no single free tier is drained. If one fails or hits a rate limit, the next answers in the same moment.
Reading the panel
Each engine shows its priority, models, requests used today against its cap, and whether it is active.
If one shows a problem
Nothing breaks — the rotation skips it. Model names change from time to time, so check the diagnostic page which lists what each provider currently offers.
🔌Putting It On Your Website
The one line
Paste your script tag immediately before the closing </body> tag on every page you want it to appear.
WordPress
Appearance → Theme File Editor → footer.php, before </body>. Or use a plugin such as WPCode or Insert Headers and Footers, which survives theme updates.
Shopify
Online Store → Themes → Edit code → theme.liquid, before </body>.
Wix / Squarespace
Settings → Custom Code → Add code to body end, applied to all pages.
Plain HTML or PHP
Paste before </body> in each page, or in your shared footer include.
We can do it
Professional and Enterprise plans include integration by our team at no extra cost. Send us access and we will handle it.
📄Reports & Daily Brief
Automated reports
Daily, weekly and monthly PDF reports covering visitors, countries, journeys, conversations, leads and conversion — white-labelled with your branding.
The AI daily brief
Each morning you receive written analysis rather than statistics: what changed, what visitors were asking about, and specific recommendations.
Content gaps
Every question SnexusAI could not answer is logged. The dashboard shows patterns — for example fourteen people asking about pricing when you have no pricing published — giving you a content roadmap based on real demand.
🛠️If Something Is Not Working
The assistant does not appear
Confirm the script tag is before </body>, then hard-refresh with Ctrl+Shift+R. Browsers cache aggressively.
It says it cannot answer
That means the information is not in your knowledge file. Check the content gaps list, then add it.
No alerts arriving
Open Notifications, confirm the channel is enabled, and use Send Test. If the test fails it will name the reason.
Answers seem wrong
Almost always outdated knowledge. Search your knowledge file for the topic and correct it — changes take effect immediately.
Still stuck
Message us on WhatsApp. Professional and Enterprise plans have priority support.
Prefer we set it up for you?
Integration is included at no extra cost on Professional and Enterprise plans. Send us access and we will have you live the same day.