Complete Product Walkthrough

End-to-end chatbot flow:account creation to live operations

This page documents the currently implemented flow in your codebase: registration, login, property setup, chatbot training, chat handling, analytics, integrations, and subscription growth workflows.

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Step-by-step product flow

Each phase below maps directly to implemented routes and modules.

1

Account And Access Flow

User onboarding from registration to secured login and team access.

1.1 Create account

Implemented

Sign up with name, email, password, and optional company name.

Route: /auth/register

1.2 Verify email

Implemented

Email verification link activates account and blocks unverified login.

Route: /verify-email?token=...

1.3 Login with optional 2FA

Implemented

Password login with optional two-factor verification before session start.

Route: /auth/login

1.4 Team invite completion

Implemented

Invited agents/admins accept invite and set their login password.

Route: /auth/complete-invite

2

Property Setup Flow

Workspace setup from dashboard entry to chatbot deployment for each property.

2.1 Open dashboard workspace

Implemented

User enters property-scoped dashboard with role-aware navigation.

Route: /dashboard

2.2 Create property and generate snippet

Implemented

Create property and copy embeddable widget script snippet.

Route: /dashboard/properties

2.3 Configure widget settings

Implemented

Customize branding, colors, welcome text, position, and AI behavior.

Route: /dashboard/properties/:propertyId/settings

2.4 Train chatbot knowledge

Implemented

Add text, URL, and PDF knowledge sources with processing and search tests.

Route: /dashboard/properties/:propertyId/training

3

Operations And Optimization Flow

Post go-live operations for support teams, analytics, automation, and integrations.

3.1 Handle live conversations

Implemented

Real-time chat handling with visitor status, typing, notes, and edits.

Route: /dashboard/chats

3.2 Track leads and visitors

Implemented

Lead management and visitor profile tracking for each property.

Route: /dashboard/leads

3.3 Analyze performance

Implemented

Overview metrics, ratings, conversion metrics, and agent performance.

Route: /dashboard/analytics

3.4 Automate responses

Implemented

Manage FAQs, quick replies, and trigger-based chatbot flows.

Route: /dashboard/chatbot-flows

3.5 Integrate and scale

Pro Feature

API keys and webhooks are available as Pro-gated capabilities.

Route: /dashboard/webhooks

4

Subscription And Growth Flow

Upgrade management and advanced usage expansion after go-live.

4.1 Manage billing and upgrades

Implemented

Track billing state and submit upgrade requests for Pro access.

Route: /dashboard/billing

4.2 Review subscription usage

Implemented

Monitor plan details, usage records, and invoice history.

Route: /dashboard/subscriptions

4.3 Enable integrations

Pro Feature

Use API keys and webhooks for external workflow integrations.

Route: /dashboard/api-keys

Chat runtime flow

How messages move through the system after widget installation.

Visitor opens widget

Embedded script loads widget and starts a property-specific chat session.

Message routing

Messages route to bot or agent channels with realtime socket events.

Knowledge and automation

AI can use trained sources, FAQs, quick replies, and chatbot flow rules.

Lead capture and visitor profiling

Lead data and visitor metadata are captured and linked to the property.

Insights and actions

Team monitors analytics, exports leads, and iterates settings over time.

Implemented module map

Current module coverage with route-level references.

Authentication And Security

Core identity, account recovery, email verification, and 2FA controls.

Register and Login

Implemented

Account signup, login, session restore, and role-aware redirects.

Route: /auth/register

Email Verification

Implemented

Verification token flow with resend and failure handling states.

Route: /verify-email

Forgot and Reset Password

Implemented

Password reset request and token-based reset completion flow.

Route: /auth/forgot-password

Two-Factor Authentication

Implemented

2FA setup, verification, disable flow, and backup code management.

Route: /dashboard/settings

Team Invite Acceptance

Implemented

Invite token validation and new password setup for invited users.

Route: /accept-invite

Chatbot Workspace Modules

Property management, chatbot behavior configuration, and support operations.

Dashboard Overview

Implemented

Live cards, activity feed, inbox panel, and overview charts.

Route: /dashboard

Properties And Snippets

Implemented

Property CRUD operations and copyable widget embed snippets.

Route: /dashboard/properties

Knowledge Base Training

Implemented

Knowledge source listing and property-level training workflow.

Route: /dashboard/knowledge

Live Chats

Implemented

Realtime chat inbox, messaging, typing, and visitor context.

Route: /dashboard/chats

Leads, Visitors, Analytics

Implemented

Acquisition tracking and performance monitoring modules.

Route: /dashboard/analytics

FAQs, Quick Replies, Chatbot Flows

Implemented

Automation management for repeat questions and trigger responses.

Route: /dashboard/faqs

Monetization And Integrations

Plan management and external integration features, including Pro-only modules.

Billing And Upgrade Requests

Implemented

Billing overview and Pro request submission for account upgrade.

Route: /dashboard/billing

Subscriptions

Implemented

Plan, usage, and invoice visibility for subscribed accounts.

Route: /dashboard/subscriptions

API Keys

Pro Feature

Scoped API key issuance, update, and revocation workflows.

Route: /dashboard/api-keys

Webhooks

Pro Feature

Outgoing event subscriptions with test delivery support.

Route: /dashboard/webhooks

Integrations Hub

In Progress

Dedicated integrations landing page is not complete yet.

Route: /dashboard/integrations