Dashboard at a glance.
Your dashboard lives at app.tenloai.com/dashboard/assistant . The left rail has four tabs — Overview, Recent Leads, Meetings Booked, and Knowledge Base — plus a Settings shortcut that opens the consolidated Settings hub at Settings → Sales Assistant. Each section below maps to one of those surfaces.
KPI tiles (top of Overview)
| Tile | What it shows |
|---|---|
| Leads captured | Total contact captures |
| Avg. lead score | Mean score across all leads |
| Meetings booked | Calendly bookings linked to leads |
Recent Leads tab
The most recent 20 leads. Each row shows:
- Name and email
- Score (X/100) plus an emoji badge — 🔥 Hot ≥ 80, ✅ Good fit ≥ 60, 📋 Low fit otherwise
- AI’s free-text scoring reasoning — the 2–3 sentence explanation behind the score
- Timestamp
- Click-through to read the full conversation transcript
See Lead scoring & lifecycle for what each badge means and Reading conversation transcripts for the modal.
Meetings Booked tab
Every Calendly meeting booked through your widget. Each row shows the attendee’s name and email, the event type (e.g. “30-min Discovery Call”), the scheduled date and time, and a status pill — ✅ Confirmed or ⊘ Canceled.
Bookings arrive via the Calendly webhook set up during Step 3 of Quick start.
Knowledge Base tab
Four input methods on one card:
| Method | What it’s for |
|---|---|
| Sitemap crawl | Point Tenlo at your site (or its sitemap URL) and it discovers and ingests multiple pages in one go. Best for help-centre or product-doc content. |
| Add a manual entry | Manual title + content + category (product, company, pricing, process, objection, or other). |
| Bulk Import (CSV / XLS / XLSX) | Typed entries in spreadsheet form. Max 200 rows; columns must include title and content; category is optional. A downloadable template is linked next to the import button. |
| Add a Source | Paste a single webpage URL or upload a PDF, Word doc (.docx only — not legacy .doc), or Markdown (.md) file. Max 25 MB per file. |
Plus the entries list (with edit/delete) and the imported-documents list (with status pill and delete).
A Retrieval Inspector panel sits inside this card: enter any sample question and it shows which KB chunks the AI would retrieve and their similarity scores — handy for diagnosing why the bot is or isn’t picking up a particular answer.
See Knowledge base & document ingestion.
Settings (Settings → Sales Assistant)
The dashboard’s Settings tab is now a shortcut into the consolidated Settings hub. Its two cards live at Settings → Sales Assistant.
Embed your widget — generates the <script> snippet with your data-business-id, plus a Widget color picker that auto-emits a data-primary-color attribute when changed from the default. Full embed mechanics in Embedding the widget; colour-picker behaviour in Theming & branding.
Widget configuration — where you author your assistant’s brain. The card scrolls; the fields, in dashboard order:
| Field | Purpose |
|---|---|
| Company name | Interpolated into the bot’s prompt so it introduces your business by name |
| Bubble icon / Chat avatar | Glyphs for the floating bubble (default 💬) and chat-window header (default 🤖) |
| Opening greeting | The first message visitors see when they open the chat |
| Tone description | One sentence describing how the bot should sound; the AI uses it verbatim as a style guide |
| Calendly booking link | Connect button that runs OAuth, then an event-type dropdown |
| Ideal Customer Profile | Free-form description, 2000-char soft cap. Drives both lead scoring and graceful exits from bad-fit conversations |
| Products & services | What you sell, with pricing and any trial / bundle details (4000-char soft cap). The bot quotes from this verbatim |
| Qualifying questions | One per line. The AI weaves these into conversation naturally, not as a form |
| Booking score threshold | Slider (30–90, default 60). Leads scoring at or above the threshold are offered the Calendly link |
| Log retrievals for diagnostics | Checkbox (on by default). Feeds the Retrieval Inspector; last 200 conversations only |
| Save configuration | Persists all changes. Nothing takes effect until you save. |
A full field-by-field reference, including every cross-product setting, lives in Settings reference.