In CloudRadial ChatAI the person running the show is you, the MSP admin. This is a short tour of the admin portal, the web app where you configure channels, connect your PSA, watch the queue and manage your bot. It is here to orient you rather than to document every button — each area links out to the article that covers it properly. If you have just finished the onboarding wizard, this is the map for what comes next.
Where You Land
Signing in drops you on the Dashboard. It runs configuration health checks that flag gaps in your setup, and shows activity charts for your recent chat volume. It is the first place to look to confirm everything is connected, and the place to come back to when something is not behaving.
The Sidebar
The left sidebar is how you get around. Related pages sit inside groups you expand, so the top level stays short.
| Area | What it's for |
|---|---|
| Dashboard | Your bot's home — configuration health checks and activity charts |
| Chat Queue | The live queue of chats waiting for an operator |
| Channels | Client and Service Channels, the heart of your deployment |
| Dialogs | The wording your bot uses. Dialog Messages is where you replace the default text with your own, on Pro and up |
| Bot Skills | Commands — what your technicians can run from Teams |
| Logs | Chat Logs for transcripts of past conversations, System Logs for bot events and errors |
| Settings | Your bot settings, including the Visuals tab for branding. The group also holds Account for your organization's details, Admin Users for who can administer ChatAI, and Connectors for your integrations — starting with the PSA connection every ticket flows through |
Transcripts stay in Chat Logs for 7 days. The permanent copy lives on the PSA ticket.
You may see fewer areas than this. The sidebar hides anything your tier or your account's access does not include, and it hides a group whose contents are all hidden — so an area missing from yours is a setting rather than a fault. Some pages also stay hidden until your bot is fully set up, which is why the sidebar fills out as you work through onboarding.
Finding Your Way Around
| I want to… | Go to |
|---|---|
| Connect or check my PSA | Settings > Connectors |
| Add a place clients can chat from | Channels, then add a Client Channel |
| Set up where my techs handle chats | Channels, then add a Service Channel |
| Change the bot's name, icon or colors | Settings > Settings, then the Visuals tab |
| Change the words my bot uses | Dialogs > Dialog Messages |
| See who is waiting for help right now | Chat Queue |
| Read a past conversation | Logs > Chat Logs |
| Check whether my setup is complete | Dashboard |
| Update our contact and notification addresses | Settings > Account |
| Add another admin | Settings > Admin Users |
Related Articles
- CloudRadial ChatAI Overview — how the whole system fits together
- Migrating to CloudRadial ChatAI — for partners moving off ChatStyle
- About CloudRadial ChatAI's Onboarding Wizard — the guided first-time setup
- Understanding Channels · How PSA Integration Works
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