Your AI Assistant Dashboard helps you understand visitor activity, review conversations, customize your AI Assistant, manage team access, and keep your office information current.
Home Overview
The Home page gives you an overview of how visitors use the AI Assistant on your website. You can see how often visitors interact with it, what properties they search for, questions that need attention, and your latest conversations.
Use this page as a starting point for understanding visitor interests and finding opportunities to improve the information your AI Assistant can provide.
Example from our demo site. Your office name, activity, and search details will differ.
Find your way around the dashboard
Use the menu on the left to move between the main sections:
- Home: Review visitor activity, property searches, unanswered questions, and recent conversations.
- Conversations: Read the chats visitors have had with your AI Assistant.
- AI Assistant: Manage what your AI Assistant says to visitors.
- Team: Manage who can sign in to your office’s dashboard.
- Settings: Manage your office details and email alerts.
The office selector is at the top of the menu. Check that you are viewing the correct office when reviewing its activity or settings.
Your property search agent
This section summarizes activity over the last seven days, showing the progression from seeing the AI Assistant to opening it, sending a message, and searching for homes.
Visits
- Saw it: Visits where a page displayed your AI Assistant. Each visit counts once a day.
- Opened: Visits where someone opened your AI Assistant.
- Sent a message: Visits where someone sent the AI Assistant at least one message.
These numbers help you understand how much interaction the AI Assistant receives. For example, visitors who open it and send a message are taking an additional step beyond simply seeing it on a page.
Sent a message measures visits with a message, so it may differ from the number shown in Conversations.
Searches
- Searches: Home searches the AI Assistant ran for visitors.
- Searches opened: Searches whose results page opened for the visitor. This includes searches that found no homes.
Search totals measure searches, while visit totals measure visits. Treat them as different types of activity when reviewing your dashboard.
Visit numbers update hourly. Search numbers are current when the page loads.
Select View conversations to read the chats behind the activity.
What visitors search for
This section shows the property searches your AI Assistant ran for visitors.
Choose 7 days, 30 days, or 90 days to review a shorter or longer period. Each period includes today and the preceding days, based on UTC rather than your local time zone.
You’ll find:
- A search summary: The total searches and searches opened during the selected period.
- A daily chart: How search activity varies from day to day.
- Top searches: Search criteria such as location, price range, property type, bedrooms, square footage, and features.
- Show top 10: An option to expand the top searches list.
Use this section to spot interests among the visitors using your AI Assistant. For example, repeated searches for homes in a particular community or price range may give you ideas for a neighborhood guide, featured property search, or website article.
These searches reflect your AI Assistant’s activity, so use them as one source of insight alongside your other knowledge of the local market.
Questions your assistant couldn’t answer
This section highlights conversations that may need a closer look. Choose 7 days or 30 days to change the review period.
Your assistant did not find an answer on your site
These are topics where the AI Assistant did not find an answer in your website content.
Check whether your website already covers the topic:
- If the information is already on your site: Contact IDXCentral so we can investigate why the AI Assistant did not find it. Include the question and the relevant page.
- If the information is missing: Add a page or FAQ that answers the question.
Your assistant said it could not answer
These are questions where the AI Assistant indicated that it could not provide an answer.
Review the question and decide what information you would like to provide. Send your answer to IDXCentral so we can add it to your AI Assistant’s FAQs.
This section can help you identify useful additions to your website and AI Assistant. Open Conversations to read the surrounding discussion before deciding what needs to be added or clarified.
Recent conversations
This section lists the five most recent chats, with the newest first.
Use it for a quick check of recent activity. Select a conversation, View all, or Conversations in the menu to open the conversations area and read the chats in full.
Reading the conversation can help you understand what a visitor wanted, how the AI Assistant responded, and whether a question needs further attention.
A simple routine for reviewing your dashboard
- Check visitor activity. See how often visitors open the AI Assistant, send messages, and search.
- Review top searches. Look for recurring locations, budgets, and property preferences.
- Check unanswered questions. Identify information to add or ask IDXCentral to review.
- Read recent conversations. Get the context behind the numbers and questions.
For a quick explanation while using the dashboard, select the small information icon beside a supported heading or metric.
Review Your AI Assistant Conversations
The Conversations page lets you read the chats visitors have had with your website’s AI Assistant.
Use it to understand what visitors are looking for, review the AI Assistant’s responses, and identify information that could make your website more helpful.
Open the Conversations page
Select Conversations from the dashboard’s left menu.
Each row represents one visitor’s chat. The list includes:
- Started: When the conversation began.
- Approximate location: The visitor’s estimated location and IP address. Treat this as a general indication, rather than a confirmed address.
- Source: Information about where the visitor came from.
- Visitor messages: How many messages the visitor sent.
- Searches: How many property searches were run during the conversation.
- View conversation: Opens the full transcript.
Use Next and Previous at the bottom to move through the list.
Find a conversation
Use the controls above the list to narrow what you see.
Time range
Choose All time, Last 7 days, Last 30 days, Last 90 days, or Custom range.
A shorter period is useful for checking recent activity. A longer period can help you review recurring questions or property interests.
Search conversations
Use Search conversations to find a chat you want to review. You can combine the search with the other filters.
If you cannot find an expected conversation, check whether a date or source filter is narrowing the list.
Include test
Turn on Include test when you want to see test conversations.
Leave it off when reviewing regular visitor activity.
Include internal
Turn on Include internal to include visits identified as coming from your own team.
This is useful when checking a conversation you or a colleague had while reviewing the AI Assistant.
Source and campaign
Use the source filter to review conversations associated with a particular source, such as Google or another referring website. You can also select a source label within a row to filter the list to that source.
Direct or unknown means the dashboard did not receive enough source information to identify where the visitor came from. This may include typed website addresses, bookmarks, or links that do not pass source information.
The campaign filter is available when the dashboard offers campaign choices. If it is grayed out, it cannot be selected in the current view.
Read a full conversation
Select View conversation beside a chat.
The transcript shows the visitor’s messages and the AI Assistant’s replies. Depending on the conversation, you may also see links to website pages the AI Assistant used in its answers.
The How they arrived section provides context, including the source, the page the visitor landed on, and where they started chatting.
The transcript is read-only. Use it to review what happened rather than to send a reply to the visitor.
While reading, consider:
- What was the visitor trying to find?
- Did the AI Assistant provide a useful answer or property search?
- Was there a question your website could answer more clearly?
Select Close when you are finished.
Download or export conversations
Download one conversation
Open the conversation and choose:
- Download text: A readable text copy.
- Download JSON: A structured copy for use with other tools.
For everyday review, the text version is usually the easier choice.
Export a group of conversations
- Set the filters for the conversations you want.
- Select Export these conversations.
- Choose CSV or JSON.
- Select Export.
The export includes every conversation matching the current filters, with its messages.
CSV provides one row per message and is useful for a spreadsheet. JSON keeps each conversation together in a structured format.
Make conversation review part of your routine
Check recent chats regularly and look for repeated questions, property preferences, or answers that need improvement.
If you find an answer that needs review, send IDXCentral the conversation’s date and time, the question, and any relevant website page. This gives us useful context when investigating.
Customize Your AI Assistant
The AI Assistant page controls the wording visitors see when they open and use the AI Assistant on your website.
You can update button labels, the greeting, starter questions, and link text. A separate styling section is available for changes to its appearance.
Open the AI Assistant page
Select AI Assistant from the dashboard’s left menu.
The status beside Your property search agent shows whether it is live and displaying on your website.
Open and close buttons
These settings control the words on the AI Assistant’s buttons.
- Open-chat button: The button visitors select to open the AI Assistant.
- Same button, while the chat is open: What that button says while the chat is already open.
- Close-chat button: The button at the top of the open chat that closes it.
Keep these labels short and clear. For example, the opening button could say “Find homes or ask a question.”
Each field allows up to 60 characters. Leave a label field blank to use the default wording shown inside it.
Inside the chat
Greeting
The greeting is the first message a visitor sees when opening the AI Assistant.
Use it to explain how the AI Assistant can help. For example:
“Describe the home you’re looking for, or ask a question about our local communities.”
The greeting allows up to 600 characters.
Leaving the greeting blank removes the greeting. This works differently from the button labels, where leaving a field blank uses the default.
Message box hint
This is the hint inside the box where visitors type their message.
Use a short suggestion that helps someone get started, such as “Ask about homes or the area.”
The field allows up to 60 characters. Leave it blank to use the displayed default.
Starter questions
Starter questions give visitors suggestions they can select to begin a chat.
Heading
The heading appears above the starter questions. You can use wording such as “Try asking:”.
It allows up to 60 characters. Leave it blank to use the default.
Your three questions
You can enter up to three custom starter questions, with a maximum of 80 characters each.
Choose questions that fit your market and the information on your website. For example:
Show me homes in Roseville under $800,000.What is it like living in El Dorado Hills?How can I contact your office?Entering even one custom question replaces the AI Assistant’s default set of suggested questions. Leaving every custom question blank keeps the defaults.
The default suggestions cover finding homes, homes within walking distance, and how to contact you.
Show the home-value question
Use Show the home-value question to control whether that suggested question is displayed.
Turning it off hides the suggestion. Visitors can still ask for a home-value estimate themselves.
Review the page previews
The previews show how starter questions appear on different types of pages:
- Most pages.
- Another agent’s listing.
- Your own listing on an IDX page.
- Your own listing on a page you built.
Some page types include questions marked Added automatically, such as “Tell me more about this property.” These can appear before your custom questions.
Example from the demo site. The previews help you check both your custom questions and any questions added automatically.
Choose questions the AI Assistant can handle
The AI Assistant can find homes for sale that match a visitor’s description and answer questions covered by your website.
It cannot take a visitor’s name, email address, or phone number; promise a callback; book a showing or appointment; or speak aloud with a visitor.
Avoid starter questions that promise one of those actions. If someone selects a question the AI Assistant cannot handle, it explains that limitation.
Links in replies
These fields control the wording on links the AI Assistant includes in its responses.
- Contact link text: The words on the link to your contact page. Maximum: 32 characters.
- Search results link text: The words on a link to property search results. Maximum: 60 characters.
On your own website, a property search usually opens the results page directly.
Leave either field blank to use its displayed default.
Save your wording changes
After updating the buttons, greeting, starter questions, or link text, select Save at the bottom of that section.
Then open the AI Assistant on your website and check the wording from a visitor’s perspective.
Your property search agent’s style
The Custom CSS section is for adjusting appearance, including colors, fonts, corners, and spacing.
CSS is website styling code. If you want a visual change and do not work with CSS, contact IDXCentral for help.
This section has its own Save and Revert buttons. Use Revert to discard unsaved styling edits. Saved styling changes appear on your website within five minutes.
The field supports up to 32 KB of styling code. Imported stylesheets are not allowed. Image and font links must use a full HTTPS address or embedded image or font data.
Keep the AI Assistant’s AI disclosure visible so visitors can see that they are interacting with AI.
Manage Team Members and Invitations
The Team page shows who has access to your office’s AI Assistant Dashboard and lets you create invitation links for new team members.
Use this page when adding a colleague, reviewing existing access, or checking invitations that have not yet been accepted.
Open the Team page
Select Team from the dashboard’s left menu.
The summary shows:
- Total Members: The number of people on the team.
- Owners: The number of owners.
- Pending Invitations: Invitations awaiting acceptance.
Check the office name before managing access.
Review your team members
The Team Members list shows each person’s name, email address, and assigned role.
You may see these role labels:
- Primary Owner: Identifies the account creator.
- Owner: An assigned team role.
- Member: An assigned team role.
The invitation form offers Owner and Member as role choices. Contact IDXCentral if you need help deciding which role someone should have.
Where available, the three-dot menu in the Actions column includes Change role and Remove member.
Use these controls when a person’s responsibilities or need for access changes. If you need help changing access, contact IDXCentral.
Invite a new team member
- In Pending Invitations, select Invite member.
- Choose the Link type.
- Choose the person’s Role.
- Select Create invitation.
- Share the invitation link with the intended team member so they can join.
The invitation is a link you share with the person. You do not enter their email address in this form.
One-time link
A One-time link expires after one person accepts it.
This is a practical choice when inviting one specific colleague.
Multi-use link
A Multi-use link allows anyone with the link to join for 24 hours.
Use it when inviting several intended team members during that period. Share it directly with those people because anyone who receives the link can use it while it remains valid.
Check pending invitations
The Pending Invitations section is where you review invitations awaiting acceptance.
If you see No pending invitations, there are none currently listed.
After a colleague joins, check the Team Members list to confirm that their account appears.
Dashboard access and digest emails are separate
A person does not need a dashboard login simply to receive the daily chat digest.
Digest recipients are managed under Settings → Office. Use Team when someone needs to sign in to the dashboard.
Manage Office Settings and Notifications
The Settings page contains your office information, daily chat digest settings, business hours, and personal notification preferences.
Keeping these details current helps the AI Assistant provide accurate office information and helps your team receive the updates they need.
Open Settings
Select Settings from the dashboard’s left menu.
There are three tabs:
- Office: Business information, daily chat digest recipients, and timezone.
- Business Hours: The hours the AI Assistant can share with visitors.
- Notifications: Your personal product notification preferences.
Office
Team Name
Team Name is the internal name shown in the dashboard and team invitations. Customers do not see it.
Update the name and select Save in that section.
This is separate from Business Name, which is the name the AI Assistant uses when referring to your business.
Business Name
Your current Business Name is displayed under Office Details.
It is not editable on this page. Contact IDXCentral for help requesting a change.
Phone Number
Enter the number visitors should use to call your office.
The AI Assistant can give visitors this number when they want to contact you by phone.
Business Email
This is your office inbox.
When the daily chat digest is enabled and no separate digest recipients are entered, it is sent to this address.
Digest emails
Enter the people who should receive the daily chat digest:
- Use one email address per line.
- Enter up to five addresses.
- Recipients do not need a dashboard login.
Leave this field empty to send the digest to the Business Email instead.
If both Digest emails and Business Email are empty, the digest is not sent.
Daily chat digest
Turn on Daily chat digest to receive one email each morning after a day with website chats.
The email lists the chats, including property search conversations, with the ones needing review first.
It is useful for keeping up with activity without checking the dashboard throughout the day. It is a daily summary rather than an alert for every new chat.
The email goes to the addresses in Digest emails, or to Business Email when no digest addresses are entered.
Website URL
This is your website address.
If the AI Assistant is set up to answer questions using your website, this is the site whose pages it reads.
Business Address
Enter your office mailing address, including the street, city, state, ZIP code, and country.
The AI Assistant can use the city to suggest a home search in your town.
Save your office details
After changing the phone number, email addresses, digest setting, website address, or mailing address, select Save Changes at the bottom of Office Details.
The Team Name and Timezone sections have separate save buttons.
Timezone
Choose your Business Timezone and select Save Timezone.
The AI Assistant uses this setting to know today’s date where your business is located. The daily chat digest also uses it to group each day’s conversations from midnight to midnight.
This is separate from the Home page’s reporting windows that are described as using UTC days.
Business Hours
Business hours tell the AI Assistant when your office is open. Times use the business timezone shown on the page.
If the page says hours are Not set, the AI Assistant has no saved office hours to share. A schedule displayed in the controls still needs to be saved.
Set hours for individual days
- Turn the day’s switch on for Open, or off for Closed.
- For an open day, enter the starting and ending times.
- Repeat for the other days.
- Select Save Business Hours.
Apply the same hours to several days
- Under Apply one window to multiple days, enter the Start and End times.
- Select the days that should use those hours.
- Select Apply to selected.
- Review the daily schedule.
- Select Save Business Hours.
This saves time when several days follow the same schedule.
Use the weekday shortcut
The Weekdays 8–6, weekend closed button provides a starting schedule.
Review and adjust it to match your actual office hours, then select Save Business Hours.
Clear a schedule
Use Clear schedule, when available, to remove a saved schedule.
Without saved hours, the AI Assistant has no office hours to share with visitors.
Notifications
The Notifications tab controls product notifications for your own account. Each team member manages their own preferences.
Under Product Updates, you can choose:
- In-App Notifications: Notifications inside the dashboard.
- Email Notifications: Notifications sent to your email address.
These cover welcome messages, product announcements, and trial reminders when applicable.
Use the switches to choose how you want to receive them.
These preferences are separate from the daily chat digest. Manage the digest and its recipients under Office.
When to review your settings
Check these details when your phone number, office address, business hours, website, or digest recipients change.
If you need help changing the business name or deciding how a setting should be configured, contact IDXCentral.