Guide for new agents
Learn how to use the Fiko dashboard as your agent. Get an overview of your stats, team members, and the onboarding checklist to help you get started.
Dashboard Overview
The Fiko dashboard is your central hub as an agent for tracking conversations, understanding team capacity, and completing onboarding tasks. It provides quick insights into your daily work and helps you get started with the platform.
Your Dashboard Home
After logging in and selecting your company, the dashboard at /dashboard displays your personalized workspace with real-time stats, team information, and onboarding guidance.
Hero Section & Greeting
At the top of your dashboard, you'll see a personalized greeting with a background image:
What You'll See
- Greeting: "Hello, [Your Name] 👋" with your display name
- Subtitle: "Here's what's going on today."
- Give Feedback Button: Quick access to share feedback about the platform
- Three Glass Cards: Overview stats, chat distribution, and team members displayed below the greeting
Overview Statistics
The Overview card displays four key metrics about your chat activity:
All Chats
Total number of conversations across all channels. Click this metric to navigate to the full /chats interface where you can view and manage all conversations.
Assigned Chats
Number of conversations assigned to you or your team. Shows workload distribution among agents.
Ongoing Chats
Active conversations currently in progress. These chats need attention and follow-up.
Broadcast
Number of broadcast campaigns. Click to manage and create broadcast messages for customer outreach.
Interactive Metrics
Some statistics are clickable and link to related pages. For example, "All Chats" links directly to the /chats page and "Broadcast" links to /broadcasts.
Chats by Channel
The second glass card shows a visual breakdown of your conversations by channel:
Channel Distribution
- Pie Chart: Visual representation showing the proportion of chats across channels (LINE, WhatsApp, Widget, Telegram, Zalo, etc.)
- Total Count: Displays the total number of chats across all channels
- Channel Legend: Colored indicators below the chart show which color represents each channel
- Interactive Tooltip: Hover over segments to see channel name and percentage of total chats
This helps you understand which channels are busiest and where you should focus your attention.
Team Members
The third glass card displays your team at a glance:
Member Card
- Team List: Scrollable list of company members and agents
- Display Name: Shows each member's name
- Role: Indicates whether they are an "Admin" or "CS Agent"
- Online Status: Green/red indicator dot shows if the member is currently online or offline
- Sorting: Members are sorted with online users first, followed by offline users
This gives you a quick view of team availability and who you can collaborate with right now.
Getting Started Checklist
Below the glass cards, you'll see the Getting Started section with an interactive onboarding checklist:
Onboarding Tasks
- Interactive Checklist: List of key onboarding tasks to complete
- Completion Tracking: Checked items show with checkmarks as you complete them
- Details Panel: Click any task to see its description and action button
- Typical Tasks: Create your first company, Connect WhatsApp Business, Connect LINE Official Account, Install Website Chat Widget, Connect Telegram Bot, Connect Zalo Official Account, Invite teammates, Add canned responses, Setup AI auto reply, Setup your chatbot knowledge, Add multiple channels per provider
Quick Action:
Each task has a "Get Started" button that guides you to the relevant setup page or feature.
Progress Indicator
The checklist helps new agents understand what needs to be configured. As you complete each task, it marks as done, giving you a sense of progress.
What's New Section
The final section on your dashboard includes:
- Help Center Link: Quick access to documentation and support resources
- Updates & Announcements: Information about new features or platform updates (when available)
- Support Resources: Links to help documentation and knowledge base
Using the Dashboard
Your dashboard serves as a starting point for daily work. Here's how to use it effectively:
Check Your Daily Stats
Start your day by reviewing the Overview card to see your workload and activity levels.
- See how many chats you have across all channels
- Identify which channels are busiest
- Check team member availability
Access Conversations
Click on stats like "All Chats" to navigate to the full /chats interface for detailed conversation management.
- Manage individual conversations
- Filter by channel or assignment status
- View customer details and history
Complete Onboarding Tasks
Use the Getting Started checklist to set up required features and integrations.
- Work through tasks systematically
- Click task details to see what's needed
- Use the action buttons to navigate to setup pages
Next Steps
Now that you understand the dashboard, here are your next steps:
Start Managing Chats
Navigate to the /chats page to view and respond to customer conversations across all channels.
Conversation GuideComplete Setup Tasks
Work through the Getting Started checklist on your dashboard to configure channels and features.
Channel Setup GuideDashboard Tips
The dashboard updates in real-time with your conversation activity. Check it regularly to stay on top of team capacity and workload. Need help with a specific feature? Check our troubleshooting guide or contact support.