Navigating the Dashboard

Dashboard Overview

The Helpium dashboard is your command center for managing customer support. Here's a tour of every section.

Sidebar Navigation

The left sidebar provides quick access to all major areas:

• Inbox: Your conversation queue, filtered by status and assignment
• Customers: Customer directory with profiles and activity timelines
• Articles: Knowledge base article management
• Categories: Organize articles into hierarchical categories
• Analytics: Performance metrics and conversation trends
• Leaderboard: Agent performance rankings
• Settings: Workspace configuration (owners see all settings; agents see profile and notifications only)

Global Search

Click the search bar at the top (or use the keyboard shortcut) to search across:

• Conversations: Find conversations by subject or content
• Customers: Search by name or email
• Articles: Search by title or content

Results are grouped by type, with up to 5 results per category.

Notifications

The bell icon in the top-right shows your unread notification count. Click it to see recent notifications and mark them as read individually or all at once.

Profile Menu

Click your avatar in the top-right to access:

• Profile Settings: Update your name, email, password, and avatar
• Notification Preferences: Configure which notifications you receive
• Sign Out: Log out of your account