Dashboard areas and responsibilities
The dashboard is the source of truth for account state, customer operations, AI testing, plan limits, API keys, support and billing.
OverviewShows status, usage, launch checklist and recent activity.Start every day here.
Customer inboxRefunds, bookings, escalations and conversations requiring review.Operational queue.
AI testingTests the same business context customers receive.Pre-launch QA.
Knowledge baseApproved business answers available to AI.Accuracy layer.
SIMCOAI APISecure keys for website chat and integrations.Integration layer.
Structured records beat loose chat
Orders, refunds, bookings, escalations, memories and calls are stored as structured records. This lets the AI act with context while keeping review and audit trails available.
Orders
Order number, customer email, status, total, notes and refund state.
Bookings
Service, preferred time, contact details, notes and approval state.
Escalations
Urgency, reason, customer details, summary and recommended next action.
Recommended daily launch routine
- Review failed notificationsCheck delivery errors before customers rely on email workflows.
- Clear open inbox itemsRefunds, bookings and escalations should not be left unresolved.
- Review calls and conversationsLook for repeated questions that need knowledge articles.
- Retest after editsEvery major policy edit should be tested through AI testing.