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Guide

Dashboard Overview

Guide 3 min read

This page explains the SRV AI Chatbot dashboard — the first screen an administrator sees after the license and provider setup are complete. It is for administrators who need a quick health and usage overview.

Navigate to Addons → AI Copilot Suite → Dashboard.

Dashboard health warnings and usage tiles

Health warning banners

The top of the dashboard shows contextual warning banners only when something needs attention. Common examples:

Banner Meaning
"No enabled AI provider — chat cannot run." No AI provider is both added and enabled
"No embedding provider (OpenAI/Gemini) — RAG and scope guard are degraded." Enable an OpenAI or Gemini provider so knowledge retrieval and scope classification work fully
"Knowledge base has no embedded chunks — run cron or manual reindex." The Knowledge index has not finished embedding any content yet
"Chatbot master switch is off." Enable chatbot is off in General Settings — the widget and embed are unavailable
"Only one AI provider enabled — configure a fallback for outages." Add and enable a second AI provider so the assistant can fail over if the primary is unavailable

These banners disappear automatically once the underlying condition is resolved.

Usage stat tiles

Four at-a-glance tiles:

Tile Meaning
LLM requests Total number of AI provider calls made
Cache hit ratio Percentage of chat responses served from the response cache instead of a fresh AI call (see Behavior Settings for the cache TTL setting)
Off-scope events Number of times the assistant declined to answer because a question fell outside its configured scope
Avg tokens / request Average token consumption per AI request, useful for cost estimation

Usage table (7 days)

A per-provider breakdown table shows:

Column Meaning
PROVIDER The AI provider the row refers to
REQUESTS Number of calls made to that provider
TOKENS IN Total input (prompt) tokens sent
TOKENS OUT Total output (completion) tokens received
CACHE HITS Number of responses served from cache for that provider

Below the table, a line such as "Conversations: 0 active, 0 suspended" shows the current chat load at a glance.

Daily token cap

Daily token cap card

Friendly name System name Type Default
Max tokens per day (0 = unlimited) — number 0

Set a non-zero value to cap total daily token spend across all providers. The card shows today's usage against the cap (e.g. "Today: 0 (0%)").

Note

At 80% of the cap, an admin activity log entry is written. At 100%, the assistant stops using AI and offers the client a support ticket instead.

Click Save to apply a new cap.

Tip

Use the daily token cap as a safety net against unexpected AI provider costs, especially while first tuning your knowledge base and scope settings.

Troubleshooting

Problem Fix
Usage numbers show zero after setup Confirm at least one provider is enabled and a test conversation has been sent
Cache hit ratio stays at 0% Increase Response cache TTL (hours) under Behavior Settings
A warning banner won't go away Re-check the specific condition named in the banner text — each one points at the setting that needs attention