Everything, organized in one place
Once ConvoZync is live, this is where you manage leads, conversations, and meetings — no technical skills needed.
Dashboard
Your home screen — total messages, chat interactions, knowledge base articles, and today's activity at a glance, plus a breakdown of visitors versus leads across chatbot and form submissions.
My Chatbot
Customize your bot's name, tagline, welcome message, color, and screen position. Decide whether it asks for details up front or lets visitors start chatting right away.
Knowledge Base
Add custom instructions or upload text files so the bot knows how to answer questions about your business. Remove any saved article whenever you like.
Embed Code
Copy your ConvoZync embed code and paste it into your website. If you prefer, our team can install it for you.
Chat Logs
Browse the full conversation history between the bot and your customers, and delete any conversation you no longer need.
Leads
See every lead in one place, tell chatbot leads from form leads at a glance, update status, add private notes, and export everything to CSV.
Support Tickets
When the bot doesn't know an answer, the question becomes a ticket automatically — with an instant email alert. Track status from Open to Closed.
Analytics
See your busiest chatting hours, daily sessions over the last 30 days, and whether your leads are coming from the chatbot or your forms.
Customer Insights
See each customer's intent, urgency, sentiment, and budget, with built-in stats on questions, bookings, and interest — so you know who to call first.
Meetings
A full calendar of every meeting booked through the chatbot. Confirm, cancel, or delete meetings, and view customer details alongside each one.
Profile
Manage your account basics — name, company name, timezone, and password.