WisebotAI

Getting started

Sign in, understand the dashboard layout, and learn how agent context works across pages.

Getting started

Sign in and organization context

  1. Open your WisebotAI web app URL (your team’s deployment).
  2. Use Sign in with email/password or an OAuth provider (Google or GitHub) when enabled.
  3. After authentication, select or create an organization. Most product data (agents, conversations, billing) is scoped to the current organization.
  4. If you receive an invitation email, use the link to accept and join with the role your admin assigned.

Dashboard layout

The sidebar groups features the same way as the live product:

Sidebar groupAreas
MainAnalytics, Inbox (conversations), Appointments
AgentAgents, Knowledge (files), Crawler, Widget, Voice
ConnectChannels, Integrations, Connectors
AccountSettings, Billing

The top bar includes organization switching, agent switching (on agent-related routes), notifications, theme toggle, and your user menu.

Agent context (agentId)

On routes such as Agent settings, Widget, Integrations, and Channels, the agent switcher in the navbar selects which agent you are configuring. Always confirm the correct agent is selected before changing instructions, tools, or embed code.

Next steps

Platform engineering notes (blog)