Workspace Dashboard: Manage Workspaces and Account

The Workspace Dashboard is the first screen you see after signing in to ChatbotX. From here, you can select an existing workspace, create a new one, and access all account management areas. A single account can own or have access to multiple workspaces, and the number of workspaces you can create depends on the limit in your current Plan.

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Select or create a workspace

The Workspaces area displays every workspace your account can access.

• Select a workspace card to open it and continue working in that workspace.
• The Owner label indicates that you own the workspace.
• Select Create Workspace to create a new workspace.

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Review your account and Plan

The account card on the left side of the dashboard displays your name, email address, and Current Plan.

• Select the edit icon next to your account information to update your profile.
• Select Upgrade plan to open the Plan selection page when your White Label platform offers upgrade options.
• The Bot messages bar shows the number of Bot messages used against your current allowance.

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Open the account menu inside a workspace

After opening a workspace, select your profile icon at the bottom-left corner to open the account menu. This menu provides quick access to your profile, Plan, Billing, display preferences, permissions, and the sign-out action.

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Change the platform language

Open Language in the account menu, then select the language you want to use for the ChatbotX interface. A checkmark identifies the currently selected language. The following interface languages are currently supported:

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Change the theme

Select Theme in the account menu to change the interface appearance. The available control switches the platform between its supported display themes (for example, light and dark mode).

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Manage

Manage opens the White Label configuration area. This area lets you manage app credentials, branding, email settings, and other White Label options. Start with Platform Credentials to learn how to configure connected apps and control which channels workspaces can create.

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Billing

Select Billing to manage your account’s Plan and payments. The Billing page is divided into three sections.

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Current plan

The Current plan area displays:

• The current Plan name and status.
• The next renewal date for a recurring subscription.
• A Change plan button when the platform provides this option.

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Bot Message Top-Ups

The Bot Message Top-Ups area lists the Bot-message credit packs available for purchase. Each row shows the pack name, number of credits, and price. Select Buy next to the appropriate pack to start the payment process. Credits are added to your account after the transaction completes and do not change your Plan’s Workspaces, Channels, Team members, or Monthly active contacts limits.

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Payment history

Payment history shows the date, description, status, and amount of each transaction. The list can include online payments and payments recorded manually by an administrator.

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Redeem AppSumo codes

Use Redeem to enter an AppSumo code and unlock the corresponding lifetime deal benefits. The page shows the number of codes you have already redeemed, the available Plan levels, Bot message allowances, workspace limits, and the number of codes required to reach each level.

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Other account actions

Two additional actions are available at the bottom of the account menu:

• Refresh All Permissions — Reloads your access permissions after your account’s Plan, role, or permissions have changed. Use this if you have just been granted new access and changes are not yet reflected in the interface.
• Sign Out — Signs you out of the current account.