Getting Started

Overview of the Maisie Dashboard

Please read our glossary before reading this article.

The Maisie Dashboard comprises six main sections:

  1. Dashboard Home – where you can view your setup to do list and your Maisie performance stats
  2. Website Bots – where you can set up and edit your website chatbots.
  3. Messenger Bots – where you can set up and edit the Facebook Messenger plugins you install on your website and set up and edit your Messenger chatbots.
  4. Live Chat - where you can configure your live chat settings and conduct live chat conversations with your website visitors
  5. Audiences – where you can view your Messenger, email and SMS subscriber lists and set up and edit your Messenger audience builder website popup.
  6. Reporting – where you can view detailed performance stats for your chatbots.

Below we provide an overview of these sections so you can get yourself familiar with the dashboard. We’ll deep dive into how to setup and use every section in subsequent help articles.

Dashboard Home

The Dashboard home screen displays your setup checklist and summary performance stats at the top.

If at any time you wish to temporarily hide Maisie on your site, you can click the On/Off toggle on the top right.

The navigation menu on the left side of the screen is used to navigate across different screens of the Dashboard.

Website Bots

Click Website Bots to expand the menu and you’ll see links to Convo Flows, Convo Modules and Display Settings.

Convo Flows

Click Convo Flows to view a list of all the conversation (“convo”) flows that have been created for your website bots. On this screen you can edit, publish / unpublish and delete Convo Flows by clicking the relevant icons on the right side of the screen.

Click the pencil (edit) icon on any Convo Flow to open up the Maisie chatbot builder. This is where you can view and edit the conversation flows that your website visitors will interact with.

Convo Modules

Click Convo Modules to view a list of all the conversation (“convo”) modules that have been created for your website bots. Convo Modules are basically bots with special superpowers as well as reusable branches of conversation flows.

On this screen you can edit existing and create new Convo Modules.

As our Convo Modules are integrated deeply into your e-commerce platform we don’t allow them to be deleted (or else you’d lose that functionality!) but you can edit them.

Messenger Bots

Click Messenger Bots on the navigation menu to view links to Abandoned Cart Rescue and Orders & Shipping.

Abandoned Cart Rescue Bot

Click Abandoned Cart Rescue on the menu to view your performance stats and to setup and edit the Messenger Checkbox Plugin that’s inserted beneath the add to cart buttons on your product pages. You can also switch on/off and edit the checkout reminder messages that are sent in Facebook Messenger to Messenger subscribers who abandon their shopping carts.

Orders & Shipping Bot

Click Orders & Shipping on the menu to view your performance stats and to setup and edit the Messenger button that’s inserted on your checkout / thank you pages. You can also switch on/off and edit the order confirmation and shipping notification messages that are sent in Facebook Messenger to your Messenger subscribers.

Live Chat

Click Live Chat on the navigation menu to view links to Inbox and Settings.

Inbox

Click Inbox to view all live chat conversations and to chat live with your website visitors.

Settings

Click Settings to view and change the settings for your live chat fallback, including agent name and profile image, file sharing, available hours and away messages.

Audiences

Click Audiences on the navigation menu to view links to Audience List and Audience Builder Popup.

Audience List

Click Audience List on the menu to view the email and Facebook Messenger subscribers you have collected from opt-ins on your Maisie Website Bots, Messenger Bots and Messenger plugins.

Audience Builder Popup

Click Audience Builder Popup on the menu to configure and switch on/off a Subscribe to Messenger popup on your website. This is useful for quickly growing your Messenger subscriber list. You can choose to use the Maisie popup or, if you use Justuno or Privy, you can insert a Messenger checkbox opt-in onto your existing popup.

Reporting

The reporting section provides detailed statistics about your chatbots and each convo flow. So you can track your bot usage, revenues and subscribers.

Scroll down the page and you can see the stats for every Convo Flow you have running. Click the Details button on the right to view details of what your customers are engaging with in each Convo Flow.