The dashboard
Your conversations, leads and follow-ups. In one place.
Every HelpPuff deployment includes a dashboard for the people who answer the phone. It runs in your own Cloudflare account, and its data lives in your D1 database.
The demo is the real dashboard with sample data for a made-up plumber. Click around and change things: it all stays in your browser.
Conversations
Every chat, read for you.
Five minutes after a chat goes quiet, HelpPuff summarises and labels it, so you can scan a day of conversations in a minute.
- What the visitor wanted, intent, sentiment and lead quality (hot, warm, cold)
- The outcome, topics and the next step to take
- Questions it could not answer, each with a link to add the answer
- The full transcript, the page it started on, country and ratings on replies
- Search everything; filter by status, label, waiting for a reply, with a contact, callback waiting or not summarised
Live chat
A person, when they ask for one.
A visitor who wants to talk to someone is handed to your team, who answer right in the chat, from the dashboard or from Telegram.
- Everyone available is alerted: a browser notification, a sound and the tab’s title
- Who is waiting and for how long; take a chat, or give it to someone
- Hand it back to the assistant, close it, or reopen it later
- Nobody free: the visitor gets the callback form, and it lands in Callbacks
- Members see only the inbox; admins see everything
Jobs
Quote requests, on a board.
When a visitor wants a quote or work done, it becomes a job on your pipeline, from the chat, a “Get a quote” button or the API.
- Stages and fields set up from your website by the AI, then yours to change
- Drag between stages; jobs left too long turn red
- Every field, update and stage change in its history, with private notes
- Webhooks for created, moved, won and lost
Calendar
Appointments, booked without you.
With the date picker on, visitors pick a free time in the chat and HelpPuff books it. Every appointment is here, and on its job.
- A list, a month, a week or a day
- Book one by hand, move it, mark it completed or a no-show, or cancel it
- Synced both ways with Cal.com, Calendly, Google Calendar or Outlook
- Events made in your calendar show here too
Contacts
A pipeline that fills itself.
Contact details from the pre-chat form, typed in the chat or found by the assistant become one contact per person, keyed by email.
- Status from new to contacted, qualified, won or lost, changed in one click
- Company, address, your own attributes, the team’s notes and every chat that person has had
- Repeat visitors join the contact they already have
- Export to CSV, or send each new lead to your CRM with a webhook
Callbacks
“Please call me” becomes a task.
When a visitor asks to be called back, it lands on a to-do list, oldest first, so nobody waits longest.
- Name, tap-to-call phone, email, what they want and the conversation
- Mark it done with a note, dismiss it, or reopen it
- The sidebar shows how many are waiting
- Webhooks get callback.requested and callback.updated
Analytics
Is it helping? See for yourself.
How much the assistant handles on its own, where it needs your team, what it brings in, and what is broken, against the period before.
- Solved by the assistant, became a contact, needed a person, rated helpful
- The questions it could not answer, most asked first: what to teach it next
- Live chat answered and missed, the typical wait, callbacks done
- Jobs won and their value, bookings and no-shows, and when visitors chat
- Needs attention: a failing webhook, email or tool, a day the AI budget ran out
Knowledge
Know exactly what it knows.
Every page it learned from your site, every file you gave it and the answers you wrote yourself, in one place.
- Choose pages, re-learn the site, or let it re-learn on a schedule
- Upload PDF, Word, Markdown or text files: price lists, policies, brochures
- Add your own answers for things that are not on the site
- Test a question and see the passages it would answer from, with scores
- Today’s use of the free AI allowance, so there are no surprises
Prompt and settings
Change how it talks, safely.
Settings for the things every business sets, and a prompt for what is specific to yours, with your own APIs as tools around it.
- Chat, appearance, lead form, tone and answer length, business details
- The home screen: buttons and useful pages, suggested from your site, with a preview
- Tools: paste a curl, call it before the chat, from the prompt ({{order_status}}) or after it
- Every prompt change is a version you can compare and restore
- See the rules HelpPuff adds to every answer, so you never fight them
- Webhooks, team access and update checks in Settings
Built on an API your agent can use too.
The dashboard is a client of the same admin API as the helppuff CLI, so a coding agent can work through callbacks, manage webhooks and knowledge, or publish a prompt without opening a browser.