NinjaAI Tenant User Guide

Learn how to use the tenant panel step by step

Registration & Login
1
Register your company
Go to the registration page and fill in your company name, subdomain, email address, and password. Click Create Account to submit.
2
Log in to the Tenant Panel
After registration you are logged in automatically. On future visits, enter your company subdomain, email, and password, then click Sign In to access your dashboard.
3
Forgot your password?
On the login page, click Forgot Password? to receive a password reset link via email. Follow the link and set a new password.

Tip: Bookmark your tenant panel URL for quick access. Your subdomain is set during registration and cannot be changed later.

Dashboard Overview
1
View key metrics
The dashboard displays four main metrics: total conversations, open conversations, average response time, and resolution rate. Each metric card shows a percentage trend compared to the previous period.
2
Check conversations by channel
The conversation chart breaks down conversations by channel: web chat, email, SMS, and WhatsApp. This helps you understand where your customers are reaching you.
3
Review the activity feed
Scroll down to see a real-time feed of recent activity including new conversations, resolved tickets, new customer sign-ups, and team member joins.
4
Change the time period
Use the time period selector at the top to switch between 24 hours, 7 days, 30 days, and 90 days to view different date ranges.

Tip: The dashboard refreshes automatically. Use the 24h view during peak hours to monitor real-time performance.

Onboarding Checklist
1
Complete the onboarding steps
When you first log in, you will see an onboarding checklist in the bottom-right corner. This guides you through the essential setup steps to get your account ready.
2
Set up your profile
Fill in your company name, upload a logo, set your timezone, and provide a phone number. This information appears in customer-facing channels.
3
Configure the chat widget
Customize the chat widget that will appear on your website. Set colors, greeting message, position, and offline message.
4
Enable channels
Turn on the communication channels you plan to use: Web Chat, Email, SMS, or WhatsApp. Each channel can be configured individually.
5
Add your team
Add team members and assign them appropriate roles. Your team can start handling conversations as soon as their accounts are set up.

Tip: You can dismiss the checklist at any time, but we recommend completing all steps before going live with customers.