6 min read

Dashboard Overview

The TNTCLE dashboard is your command center for managing assistants, customers, integrations, and more. This guide walks you through each section.

The left sidebar provides access to all major features:

  • Dashboard — Overview of recent activity
  • Admin — Manage assistants, files, customers, and settings
  • Integrations — Connect to QuickBooks, Shopify, HubSpot, etc.
  • Alerts — View system notifications and important events

Admin Section

Assistants

View and manage all your AI assistants:

  • Name — Assistant identifier
  • Type — Email, Phone, Chatbot, or Webhook
  • Access Roles — Who can interact with this assistant
  • Connections — Integrated services
  • Actions — Edit or delete assistants

Files

Organize documents, notes, and files:

  • File Title — Document name
  • Document Type — PDF, Excel, Document, Note
  • Last Edited — Timestamp of last update
  • Access List — Users who can view this file
  • Roles — Admin, Vendor, Customer, Employee

Customers

Manage your customer database:

  • Name — Customer full name
  • Email — Contact email address
  • Phone — Contact phone number
  • Status — Active or Inactive
  • Actions — View details, edit, or delete

Employees

View your team members:

  • Name — Employee full name
  • Email — Work email address
  • Role — Admin or Employee
  • Status — Active or Inactive

Conversations

Monitor all customer interactions:

  • Source — Email address or phone number
  • Source Type — Email, SMS, or Chat
  • Last Message — Most recent conversation activity
  • Actions — View full conversation thread

Support Tickets

Track customer support requests:

  • Ticket ID — Unique identifier (e.g., TKT-A3B9C)
  • Subject — Issue description
  • Category — Technical, Billing, General
  • Priority — Low, Medium, High, Urgent
  • Status — Open, Pending, Closed
  • Created — When the ticket was submitted

Integrations Section

Connect TNTCLE to your favorite tools:

IntegrationWhat It Does
QuickBooksSync customers, invoices, and payments
ShopifyMonitor orders and inventory
HubSpotManage CRM contacts and deals
Google DriveAccess and share files
Google CalendarSchedule meetings and events
StripeProcess payments and subscriptions
SquareAccept in-person and online payments
MailchimpManage email marketing campaigns

Alerts Section

Stay informed about important events:

  • Type — Info, Warning, Error, Success
  • Message — What happened
  • Status — Unread, Read, Dismissed
  • Created — When the alert was triggered
  • Actions — Mark as read or dismiss

Alert Types

TypeIconMeaning
Info🔵General information or updates
Warning⚠️Potential issues that need attention
Error🔴Something went wrong
SuccessTask completed successfully

Top Bar Actions

The top navigation bar includes:

  • Business Selector — Switch between businesses (if you manage multiple)
  • User Menu — Account settings, profile, sign out
  • Help — Quick access to documentation and support

Keyboard Shortcuts

Speed up your workflow with keyboard shortcuts:

ShortcutAction
Ctrl + K
Quick search
Ctrl + /
Show keyboard shortcuts
Ctrl + B
Toggle sidebar
Esc
Close modal or dialog

Mobile Access

The TNTCLE dashboard is fully responsive and works on mobile devices. Access it from your phone or tablet at any time.

Next Steps