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

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Select or create a workspace

The Workspaces area displays the workspaces 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.
If you have reached your Plan’s workspace limit, upgrade the Plan or contact the White Label platform administrator for assistance.

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Review your account and Plan

The account card on the left 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 the current allowance.
Limits and features can vary by Plan. See Plans + Top-up packs to learn how Plans and Bot-message credits work.

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Open the account menu inside a workspace

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

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Change the platform language

Open Language, then select the language you want to use for the ChatbotX interface. A checkmark identifies the currently selected language. The platform currently lists these interface languages:
The Language setting changes the platform interface for your account. It does not translate Flow content or messages sent to contacts.

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Change the theme

Use Theme to change the interface appearance. The available control can switch the platform between its supported display themes.

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Manage

Manage opens the White Label configuration area. This area lets an account manage app credentials, branding, email, and other White Label settings. This option is available only when the Plan or customer package includes White Label functionality. An account without White Label access cannot open this configuration area. 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 the account’s Plan and payments. If you are a White Label administrator, see Plans + Top-up packs to configure Plans and Bot-message credit packs, or Stripe Billing to set up automated payments.
Billing page with the current Plan, Bot Message Top-Ups, and payment history

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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 for the appropriate pack to start the payment. Credits are added after the transaction is completed and do not change the 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.
Prices, currencies, renewal dates, and available Top-up packs depend on the configuration of each White Label platform.

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Redeem

Use Redeem to enter an AppSumo code and unlock the corresponding lifetime deal benefits.
Redeem page with Plan levels and the AppSumo code field
The page shows the number of redeemed codes, available Plan levels, Bot messages, workspace limits, and the number of codes required for each level.
1

Review the Plan level

Check the number of codes required and the benefits of the Plan level you want to unlock.
2

Enter the AppSumo code

Enter a valid code in the Redemption code field.
3

Confirm the code

Select Redeem code. After the code is accepted, review the progress and your account’s Plan again.
Enter only a valid AppSumo code that belongs to your account. Review the Plan level and benefits before confirming the code.

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Other account actions

  • Refresh All Permissions: Reload access permissions after the account’s Plan, role, or permissions have changed.
  • Sign Out: Sign out of the current account.
The menu on the Billing or Redeem page may be shorter than the main Workspace Dashboard menu. Select Dashboard to return to the workspace list.