Summary
The HolderChat Dashboard (/dashboard) lists all your chatbots, shows status at a glance, and provides quick actions to edit, test, embed, or delete each bot.
Prerequisites
- Logged-in HolderChat account
Dashboard layout
Statistics row
| Stat | Description |
|---|---|
| Total Chatbots | All bots in your account |
| Active | Bots with Active/Created status |
| Processing | Bots still building or parsing |
Chatbot list
Each bot card or row shows:
- Bot name
- Status badge (Active, Processing, Building, Error, etc.)
- Quick actions
Quick actions
| Button | Opens |
|---|---|
| Edit | /edit-chat?id={bot_id} — full configuration |
| Get Code | /get-widget-code — embed script |
| Test | /test-chatbot?token={api_key} — live preview |
| Delete | Removes bot (confirmation required) |
Empty state
If you have no bots, the dashboard shows Create Your First Chatbot. See /documentation/creating-your-first-chatbot/.
Pagination
The dashboard loads 20 bots per page. Use next/previous controls when you have many bots.
Edit chatbot page
From Edit, the left sidebar has 11 configuration tabs:
- Bot Behavior & Messages
- Model
- Knowledge Sources
- Additional Context
- Context Sources
- Company Information
- Privacy Settings
- Conversation History
- Languages
- Support
- Extensions
Documentation for each tab:
- /documentation/bot-behavior-and-messages/
- /documentation/model-settings/
- /documentation/knowledge-sources/
- /documentation/additional-context-and-context-sources/ (Additional Context + Context Sources)
- /documentation/company-information/
- /documentation/privacy-settings/
- /documentation/conversation-history/
- /documentation/languages/
- /documentation/support-channels/
- /documentation/extensions/
Shared edit-page actions
- Save Changes — saves current tab fields
- Rebuild Bot — appears when knowledge/context changed
- Get Widget Code, Test Chatbot, Delete Chatbot — top quick links
WordPress Connector users
If your bot was created via the WordPress plugin, you can also open the embedded dashboard from WP Admin → HolderChat → Dashboard tab. Settings are the same.
What triggers a rebuild
| Action on dashboard | Rebuild needed? |
|---|---|
| Delete bot | N/A (bot removed) |
| Open Edit | No |
| Rebuild Bot button | Yes (starts rebuild) |
Limitations
- Delete is permanent; unlink WordPress first if you only want to remove account link
- Processing bots may block some edit actions until Active
Troubleshooting
Symptom: Bot stuck in Processing
Cause: Large knowledge base or queue backlog.
Fix: Wait 10–15 minutes; see /documentation/processing-status-and-troubleshooting/
Symptom: Cannot see a WordPress-created bot
Cause: Site not linked to your HolderChat account.
Fix: Complete claim flow → /documentation/linking-wordpress-to-your-holderchat-account/