To see what StoreAgent has done in your store and what needs your approval, open the dashboard. It shows it all in one place. This guide explains each part of the dashboard and how to act on the AI’s suggestions.
Opening the dashboard
In your WordPress admin, go to StoreAgent → Dashboard. The page header shows the title Dashboard, a live indicator (Live · last updated just now), and a time-range filter you can switch between 7d, 30d, 90d, 12mo, and All. The selected range controls what metrics appear (more on those below) and what “vs previous period” comparison is shown.
What new stores see: the setup hero
Until you complete or skip the onboarding wizard, the dashboard opens on the Welcome to StoreAgent hero. It’s a guided three-step setup checklist that gets you from a fresh install to a working AI Chat Bot.
- Connect your StoreAgent account: links this WordPress site to your StoreAgent.ai account so the AI Tasks can run.
- Takes about 30 seconds.
- Once connected, the step shows a Done badge and an Edit button to manage the connection.
- Enable an AI agent: turn on the AI Tasks that fit your store (product descriptions, tags, summaries, the chat bot, and more). Opens the AI Content Tools settings.
- Takes about 2 minutes.
- Add chat to your store: configure the AI Chat Bot so shoppers can ask questions on your storefront.
- Takes about 3 minutes.
Each step has its own action button. The Start setup button at the top of the hero opens the onboarding wizard if you’d rather run all three at once. Take the tour also opens the onboarding wizard.
The hero also includes a “What you’ll see once chats start rolling in” preview row, with empty placeholder cards that show the metrics you’ll get.
What you’ll see after setup
Once you complete or skip the onboarding wizard, the dashboard switches from the welcome view to the metrics view. You’ll see KPI cards for chats, conversions, revenue, and impressions across your selected period. Each card shows the current value, the change vs the previous period, and a sparkline of activity. The cards show a dash or zero until chats and chat-attributed sales start to build up.
The briefing and the full report
Once your store records activity, the top of the dashboard shows the Briefing. It is a short summary of the selected time range, with the range label and refreshed just now above the headline. The headline and the line below it come from your store totals. The headline leads with chat-attributed sales when there are any. If there are none, it leads with the number of chats, and then with the number of purchases. The second line gives the purchases, the chats, and the close rate.
The Briefing has two buttons.
- See the full report: opens the Performance report page. It shows chat-assisted revenue, Total chats, Assisted purchases, and Close rate, plus the metric cards, a Chats & assisted purchases over time chart, and the Conversion funnel. The page has its own time-range tabs. Click Dashboard at the top to go back.
- Share with team: opens the team sharing window. It shows only to administrators and to people who have Can edit access. See Share the dashboard with your team.
The report counts chat-assisted activity only, the same as the dashboard cards.
Understanding your dashboard metrics
Below the Briefing, a row of KPI cards shows your results for the selected time range. Here is what each metric means.
| Metric | What it measures |
|---|---|
| Revenue | Sales from orders a shopper placed after talking to your AI Chat Bot. It shows a dash rather than a figure until chat-attributed revenue is available. |
| Conversion rate | The share of chat sessions that led to a purchase, worked out as assisted purchases divided by chat sessions. It shows a dash instead of a number when there are too few chat sessions to give a reliable figure. |
| Chats | The number of separate chat sessions in the selected period. |
| Impressions | The number of times the chat widget was shown to visitors in the selected period. |
Conversions count only orders that are linked to an AI Chat Bot conversation, not every paid order in your store. The dashboard credits a purchase to chat only when the order came from a chat conversation, and it shows a dash instead of a figure when there are not enough chats to calculate the rate reliably.
Conversion funnel
Hover any metric card to open the Conversion funnel panel below it. The panel shows how shoppers move from the AI Chat Bot to a purchase, in four steps: Saw the widget, Opened the chat, Added to cart, and Purchased. Each step shows its count, its share of the previous step, and its share of impressions. The step that matches the card you hover is highlighted.
On a touch screen the panel is always open. The panel doesn’t appear until the chat widget has been shown to at least one visitor.
Catalog Health
The Catalog Health card counts the products that are missing content an AI Task can fill, and lets you fix each group in one click. Only rows with at least one product show:
- Missing a description: fixed by Product Description AI
- Missing a short description: fixed by Product Summaries AI
- No product tags: fixed by Product Tags Generator AI
- Images missing alt text: fixed by Image Alt Tags AI
- No upsells or cross-sells: fixed by Product Upsells AI
Each row shows the number of products and an estimate of the AI Tasks the run uses, for example “~12 AI Tasks”. To fix a group:
- Find the row you want to fix.
- Click Generate all (N).
- The Bulk Actions page opens with that AI Task selected and only the eligible products listed. Review the list and start the run there.
- When no gaps are found, the card says Your catalog is fully optimized.
- If the estimate is more than your remaining AI Tasks, the card shows Not enough AI Tasks remaining to run everything above. with an Upgrade your plan link.
- The card shows for users who can manage WooCommerce, such as administrators and shop managers. It stays hidden until your store is connected and onboarding is complete.
To learn more about bulk runs, see How to bulk run StoreAgent AI Tasks in WooCommerce.
The Pending decisions & updates panel
Below the setup hero (or KPI band, once active) is the Pending decisions & updates panel. This is the panel you’ll spend most of your time in. AI Tasks file notifications here when they’ve spotted something worth your attention or have a suggestion waiting for your approval.
The panel header shows the count of active items, a one-line summary (“15 items need your attention“), and three actions in the top right:
- Mark all read: clears the unread state on every active notification without archiving them. Useful when you’ve scanned the list but want the items to stay actionable.
- Archive: archives the notifications you have selected. Tick the checkbox on one or more cards first. The button then shows the count, for example Archive (3), and stays greyed out until you select at least one. Notifications that cannot be archived, such as the plan limit notification, are skipped.
- Show Archived: switches the panel to the archived view. The button label flips to Show Active while you’re in the archived view; click it to return.
Notifications are paginated at 10 per page. The pagination control sits below the last card.
Notification types
Each notification card has a colour-coded icon that signals what kind of attention it needs.
| Icon | Type | What it means | Typical action |
|---|---|---|---|
| Purple ? | Decision | An AI Task has a specific recommendation waiting for your approval | Accept applies the change; Reject dismisses it |
| Blue ● | Suggestion / Info | The AI noticed something it can improve, or has a general update for you | Expand with AI, Archive, or a similar inline action |
| Yellow ⚠ | Warning / System | Account, billing, or system messages from StoreAgent itself | View Plans, Open settings, or similar, usually a navigation link |
Every card also shows the source AI Task name in small text under the body (for example, Product Summaries Ai or Product Description Ai), plus a relative timestamp on the right (4 days ago). System notifications show System instead of an AI Task name.
Acting on a decision notification
Decision notifications are the most consequential. An AI Task has analysed your store and has a concrete suggestion ready, for example the Product Summaries AI spotting a product with no short description and offering to write one.
- Read the notification body. It tells you which product or item is affected and what the AI is proposing.
- Click Accept to apply the change immediately, or Reject to dismiss the suggestion. Accepted changes are written to the relevant product or content item right away. There’s no separate review step after Accept.
- The notification disappears from the active view and moves to the archived list. You can view it again by clicking Show Archived.
Acting on a suggestion notification
Suggestion notifications (the blue type) are typically about content quality, a thin product description, a category with no copy, a missing alt tag. The card includes an inline action that runs the relevant AI Task on the affected item.
- Read which product the AI flagged.
- Click Expand with AI (or the equivalent action for that AI Task) to run the suggestion. The AI generates the improved content and writes it back to the product.
- Or click Archive to dismiss without making changes.
Archived notifications
Click Show Archived in the panel header to view items you’ve actioned, dismissed, or bulk-archived. Archived cards look like active ones, but they show only an Unarchive button. Click it to move the notification back to the active view.
To return to active items, click Show Active (the button label flips automatically while you’re in the archived view).
Plan usage notifications
StoreAgent warns you before you run out of plan allowance. When your usage of a plan limit reaches 50%, 75%, or 90%, a System notification appears in the Pending decisions & updates panel. That gives you time to upgrade before your AI Tasks or chat pause.
StoreAgent tracks three counters, and each one has its own notifications:
- AI Content Tasks: the AI Task runs your plan includes, shared by all AI Tasks and MCP actions
- Chat Messages: the AI chat replies your plan includes
- Memory Items: the memory items your plan can store
The notification title starts with the level reached and ends with the counter name, for example Running Low: Chat Messages. The text tells you how much you have used, for example “You’ve used 150 of your 200 AI Content Tasks this month (75%).”
| Usage reached | Title | Type | Button |
|---|---|---|---|
| 50% | Usage Update: [counter] | Info (blue) | None on most plans. On the free plan, View Plans. |
| 75% | Running Low: [counter] | Warning (yellow) | View Plans, or Contact Us on the highest plan. |
| 90% | Almost Out: [counter] | Warning (yellow) | Upgrade Now, or Contact Us on the highest plan. |
View Plans and Upgrade Now open the StoreAgent pricing page in a new browser tab. Contact Us opens the StoreAgent contact page in a new tab.
When the notifications appear
One notification per level. You get one notification per counter and level. If usage jumps past more than one level at once, you see only the highest one.
When StoreAgent checks. StoreAgent checks your usage when it refreshes your plan data each day, and again when you open a page in your WordPress admin.
Billing periods. AI Content Tasks and Chat Messages reset with each billing period, so their warnings start again in the new period. Memory Items are stored capacity and do not reset. A Memory Items warning returns only if usage falls below a level and later reaches it again, or your plan limit goes up.
Archiving. You can archive these notifications like any other card. Click Archive on the card, or tick several cards and use Archive (N) in the panel header.
When you reach 100%
When AI Content Tasks or Chat Messages reaches 100% of your plan limit, your account pauses. A yellow warning notification titled StoreAgent Plan Upgrade appears, with a View Plans button (or Contact Us on the highest plan). StoreAgent also shows a StoreAgent: Plan Limit Exceeded notice at the top of its admin pages, and a notice on the WordPress Dashboard and Plugins pages that you can dismiss for 7 days.
The StoreAgent Plan Upgrade notification has no Archive button, because it is meant to stay until the problem is fixed. Once StoreAgent sees that your usage is back under the limit, for example after you upgrade or a new billing period starts, it archives the notification for you. You can find it under Show Archived.
Which AI Tasks send notifications
These AI Tasks file notifications to the dashboard. Each one only sends notifications if you’ve enabled it in StoreAgent → Settings → AI Content Tools:
- Product Description AI: flags products with thin or missing descriptions and offers to expand them
- Product Summaries AI: flags products missing a short description and offers to generate one
- Product Tags Generator AI: suggests updated product tags
- Category Description AI: suggests updated category descriptions
- Review Moderation AI: flags incoming product reviews that look like spam, fake, or inappropriate, with an Accept/Reject prompt
- Product Upsells AI: flags products with no upsells or cross-sells and offers to suggest them, with an Accept/Reject prompt
- Review Summaries AI: warns you when a product’s average rating is 2.5 or lower
Plus system notifications from StoreAgent itself: plan usage warnings, plan limits, billing, and feature announcements. See Plan usage notifications for the usage warnings.
Share the dashboard with your team
Click Share with team on the Briefing to open the Share with your team window. Use it to give other people on your WordPress site access to the StoreAgent dashboard, and to email them a weekly summary.
Invite someone by email
- Type the email address in the Invite by email… field.
- Pick Can view or Can edit in the list next to the field.
- Click Invite.
The person is added under People with access, and StoreAgent sends them an email from your WordPress site. The email links to the dashboard, and they must be logged in to open it.
An invite does not create a user account. The email address must belong to an existing user on your site, and that user needs access to the WordPress admin, for example an Editor or higher role. If it does not, the window shows a message instead of adding the person.
Access levels
- Can view: the person can open the dashboard.
- Can edit: the person can open the dashboard and also manage the share. They can invite people, change access levels, remove people, and turn the weekly digest on or off.
To change a person later, use the list on their row. Choose Can view, Can edit, or Remove. The owner row shows Owner and has no list.
General access
General access is Restricted by default, so only the people you add can open the dashboard. An administrator can switch it to Anyone at followed by the domain of the owner’s email address. Then any user with that email domain who can reach the WordPress admin can view the dashboard. Only administrators can change this setting.
Email a weekly digest
Turn on Email a weekly digest to send everyone with access a summary of last week’s performance. The email goes out on Monday at 09:00 in your site’s time zone. It lists your dashboard metrics for the last 7 days and links to the dashboard. The owner and every person in the list get it. Turn the switch off to stop the emails.
The emails are sent by your WordPress site, the same as the invite email, so they depend on your site’s email delivery. The weekly digest runs through WooCommerce’s scheduled actions.
Copy the dashboard link
Click Copy link to copy the dashboard address. The link has no access token. Whoever opens it must be logged in and have access. Click Done to close the window.
Connect AI assistants to your store
When your store is connected, setup is finished, and MCP is off, administrators see a Let AI assistants work with your store card on the dashboard. It invites you to connect Claude, ChatGPT, or another AI assistant to your store. Click Turn on MCP to open the MCP settings, or click the X to hide the card in that browser. The card goes away for good once MCP is on. See How to connect ChatGPT or Claude to your store with MCP.
Troubleshooting the dashboard
The dashboard still shows the setup screen
The setup screen shows until you complete or skip the onboarding wizard. Click Start setup on the hero to open the wizard, then finish or skip it.
I can’t invite someone to the dashboard
The window shows one of these messages under the invite field.
- No user with that email exists on this site. Add the person as a WordPress user first, then invite them again.
- That user can’t access the WordPress admin, so they can’t open the dashboard. Invite a user with an Editor or higher role. A Customer or Subscriber role can’t open the dashboard.
- That user already has access. The person is already in the list. Change their access level from their row.
I don’t see the Share with team button
The button shows only to administrators and to people with Can edit access. Ask an administrator to change your access level.
My metrics look empty
The metric cards show a dash or zero when the selected time range has no chat sessions and no chat-attributed sales. If you expected to see data, check the following.
- Widen the time range at the top of the page (try All), in case your activity falls outside the current window.
- Confirm the AI Chat Bot is live on your storefront and has actually answered at least one customer. A chat is only counted once the bot replies in a session, so a widget that is not added, not connected, or not answering records nothing.
- If you have just set up or upgraded, allow a little time for chats and impressions to start building up.
Why does my conversion rate or revenue show a dash?
A dash means the figure cannot be shown reliably yet, not that something is broken. Conversion rate shows a dash until you have enough chat sessions to calculate it, which prevents misleading numbers. Revenue shows a dash until chat-attributed revenue is available.
How fresh is the data?
The dashboard is worked out when you load it, with a short cache of about a minute. There is no overnight processing to wait for, so refreshing the page shows current figures.
Related features
- How to set up the StoreAgent onboarding wizard: runs the same setup checklist as the dashboard hero, in one guided flow.
- Getting started with StoreAgent AI Tasks: turn on, configure, and run each AI Task that files notifications here.
- Getting started with the AI Chat Bot: set up the chat widget so chats start showing up in your KPI metrics.
- How to bulk run StoreAgent AI Tasks in WooCommerce: where Catalog Health sends you to fix a group of products.
- How to connect ChatGPT or Claude to your store with MCP: let AI assistants work with your store.
Need help?
If you have a question or run into any issues, we’re here to help.
- Premium users: Open a support ticket
- Free users: Visit our community forum
