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Understanding the StoreAgent dashboard – StoreAgent
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Understanding the StoreAgent dashboard

StoreAgent‘s dashboard is the home screen for every AI feature you’ve turned on — the place where StoreAgent surfaces what it’s noticed about your store, what it’s done already, and what it wants your approval on. This article walks through what’s on the dashboard, what each notification type means, and how to act on decisions waiting for your review.

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.

StoreAgent dashboard top showing the Pro Plan badge, credits counter, Dashboard title with Live indicator, and time-range tabs (30d active)

What new stores see: the setup hero

If your store hasn’t recorded any chat activity or chat-attributed revenue yet, 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.

  1. Connect your StoreAgent account — links this WordPress site to your StoreAgent.ai account so the AI Tasks can run. About 30 seconds. Once connected, the step shows a Done badge and an Edit button to manage the connection.
  2. 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 Agents settings. About 2 minutes.
  3. Add chat to your store — configure the AI Chat Bot so shoppers can ask questions on your storefront. 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 walks you through the same flow with extra context.

Welcome to StoreAgent setup hero with the headline, Start setup and Take the tour buttons, character illustration, and the three-step setup checklist

What you’ll see once chats start rolling in

The setup hero is a placeholder. Once your store records at least one chat session or chat-attributed sale within the selected time range, the dashboard automatically switches from the welcome view to a 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.

A “What you’ll see once chats start rolling in” preview row sits between the setup hero and the notifications panel — empty placeholder cards that turn into real metrics once activity starts.

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 — bulk-archives every active notification at once. Confirm carefully — this moves all items out of the active view.
  • 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.

Pending decisions & updates panel header with count badge of 15, Mark all read / Archive / Show Archived buttons, and the first three notification cards visible

Notification types

Each notification card has a colour-coded icon that signals what kind of attention it needs.

IconTypeWhat it meansTypical action
Purple ?DecisionAn AI Task has a specific recommendation waiting for your approvalAccept applies the change; Reject dismisses it
Blue ●Suggestion / InfoThe AI noticed something it can improve, or has a general update for youExpand with AI, Archive, or a similar inline action
Yellow ⚠Warning / SystemAccount, billing, or system messages from StoreAgent itselfView 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.

  1. Read the notification body. It tells you which product or item is affected and what the AI is proposing.
  2. 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.
  3. The notification disappears from the active view and moves to the archived list. You can view it again by clicking Show Archived.
Decision notification card from Product Summaries AI titled Missing short description, with Accept and Reject buttons

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.

  1. Read which product the AI flagged.
  2. 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.
  3. Or click Archive to dismiss without making changes.
Suggestion notification card from Product Description AI titled Main description is too short, with Expand with AI and Archive buttons

Archived notifications

Click Show Archived in the panel header to view items you’ve actioned, dismissed, or bulk-archived. Archived cards look the same as active ones but their action buttons are disabled — they’re a read-only history.

To return to active items, click Show Active (the button label flips automatically while you’re in the archived view).

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 Agents:

  • 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

Plus system notifications from StoreAgent itself: plan limits, billing, and feature announcements.

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