Grevon Knowledge Base

Grevon Knowledge Base

Welcome to the Grevon Help Centre

These guides walk you through the Grevon customer portal step by step — from designing your AI assistant and filling its Knowledge Hub, to managing properties, bookings, guests, and your account.



HOME

Home

Home is the first screen you land on. It greets you and gives you a live snapshot of how your AI agent is performing — the revenue it’s driving, the conversations it’s handling, and where your guests are dropping off — all for the date range you choose.



→ Main → Home (left sidebar)


Setting the scene

A few controls sit around the edge of every page, including Home:


Control

What it does

Date range (top right)

Choose the period every card reflects — the default is the last 2 days. Pick a preset or a custom range.

Organisation switcher (top left)

Switch between the organisations you manage. The whole dashboard reloads for the org you pick.

Properties count

Shows how many properties are live for the current organisation.

Ask your Agent

Opens a chat with your own AI agent, so you can test it the way a guest would.

Call your Agent

Starts a voice call with your agent to hear how it sounds on the phone.



Note: Every number on Home follows the date range in the top-right corner. Change the range and the whole page updates.



HOME

The cards on your dashboard

Home is built from a set of cards, each answering one question about your agent. Here’s what each one tells you.



→ Main → Home (left sidebar)


The headline row

Card

What it shows

Revenue

Total revenue your agent drove over the selected period, with growth versus the period before.

AI Interaction

How your guests reached the agent — the split between Chat and Calls, and the total number of conversations.

AI Insight

A plain-language pattern the agent spotted in the data today — for example a jump in long conversations.


Chat and Calls

Two matching panels break activity down by channel. Each shows a trend chart and three figures:

Figure

What it shows

Sessions

How many chat or call sessions took place.

Messages

How many messages were exchanged in those sessions.

Avg duration

The average length of a session.


Performance and behaviour

Card

What it shows

Return on AI spend

How much revenue you earned for every dollar of plan cost.

Peak Hours

When conversations happen during the day — your top hour, busiest window, and quietest stretch.

Conversion Funnel

How guests move from Awareness to Interest, Consideration, Intent, and Conversion, with the biggest drop-off highlighted.



Tip: If a card shows zeros, widen the date range — a short window may simply have no activity yet.



ANALYTICS

Analytics

Analytics is the deep-dive view of how your AI agent is performing. Where Home gives you a quick daily snapshot, Analytics looks across a longer window and breaks the numbers down by channel, country, language, intent, and the journey a guest takes before booking.



→ Main → Analytics (left sidebar)


What you can do here

The Analytics screen is one long, scrollable report grouped into themes:

Section

What it covers

Revenue & channels

How much revenue your agent drove and where bookings came from.

Conversations & guests

Who your guests are, where they’re based, and what they ask about.

Effort to book

How quickly and easily guests reach a booking.



Note: Like the rest of the dashboard, every chart follows the date range in the top-right corner — the default here is the last 30 days.



ANALYTICS

Revenue & channels

The first cards on Analytics show the money your agent is making and where it’s coming from.



→ Main → Analytics (left sidebar)


Card

What it shows

Revenue Breakdown

Total revenue, how much was Grevon-driven versus other channels, and the growth versus the previous period.

Bookings by channel

The share of bookings made through your Grevon agent versus the rest, and the total number of bookings.

Guests (new vs returning)

How many of your guests are new versus returning, and your total guest count.



Tip: “Grevon-driven” revenue is what your AI agent influenced — a quick way to see the return the agent is adding on top of your other channels.



ANALYTICS

Conversations & guests

The middle of the Analytics report is about your guests — where they are, what language they speak, what they ask for, and how much they engage.



→ Main → Analytics (left sidebar)


Where and when

Card

What it shows

Users by country

A world map showing where your agent’s users are based.

Impact over time

Chats, calls, and bookings the agent handled, day by day.


Engagement

A row of figures summarises how much guests interact:


Figure

What it shows

Conversations

Total conversations the agent handled.

Avg conversation

Average number of messages per conversation.

Repeat chatters

Share of guests who came back for more than one conversation.

Avg duration

Average length of a conversation.


What guests ask about

Card

What it shows

Top intents

What guests asked about most — for example Photos & Media, Booking, or Location & Travel.

Languages served

The split of languages your guests chatted in.



ANALYTICS

Effort to book

The last part of Analytics measures how hard — or easy — it is for a guest to reach a booking, and how valuable your guests are over time.



→ Main → Analytics (left sidebar)


Effort to book

Figure

What it shows

Avg time to book

Average time from a guest’s first message to a confirmed booking.

Messages to book

How many messages it typically takes to reach a booking.

Sessions per guest

How many separate chats a guest has before booking.

Return gap

The typical gap before a guest comes back.


Two charts add detail: Time to booking groups bookings by how long they took (under 5 minutes through to several days), and Sessions per guest shows how many chats guests needed before booking.


Guest value

Figure

What it shows

New guests

Guests booking with you for the first time in the period.

Returning guests

Guests who have booked before.

Repeat rate

Share of guests who return.

Avg lifetime value

Average total value of a guest across all their stays.



PROPERTY

Property

The Property area is where you manage every property your agent represents. Each property holds the details your agent uses to answer guests accurately — its address, its connection to your property management system (PMS), and its room categories.



→ Main → Property (left sidebar)


What you can do here

Screen

What it’s for

The property list

See all your properties at a glance, with key stats and a search and filter bar.

Property details

Open one property to manage its details, address, PMS connection, and room categories.



Note: The more complete a property’s details are, the better your agent can answer questions about it — so it’s worth filling in every tab.



PROPERTY

The property list

The property list is the first screen in the Property area. It shows every property in your organisation, with headline stats at the top.



→ Main → Property (left sidebar)


The stats at the top

Card

What it shows

Total

How many properties you have.

Room types

The total number of room categories across all properties.

PMS status

How many properties are connected to a property management system.

Status

How many properties are active.


Find and add properties

  1. Use the search box to find a property by name.

  2. Select Filter to narrow the list by status, then apply your choice.

  3. Switch between list and grid view with the toggle at the top.

  4. Select Add Property to create a new one, or select any row to open it.


What the table shows

Column

What it shows

Property Name

The property’s name. Select it to open the property.

Type

The kind of property — for example Park.

Room Types

How many room categories the property has.

Data Sources

How many knowledge sources are attached to it.

PMS

Which property management system it’s connected to, or Not Set.

Status

Whether the property is active.



PROPERTY

Property details

Selecting a property opens its detail view, organised into four tabs. Each tab has a Save button — your changes apply when you save.



→ Main → Property → (select a property)


Details

The basic information that lists your property: its name, type, website URL, timezone, currency, status, and banner image. A panel on the right summarises the property’s identity, contact details, and stay information for quick reference.


Address

The property’s street address, city, state, postal code, and country — plus a map where you can drop a pin to set the exact location, or fine-tune the latitude and longitude.


PMS

Connect the property to your property management system so the agent can read live availability and pricing. Choose your PMS provider and enter the connection details; a step-by-step Connection Guide sits alongside the form. Use Test Connection to check it works, and Resync to pull the latest data.



Note: Resyncing overwrites existing data with the latest from your PMS, so use it when you want the property brought fully up to date.


Room Categories

Manage the room types for the property — each with its maximum occupancy, base rate, and availability. Search, filter, or add a category, and select one to enrich its content for the agent.



GUESTS

Guests

The Guests area gives every person who has stayed with you a single profile — built automatically from their trips, so you never have to add a guest by hand. From here you can see who your guests are, how often they return, and every conversation they’ve had with your assistant.



→ Main → Guests (left sidebar)


What you can do here

The Guests area has two screens:


Screen

What it’s for

The guest list

Browse, search, and filter every guest across your properties, with quick stats at the top.

A guest’s profile

Open one guest to see their stay history, value, and chat conversations.



Note: Guests are created from trip data — there’s no “add guest” button. When a new booking comes in, the guest is added or matched to an existing profile automatically.



GUESTS

The guest list

The guest list is the first screen you see in Guests. It shows everyone who has stayed with you, with headline stats at the top and a search and filter bar to help you find anyone quickly.



→ Main → Guests (left sidebar)


The stats at the top

Card

What it shows

Guests

How many unique guests you have across all properties.

Trips

The total number of trips those guests have taken.

Properties

How many of your properties your guests have stayed at.

Avg stay

The average length of a stay, in nights.


Find a guest

  1. Type a name, email, or phone number into the search box to filter the list as you type.

  2. Select Filter to narrow by property, then apply your choice.

  3. Switch between list and grid view with the toggle at the top.


What the table shows

Column

What it shows

Guest

Name and email address.

Phone

Contact number, if one is on file.

Country

The guest’s country.

Properties Visited

How many of your properties they’ve stayed at.

Total Trips

How many trips they’ve taken with you.

Guest Type

New or Returning, based on their trip history.

Member Since

How long they’ve been a guest, and when they first appeared.



Tip: Columns like Total Trips and Member Since are sortable — select a column heading to rank your guests by it.



GUESTS

A guest’s profile

Selecting a guest opens their profile — everything you know about that person in one place. The profile has two tabs: Profile for their stays and value, and Chats for their conversations.



→ Main → Guests → (select a guest)


The Profile tab

A row of cards summarises the guest at a glance:


Card

What it shows

Lifetime spend

Total amount the guest has spent, with the average per stay.

Reservations

How many reservations they’ve made in total.

Nights stayed

Total nights stayed, with the average per stay.

First stay

When they first stayed, and their most recent stay.

Contact & location

Phone, email, and country.


Below the cards, the Reservations table lists every booking — the property and room type, check-in and check-out dates, nights, guests, amount, and status (such as Departed or Cancelled).


The Chats tab

The Chats tab shows every conversation this guest has had with your assistant. Pick a conversation to read the full message history; if the guest has never chatted, you’ll see “No conversations recorded for this guest.”



TRIPS

Trips

The Trips area is your booking dashboard. A trip groups together a guest’s reservations — so a single trip can hold one stay or several — and Trips lets you track, search, and review all of them from one place.



→ Main → Trips (left sidebar)


What you can do here

View

What it’s for

The trips list

A sortable table of every trip, with headline stats and a search and filter bar.

Timeline view

The same trips laid out on a calendar timeline, so you can see stays across dates.



Note: A trip can contain more than one reservation — for example a guest booking two room types for the same stay. The Reservations column shows how many each trip holds.



TRIPS

The trips list

The trips list shows every booking your agent has made, with headline stats across the top.



→ Main → Trips (left sidebar)


The stats at the top

Card

What it shows

Trips

The total number of trips in the selected period.

Reservations

How many individual reservations those trips contain.

Guests

How many guests are travelling across them.

Avg duration

The average length of a trip, in nights.

Revenues

Total and average revenue across the trips.


Find a trip

  1. Use the search box to find a trip by ID.

  2. Select Filter to narrow the list, and set the date range in the top-right corner.

  3. Switch between the list and timeline views with the toggle at the top.


What the table shows

Column

What it shows

Trip ID

The trip’s unique reference.

Guests

How many guests are on the trip.

Nights

Total nights across the trip.

Reservations

How many reservations the trip contains.

Start Date / End Date

When the trip begins and ends.

Total Revenue

The trip’s total value.

Created At

When the booking was made.

Status

The trip’s current status, such as Booked.



TRIPS

Timeline view

Timeline view shows your trips on a calendar instead of in a table — handy for seeing which stays overlap and how your properties fill up across dates.



→ Main → Trips → (timeline toggle)


Switch to it with the timeline toggle next to the search box. Each trip becomes a row, and its reservations appear as bars positioned along the dates at the top — each bar labelled with its reservation reference and number of nights.



Tip: Use the date range in the top-right corner to move the timeline to the period you want to see.



CUSTOMISE AGENT

Customise Agent

The Customise Agent is where you design, preview, and install your AI chat assistant — the widget your guests interact with on your website. Everything you change here can be previewed live before it goes out, and the install code updates automatically to match your settings.



→ AI Chat → Customise Agent (left sidebar)


What you can do here

The Customise Agent is organised into five tabs:


Tab

What it’s for

Plugin

Copy the snippet that adds the chat widget to your website.

Branding

Set your assistant’s name, avatar, welcome greeting, and starter prompts.

Theme

Choose the colors and fonts so the widget matches your brand.

Layout

Control where the widget sits on the page and how big it is.

Features

Turn capabilities on or off — booking, voice input, file uploads, and more.



Note: Changes you save in Branding, Theme, Layout, and Features take effect on your live website immediately. There is no separate “publish” step.


A typical setup flow

  1. Brand it — set your assistant’s name, logo, and greeting on the Branding tab.

  2. Style it — match your colors and fonts on the Theme tab.

  3. Position it — choose where the widget appears on the Layout tab.

  4. Choose features — enable the capabilities you want on the Features tab.

  5. Install it — copy the snippet from the Plugin tab and add it to your site.



CUSTOMISE AGENT

Branding

The Branding tab is where you give your chat assistant its identity — its name, avatar, the greeting guests see first, and the starter prompts that help them begin. A Live Widget Preview on the right updates as you type, so you always know exactly what your guests will see.



→ Customise Agent → Branding


What you can set

Field

What it controls

Bot Logo

The avatar shown next to your assistant’s replies in chat.

FAB Icon

The icon on the floating button that opens the chat on your website.

Bot Name (required)

The name shown at the top of the widget.

Greeting Title

The welcome message guests see when they open the chat.

Starter Suggestions

Up to 10 tappable prompts shown when the chat opens.

Save

Publishes your changes to the live widget.


Set your assistant’s name and greeting

Bot Name is the only required field. It appears at the top of the widget and is how guests refer to your assistant.

  1. In the Bot Name field, enter a name (for example, Grevon).

  2. In the Greeting Title field, enter the first message guests should see — something welcoming.

  3. Watch the Live Widget Preview update as you type.



Tip: Keep the greeting short and action-oriented. A warm prompt like “Let’s find your perfect stay!” invites guests to start a conversation.


Upload your logo and button icon

Two images shape how your assistant looks: the Bot Logo (the avatar beside your assistant’s chat replies) and the FAB Icon (the icon on the floating button that opens the chat).

  1. Click the upload area under Bot Logo or FAB Icon.

  2. Choose an image from your computer. PNG, JPG, GIF, WebP, and SVG files are supported.

  3. The counter confirms your image is attached.



Note: Each slot holds a single image. To swap an image, remove the current one and upload a new file. For a crisp result on every screen, use a square image — an SVG or a PNG of at least 256×256 pixels works well.


Add starter suggestions

Starter Suggestions are the tappable prompts guests see the moment they open the chat. You can add up to 10.

  1. In the suggestion field, enter a prompt (for example, Show me rooms with a sea view).

  2. Click the + button, or press Enter, to add it.

  3. The suggestion appears as a chip below the field; the counter shows how many you have added.

  4. To remove a suggestion, click its chip.



Tip: Write suggestions the way a guest would ask — for example, “What’s there to do nearby?” or “Do you allow pets?” The best starter prompts answer your most common guest questions.


Save your changes

When you have made a change, the Save button in the top-right becomes active.

  1. Click Save.

  2. A confirmation appears, warning that changes affect the live chatbot for all users.

  3. Click Save to publish, or Cancel to keep editing.



Note: There is no separate publish step. Once you confirm, your branding is live for every guest on your website. If you are uploading new images, the button shows “Uploading…” until they finish.


What your guests see

Your branding shows up in two places on your website:

  • A floating button (using your FAB Icon) sits in the corner of the page.

  • When a guest taps it, the chat widget opens with your Bot Name at the top, your Greeting Title as the first message, your Bot Logo beside replies, and your Starter Suggestions ready to tap.



CUSTOMISE AGENT

Theme

The Theme tab controls how your chat widget looks — its colors and fonts. As with Branding, a Live Widget Preview on the right updates instantly, so you can see your palette come together before you save.



→ Customise Agent → Theme


Choose your colors

There are five colors you can set. Each has a color swatch (click it to pick visually) and a hex field (type an exact value such as #29BBAF).

Color

What it affects

Primary

Your main brand color — used for prominent elements like buttons and headers.

Secondary

A supporting color that complements the primary.

Accent

Highlights — links, the send button, and active states.

Text color

The color of message text in the chat.

Background color

The background of the chat window.



Tip: Use the same hex values as your website’s brand palette for a seamless look. Make sure your Text color has strong contrast against your Background color so messages stay easy to read.


Choose your fonts

Below the colors, set your typography:

  • Font family — pick a typeface from the dropdown.

  • Base font size — set the overall text size.


Save or reset

Save Theme (top-right) publishes your palette and fonts to the live widget. It stays disabled until you make a change. Reset to Default restores the original Grevon theme.


Note: Saving applies your theme to the live widget on your website immediately.



CUSTOMISE AGENT

Layout

The Layout tab controls where the chat appears on your website and how big it is — both the floating button and the chat window itself.



→ Customise Agent → Layout


How values work

Every field takes a standard CSS size value, so you can be as precise as you like:

  • rem or px for fixed distances (for example, 1.5rem or 24px).

  • % for a portion of the screen (for example, 45%).

  • svh for a portion of the screen height (for example, 100svh for full height).

  • 0 to pin to an edge, or leave a field blank to let it position automatically.


The three sections

1. FAB Button Position

Controls the floating action button — the round button guests tap to open the chat. Set its distance from the Top, Bottom, Left, and Right edges of the screen. Set only the edges you need (for example, Top + Right to pin it to the top-right corner).

2. Compact Mode (Side Panel)

How the chat looks when it first opens as a side panel. Set its Width and Height, plus its Top, Right, Bottom, and Left offsets. For example, a 70% width with 100svh height gives a tall panel covering the right portion of the screen.

3. Expanded Mode (Full Chat)

How the chat looks when a guest expands it to full view. Same fields — Width, Height, and the four offsets. A 100% width with 100svh height makes the chat fill the screen.


Save your changes

Click Save (top-right) to apply. The button stays disabled until you change a value.


Tip: Test on both desktop and mobile after saving. A 45% offset looks different on a phone than on a wide monitor — the Live Widget Preview and your own site are the best way to confirm placement.


Note: Saving applies the new layout to your live widget immediately.



CUSTOMISE AGENT

Features

The Features tab lets you switch individual chat capabilities on or off. Turn on only what fits your property — the widget adapts to your choices.



→ Customise Agent → Features


Available features

Each feature has a toggle. Switch it on (teal) to enable, or off to hide it from guests.

Feature

What it does

Cart / Booking

Allow guests to add items to cart and complete bookings.

Voice Input

Enable speech-to-text input for the chat.

File Attachments

Allow guests to upload files and images.

Map / Property Search

Show an interactive map for property browsing.

Profile Creation

Allow guests to create a profile during the chat session.


Turn a feature on or off

  1. Find the feature you want to change.

  2. Click its toggle — on shows teal, off shows grey.

  3. Click Save (top-right) to apply.



Tip: If you don’t take direct bookings through the widget yet, turn off Cart / Booking so guests aren’t shown a checkout flow. You can switch it on later with no other changes.


Note: Saving applies your feature choices to the live widget immediately.



CUSTOMISE AGENT

Plugin

Once you have branded and configured your assistant, the Plugin tab gives you everything you need to add it to your website — in three short steps. No coding experience required: you copy three snippets and paste them into your site’s HTML.



→ Customise Agent → Plugin



Note: Your code is unique to you. The snippets on this tab already include your account’s settings (your organisation ID, icon, colors, and layout). Always copy them from your own Plugin tab rather than typing them by hand — use the Copy button on each step to avoid errors.


The three steps

Open the Plugin tab in the Customise Agent, then follow these three steps in order:


Step 1 — JavaScript

Copy the script tag and paste it into the <head> section of your website’s HTML. This loads the widget engine.


Step 2 — Stylesheet

Copy the CSS link tag and paste it into the <head> section, below the script tag from Step 1. This loads the widget’s visual styles.


Step 3 — Chat element

Copy the <upswing-chat> tag and paste it into the <body> of your HTML, in the location where you want the widget to appear. For site-wide placement, add it to a shared header or template file so it appears on every page.



Tip: If you use a site builder such as Squarespace, Wix, WordPress, or Webflow, look for the designated area for custom code or header scripts — that is where all three snippets go. If you are unfamiliar with editing your site’s HTML, pass the snippets to your website administrator.


After you install

You only need to install the widget once. After that, any changes you make in the Branding, Theme, Layout, or Features tabs take effect on your live website automatically — you do not need to update or reinstall the code.



AGENT KNOWLEDGE HUB

Agent Knowledge Hub

The Agent Knowledge Hub is where you teach your assistant about your property. Anything you add here - documents, text, links, media, or virtual tours - becomes knowledge the agent can draw on to answer guests accurately.



→ AI Chat → Agent Knowledge Hub (left sidebar)


What you can do here

Knowledge is organised into five tabs, one per content type:


Tab

What it holds

Documents

Files such as PDFs - a cancellation policy, a welcome pack, or a rate sheet.

Content

Text you paste in directly - a seasonal offer or a piece of your story.

URLs

Web links the agent reads, such as your website and key pages.

Media

Images and videos of your property.

VR 360

360° virtual walkthroughs, added as XGRIDS 3D viewer links, so guests can walk the space before they book.



Note: Use the scope selector at the top right to choose whether an entry applies to your whole organisation or a single property. The Total Entries count at the bottom shows how many entries the current tab holds.



AGENT KNOWLEDGE HUB

Adding knowledge

Adding knowledge takes a few seconds, and your assistant starts using it almost immediately.



→ AI Chat → Agent Knowledge Hub (left sidebar)


Add an entry

  1. Open the tab for the type you want to add - Documents, Content, URLs, Media, or VR 360.

  2. Choose the scope at the top right: your whole organisation, or a single property.

  3. Select the Add button - it matches the tab (Add Document, Add Content, Add URL, Add Media, or Add Scene).

  4. Fill in the panel that opens and save. For a VR 360 scene, give it a title and description and paste your XGRIDS 3D viewer link.


Managing what you have added

Each tab lists its entries with a Total Entries count. Use the search box to find an entry by name, and switch tabs to see knowledge of each type.



Tip: The more complete your Knowledge Hub, the better your assistant answers - start with what guests ask about most, like policies, directions, and nearby things to do.



SETTINGS

Settings

Settings is where you manage your organisation, your team, and your plan. It has three tabs.



→ AI Chat → Settings (left sidebar)


Tab

What it's for

Client Profile

Your organisation's identity, currency and country, and the policy links your agent shares.

Users

Invite teammates and manage their access.

Subscription

View your plan, manage billing, add add-ons, and switch tiers.



Note: Most of Settings is limited to administrators.



SETTINGS

Client Profile

The Client Profile tab holds your organisation's core details - the information your agent and your guests rely on. Select Save Changes after editing. Your organisation ID is shown at the top right if support ever needs it.



→ AI Chat → Settings → Client Profile


Identity

Your organisation's name, web presence, and logo - how guests see you across every property.


Field

What it's for

Logo

Your organisation's logo.

Organisation

Your organisation's name.

Website

Your property's web address. Your agent reads it to build its knowledge - it appears as “Data Collection” in the top bar.

Description

A short description of your organisation.


Localisation

Field

What it's for

Currency

The currency shown to guests. It can't be changed once set.

Billing Currency

The currency you're billed in.

Country

Your home country.


Policies

Add the links your agent shares when guests ask about terms or cancellations - your Terms & Conditions URL and your Cancellation Policy URL.



Note: Your guest-facing Currency can't be changed once it's set, so choose carefully the first time.



SETTINGS

Users & roles

The Users tab is where you build your team - invite teammates, set what they can access, and see everyone at a glance.



→ AI Chat → Settings → Users


Invite a teammate

  1. Select Add Member.

  2. Enter their details and choose their role and the properties they can access.

  3. Save - they'll get access under the role you set.


The users list

Each member appears with their name, email, role, the properties they can access, status, and when they were added. Use search and filter to find someone quickly.



Note: Managing users is limited to administrators.



SETTINGS

Subscription & billing

The Subscription tab shows your current plan and everything related to billing - upgrades, add-ons, upcoming charges, and your invoice. Billing is handled securely through Stripe; your card details are never stored in the dashboard.



→ AI Chat → Settings → Subscription


Your current plan

At the top you'll see your plan and status (for example Standard - Active), with your number of properties, billing period, auto-renew date, and plan cost. Select Show plan details to see what's included, or Manage subscription to open the secure Stripe billing portal.


Add-ons

Add-ons bill on top of your plan. Additional message credits are pay-as-you-go (billed per credit beyond your allowance), and the Staff Agent add-on gives your team its own internal AI agent. Select Add on the one you want.


Change your plan

Under Compare plans, each tier appears as a card with its price and what's included - for example Grevon Kore, Echo Standard, Pro, Echo Pro, and Grevon Max. Switching tiers is handled with automatic proration, so you only pay the difference for the rest of your billing period.



Note: Managing the subscription is limited to administrators.



MY PROFILE

Your profile

My Profile is where you manage your own account — your name and avatar, your language preference, and signing out. Open it from your name and avatar at the bottom of the left sidebar.



→ Your avatar (bottom-left) → My Profile


Your details

The card at the top shows your name, avatar, and role (for example Super Admin). Select the edit icon to update your details.


Preferences

Under Preferences, set your Language for the dashboard.


Account

Under Account, select Log out to sign out of the dashboard.



Note: Your role is set by an administrator — if you need different access, ask an admin on your team to update it in Settings.


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    • Settings

      Settings Settings is where you manage your organisation, your team, and your plan. It has three tabs. → AI Chat → Settings (left sidebar) Tab What it's for Client Profile Your organisation's identity, currency and country, and the policy links your ...
    • Customise Agent

      The Customise Agent is where you design, preview, and install your AI chat assistant — the widget your guests interact with on your website. Everything you change here can be previewed live before it goes out, and the install code updates ...
    • Analytics

      Analytics is the deep-dive view of how your AI agent is performing. Where Home gives you a quick daily snapshot, Analytics looks across a longer window and breaks the numbers down by channel, country, language, intent, and the journey a guest takes ...