Once you're signed in, the Chatzuri dashboard is where everything happens. This guide walks you through every part of it so you always know where to click.
The header
The top bar is constant across the whole dashboard:
- Team switcher — pick which team you're working in (left). Each team shows its plan badge.
- Agent / Workflow switcher — jump between agents and workflows in the current team.
- Credits — your current usage balance.
- Profile menu (right) — account settings, support, and sign out.
The team page
Click your team name and you land on the team page, which lists every agent and workflow in that team. Click one to open it. Click New agent to add one.
dashboard.chatzuri.com/team/your-team
Your Team
Pro plan
Agents
Support
Sales
Onboarding
The agent tabs
Open any agent and you'll see seven tabs across the top. Each is a whole world of its own:
- Dashboard — at-a-glance stats: messages, leads, conversations, response time.
- Playground — test your agent in a sandbox chat.
- Conversations — every past conversation across every channel, searchable.
- Tools & Actions — install provider integrations, toggle built-in tools, and author custom actions.
- Sources — files, URLs, Q&A pairs, and text the agent is trained on.
- Connect — channel setup (website, WhatsApp, Slack, email, SMS, and more) plus the embed code.
- Settings — every other knob: model, temperature, system prompt, leads, multimodal, memory, security, and more.
Tip
The Settings tab has a lot of sub-tabs. Don't try to read them all at once — visit the ones relevant to what you're doing now.
Team Settings
Click Team settings at the top of the sidebar to manage:
- General — name, URL slug, description
- Members — invite, remove, change roles
- Plans — upgrade or downgrade
- Billing — payment methods, invoices
- API Keys — issue and rotate keys
- OpenAI — bring your own OpenAI key
Where to find Support
Click your profile picture (top right), then Support. From there you can file a ticket, view ticket status, and read the knowledge base. Support tickets are also visible at /dashboard/support.