Welcome to DigiReply! Whether you're a solo entrepreneur or managing a growing team, your Dashboard is the central hub where everything comes together. Think of it as your mission control center for all your customer support, AI chatbots, and project management needs.

Getting Started: From Signup to Success

Account Activation

After signing up for DigiReply, you'll receive a verification email. Important: You must click the verification link in your email to activate your account before you can access any platform features. Once activated, head to the Plans page and click on the Free Plan to start your trial and unlock the full DigiReply experience..

Your Dashboard Overview

Once you're in, your Dashboard serves as your home base with six essential sections:

🏠 Projects - Your collaboration spaces
👤 Profile Settings - Personal information management
🔒 Security Settings - Password and account security
📋 Subscription Details - Plan and billing overview
🧾 Order History - Purchase records and invoices
💳 Subscription Panel - Payment and subscription management

Understanding Projects: Your Organized Workspaces

The Default Project Advantage

Every new DigiReply account automatically comes with a Default Project - your ready-to-use workspace that gets you started immediately. No setup required, no confusion about where to begin!

Creating Additional Projects (Paid Plans)

Need to separate different clients, departments, or product lines? Paid account owners can create additional projects based on their plan limits:

• Standard Plan: 1 project (excluding your Default Project)
• Professional Plan: Up to 5 projects
• Enterprise Plan: Up to 50 projects

Simply click "Create New Project" in your Projects section to set up dedicated collaboration spaces.

Joining Existing Projects

Been invited to collaborate on someone else's project? Use the "Join Existing Project" section with your invitation code to instantly become part of their team.

Project Management Made Simple

The "Manage" Button - Your Gateway to Control

Next to every project you're part of, you'll see a "Manage" button. This is where the magic happens! Whether you're an admin or editor, this button opens up:

Project Details Editing - Update project information and settings
Team Invitations - Bring collaborators into your project
Member Management - Control permissions and roles (admins only)
Project Tools Access - Your gateway to chatbots, tickets, tasks, and more

Personal Account Management

Profile Settings - Make It Yours

Keep your information current and set your timezone for accurate scheduling and reporting. Your timezone setting ensures all dates, times, and scheduling features work perfectly for your location.

Security Settings - Stay Protected

Regular password updates keep your account secure. We recommend changing your password periodically and using a strong, unique password for your DigiReply account.

Billing & Subscription Management

Subscription Details: Get a complete overview of your current plan, features, and billing cycle at a glance.

Order History: Access all your DigiReply purchases and download invoices for your records - perfect for expense tracking and accounting.

Subscription Panel: Update payment methods, modify subscription preferences, and manage billing information securely.

Pro Tips for Dashboard Success

🎯 Start with Your Default Project: New users should dive into their Default Project first to explore chatbots, support tickets, and task management before creating additional projects.

👥 Invite Team Members Early: If you're on a paid plan, invite key team members to your projects as soon as possible. Collaboration is where DigiReply truly shines.

🔄 Regular Profile Updates: Keep your timezone and contact information current to ensure smooth operation of scheduling features and important notifications.

📊 Monitor Your Usage: Check your Subscription Details regularly to understand your feature usage and plan when it might be time to upgrade.

What's Next?

Now that you understand your Dashboard, you're ready to dive into DigiReply's powerful features:

• Set up your first AI chatbot in your Default Project
• Create support ticket forms for your website
• Invite team members to start collaborating
• Explore the taskboard system for project management

Need Help?

Having trouble with any Dashboard features? Our support team is here to help through:

• 📧 Email Support
• 💬 Live Chat Support