🖥️ Dashboard Manual
Explains what each section of the admin panel does and how the side menu is organized. Aimed at the Hotel Admin with an already active account.
Overall Dashboard structure
The dashboard is organized into a left sidebar with the following modules. The main content changes depending on the selected section.
LEFT SIDEBAR MENU (actual order)
├── 🏠 Dashboard /dashboard
├── 🚀 Onboarding /onboarding [Permission: onboarding.view]
├── 🏨 Hotels /hotels
├── 🔗 Hotel Chains /chains [Pro plan]
├── 📅 Rates & Availability /rates [Permission: rates.view]
├── 🔌 Connections /connections
├── 🔌 PMS Integration /pms-integration
├── 💰 Wallet /wallet [Paid plan]
├── 📊 Reports /reports [🔜 Coming soon · Permission: reports.view]
├── 🎯 Leads /leads [Permission: leads.view]
├── 🏷️ Quotations /cotizaciones [Permission: quotations.view]
├── 💬 Conversations /conversations [Permission: conversations.view]
├── 🤖 AI Training /ai-training [Permission: aitraining.view]
├── 📋 My Tickets /my-tickets [Hidden for admins]
├── 👥 Administration /hoteladmin [Permission: admin.users.manage]
├── 🎫 Support Tickets /admin/support [Permission: support_tickets.manage]
└── 🛡️ Admin (platform) — [unozero_admin only]
Some modules are hidden depending on the user's role and the active plan. If you don't see a section, check your role in Administration or the plan in Hotels → Billing. The PMS Admin user sees a different, reduced menu (only their own panel /pms-admin/dashboard).
🏠 Panel — General overview
Route: /dashboard
The home screen shows an executive summary of the hotel's status:
| Element | What it shows |
|---|---|
| Active conversations | Chats started in the last 24h |
| Captured leads | Contacts with name/email/phone collected during the period |
| Confirmed reservations | Number of completed reservations (requires PMS or Matrix/Pro plan) |
| Plan usage | Conversations used vs. current plan limit (e.g.: 12/30 Freemium) |
| Bot active/inactive | Operational status of the chatbot |
If the hotel has no historical data, the dashboard shows zeros — this is not an error. If it keeps showing zeros after you've had real activity, refresh the page.
Welcome tutorial
On the first session, a 5-step guided tutorial appears with bubbles indicating where to configure the hotel. It can be skipped at any time or relaunched from Profile.
🚀 Onboarding
Route: /onboarding
Conversational assistant for configuring the hotel for the first time. It guides you step by step from registering the hotel to activating the chatbot. See the Onboarding Guide for full details.
🏨 Hotels
Routes: /hotels and /hotels/:hotelId
Management of each property:
- Hotel list: if you manage multiple properties, switch between them using the selector at the top of the menu
- Hotel detail: name, address, Google Place ID, phone, email, description for the bot, target segments
- Policies: check-in/out, pets, cancellation — they sync automatically with the bot's brain
- Rooms: categories and individual rooms (see the Rooms, Rates, and Discounts Guide)
- Billing: active plan, payment history, plan change (see Plans, Limits, and Feature Gating)
- Payments: configuration of connected payment gateways (Stripe, Wompi)
- Promotions: management of offers and packages (see the Rooms, Rates, and Discounts Guide)
- Notifications: configure lead and reservation alerts (see the Notifications Guide)
🔗 Hotel Chains
Route: /chains — Pro plan required
Management of groups of properties under the same brand. See the Hotel Chains Guide for full details.
📅 Rates and Availability
Route: /rates
Centralized management of prices and availability:
- Rate plans: define multiple pricing structures (high season, low season, weekend)
- Availability calendar: view of available rooms by category and date
- Dynamic pricing: multipliers by date range or day type
- Sync with PMS: if you have an active integration, rates sync with the PMS in real time
The rates configured here are the ones the bot uses to quote when no PMS is connected.
🔌 Connections
Route: /connections
The platform's integrations hub. From here you connect all channels and external services:
| Integration | Minimum plan | What it enables |
|---|---|---|
| Web Widget | Freemium | Chatbot embeddable on your website |
| WhatsApp Business | Matrix | Direct messaging with guests |
| Stripe Connect | Matrix | Online payments for reservations |
| Wompi | Matrix | Payments in Colombia (PSE/Nequi) |
| Google Calendar | Matrix | Reservation synchronization |
| Google Sheets | Freemium | Import/export availability |
| iCal | Freemium | Standard calendar subscription |
| Facebook / Instagram | Matrix | Messaging from social networks |
See the Connections Guide for the configuration process of each integration.
🔌 PMS Integration
Route: /pms-integration
Connect your Property Management System for real-time availability and reservations.
| PMS | Status |
|---|---|
| LobbyPMS | ✅ Available |
| Hossrom | ✅ Available |
| FNS Rooms | ✅ Available |
| Erbon | ✅ Available |
Once connected, the bot queries real availability directly from your PMS during each conversation.
💰 Wallet
Route: /wallet — requires a paid plan (Matrix or higher)
A prepaid balance in USD that funds the sending of WhatsApp templates (charged per message by Meta). It includes quick top-up ($10/$25/$50 or a custom amount via Stripe), a cost table by template type, a transaction history, and a low-balance indicator. See the Wallet (Prepaid Balance) Guide for full details.
📊 Reports
Route: /reports
:::note Coming soon This module is marked as Coming soon in the navigation. Its availability depends on the plan and the deployment. :::
Historical analysis of the hotel's activity. Includes charts of conversations, leads, reservations, and revenue. Lets you filter by date and export data. See the Reports and Analytics Guide.
🎯 Leads
Route: /leads
CRM panel with all the contacts captured by the bot. Filter by status, channel, and date, and export the list. See the Leads Guide for full details.
🏷️ Quotations
Route: /cotizaciones — requires the quotations.view permission
A view focused on price and availability inquiries (direct transactional intent), separated from the general Leads flow. It lets you filter, follow up, and close the conversion of each quotation. See the Quotations Guide for the step-by-step detail.
💬 Conversations
Route: /conversations
Real-time view of all multi-channel chats (WhatsApp, Web Chat, Facebook, Instagram). Lets you take manual control of conversations. See the Conversations Guide for full details.
🤖 AI Training
Route: /ai-training
Module for feeding the chatbot's "brain." Sub-sections:
- Knowledge Base — view of the content the bot knows about your hotel, generated from scraping + manual information. You can edit or delete incorrect entries.
- Training Chat — conversational chat where the bot asks you questions about the hotel; each answer is converted into vector knowledge (RAG). Recommended: complete at least 80% of the questions.
- Images — gallery of hotel images. Naming convention:
{tipo-espacio}-{número}(e.g.:habitacion-doble-1,piscina-principal). - Missing Information — questions that guests asked but the bot couldn't answer, with the original question, how many times it was repeated, and a field to add the answer.
- Share chat — generates a public link to the chatbot for testing before publishing it on your website.
See the Chatbot Configuration Guide for full details.
📋 My Tickets
Route: /my-tickets (hidden for platform administrators)
Each user can view and manage their own support tickets. See the User Administration Guide.
👥 Administration
Route: /hoteladmin — requires the admin.users.manage permission
Hotel team management: invite users, assign roles, and manage permissions. See the User Administration Guide.
🎫 Support Tickets
Route: /admin/support — requires the support_tickets.manage permission
Management view of all support tickets created by the hotel team. See the User Administration Guide.
🛡️ Admin (platform)
Visible only to the internal unozero_admin role. Global platform administration panel (users, hotels, roles, permissions, WhatsApp accounts, training settings). Does not apply to the standard hotelier.