Navigating the App
This guide walks you through the Lira dashboard so you know where to find what you need.
App layout
The Lira app has a left sidebar that's visible on every page. From top to bottom:
| Section | What's inside |
|---|---|
| Top | Home (Dashboard) |
| Customer Support | Tickets, Customers, Actions (human-approval queue), Proactive, Analytics, Chat history |
| Workspace | Knowledge Base, Tasks, Email, Integrations, Usage, Members |
| Bottom | Settings |
If Customer Support isn't activated yet, the section shows a single Customer Support entry pointing at the activation wizard. Once you activate, the full subsection appears.
On mobile, the sidebar collapses into a hamburger menu in the top-left.
A header bar across the top shows your current organization (click to switch), notifications, and your profile menu.
Home — Dashboard
Path: Sidebar → Home
The dashboard greets you with the Lira onboarding widget (the same widget you'll embed on your site, but pointed at your setup state) and an at-a-glance view of recent activity — pending tickets, escalation alerts, and quick-access shortcuts.
Customer Support
The main product surface. Visible only after you finish activation.
Tickets
Path: Sidebar → Tickets
The operator's daily queue. Every async piece of work — escalations, tickets opened by Lira, tickets you create manually — appears here. Click a ticket to read the thread, reply, change status, or reassign.
Customers
Path: Sidebar → Customers
Every identified visitor that has chatted with Lira. Filter by account, plan, or recent activity. Click a customer to see their conversation history, open tickets, and any identity context the SDK sent.
Actions
Path: Sidebar → Actions
The human-approval queue. The specific subset of capability calls the policy engine routed to a teammate because the capability's risk tier requires human sign-off. Most resource reads and low-risk writes never appear here — they run autonomously. Capability configuration lives under Settings → Support → Capabilities, not here.
See: Actions guide.
Proactive
Path: Sidebar → Proactive
Configure triggers that fire contextual Lira messages when a visitor matches a condition — error state, abandoned step, idle on a high-intent screen.
See: Proactive guide.
Analytics
Path: Sidebar → Analytics
Resolution rate, deflection rate, response time, CSAT, top intents, and per-action performance.
Chat history
Path: Sidebar → Chat history
A QA / audit surface for reviewing what Lira told customers. Read every conversation in full, see what tools were called, and learn from edge cases.
See: Chat history guide.
Workspace
Workspace holds the things that aren't surfaced inside Customer Support directly but are scoped to your org.
Knowledge Base
Path: Sidebar → Workspace → Knowledge Base
The Knowledge Base is what Lira reads to answer visitor questions. It has four tabs:
- Documents — drag-and-drop PDFs, DOCX, MD, CSV (max 50 MB per file).
- Connected Sources — link Google Drive or GitHub; Lira pulls files directly.
- Web Sources — paste a URL; Lira crawls and indexes the site.
- Query — ask questions against the KB to verify what Lira will see.
Full reference: Knowledge Base.
Tasks
Path: Sidebar → Workspace → Tasks
Internal task tracker. Tasks created from tickets or directly inside your org land here. Push them to Linear / GitHub Issues if those integrations are connected.
Email
Path: Sidebar → Workspace → Email
Configure how Lira sends and receives email — sender identity, custom domain, notifications, auto-reply.
- Settings tab — General, Sender Identity, Sending Domain, Notifications, Auto-Reply.
- Inbox tab — inbound email threads Lira has handled.
Full reference: Email settings.
Integrations
Path: Sidebar → Workspace → Integrations
Connect Slack, Microsoft Teams, Google Drive, Linear, GitHub, HubSpot, Salesforce. Click any integration card to start the OAuth flow.
Full reference: Integrations.
Usage
Path: Sidebar → Workspace → Usage
Conversations handled, KB pages indexed, AI actions run, documents stored — measured against your plan limits.
Members
Path: Sidebar → Workspace → Members
Manage who has access.
- Invite a teammate — enter the email, pick a role (admin / member), Lira generates a one-time invite link.
- Pending invites — see active links, copy them again, or revoke.
- Role change — admins can promote/demote (owner-only for the owner role).
- Remove — admins can remove non-owner members.
To leave an org, scroll to the bottom of the Members page (non-owners only). Owners must transfer ownership first.
Settings
Path: Sidebar → Settings (bottom)
Tabs along the left of the Settings page:
Account
- Profile — display name, profile picture.
- Security — change email, change password.
- Organizations — every org you belong to, with a Leave button for non-owners.
- Danger Zone — delete your account.
Organization
Edit your organization's profile — name, logo, website, industry, custom instructions. This profile is read by Lira on every conversation.
Support
Sub-tabs for module-level support settings.
- Web SDK — appearance, full-page snippet, NPM install, widget colour, greeting.
- Secret — your widget secret for signed-identity (rotate, copy).
- Channels — toggle web chat runtime, hosted portal, widget, email.
- Behaviour — auto-reply, confidence threshold, force-escalate intents.
- Ticketing — ticket notification email, SLA target, extra recipients.
- Capabilities — the catalog of resources and actions the AI agent can call. Override risk, scope, description; disable a capability for your org; register server-side capabilities. See Capabilities.
- Audit — every action run the agent made, with policy decision, redacted input/output, and estimated cost. Filter by status, capability, or time range. See Audit.
Subscription & Billing
Plan management (coming soon — billing changes go through the team for now).
Switching organizations
If you belong to multiple orgs, the org name at the top of the sidebar is a dropdown. Click it, pick the other org, you switch.
Common tasks — quick reference
| Task | Where |
|---|---|
| Invite a teammate | Members → Invite a teammate |
| Remove a teammate | Members → row → Remove |
| Activate customer support | Customer Support → Activate (one-time wizard) |
| Get the widget snippet | Settings → Support → Secret |
| Connect Slack / Linear / GitHub | Workspace → Integrations |
| Set up a custom support email | Workspace → Email → Settings → Sending Domain |
| Upload company docs | Workspace → Knowledge Base → Documents |
| Crawl your help center | Workspace → Knowledge Base → Web Sources |
| Connect Google Drive | Workspace → Knowledge Base → Connected Sources |
| Review what Lira said today | Customer Support → Chat history |
| Reply to a ticket | Customer Support → Tickets → click ticket |
| Approve a queued action | Customer Support → Actions → row → Approve |
| Override a capability's risk or scope | Settings → Support → Capabilities → row → Edit |
| Review every action the agent ran | Settings → Support → Audit |
| Disable a capability for your org | Settings → Support → Capabilities → row → toggle Enabled |
| See deflection / CSAT | Customer Support → Analytics |
| Change your display name | Settings → Account → Profile |
| Change your password | Settings → Account → Security |
| Leave an organization | Members page → Leave (non-owner) |
| Switch organization | Click org name at top of sidebar |