Getting Started & Dashboard Overview

The Visperity Merchant Dashboard is your all-in-one control room for two powerful e-commerce intelligence systems:

  • Visperity AI Suite: Manage vector knowledge bases, customize conversational AI chat assistants, configure instant live search autocomplete, build dedicated embedded results pages, and manage multi-language translations.
  • EnSightX™ Performance Suite: Run concurrent mobile & desktop Lighthouse speed audits, evaluate Core Web Vitals, unlock Tri-Stream AI multi-signal insights (PageSpeed + Google Analytics 4 + Search Console), compare Dev vs. Live environments before launch, schedule automated weekly background scans, and generate branded white-label client reports.

When you log into your merchant account, you can access and configure both the Visperity AI search & assistant tools and the EnSightX™ performance intelligence platform:

Visperity AI Search & Assistant Suite

Section Purpose
Dashboard Visual summary of search traffic, customer inquiries, and interactive engagement metrics.
Assistants Configure floating AI chat assistants, customize welcome greetings, colors, positions, and custom icons.
Live Search Connect instant dropdown autocomplete with SKU matching to your existing website search bar.
Embedded Search Build a dedicated in-page search engine with rich product result cards, pagination, and category filtering.
Datasets Manage your indexed vector records, filter by language, edit prices/tags, and configure dataset whitelists.
Data Import Add content via Single Page Web Crawler, XML Sitemap Importer, CSV Bulk Upload, or Manual Document Ingestion.
Queue Monitor background crawling jobs, vector indexing progress, and multi-language translation batches.
Logs Real-time searchable logs of customer inquiries, search keywords, AI answers, and origin IPs.

EnSightX™ Performance & Business Intelligence Suite

After clicking on the 'EnsightX' tab, the following sections (tabs) will be shown.
Section Purpose
Audit URL Run on-demand dual mobile & desktop speed audits, view Core Web Vitals, and receive AI-prioritized action cards with copy-ready code fixes.
Dev vs Live Compare staging/development pages side-by-side with live production URLs to catch speed and SEO regressions before pushing code live.
Monitored Domains Manage verified domains, set up isolated Google Analytics 4 & Search Console credentials, save key store URLs, and enable weekly automated scans.
History Chronological archive of all previous performance audits. Re-open past audits instantly or re-run fresh tests with one click.
Client Reports Build branded white-label executive presentations with custom logos, company colors, custom notes, secure public links, PDF, and CSV downloads.

2. Managing Multiple Datasets

A Dataset is an isolated knowledge base that powers your AI assistant and search tools. For example, you might create one dataset for your primary e-commerce store, another for your support documentation, and a third for a wholesale catalog.

Switching Your Active Dataset

At the top of the dashboard, you will see the Active Dataset Selector. Choosing a dataset immediately switches the active workspace, updating the knowledge records, crawler queues, and widget configurations to match that specific dataset.

Creating a New Dataset

  1. Navigate to the Datasets section (section=datasets).
  2. Click the blue + New Dataset button.
  3. Enter the following details:
    • Dataset Name: A recognizable title (e.g. Main Store Catalog or Customer Support FAQ).
    • Company / Brand Name: Your business name (e.g. Acme Goods).
    • Approved Domains (Whitelist): Comma-separated domain names allowed to load your widgets (e.g. mybrand.com, shop.mybrand.com). If left blank, requests from all domains are accepted.
  4. Click Create & Publish Dataset. Your unique API Key and CloudFront CDN scripts will be generated automatically.

Editing or Deleting Datasets

  • Edit: Click the ✏️ Edit button on any dataset row to modify the dataset title, company name, or domain whitelist.
  • Delete: Click Delete to remove a dataset and purge all associated indexed records. (Note: Your account must retain at least one dataset.)

3. Configuration Revisions & Snapshots

Visperity allows you to save snapshots of your AI assistant and search configurations (colors, copy, button labels, icons) so you can safely experiment with new designs or seasonal holiday themes.

Saving a Snapshot

  1. In the header bar of the dashboard, click the 🕒 Revisions button.
  2. Under Save Current Configuration As New Revision, enter a descriptive name (e.g. Summer Blue Theme 2026 or Holiday Sale Layout).
  3. Click 💾 Save Revision.

Restoring a Snapshot

  1. Open the Revisions modal.
  2. Find your desired saved snapshot from the list.
  3. Click 🔄 Restore & Apply. Your previous styling, labels, and widget settings will be immediately restored and deployed to your live widgets.

4. Visitor Search & Inquiry Analytics

In the Logs section, you can review full historical logs of every customer search and conversation across all three channels (Virtual Assistant, Live Search, and Embedded Search):

  • Query / Prompt: The exact words or question the visitor typed.
  • AI Answer / Summary: The real-time response or search excerpt presented to the visitor.
  • Channel Badge: Indicates whether the inquiry originated from 🤖 Assistant, 🔍 Live Search, or 📄 Embedded Search.
  • Visitor Origin & IP: Displays the country flag and IP address of the user.
  • Date & Timestamp: Shows when the inquiry occurred.
  • Control Panel Tests: Inquiries performed directly inside your merchant preview simulators are tagged with a yellow 🧪 Test badge and automatically excluded from your billable metrics.

5. Plan Quotas & Usage Tracking

Visperity provides clear visual capacity meters on your dashboard tracking your active plan allowances across both systems:

Visperity AI Quotas

  1. Active Datasets: The number of isolated knowledge bases you have created versus your plan's maximum.
  2. Indexed Knowledge URLs: The total count of web pages, documents, and product records currently indexed into vector memory.
  3. Monthly Customer Sessions: The number of interactive visitor search and assistant sessions conducted in the current billing period.

EnSightX™ Quotas

  1. Monitored Domains: The number of verified websites (or staging subdomains) configured in your EnSightX account.
  2. Daily Manual AI Audits: The number of on-demand audits you can execute each day (resets automatically every 24 hours at midnight).
  3. Weekly Auto-Scans: The number of saved URLs scheduled for automated background monitoring once every 7 days.

Upgrading Your Plan

If your store expands, you need to index more catalog pages, or you want to monitor additional domains with EnSightX, click the ⚡ Upgrade Plan button in the dashboard header or in any quota alert. You can select between Monthly or Annual billing (with automatic annual discounts) and checkout securely in seconds.

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