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How to Use the CoolerDesk Portal (Starter)

How to Use the CoolerDesk Portal (Starter)

The CoolerDesk portal is your command center. Even on the Starter plan, you get access to everything you need to manage your leads and chatbot. Here's a tour.

Logging In

Go to portal.coolerdesk.com and log in with the email you used to sign up. You'll land on the dashboard.

Dashboard Overview

The dashboard shows:

• Leads today — how many conversations generated contact info
• Total conversations — all chatbot interactions (answered vs. dropped)
• Response rate — percentage of visitors who engaged with the chatbot
• Recent activity — the last 10 conversations, newest first

Leads Section

This is where you'll spend most of your time.

Each lead card shows:

• Name and phone number
• Date and time of conversation
• First few messages (so you can see context)
• Status: New, Contacted, Booked, Closed

Click any lead to see the full conversation transcript. Read what the customer said and how the chatbot responded.

Conversation Review

The transcript view shows the complete back-and-forth between the visitor and the chatbot. This is useful for:

• Spotting questions the chatbot didn't handle well
• Understanding how customers phrase their problems
• Identifying new FAQs to add
• Quality-checking the AI's responses

FAQ Manager

On Starter, you can submit FAQ changes to the support team through the portal. Navigate to Settings → FAQs and type your new questions and answers. The team reviews and publishes them within 24 hours.

Profile Settings

Update your:

• Company name and phone number
• Service area
• Business hours
• Email notifications

What Starter Doesn't Include

• SMS alerts (those are Pro+)
• Direct persona editing
• Automated CSV exports

But the portal still gives you full visibility into every lead, every conversation, and your chatbot's performance.

Getting Help

Need help navigating the portal? Click the "?" icon in the top-right corner. You'll get a link to the knowledge base or an option to email support. Response times for Starter are typically within 12 hours during business days.