First steps in the UI
The dashboard has a top bar for the site you're working on and a left menu grouped by what you're doing.
- Top bar: site selector, + New site, and the release buttons Revert to prod and Save to prod.
- Yellow dot: marks settings or resources changed in Test but not yet published to Production.
- Widget Preview: the panel on the right always shows your Test environment, so you can try changes before publishing.
- Banner at the top: appears when your site is close to or over its monthly question limit (see Plan limits).
| Menu | Section | What you do there |
|---|---|---|
| Insight | Intelligence | See what visitors asked, what they couldn't find and what to fix first; Fixes; Monday Brief settings. |
| Build | Customization | Match colors, layout, suggestions and texts to your brand. |
| Data | Crawl your site, upload documents and write instructions. | |
| Functions | Add buttons that trigger actions on your site from an answer. | |
| Agents | Create assistants with different instructions for different pages. | |
| Ship | Integrations | Connect Google Analytics 4. |
| Installation | Copy the embed snippet (and, on Enterprise, your API key). | |
| Security | Origin allowlist, AI agent access (WebMCP), answer trust controls, rate limits. | |
| Version Control | Browse published versions and restore one into Test. | |
| Account | Team | Invite colleagues. |
| Billing | See usage and change plan. | |
| Reach us | Contact the AskVio team. |
A typical first session: add a crawl in Data, check answers in the preview, adjust Customization, then copy the snippet from Installation and publish with Save to prod.