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Dashboard Overview

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Dashboard Layout

The Li2.ai dashboard at app.li2.ai/org/ is your central hub for all touchpoint management and analytics. The layout is organized into several key sections:

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Top Navigation Bar

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Organization Switcher

Located in the top left, displays your current organization name. Click to:

• View all organizations you have access to
• Switch between personal and team organizations
• Create new organizations
• Access organization settings

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Global Search

The search bar (🔍) allows you to:

• Find touchpoints by title, slug, or destination URL
• Search by tags or collections
• Filter by date created or last modified
• Use keyboard shortcut: Cmd/Ctrl + K

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Notifications

Bell icon (🔔) shows:

• Team activity (touchpoints created, edited, deleted)
• System updates and new features
• Analytics milestones (e.g., “Touchpoint reached 1,000 clicks”)
• Security alerts

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Profile Menu

Click your avatar to access:

• Profile Settings: Update name, avatar, language, timezone
• Billing: Manage subscriptions and payment methods (Owner only)
• API Access: Generate API keys for integrations
• Sign Out: End your session

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Sidebar Navigation

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Dashboard (Home)

The main dashboard shows:

• Organization Overview: Total touchpoints, clicks/scans this month, active campaigns
• Recent Activity: Latest touchpoints created or modified by your team
• Top Performing Touchpoints: Sorted by clicks/scans in the last 30 days
• Quick Stats: Visual charts showing traffic trends and geographic distribution

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Touchpoints

View and manage all touchpoints in the current organization:

• List View: Sortable table with columns for title, slug, clicks, created date
• Grid View: Card-based layout with QR code previews
• Filter Options: By tags, collections, date range, or creator
• Bulk Actions: Select multiple touchpoints to delete, tag, or move to collections

Click any touchpoint to view:

• Full analytics dashboard
• QR code download options
• Edit destination, title, tags
• Sharing options

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Analytics

Organization-wide analytics showing:

• Total Clicks/Scans: Aggregate across all touchpoints
• Geographic Distribution: Interactive world map with click heatmaps
• Traffic Sources: Breakdown by referrer, social platform, direct scans
• Device Analytics: Mobile vs desktop, operating systems, browsers
• Time-Series Charts: Traffic trends by hour, day, week, month
• Conversion Tracking: Goal completions and conversion rates

Learn more in Analytics Overview.

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Collections

Organize touchpoints into folders/collections:

• View All Collections: See all collections in your organization
• Create Collection: Group related touchpoints by campaign, client, or purpose
• Collection Analytics: View aggregated performance for all touchpoints in a collection

Learn more in Collections Overview.

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Tags

Manage tags for flexible organization:

• Tag Library: View all tags used across touchpoints
• Tag Performance: See which tags have the most associated touchpoints
• Color Coding: Assign colors to tags for visual organization
• Tag Filtering: Click any tag to show all touchpoints with that tag

Learn more in Tags Overview.

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Settings

Access organization and account settings:

• Organization Settings: Name, description, timezone, language
• Custom Domains: Add and configure branded domains
• Team Members: Invite, remove, and manage roles
• Integrations: Connect to HubSpot, Google Analytics, Zapier
• Billing: Subscription management (Owner only)

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Main Content Area

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Touchpoints List

The default view shows all touchpoints in a sortable table: Columns:

• Title: Descriptive name (click to view details)
• Short Link: The li2.ai/slug URL with copy button
• Destination: Where the touchpoint redirects (truncated)
• Clicks: Total click/scan count
• Created: Date created
• Actions: Quick actions (edit, analytics, delete)

Sorting: Click column headers to sort by any field Search: Use the search box above the table to filter by keyword

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Touchpoint Details Page

Clicking a touchpoint opens its detail page showing: Overview Section:

• Short link with copy button
• QR code with download options (PNG, SVG, multiple sizes)
• Destination URL with edit button
• Tags and collection assignment

Analytics Section:

• Click/scan count with sparkline chart
• Geographic breakdown (countries, cities)
• Device types (mobile, desktop, tablet)
• Referrer sources
• Recent activity timeline

Management Section:

• Edit destination URL
• Update title and tags
• Move to different collection
• Delete touchpoint (with confirmation)

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Quick Actions

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Create Touchpoint Button

The + Create Touchpoint button is available:

• In the top right of the navigation bar
• As a floating action button in the bottom right corner
• Keyboard shortcut: Cmd/Ctrl + N

Clicking opens the touchpoint creation form (covered in Quick Start).

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Bulk Operations

Select multiple touchpoints using checkboxes to perform bulk actions:

• Add Tags: Apply tags to all selected touchpoints at once
• Move to Collection: Organize multiple touchpoints into a collection
• Delete: Remove multiple touchpoints (requires confirmation)
• Export: Download touchpoint data as CSV

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Keyboard Shortcuts

Li2.ai supports keyboard shortcuts for efficient navigation: Press ? anywhere in the dashboard to see the full shortcuts reference.

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Dashboard Widgets

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Recent Touchpoints

Shows the 5 most recently created or modified touchpoints:

• Quick access to touchpoints you’re actively working on
• Click to jump directly to details page
• Hover to see quick stats (clicks, created date)

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Top Performers

Displays the top 5 touchpoints by click/scan count in the last 30 days:

• Identify your most successful campaigns
• Click to analyze what’s driving traffic
• Use insights to optimize underperforming touchpoints

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Traffic Overview Chart

Interactive time-series chart showing:

• Total clicks/scans over time
• Customizable date range (7 days, 30 days, 90 days, all time)
• Compare multiple touchpoints or collections
• Export data as CSV

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Geographic Heatmap

Visual representation of where clicks/scans are coming from:

• Interactive world map
• Hover over countries to see click counts
• Zoom into regions for city-level data
• Useful for targeting regional campaigns

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Mobile Dashboard

Access the dashboard on mobile devices at app.li2.ai:

• Responsive design adapts to phone and tablet screens
• Simplified navigation menu
• Touch-optimized controls
• Create touchpoints on the go
• View real-time analytics
• Download QR codes directly to your device

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Dashboard Customization

Customize your dashboard experience: View Preferences:

• Toggle between list and grid view for touchpoints
• Adjust items per page (10, 25, 50, 100)
• Show/hide columns in touchpoint tables

Default Filters:

• Save frequently used filters for quick access
• Set default date ranges for analytics

Language & Timezone:

• Switch interface language (English, Vietnamese)
• Configure timezone for accurate time-series data

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Tips for Effective Dashboard Use

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Next Steps

Now that you understand the dashboard, explore specific features:

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Need help navigating? Contact support at [email protected]