# Launch and overview

> The project's «Overview» — the launch steps and their states, help with a step, the day's numbers, what is worth setting up, «Reports» and the start page.

A project opens on «Overview». Until the chat is launched, it shows «Launch the chat», a list of steps. After the last step, it shows how the chat does today. The [quickstart](https://tolkly.io/docs/en/quickstart.md) walks the steps in order. This page says what each state means.

The server checks every step by itself, from what really happened: a page view on your site, a linked group, an operator's reply. You tick a step by hand only where only a person can tell: that the answers are right, that the look fits, that you answer yourself. Operators see the same steps and colours, without the buttons.

## The launch steps
«Launch the chat» has a bar with a segment per step and its «N of 7» count. On a server without a Telegram bot, the «Telegram for operators» step is left out, and it is «of 6».

Two steps belong to the whole company and are marked «for the whole company». Done once, they are done in each of its projects.

A step's dot:

- green — done;
- orange — waits for you;
- grey — under way;
- red — broke.

The step to do now is open: the first that broke, or else the first not done.

| Step | What it says |
|---|---|
| «The AI answers by your rules» | «The site is not read yet»; «Reading the site…» (grey); «12 pages · check the answers»; «Checked 1 Nov · 12 pages» after you press «The AI answers right»; «A new reading waits for your decision» (orange); «Reading failed …» or «robots.txt closes the home page» (red) |
| «The chat in your site’s colours» | «Look and confirm»; «Confirmed …» after you press «Looks good» or save a colour or the greeting in «Widget» |
| «Install on your site» | «Waiting for the first load»; «Works on example.com»; «Not seen on example.com for 7 days» (red) when the chat has not loaded there for 7 days |
| «Telegram for operators», for the whole company | «No group yet»; «Linked …»; «Unlinked …» when an owner unlinked it; «The bot was removed …» (red) |
| «Invite operators», for the whole company | «Only you so far»; «1 invite not yet taken» (grey); «Done …» once a second person joins or you press «I answer myself» |
| «Who answers and when» | «Only the AI answers» until «The project has operators» is on. Then «AI first, then people» or «Operators only» ([Handoff to people](https://tolkly.io/docs/en/handoff.md#who)) |
| «A test conversation» | «Not yet»; «Waits for an answer» (grey) while a handed-off conversation waits; «Answered …» after an operator's first reply. A visitor's real conversation counts too |

### Inside a step
An open step shows its state, one action and a link to its section, where the rest is set. Only two things are done right in a step:

- «The AI answers by your rules» has a chat for your questions. Each answer shows its quote and page. These questions never count as visitors' conversations.
- «Install on your site» has the code with «Copy the code».

The other steps lead to their own page: «Widget», «Telegram», «Team», «Handoff to people» or the inbox.

### «Not working?»
Under the steps, for owners and admins, help with the open step:

- **«Guide»** — the page of these docs for the step.
- **«Copy the task»** — what to do and how to check it, in plain words for a developer or an AI agent. For the install it is the whole install prompt ([For AI agents](https://tolkly.io/docs/en/agents.md#prompt)).
- **«Contact us»** copies our contact with the project and the step named.

## After launch
Once every step has been done, the list folds into one line, «Chat launched» with its date. «Show steps» opens it again. The line's dot shows the worst of today's steps: if any step is red, it is never green.

A step can stop working after launch: the chat not seen on the site for 7 days, the bot removed from the group, a reading of the site failed. Then:

- the step moves up under «Needs attention»;
- «Projects» gets a red dot for owners and admins;
- a strip shows above the inbox of owners and admins.

A step that waits for you (such as a new reading held for your decision) is listed under «Needs attention» too, without the dot.

The company's Telegram group hears of a lost chat or a failed reading. Owners and admins get an email when the bot is removed from the group.

### Today
The day's numbers since midnight in the project's time zone. They refresh every minute.

| Tile | What it counts |
|---|---|
| «Conversations» | Conversations started today, and how many of them the AI answered with a checked source |
| «Handed to people» | Conversations handed over today, and how many wait for an operator now |
| «That helped» | Conversations where the visitor pressed «It helped». Only the visitor's own button counts, never silence or an operator's close |
| «First reply» | How long, on average, from the handoff to an operator's first reply, counted within the working hours |

### Worth setting up
For owners and admins: things the launch steps do not count but that make the chat better. Each row links to its block:

- **«Domains»** — block sites that are not yours, or let the chat run only on your domains ([Domains and mirrors](https://tolkly.io/docs/en/domains.md)).
- **«Topics for an operator»** — questions that always go to people. Once you have topics, the row shows how many ([Topics](https://tolkly.io/docs/en/handoff.md#topics)).
- **«Q&A»** — operators' answers written down for the knowledge base, and your own ([Knowledge base](https://tolkly.io/docs/en/knowledge.md#drafts)).
- **«Visitor identity»** — your site signs the visitor, so operators see who writes ([Signed visitor identity](https://tolkly.io/docs/en/identity.md)).

## Reports
Owners and admins have «Reports» in the main menu: the numbers of every project together, or of one, over 7, 30 or 90 days. After launch, «Reports» next to «Chat launched» opens them for this project. Days are counted in the company's time zone, set on the «Team» page.

- **Tiles:** conversations; the share of AI conversations the visitor confirmed with «That helped»; how many were handed to people, after the AI or straight away; the operator's first reply, timed from the handoff and in working hours where the project has them. Each tile also shows the period before, when it had conversations.
- **By day:** every conversation in one part: «That helped», «The AI refused», «Handed to people», «No reply». Hover over or focus a day to see its numbers. Until there are 7 days of conversations, the days are a table instead of a chart.
- **Why handed to people,** **Operators** (first replies and ratings) and **Missing from the knowledge base:** the visitors' questions the AI could not answer from your sources, the most asked first. «×3» means in three conversations. «Answer» opens [the answer form](https://tolkly.io/docs/en/knowledge.md#drafts); a question with an answer is marked «answered» and moves down.

With fewer than 10 AI conversations, a share is written as «5 of 9», not as a percentage. Silence is its own part and never counts as solved. Only the visitor decides what is resolved ([How Tolkly answers](https://tolkly.io/docs/en/overview.md#resolved)). Your own test questions in the launch step are never counted. Operators do not see «Reports».

## Start page
What opens when you sign in is set on the account page, under «Start page», for each company. «Auto» suits most people: an owner or admin sets the company up on the project's overview until the first launch, then lands on «Reports»; an operator lands in the inbox. Instead of «Auto» you can pick «Reports» (owners and admins), «Inbox» or «Projects». It saves at once. A direct link always opens where it leads.

## On a phone
On a phone, the overview is also the project's list of sections. Before launch it is plain navigation, «Project sections», since the steps above carry every state. After launch it is «Status»: each section with its dot and one line, the same the panel shows on a desktop. For example: «Live on example.com», «12 pages», «AI first, then people» or «Colours from your site · sound off».