Getting started with Sanad

1. Sign in and create your workspace

Sanad is organized around workspaces for your company or team. When you sign in to the web app you will either join an existing organization or create a new one.

1. Sign up or sign in using your preferred authentication method.
2. Create or select an organization that will own your Sanad workspace.
3. Choose your interface language using the language switcher in the sidebar.

Once you are in the dashboard, you will see a sidebar with sections for customer support, configuration, and account. Everything else in this guide builds on that layout.

2. Understand the dashboard layout

The Sanad dashboard is the control center for your AI assistant and human operators. The sidebar is grouped into three main areas.

You can collapse the sidebar to focus on the main panel, but the structure is always the same: configure Sanad under Configuration, manage conversations under Customer Support, and handle billing under Account.

3. Add your content to the Knowledge Base

The quality of your AI assistant depends on the quality of the content it has access to. In Sanad, that content lives in the Knowledge Base.

1. In the dashboard sidebar, go to Knowledge Base.
2. Upload documents such as FAQs, help articles, policies, or product docs.
3. Organize content by category so you can keep things tidy as you grow.

When customers ask questions through the widget or other channels, Sanad uses this content to craft accurate answers. Human agents in the inbox see the same context, so everyone is working from the same source of truth.

4. Customize the widget and assistant

Before you install the widget, you should make sure it looks and sounds like your brand. This happens in the Widget Customization section.

1. Open Widget Customization in the dashboard.
2. Set your primary color and position for the chat bubble.
3. Write the welcome message and default suggestions your assistant shows.
4. Choose the languages you want to support in the widget experience.

These settings control how the Sanad widget appears on your site and how the assistant introduces itself to visitors. You can come back and adjust them at any time without changing the installation code.

5. Connect integrations and plugins

Sanad is designed to work across multiple channels, not just your website. Integrations and plugins connect the assistant to the tools and platforms you already use.

Each integration or plugin will expose its own configuration options inside the dashboard. Follow the on-screen prompts to complete authentication or copy any keys or URLs you need.

6. Install the Sanad widget on your website

Once your content and appearance are set, you are ready to add the Sanad widget to your website or app using the embed code provided in the dashboard.

1. Open the section of the dashboard where the website snippet is shown.
2. Copy the script tag that includes your organization identifier.
3. Paste it into your site template, usually before the closing </body> tag.
4. Deploy or refresh your site and confirm the Sanad chat bubble appears.

The same embed script powers the dedicated widget application, which hosts the full chat experience. Configuration (colors, position, behavior) is controlled from the Sanad dashboard, so you rarely need to touch the script once it is installed.

7. Work from the shared inbox

After the widget is live, conversations from your website and connected channels start landing in the Conversations view. This is the shared inbox where your team collaborates.

• See all open conversations across channels in a single list.
• Assign owners so every thread has a clear point of contact.
• Review AI-suggested replies and send or edit them as needed.
• Add internal notes so teammates have context when they jump in.

Sanad keeps full history for each contact, so agents can see what the AI has already answered and avoid repeating questions. This is where human and AI collaboration happens in real time.

8. Measure performance with Analytics

The Analytics section shows how your assistant and team are performing over time so you can keep improving your setup.

• Conversation volume by channel and timeframe.
• First response and resolution time trends.
• How many queries are fully handled by AI.
• Where handoffs to human agents happen most frequently.

Use these insights to refine your Knowledge Base, update widget copy, and adjust routing rules so Sanad can handle more while humans focus on the highest-value conversations.