Merchant dashboard reference
This is the route map for all 97 current store-scoped merchant pages. Paths are shown after /app/:storeId; placeholders such as :orderId represent a selected record.
Coverage is checked against the application
An automated test compares this catalog with every merchant
page.tsx route, verifies each linked guide exists, and requires a tutorial workflow for every section. That proves structural documentation coverage; provider behavior, credentials, source data, and production delivery still require runtime evidence.Need operating steps rather than a route list? Use the merchant tutorials. For a deeper purpose / action / verification explanation for every page, open the complete merchant feature catalog.
Recommended first-run sequence
- Connect a store and confirm its merchant-visible connection, sync, and service status.
- Wait for catalog sync and search indexing; compare counts and representative records with the commerce platform.
- Add approved policies, locked facts, FAQs, brand voice, prohibited claims, and human-handoff rules.
- Test shopper discovery, protected order lookup, tools, consent, suppression, and failure states.
- Enable one recovery or growth workflow for controlled traffic with a recorded baseline and rollback.
- Review conversations, delivery, orders, refunds, complaints, and attribution before expanding.
Role capability map
| Role | Default capabilities |
|---|---|
| Owner / full-access store member | All merchant capabilities for the store. |
| Marketer | Recovery, growth, widget, analytics, catalog, and training. |
| Support | Inbox, analytics, catalog, and training. |
| Analyst | Analytics. |
| Developer | Integrations, catalog, settings, widget, and recovery. |
Limited-access merchant roles can have explicit capability grants or denials. Every request still requires store membership and record-level tenant checks.
Implemented plan gates
| Minimum plan | Gated capabilities |
|---|---|
| Growth | Broadcasts, Journeys, Loyalty and rewards, Reviews hub, Content Studio, Premium widget themes, Proactive engagement, AI search answers, Product-finder quizzes, Product page Q&A, Profit analytics, Conversation Insights, Profit-aware recommendations, Zendesk and Gorgias handoff, Cart and browse recovery, AI order actions. |
| Pro | Everything in Growth, plus Messaging channels, Predictions, Public REST API and MCP endpoint, Outbound webhooks, Custom AI tools, Contribution profit, AI shopping feeds. |
| Enterprise | Everything in Pro, plus White-label. SSO is roadmap. Detailed operational audit records are restricted to authorized platform administrators; customers can review billing activity in Settings. |
Usage allowances are separate
Feature access does not remove conversation, provider, consent, or channel limits. Read the current plan and usage state in Billing before launch.
All dashboard areas
Overview and readiness
Typical access: All members with store access
| Page | Path | Access | Purpose |
|---|---|---|---|
| Store home | / | All store members | Redirects the store root to its Overview page. |
| Overview | /overview | All store members | Shows directional AI-attributed revenue, conversations, rescue and recovery signals, sync state, readiness, predictions when entitled, and the next suggested action. |
Inbox, conversations, and tickets
Typical access: Inbox capability; owner and full-access store members have all capabilities
| Page | Path | Access | Purpose |
|---|---|---|---|
| Conversations | /conversations | Inbox & conversations | Searches and filters shopper transcripts, outcomes, feedback, tags, and handoff state. |
| Conversation detail | /conversations/:conversationId | Inbox & conversations | Shows one transcript with message context, citations, tool activity, shopper memory, internal notes, feedback, assignment, and reply controls. |
| Comments | /comments | Inbox & conversations | Lists supported social comments and their classification, suggested reply, moderation, and workflow state. |
| Unified inbox | /inbox | Inbox & conversations | Combines active channel threads and the support-ticket triage queue in two views, above a 30-day handoff panel reporting requested, human-answered, average first human reply, and abandoned counts. |
| Ticket detail | /inbox/t/:ticketId | Inbox & conversations | Displays one support case, linked conversation context, status, priority, assignment, SLA timing, notes, and reply actions. |
| Support tickets (redirect) | /tickets | Inbox & conversations | Legacy route kept only as a redirect: the ticket queue is now the Tickets view of the unified inbox at /inbox?view=tickets, with the same status tabs, bulk status change, and per-row triage. |
Catalog, knowledge, and imports
Typical access: Catalog capability; owner and full-access store members have all capabilities
| Page | Path | Access | Purpose |
|---|---|---|---|
| Products | /catalog | Catalog, products & knowledge | Lists synchronized products, variants, inventory context, descriptions, search readiness, and sync controls, plus the cost coverage and payment fee cards that feed profit reporting and the margin guard. |
| Product detail | /catalog/:productId | Catalog, products & knowledge | Shows one synchronized product, variants, source fields, recommendation context, and AI tuning controls. |
| Catalog SEO health | /catalog/seo | Catalog, products & knowledge | Lists stored catalog records missing metadata, structured data or descriptive detail under the product's internal checks. |
| Categories | /catalog/categories | Catalog, products & knowledge | Shows read-only collections and product types synchronized from the commerce platform. |
| Knowledge | /knowledge | Catalog, products & knowledge | Manages merchant documents and approved AI-suggested articles used for policy and factual retrieval. |
| Imports and sync | /imports | Catalog, products & knowledge | Starts and monitors commerce imports, manual syncs, migration previews, and recent job state. |
| Competitor migration preview | /imports/from-competitor | Store settings & security | Parses supported Tidio, Gorgias, or Klaviyo exports into a preview before applying supported records. |
| Shopify import | /imports/shopify | Catalog, products & knowledge | Explains and surfaces Shopify-specific connection and catalog import state. |
| WooCommerce import | /imports/woocommerce | Catalog, products & knowledge | Explains and surfaces WooCommerce plugin pairing and import state. |
Recovery and campaigns
Typical access: Recovery capability; owner and full-access store members have all capabilities
| Page | Path | Access | Purpose |
|---|---|---|---|
| Journeys Growth | /journeys | Recovery & campaigns | Lists lifecycle automations, triggers, status, run volume, and measured outcomes. |
| New journey Growth | /journeys/new | Recovery & campaigns | Builds a triggered multi-step journey with delays, messages, branches, and exit rules. |
| Journey detail Growth | /journeys/:journeyId | Recovery & campaigns | Edits, activates, pauses, and reports on one lifecycle journey. |
| Cart Rescue | /rescue | Recovery & campaigns | Configures in-session hesitation detection, risk thresholds, audience rules, playbooks, and rescue outcomes. |
| Recovery | /recovery | Recovery & campaigns | Reports cart and browse abandonment, queued or delivered recovery messages, suppression, clicks, conversions, and failures. |
| Promo bars | /promo-bars | Recovery & campaigns | Creates and schedules storefront announcement bars with targeting and display state. |
| Broadcasts Growth; SMS and WhatsApp require Pro | /broadcasts | Recovery & campaigns | Queues one-off campaigns from a brief to supported built-in or saved custom segments, and explicitly launches Campaign Composer drafts. |
| Social posts Some connected social channels require Pro multi-channel entitlement | /social | Recovery & campaigns | Generates, edits, schedules, publishes, and deletes social drafts. AI post and image generation are on by default and can be paused platform-wide by an operator, in which case the page says so and manual editing continues to work. |
Analytics, orders, shoppers, and reports
Typical access: Analytics capability; owner and full-access store members have all capabilities
| Page | Path | Access | Purpose |
|---|---|---|---|
| Analytics | /analytics | Analytics, orders & customers | Shows tracked funnels, attributed events, trends, and date-range comparisons, plus the Profit section (profit by product, daily trend, CSV export) on plans with profit analytics. |
| Cohorts | /analytics/cohorts | Analytics, orders & customers | Compares shopper cohorts and retention or repeat behavior over time. |
| Funnel | /analytics/funnel | Analytics, orders & customers | Shows conversion and drop-off across tracked shopper events. |
| Conversation Insights Growth | /insights | Analytics, orders & customers | Shows product gaps, objections, competitor mentions and top questions mined weekly from shopper messages across web chat, email and messaging channels, with counts, trends and sample conversations. |
| Weekly review | /analytics/weekly-review | Analytics, orders & customers | Shows a saved weekly operating snapshot, wins, risks, and suggested follow-up actions. |
| Shoppers | /customers | Analytics, orders & customers | Searches shopper profiles with lifecycle, spend, identity, consent, segments, and activity context. |
| Shopper detail | /customers/:shopperProfileId | Analytics, orders & customers | Shows one shopper's orders, conversations, lifecycle, segments, loyalty or credit context, and permitted actions. |
| Segments | /segments | Analytics, orders & customers | Builds and inspects live shopper audiences, including saved custom criteria supported by the broadcast and campaign-composer paths. |
| Reports and exports | /reports | Analytics, orders & customers | Offers supported store-scoped prebuilt CSV downloads generated on demand. |
| Orders | /orders | Analytics, orders & customers | Lists synchronized commerce orders, fulfillment context, and directional AI-attribution indicators. |
| Order detail | /orders/:orderId | Analytics, orders & customers | Shows one order's line items, shopper context, commerce state, and qualifying interaction evidence. |
AI quality, feedback, and training
Typical access: Training capability; owner and full-access store members have all capabilities
| Page | Path | Access | Purpose |
|---|---|---|---|
| AI Quality | /training | AI training & quality | Summarizes catalog, knowledge, feedback, gap, lead, and automation signals that need merchant attention. |
| Knowledge Gaps | /training/gaps | AI training & quality | Lists weak-answer shopper prompts and merchant feedback that may require knowledge, policy, catalog, or handoff changes. |
| Leads | /training/leads | AI training & quality | Lists shopper leads captured by supported AI and channel flows with their context. |
| Locked Facts | /training/facts | AI training & quality | Maintains exact merchant-approved facts that should take precedence over generated inference. |
| FAQ | /training/faq | AI training & quality | Creates and manages merchant-approved question-and-answer knowledge. |
| Enrichment | /training/enrichment | AI training & quality | Surfaces AI-suggested catalog or knowledge improvements for merchant review. |
| Product Tuning | /training/products | AI training & quality | Controls how individual products participate in AI discovery and recommendations. |
| AI Improver | /ai-improver | AI training & quality | Turns negative message feedback into merchant-reviewable correction work and measured learning signals. |
| Reviews hub | /reviews | AI training & quality | One route with three tabs: AI feedback (per-message good, incomplete, wrong, needs-handoff ratings and negative themes), Product reviews (ingested review corpus and Voice-of-Customer), and Moderation queue (flagged conversations plus PDP Q&A drafts). |
Growth, merchandising, widget, and review tools
Typical access: Growth or widget capability as shown per route; owner and full-access store members have all capabilities
| Page | Path | Access | Purpose |
|---|---|---|---|
| A/B Tests | /ab-tests | Growth tools (A/B, playbooks, loyalty, content) | Evaluates supported opening-message A/B/C tests, prompt variants and widget-theme A/B outcomes. |
| Recommendations | /recommendations | Growth tools (A/B, playbooks, loyalty, content) | Reports recommendation performance and manages boosts, blocks, and bundle candidates. |
| Playbooks | /playbooks | Growth tools (A/B, playbooks, loyalty, content) | Manages supported procedures and automation recipes for merchant and agent workflows. |
| Agent Playbooks | /playbooks/agent | Growth tools (A/B, playbooks, loyalty, content) | Shows procedures specifically available to the AI agent during conversations. |
| Product-Finder Quizzes Growth | /quizzes | Growth tools (A/B, playbooks, loyalty, content) | Builds shareable guided-selling quizzes whose answers map to catalog filters, become zero-party shopper data, and feed segments and journeys. |
| Loyalty Growth | /loyalty | Growth tools (A/B, playbooks, loyalty, content) | Shows enrolled shoppers, points earned and redeemed, the reward catalog with how each reward is delivered and code-pool stock, redemption history, and earn-rate tiers. Signed-in shoppers redeem rewards in the chat widget or through the AI. |
| Redemption tiers Growth | /loyalty/redemption-tiers | Growth tools (A/B, playbooks, loyalty, content) | Defines points thresholds and the reward each is worth. Shoppers can redeem an active tier; Zubby deducts the points and opens a ticket for your team to send the reward. |
| Referrals Growth | /loyalty/referrals | Growth tools (A/B, playbooks, loyalty, content) | Saves referral program settings. Not active: no referral codes are generated, referred orders are not recorded, and no rewards are paid. |
| VIP tiers Growth | /loyalty/vip-tiers | Growth tools (A/B, playbooks, loyalty, content) | Defines spend-based standing graded on lifetime spend and order count, separate from points-based loyalty tiers, and shows how many shoppers hold each tier. |
| Affiliates | /affiliates | Growth tools (A/B, playbooks, loyalty, content) | Manages partners, tracked links, clicks, and attributed commerce outcomes. |
| Widget Designer Core designer is available; premium themes require Growth | /widget-designer | Widget designer | Configures widget appearance, launcher, copy, placement, behavior, audience, and preview. |
| Content Studio Growth | /content-studio | Growth tools (A/B, playbooks, loyalty, content) | Generates and stores merchant content drafts for review before supported publishing workflows. |
| Product Reviews (redirect) Growth | /product-reviews | Growth tools (A/B, playbooks, loyalty, content) | Legacy route kept only as a redirect: the ingested Yotpo, Judge.me, Stamped, and native review corpus is now the Product reviews tab of the Reviews hub; Loox and Okendo media are still handled separately as UGC. |
| Review Queue (redirect) | /review-queue | Growth tools (A/B, playbooks, loyalty, content) | Legacy route kept only as a redirect: the conversation moderation queue and the PDP Q&A approval cards are now the Moderation queue tab of the Reviews hub, with the same CSAT, sentiment, confidence, and escalation filters. |
| Rules & Voice | /rules | Growth tools (A/B, playbooks, loyalty, content) | Provides entry points and status for merchandising, objection, language, and policy controls. |
| Rule effectiveness | /rules/effectiveness | Growth tools (A/B, playbooks, loyalty, content) | Reports eligible rule exposure and available outcome signals. |
| Merchandising rules | /rules/merchandising | Growth tools (A/B, playbooks, loyalty, content) | Creates product boosts, buries, blocks, or pins under merchant control. |
| Objection rules | /rules/objections | Growth tools (A/B, playbooks, loyalty, content) | Stores approved responses and escalation behavior for recurring shopper objections. |
Settings, integrations, and store operations
Typical access: Settings, integrations, billing, or team capability as shown per route; profile and support are available to all store members
| Page | Path | Access | Purpose |
|---|---|---|---|
| Settings | /settings | Store settings & security | Shows store health and links to store-specific behavior, brand, team, billing, security, and integration settings. |
| AI Setup | /settings/ai | Store settings & security | Configures supported agent behavior, model-facing controls, guided selling, handoff options, order actions, the attribution holdout, and the margin guard for AI discounts. |
| AI Budget | /settings/ai-budget | Store settings & security | Shows model usage and configured budget or cost controls. |
| AI Shopping Feeds Pro | /settings/agentic-feeds | Store settings & security | Publishes the active catalog as a Google Merchant Center RSS feed and an OpenAI product feed file for AI shopping surfaces, with build and fetch stats. |
| API Keys Pro | /settings/api-keys | Integrations & webhooks | Creates and revokes store-scoped public API credentials. |
| Billing settings | /settings/billing | Billing & plan | Shows plan, trial or subscription state, usage, packs, invoices, and supported billing actions. |
| Brand Voice | /settings/brand-voice | Store settings & security | Configures tone, reading level, examples, forbidden language, and channel guidance. |
| Canned Replies | /settings/canned | Store settings & security | Manages reusable, optionally localized shortcuts for human support replies. |
| Custom Tools Pro | /settings/custom-tools | Store settings & security | Defines merchant HTTP tools the agent may call with server-side request validation and network safeguards. |
| Shipping zones | /settings/shipping | Store settings & security | Lists the delivery zones and rates the assistant may quote, marking which arrived from your platform and which you added by hand. |
| Metafield access | /settings/metafields | Store settings & security | Controls which synced platform metafield namespaces and keys the AI is allowed to read when answering shoppers, and lists the namespaces found on your catalog. |
| Legal | /settings/legal | Store settings & security | Surfaces store legal and compliance document configuration and downloads. |
| Loyalty settings Growth | /settings/loyalty | Store settings & security | Creates rewards, sets how each reward is delivered when redeemed (code pool, shared code, WooCommerce auto-generated coupon, or sent by your team), uploads code pools, and edits earn-rate tiers. |
| Notification settings | /settings/notifications | Store settings & security | Configures supported merchant notification preferences. |
| Security settings | /settings/security | All store members | Shows store account-protection and credential controls. |
| SLA targets | /settings/sla | Store settings & security | Sets internal first-response and resolution targets that give each new support ticket a due time, counted in round-the-clock minutes. |
| Help & Diagnostics | /settings/support | All store members | Reports live workspace health for the merchant team: team size, failed sync jobs, active campaigns, unread operator signals, widget flow coverage, and the recommended next support move. |
| Team settings | /settings/team | Team management | Invites, revokes, and assigns store membership roles and capability overrides. |
| Billing | /billing | Billing & plan | Provides the store billing workspace for plan, usage, packs, subscription, invoice, and provider state. |
| Integrations | /integrations | Integrations & webhooks | Lists store commerce, messaging, email, review, and other supported connectors with status. |
| Integration detail Varies; messaging channels require Pro, Zendesk and Gorgias require Growth | /integrations/:connectorSlug | Integrations & webhooks | Configures one connector and shows provider-specific instructions and state; Zendesk and Gorgias also show the webhook URL and setup steps for two-way ticket sync. |
| Commerce connector setup | /connect/:platform | All store members | Explains Shopify or WooCommerce connection steps and shows live store and sync state. |
| Email integration | /integrations/email | Integrations & webhooks | Connects Microsoft 365, Google Workspace, or SMTP for supported merchant email sends. |
| Meta Page selection Pro multi-channel entitlement | /integrations/meta-connect | Integrations & webhooks | Selects the Facebook Page whose Messenger, comments, and linked Instagram account should connect after Meta authorization. |
| WhatsApp Business signup Pro multi-channel entitlement and Meta onboarding approval | /integrations/whatsapp-signup | Integrations & webhooks | Runs Meta's business-account and phone-number signup when onboarding is enabled for the workspace. |
| Outbound webhooks Pro | /integrations/webhooks | Integrations & webhooks | Creates best-effort outbound subscriptions for supported events; generic JSON and automation destinations use signed payloads, while Slack has a destination-specific format. |
| Team | /team | Team management | Provides a store-level shortcut to team membership management. |
| Store Details | /store-details | Store settings & security | Shows read-only connection, usage, sync, and recent job health for the selected store. |
| Activity notifications (redirect) | /notifications | Store settings & security | Legacy route kept only as a redirect: the derived workspace activity feed, with its unread, failed-sync, and billing summaries and client-side filtering, is now the Workspace activity tab of the notifications inbox. |
| Notifications | /notifications-inbox | Store settings & security | The canonical notification surface the shell bell links to: an Alerts tab of persisted escalations, leads, sync issues, and billing events with per-item and mark-all-read actions, plus a Workspace activity tab carrying the derived audit, sync, revenue, knowledge, and handoff feed. |
| Restricted audit records | /audit-log | Store settings & security | Detailed operational audit records and exports are restricted to authorized Zubby platform administrators; this route is unavailable to customer accounts. |
| Security | /security | Store settings & security | Summarizes store security posture and available account or credential controls. |
| Profile | /profile | All store members | Manages the signed-in user's account profile and personal preferences. |
| Store support (redirect) | /support | All store members | Legacy route kept only as a redirect: the merchant self-help and diagnostics view moved under Settings so its name no longer collides with the customer-support inbox. |
Merchant setup outside this route count
/app/stores/add- starts a new store connection where the account and plan permit it./app/stores/:storeId/rollout- manages a staged storefront rollout./onboardingand connector callbacks - complete account and platform authorization before normal dashboard work.
Operating boundaries
- Store ID is the tenant boundary. Confirm it before changing credentials, rules, content, access, or billing.
- Background work is asynchronous. A submitted sync, indexing, recovery, journey, deletion, or enrichment action is not complete until its merchant-visible status finishes.
- Connected does not prove delivery. Verify one controlled external result before relying on a channel or integration.
- AI output needs review. Retrieval, rules, citations, and tools reduce risk; they do not guarantee correctness.
- Attribution is directional. Read the attribution methodology before making lift claims.