Welcome to the APT.AI Dashboard Interface Help page. This guide provides an overview of the dashboard's features and how to navigate them.

The dashboard is organized into several key areas:

  • Sidebar: Located on the left, the sidebar provides access to all major sections of the application. Click on an item to navigate to that page. It includes links to Dashboard, Payments (On-Demand, Invoice, Payment Link, Subscription), Management (Transactions, Customers, Subscriptions), Reports (Business Insights, Channels, Disputes, Errors, Refunds, Revenue, Risk), AI Assistant, Resources (Documentation, Error Codes, Interface Help), and Account settings.
  • Header: At the top of each page, the header displays the current page title, a search bar (for quick access), notifications, user profile options, help & support links, and a theme toggle (light/dark mode).
  • Main Content Area: This is where the primary content for each page is displayed.
  • Footer: Contains copyright information and potentially other useful links.

The application uses HTMX for smooth page transitions within the main content area, providing a faster, app-like experience without full page reloads for many actions.

The Payments section allows you to manage various payment-related tasks:

  • On-Demand Payments: Process immediate one-time payments using a mock payment form. (payments/on-demand.html)
  • Payment Invoices: Create and manage invoices. Includes a "Create New Invoice" button that opens a modal and a table displaying mock invoices. (payments/payment-invoice.html)
  • Payment Links: Generate and share payment links. Features a "Create New Payment Link" button and a table of mock links. (payments/payment-link.html)
  • Subscriptions: Manage subscription plans and active subscriptions. Includes mock plan cards, a table of active subscriptions, and a "Create New Plan" button that opens a modal. (payments/subscription.html)

Modals for creating new invoices, payment links, and subscription plans are used to streamline these processes.

The Management section helps you oversee your customers and their activities:

  • Transactions: View a detailed log of all transactions. Includes filtering, sorting, and search capabilities. Each transaction can be clicked to view more details. (management/transactions.html)
  • Customers: Manage your customer database. View customer details, transaction history, and manage profiles. (management/customers.html)
  • Subscriptions: View and manage all active and past subscriptions. (management/subscription-details.html, management/subscriptions.html)

The Reports section provides insights into your business performance through various mock data visualizations and tables:

  • Business Insights: A general overview dashboard with key performance indicators. (reports/business-insights.html)
  • Channels Report: (reports/report-channels.html) Displays data related to different payment channels. Includes filters, summary metrics, a doughnut chart for channel distribution, and a detailed table with mock data and sorting.
  • Disputes Report: (reports/report-disputes.html) Tracks payment disputes. Features filters, summary metrics, pie and doughnut charts for dispute reasons and status, and a detailed table with mock data and sorting. Chart containers have fixed heights to prevent layout shifts.
  • Errors Report: (reports/report-errors.html) Logs system and transaction errors. Includes filters (Type, Severity, Date), summary metrics, line and doughnut charts for error trends and types, and a detailed error log table with mock data, badges for severity, and sorting.
  • Refunds Report: (reports/report-refunds.html) Tracks processed refunds. Enhanced with filters (Reason, Status, Date), summary metrics, doughnut and line charts for refund reasons and trends, a detailed table with mock data, status badges, action buttons, and sorting.
  • Revenue Report: (reports/report-revenue.html) Provides an overview of generated revenue. Features filters (Product/Service, Payment Channel, Date), key metrics (Total Revenue, Avg. Transaction Value, Growth), line, bar, and pie charts for revenue trends and breakdowns, and a detailed table with mock data, HTMX-enabled links, action buttons, and sorting.
  • Risk & Fraud Report: (reports/report-risk.html) Monitors transaction risk and fraudulent patterns. Includes filters (Risk Level, Rule Triggered, Date), key risk metrics, bar, line, and doughnut charts for risk score distribution, fraud trends, and top triggered rules, and a detailed risk events table with mock data, badges, HTMX-enabled links, and action buttons.

All report pages generally include action buttons like "Refresh Data" and "Export Report," along with a "Last updated" timestamp in the footer of the card.

  • AI Assistant: (ai-assistant.html) An interactive chat interface to get help with API integration, coding questions, and support queries. Responses are formatted for readability, including code blocks and lists.
  • Chat History: (ai-chat-history.html) Allows you to review past conversations with the AI Assistant. This page integrates with a D1 database on the backend to store and retrieve chat logs.

Manage your user profile and application settings:

  • Profile: (account/profile.html) View and update your personal information.
  • API Keys: (account/api-keys.html) Manage your API credentials for programmatic access.
  • Manage Users: (account/manage-users.html) If you have administrative privileges, you can manage other users on the platform.
  • Settings: (account/settings.html) Configure various application-level settings.

If you need further assistance, you can access support options through the (Help & Support) icon in the header. The "Contact Support" option will open a modal with ways to get in touch with our support team.

If you navigate to a page that doesn't exist, you'll see a 404 error page (404.html). This page has been updated to have a full-width layout for better readability of the error message and options to navigate back to safety.

This help guide will be updated as new features are added to the dashboard. If you have specific questions not covered here, please use the AI Assistant or contact support.