Demo workspace dashboard and navigation

Purpose

Find your way around a demo workspace: the dashboard, the sidebar navigation, and the workspace switcher for moving between demo workspaces or creating a new one.

Prerequisites

A signed-in portal account with at least one demo workspace (see “Creating a demo workspace”).

Steps

Step 1

demo-workspace-dashboard, step-01

Action: Open your demo workspace. Its address is https://portal.getringle.com/demos/ followed by the workspace id. You land here automatically after creating the workspace.

What you should see: The dashboard shows the workspace name with a sector chip under it. A “Workspace ready” card invites you to try a real conversation, with Start chat and Start voice buttons. Two stat cards show Members and Chat Sessions. A second pair of Start Chat and Start Voice shortcuts sits below.

Step 2

demo-workspace-dashboard, step-01

Action: Look over the sidebar on the left.

What you should see: Below the Ringle logo and the workspace switcher, the sidebar lists Dashboard, Chat, Voice, Blueprints, Experiments, Helpdesk, Analytics, Settings, and Sharing. A dark mode toggle sits at the bottom. Sharing only appears if your role in the workspace allows managing it.

Step 3

demo-workspace-dashboard, step-02

Action: Click the workspace switcher. It is the dropdown directly under the Ringle logo showing the current workspace name.

What you should see: The dropdown lists your demo workspaces with the current one highlighted. At the bottom is a “Create New Demo” entry with a plus icon. Picking another workspace takes you straight to its dashboard. Create New Demo opens the onboarding form only for guest sessions; on a signed-in account that already has a workspace it currently returns you to your dashboard instead.

Step 4

demo-workspace-dashboard, step-03

Action: Use the sidebar to move around the workspace. For example, click Analytics.

What you should see: The Analytics page opens at the workspace address plus /analytics. It has date, outcome, channel, and language filters over a Session History table. The table fills in as you run chat and voice conversations. In a fresh workspace it reads “No sessions found”.

Troubleshooting

The dashboard shows a “Setting up demo data” message right after creation: demo orders and subscriptions are still seeding. It clears on its own within a few seconds.
Chat Sessions stays at 0 after chatting: the counter tracks completed sessions and can lag a little. Revisit the dashboard after ending the conversation.
The Sharing item is missing from the sidebar: it is only shown to workspace owners and managers.
The switcher does not list a workspace you created elsewhere: the list refreshes on page load. Reload the portal tab and check again.

Notes

Route: /demos/:id (dashboard); sidebar items map to /demos/:id/chat, /voice, /blueprints, /experiments, /helpdesk, /analytics, /settings, /sharing.
Source components: pages/demo-workspace/DemoWorkspaceDashboard.jsx (dashboard) and components/demo-workspace/DemoWorkspaceLayout.jsx (sidebar, workspace switcher, and page frame) in the portal app.
The switcher’s Create New Demo entry navigates to /demos/new. Signed-in accounts that already have a workspace are redirected away from that route, so the entry is only useful for guest sessions.
If a workspace has never finished onboarding (no sector saved), opening it redirects to its Settings page so you can complete the setup.