Dashboard overview

The dashboard is where you configure and inspect Ogma. Day-to-day support still happens in Discord.

Sign in at ogma.gg with the Discord account that has Manage Server on the target server.

Server navigation

Use the server switcher to move between servers you manage. Each server has its own tickets, knowledge, tips, settings, agentic tools, billing, and team.

Pages at a glance

Page	Primary purpose	Common tasks
Overview	Setup checklist and health	See deployment status, bot permissions, knowledge sync issues
Tickets	Review history	Open transcripts, search past issues, check CSAT
Staff queue	Triage open tickets	Claim, filter escalated/unclaimed, jump to ticket detail
Discord commands	Command reference	Search slash commands available to your account
Knowledge	Curate what Ogma searches	Upload docs, paste text, add/sync URLs, test in Playground
Agentic tools	Give Ogma live data access	Create webhook-backed lookups (orders, accounts, status). See Agentic tools — SDK and demo in ogma-open.
Tips	Curate learned answers	Edit, merge, import, or batch-learn from transcripts
Background jobs	Track long-running work	Monitor tip backfill and URL sync progress
Insights	Understand performance	Deflection, CSAT trends, knowledge gaps, ticket-type breakdown
Settings	Control behavior	Staff roles, ticket types, AI model version, business hours, support ops
Billing	Plan and usage	View usage, overage estimates, upgrade, manage subscription
Data & retention	Compliance and lifecycle	Transcript retention, exports, audit log
Team	Dashboard access	Invite teammates, roles, category permissions

Setup checklist and health

The Overview page shows a setup checklist and live health summary:

Checklist item	What it means
Bot permissions	Ogma has Manage Channels and related permissions
Staff roles configured	At least one staff role selected in Settings
Knowledge base started	At least one indexed source
Discord channels linked	/ogma autoconfig or setup/link has run successfully
First ticket received	At least one ticket has been opened

Server health reports deployment status (Ready / Partial / Pending), missing Discord channels, bot permission gaps, and knowledge sync problems. A Ticket activity chart shows tickets opened and closed over the last 14 days.

Use the checklist action links to jump directly to the page that fixes each gap.

If setup is incomplete, the Overview page redirects to the setup wizard — a guided flow for connecting Discord channels, choosing staff roles, and configuring ticket types (including custom types). You can reopen it anytime from the continue banner or from Settings → Channels.

How it fits together

• Discord is the support surface. Users open tickets, talk, and get help there.
• The dashboard is the control surface. You upload docs, tune settings, review what happened, and connect tools.
• Autoconfig bridges the two. After you change ticket types or staff roles, run /ogma autoconfig once in Discord to create or update channels and the ticket panel.

Quick start from the dashboard

1. Go to Settings and define staff roles and at least one ticket type.
2. Run /ogma autoconfig in Discord.
3. Go to Knowledge, add a few key docs, and test questions in Playground.
4. Use Insights after some real tickets to see what to add next.
5. On Plus or Enterprise, explore Support ops for assignment, SLAs, and macros.

See Setup for the full flow.

Related

• Support ops — Plus/Enterprise routing, SLAs, webhooks
• Discord commands — slash command reference (also searchable in the dashboard)