What is the merchant dashboard?
The place your staff actually works. Open Simple Chat in Shopify Admin and you're in it: the inbox, the conversation views, and the controls for what the AI is allowed to do. Day-to-day support runs here, reading conversations, reviewing what the AI did, stepping in when needed, and tuning how automation behaves.
Chat and email share a single inbox, so staff don't jump between tools to see the full customer story. Conversations are grouped into workflow sections (active work, monitoring, closed threads, spam, and other states your team needs to review), and each thread shows customer and order context alongside the message history, so replies are informed rather than generic.
What staff do here
- Read full AI and human threads, including what the customer actually sees versus internal-only notes.
- Search past messages and customers when a return, VIP issue, or repeat question needs history.
- Take over a thread instantly by sending a customer-visible reply.
- Pin important customers or conversations so priority work stays at the top of the queue.
- Manage tickets and follow ongoing issues without losing track of who owns what.
- Review AI close recommendations and validate or reject resolutions before they're treated as final.
Those controls answer the practical questions: is the AI resolving the right issues, where do we still need people, and what did we promise this customer?
Automation you can actually see
The dashboard exposes automation instead of hiding it. You can tell when the AI is actively handling a conversation versus monitoring and following up automatically. Tool usage, such as order lookups, appears in context so you understand why the AI answered the way it did. Unread indicators on sections show where attention is needed without scanning every thread.
The same workspace is where you shape behavior: support workflows, AI involvement, and the guardrails that keep automation aligned with your policies. Support leads get oversight across channels and agents; agents get customer, order, and message context before replying; operators can track whether AI resolution is improving and where staff intervention still happens. Your team's daily support work should live here, not only in the customer-facing chat widget.
Changelog releases
This topic appears in the following release notes:
- Clearer agent status and order selection
- Open Status and Clearer Agent Tasks
- Slack conversations across multiple workspaces
- Clearer staff queues and system notes
- Awaiting-staff tickets selected first
- Tickets and Shopify FAQ publishing
- Top-bar notification log and a new Gemini plan
- Spellcheck, order pages, and shared tickets
- Live tracking and daily AI learning
- Clearer AI costs and smarter support
- Faster social replies and better store search
- More consistent left sidebar
- More reliable staff and conversation data
- Smoother setup and mobile messaging
- Faster Inbox and ShipHero Upgrades
- Customer history and a more reliable dashboard
- Rename inbox conversations
- Click images when previews fail
- Inbox polish and conversation reliability
- Chargeback drafts and safer order tools
- Help center access and smarter back-in-stock handling
- Declined mis-shipment reviews now show for staff
- Slack images, email threading, and Help center updates
- Steadier dashboard, cleaner staff handoffs, and in-app consulting
- Cart sync, inbox, and dashboard reliability
- Dashboard chats, day summaries, smarter setup and replacements
- Safer checkout chat and Slack notes in conversations
- Chargeback tracking and a more reliable cart
- Merchant chat and lasting customer memory
- AI-close review queue and dashboard improvements
- Faster dashboard, replacement handoff, and revenue report
- Redesigned sidebar, back-in-stock alerts, and undo send
- Issue reporting, email forwarding, and address confirmation
- Cart edits, follow-up schedules, and staff tools
- Faster Team Chat and Smarter AI
- Better Messaging, Email Handling, and Ticket Visibility
- Billing and conversation improvements
- Faster order context, links, and filtering
- Faster, More Accessible Chat Experience
- More Reliable Billing and Messaging
- Faster support workflows and richer messages
- Better FAQ Editing and Faster Ticket Views
- Cleaner customer records and more reliable conversations
- Reliability and Data Accuracy Updates
- More accurate reporting and smoother chat sessions
- Smarter ticket workflows, smoother chat experience
- Cleaner Dashboard and Ticket Improvements
- Smoother Conversations and Better Stability
- Smoother chats and clearer settings
- Better Ticket Handling and Connection Reliability