The Dashboard is your central hub for managing everything in Chameleon. This is where you configure and publish Experiences, manage your audiences, review performance, and control account settings.
👉 Access the Dashboard at app.chameleon.io. You'll need a company account to log in.
What's in the Dashboard?
The Dashboard is organized into sections accessible from the left-side navigation:
Section | What you do here |
Homepage | See your account's overall activity — Top-performing Experiences, your recently edited or viewed Experiences, and teammate activity. Read more about The Chameleon Homepage. |
Copilot | Use Chameleon's AI agent to build campaigns, analyze performance, and troubleshoot Experiences. See Copilot. |
Get Started | Your onboarding page: launch Copilot to build your first campaign, set a default Theme, and track setup steps. |
Experiences | Create and manage Tours, Tooltips, Embeddables, Microsurveys, Launchers, Automations, HelpBar, and Interactive Demos. Each type has its own page with status labels, filters, and performance data. |
Segments | Build custom audiences using user properties, events, and company data to target Experiences precisely. |
Styling | Set Themes and Templates so every Experience you build matches your brand automatically. |
Users | See your identified users, companies, and create Segments for targeting. |
Governance | Access Ranger, Manage Environments (staging vs. production domains), Rate Limits, and more controls. |
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Data | Review users, companies, and events Chameleon is receiving from your installation. Useful for verifying your data setup and debugging targeting issues. |
At the bottom, you'll find your account options:
Section | What you do here |
Installation | See all the installation methods, set up Chameleon, verify your installation, or troubleshoot potential issues. |
Data Management | Review users, companies, and events Chameleon is receiving. Send data via CSV, review, and manage Tags or Localization. |
Integrations | Connect your analytics tools, CRMs, and other platforms to send and receive Chameleon data. |
AI Customization | Add more context, adjust the tone of voice, and add clear instructions that Copilot will follow. Learn more about AI Customization in Chameleon. |
Account | Manage your team, billing, workspace, and account configuration. |
What do you configure in the Dashboard vs. the Builder?
The Dashboard and Builder handle different parts of building an Experience. As a rule, on-page configurations or step settings happen in the Builder; targeting, publishing, and performance happen in the Dashboard. Here's a breakdown of the steps you'll do in the Dashboard vs the Builder:
Dashboard | Builder |
Create new Experiences | Configure Steps — position on the page, content, button actions, media |
Set audience targeting (Segments) | Set Element and URL display Rules |
Configure Goals and Rate Limits | Set Triggers (click, hover, delay) |
Publish or schedule an Experience | Preview how an Experience looks to users |
Review analytics and A/B test results | Adjust and Preview A/B Variants or Localized Experiences in multiple languages. |
Set Environments (staging/production) | Adjust styling (Themes or Templates) |
ℹ Copilot can configure most of these settings for you automatically via Dashboard conversations. See "How do I build my first Experience with Copilot?" (this article) to learn how.
How do I navigate between Experiences?
From any Experience page (e.g., Tours, Microsurveys), you can filter by status, tag, or Environment to find what you need. Status labels show whether an Experience is live, drafted, paused, or has unpublished edits waiting to be applied.
To navigate to specific Experiences, use CMD+K (Mac) or CTRL+K (Windows) to open the HelpBar from anywhere in the Dashboard and jump directly to any Experience, Segment, or settings page.
You can also access HelpBar in the Builder via the "Jump to" option and open a different Experience or navigate to the Dashboard.
👉 For a full guide to finding and organizing Experiences, see Review and find Experiences in the Dashboard.