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Merchant Dashboard

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Overview

The ORBEXA merchant dashboard is the central hub for managing your AI commerce presence. From a single interface, merchants can monitor key performance indicators, manage product catalogs, configure platform integrations, track data quality, and control protocol endpoints. The dashboard is designed around progressive onboarding: new merchants see a guided setup flow, while experienced users can navigate directly to advanced features.

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Dashboard Home

Upon logging in, merchants are presented with the Home view, which surfaces the most important metrics at a glance.

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KPI Cards

Four primary metric cards appear at the top of the dashboard:

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Order Trend Chart

A seven-day order trend chart displays daily order volumes as a line graph. This helps merchants quickly identify spikes, dips, or seasonal patterns without navigating to the full Orders section.

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Platform Distribution

A donut chart shows the breakdown of products by source platform. Merchants with multiple connected stores can immediately see which platform contributes the most inventory.

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Quick Actions

Four quick-action buttons provide one-click access to the most common tasks:

• Connect Platform — Begin the integration wizard for a new commerce platform
• Import Products — Upload a CSV file or trigger a manual sync
• Data Cleaning — Launch the data quality refinery for manual review
• Domain Config — Navigate to custom domain setup

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Setup Progress

New merchants see a four-step onboarding tracker that guides them through initial configuration:

1. Create Account — Registration and email verification
2. Connect Store — Link at least one commerce platform
3. Configure Domain — Set up a custom domain for protocol endpoints
4. Verify Protocol — Confirm that UCP, ACP, and MCP endpoints are reachable

Once all four steps are complete, the tracker collapses and is replaced by the standard dashboard view.

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Protocol Endpoint Status

Three status indicators show the current health of your protocol endpoints:

• UCP — Universal Commerce Protocol discovery and product feeds
• ACP — Agentic Commerce Protocol JSON-RPC and REST endpoints
• MCP — Model Context Protocol tool server

Each indicator displays one of three states: Online (green dot), Degraded (amber dot), or Offline (red dot). Clicking an indicator navigates to the corresponding configuration page.

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Recent Activity Timeline

A chronological feed of the latest events across your account, including:

• Sync completions and failures
• New orders received
• Integration status changes
• Domain verification updates
• Team member actions

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Products Management

The Products section provides a full-featured catalog management interface.

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Search and Filtering

• Text search across product titles, descriptions, and SKUs
• Filters by platform source, category, price range, stock status, and data quality grade
• Pagination with configurable page sizes (25, 50, 100 items)

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Bulk Operations

Select multiple products to perform batch actions:

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Product Import

Two import methods are supported:

• CSV Upload — Upload a CSV file with columns for title, description, price, currency, inventory, image URL, and category. The system validates each row before importing.
• Manual Creation — A form-based interface for adding individual products with all supported fields.

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Orders Management

The Orders section provides visibility into all orders flowing through your protocol endpoints.

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Search and Filtering

• Order ID search — Locate a specific order by its unique identifier
• Customer search — Find orders by customer name or email
• Status filter — Filter by Pending, Confirmed, Shipped, Delivered, Cancelled, or Refunded

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Order Actions

• Cancel — Cancel an order that has not yet been shipped (triggers a cancellation event to the originating platform)
• Refund — Initiate a full or partial refund with an optional reason code
• Export — Download order data as CSV for accounting or reporting purposes

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Integrations

The Integrations section manages connections to external commerce platforms.

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Supported Platforms

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Connection Management

Each integration card displays:

• Connection status — Connected, Disconnected, or Error
• Last sync time — When data was last successfully synchronized
• Product count — Number of products imported from this source
• Manual sync trigger — A button to force an immediate synchronization outside the scheduled interval

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Sync Logs

Every integration maintains a detailed sync log. Each entry records:

• Timestamp of the sync attempt
• Number of products created, updated, and deleted
• Any errors encountered with specific product identifiers
• Duration of the sync operation

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Data Quality

ORBEXA continuously evaluates the completeness and accuracy of your product data.

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Overall Quality Score

A single percentage score summarizes the health of your catalog. The score is computed from field-level completeness, format validity, and cross-field consistency checks.

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Field-Level Analysis

A breakdown table shows completeness for each product field:

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Quality Grades

Products are graded on a five-tier scale:

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Refinery Dashboard

The Refinery is a human-in-the-loop review interface for resolving data quality issues that cannot be fixed automatically. Items are queued for manual review when:

• Automated cleaning produces low-confidence results
• Field values conflict between multiple sources
• Category mappings are ambiguous

Reviewers can approve, edit, or reject each suggested correction.

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Anomaly Detection

The system flags unusual patterns for investigation:

• Price spikes — Products with prices that deviate significantly from historical averages or category norms
• Missing fields — Sudden drops in field completeness after a sync (may indicate platform configuration changes)
• Duplicates — Products that share identical titles, SKUs, or image URLs across different sources

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Sync Management

Fine-grained control over how and when data is synchronized between platforms and ORBEXA.

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Sync Interval

Configure the automatic sync frequency per integration:

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Sync Mode

• Incremental — Only fetch products that have changed since the last sync (faster, lower resource usage)
• Full — Re-fetch the entire catalog (useful after configuration changes or suspected data drift)

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Sync History

A paginated log of all sync operations with columns for:

• Start and end timestamps
• Mode (incremental or full)
• Products created, updated, deleted, and errored
• Overall status (Success, Partial, or Failed)

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Forward Logs

For integrations with order forwarding enabled, a separate log tracks each order forwarded back to the originating platform, including HTTP status codes and response details.

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Domain Management

Custom domains allow merchants to serve protocol endpoints from their own branded URLs.

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Adding a Domain

1. Enter your desired domain (e.g., commerce.yourbrand.com)
2. The system generates a CNAME record value
3. Add the CNAME record at your DNS provider
4. ORBEXA periodically checks for DNS propagation

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DNS Verification Status

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Provider-Specific Guides

Step-by-step instructions are available for popular DNS providers:

• Cloudflare — Navigate to DNS settings, add a CNAME record with proxy disabled (DNS Only mode)
• GoDaddy — Access the DNS Management panel, add a CNAME with the provided target
• Namecheap — Use the Advanced DNS tab to create a CNAME record
• AWS Route 53 — Create a new record set of type CNAME in the appropriate hosted zone

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Team and Permissions

Collaborate with team members while maintaining appropriate access controls.

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Inviting Members

Send email invitations to colleagues. Each invitation includes a role assignment that determines what the new member can access.

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Roles

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Granular Permissions

Beyond roles, permissions can be fine-tuned per functional area:

• Products — Create, edit, delete, import products
• Orders — View, cancel, refund orders
• Integrations — Connect, disconnect, configure platform integrations
• Settings — Modify account settings, API keys, and webhooks
• Reports — Access data quality reports and analytics

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Settings

The Settings section contains account-level configuration options.

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Account Information

• Display name — The merchant name shown in protocol responses
• Email — Primary contact email for notifications
• Timezone — Used for scheduling sync operations and displaying timestamps
• Currency — Default currency for products without an explicit currency code

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Protocol Endpoints

Configure the base URLs and behavior of your three protocol endpoints:

• UCP Endpoint — Discovery document URL and product feed settings
• ACP Endpoint — JSON-RPC and REST endpoint configuration
• MCP Endpoint — Tool server URL and capability declarations

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API Key Management

• Generate — Create a new API key with an optional label and expiration date
• Revoke — Immediately invalidate an existing key (cannot be undone)
• Copy — Copy a key to the clipboard for use in external integrations

Active API keys are displayed with their creation date, last used date, and label. Revoked keys are retained in the history for audit purposes.

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Webhook Configuration

Register webhook endpoints to receive real-time notifications for events such as:

• New orders created
• Sync completions and failures
• Data quality alerts
• Domain verification status changes

Each webhook can be configured with a secret key for HMAC signature verification, ensuring that your receiving endpoint can validate the authenticity of incoming requests.

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Security

• Two-Factor Authentication (2FA) — Enable TOTP-based two-factor authentication for additional login security
• Password Management — Change your account password with current-password verification
• Active Sessions — View and revoke active login sessions across devices

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Notifications

The notification system keeps merchants informed of important events without requiring constant dashboard monitoring.

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Categories

Notifications are organized into the following categories:

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Read/Unread Tracking

Each notification has a read/unread state. Unread notifications display a badge count in the navigation bar, providing a persistent visual indicator of items requiring attention. Notifications can be marked as read individually or in bulk, and can be filtered by category for focused review.

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Next chapter: Troubleshooting Guide — Common errors, webhook debugging, sync failures, and domain verification