Documentation / Dashboard
Overview

Tenant Dashboard

The dashboard gives a high-level summary of your tenant’s plan, usage, performance, and recent activity across messaging and campaigns.

Top Header & Shortcuts

  • Shows current subscription plan, renewal date, and tenant status.
  • Provides quick actions to open Inbox, manage contacts, create templates, manage users/departments, and open billing.

Tenant Snapshot

  • Highlights the latest campaign that ran and its time.
  • Shows WhatsApp account status and links to review billing and usage.

Analytics & Trends

  • Summarize key counts such as templates, contacts, total messages, API usage, team health, and campaigns.
  • Message and Chat Trends chart shows how chats change over time.
  • Campaign Timeline chart shows execution windows.

Operations & Usage

  • Department Load: Shows team coverage and current chats per department.
  • Usage Breakdown: Summarizes CRM messages, campaigns, API requests, webhooks, and chats.
  • Recent Assets: Lists the latest synced WhatsApp templates with approval statuses.

Inbox & Chatting

Manage all customer conversations effectively from one screen.

Steps to start a new chat

1

Open Inbox

Click Inbox in the left menu.

2

Initiate Chat

At the top of the chat list, click New Chat (appears next to Add Contacts, Groups).

3

Contact Details

In the popup, select account/channel, then enter phone number in full international format.

4

Send First Message

Choose a template or type your message, then click Send to initiate conversation.

Left Conversation List

  • List of recent chats with status, timestamps and search filters (Unread, Opened, Starred).
  • Action buttons above the list to manage contacts and start new chats quickly.

Middle Chat Area

  • Message history with exact timestamps for both customer and agent.
  • Composition box supporting templates, free text, media attachments, and links.

Right Contact Info Panel

  • Details tab: masked number, country, premium tags, last activity, block/assign actions.
  • Reminders tab: space to add and view contextual notes for future reference.

Contact Features

Store, organize, and manage all customer records, and take quick actions.

Main Contact List & Panel

  • Shows all saved contacts with name, phone, and timeline.
  • Includes fast search and advanced filtering.
  • Info Panel displays display name, masked phone number, country, and tags.
  • Quick actions: copy number, block, assign to user, manage groups.

Profile & Reminders

  • Editable display name field to personalize the contact.
  • Dedicated space to add reminders/notes related to follow-ups.
  • Helps agents remember context from previous interactions easily.
  • Seamless integration to open chats directly or map them to Groups.

Groups & Categories

Organize and segment your customer base for optimal targeting.

Customer Categories

Label contacts (VIP, Lead, Regular) and filter them in Inbox and Campaigns.

Creation:

  • Click Customer Category in left menu
  • Click Add / New Category
  • Enter Category Name and Description
  • Save and select it under contact details

Customer Groups

Bundle multiple contacts into named lists to target them together in campaigns.

Creation & Usage:

  • Create group from Customer Groups menu
  • Add contacts via the "Manage groups" option in contact panel
  • Use the selected group as the target audience in Campaigns

Messaging Templates

Structured, pre-approved WhatsApp formats for outreach and notifications.

Grouped by Purpose

Utility / Service

For transactional updates like confirmations, reminders, OTPs, tickets.

Marketing

For offers, campaigns, product promos, catalog broadcasts.

Authentication

For login codes and verification flows when supported.

Base & Promos

  • Base Template: Standard header/body/footer with optional buttons.
  • Catalog Templates: Linked to WhatsApp catalog.
  • Coupon Code: Highlight promo codes.
  • Limited-Time Offer: Time-bound urgency promotions.

Product & Carousel

  • Single Product: Focused on one item with CTAs.
  • Multi-Product: Showcase multiples in one message.
  • Product Carousel: Swipeable product cards.
  • Media Carousel: Rich visual storytelling cards.

Automation & Quick Assist

Streamline workflows and assist fast handling of repetitive queries.

Departments Routing

Used to route and organize chats by team (Sales, Support) so the right agents handle them.

  • Assign conversations and create automation rules.
  • E.g., "If message matches X, assign to Y department".
  • View analytics and performance per department.

Quick Assist

Define keywords and link them to ready-made replies to respond rapidly to common queries.

  • Add keywords like "price" or "location".
  • Configure suggested reply messages to bypass typing.
  • Search, filter, and export the list of replies.

Analytics

Understand performance across messaging, templates, and bulk campaigns.

Message Analytics

  • Shows sent/received trends over time.
  • Visualize peaks and track workloads by date.
  • Highly useful for staffing and planning.

Template Analytics

  • Performance tracking of executed WhatsApp templates.
  • Identify high-usage vs. low-usage templates.
  • Determine which formats to improve or retire.

Campaign Analytics

  • Review performance of broadcast events.
  • Monitor message output and engagement patterns.
  • Measure the exact impact of marketing campaigns.