Dashboard guide
A tour of every area of the panel.
This guide is for the people who work in the panel day to day: owners, admins and agents.
Getting set up
- Create your workspace and invite teammates under Team.
- Connect a WhatsApp number under Numbers using the Meta embedded signup. Each plan limits how many numbers you can connect.
- Import contacts (next section) and create templates so you can start conversations.
Inbox
The shared inbox shows every conversation with a customer. Assign conversations to agents, add labels, leave internal notes that the customer never sees, and use quick replies — type a shortcut like /hours to insert saved text.
- 24-hour window: you can reply freely for 24 hours after the customer’s last message. After that the composer switches to templates only.
- Assignment: conversations can be assigned manually or automatically by your assignment rules.
- Notifications: enable push notifications to hear about new messages on your phone or desktop; install the phone app from your browser for the best experience.
Contacts
- Add one at a time or import a CSV (up to 10 MB / 20,000 rows). Use the preview to catch errors before importing and tick update existing to merge duplicates by phone number.
- Organise with groups, tags, labels and sources. Filter and bulk-edit or delete from the list.
- Consent: record opt-in when you import. Opted-out contacts are skipped by campaigns.
- Export any filtered view to CSV.
Templates
WhatsApp requires an approved template to start a conversation or message someone outside the 24-hour window. Create a template (category, language, body, buttons, variables like {{1}}), submit it, and wait for Meta’s review — usually minutes. Only APPROVED templates can be sent.
Campaigns
Send a template to a group of contacts now or at a scheduled time. Pick the audience (groups, tags or filters), fill the variables, review the cost estimate and launch. Progress — sent, delivered, read, failed — updates live, and you’ll be notified when it completes. Large audiences are sent at a safe pace automatically.
Automation
- Quick replies for fast canned responses.
- Chatbot flows reply to keywords, ask questions, collect answers, hand off to an agent or call an external URL.
- Auto-assignment distributes new conversations among agents.
- AI assistant (optional add-on, billed in credits) answers customers inside your flows and hands over to your team when it cannot help.
Team & roles
Invite members by e-mail and give each a role: owner, admin, agent or a custom role with exactly the permissions you choose. Only the owner can delete the workspace. Turn on two-factor authentication under Profile — strongly recommended for admins.
Reports & audit log
Reports show message volumes, delivery rates, response times and agent activity. The audit log records who changed what — keys, webhooks, roles, members — for compliance and troubleshooting.
Developers
- API Keys — create, scope, restrict and revoke keys. See Authentication.
- Webhooks — add endpoints, send a test ping, inspect deliveries. See Webhooks.
- API Docs — an interactive explorer inside the dashboard to try requests with your own key.
Plans & billing
Your plan sets the number of WhatsApp numbers, agents, contacts, monthly messages, API rate limit and message retention. View usage and upgrade under Billing.
Need help?
Open a ticket from the Support page. Include the message ID, the time and, for API issues, the request and response (never your full API key).