A tour of the dashboard
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Updated: Mar 5, 2026
What each module in the sidebar does and where to find things.
Quick answer
The left sidebar is the map of the platform: Home for your daily overview, Chat inbox for conversations, Contacts for your audience, Campaigns for broadcasts, and Settings for everything administrative.
Every module below is one click away in the sidebar. Titles link to the guide for that area.
| Module | What it is for |
|---|---|
| Home | Your daily overview: conversation volume, wallet balance, campaign status and shortcuts. |
| Chat inbox | The shared team inbox for every WhatsApp conversation. Start with Navigate the inbox. |
| Contacts | Your audience: import, filter, tag and manage consent. Start with Import contacts from a CSV. |
| Campaigns | Broadcast template messages to segments and read results. Start with Send your first broadcast. |
| Flows | In-chat forms for bookings, lead capture and surveys. Start with What are WhatsApp Flows? |
| Bot | The AI assistant that answers customers and hands off to your team. Start with Set up the AI bot. |
| Commerce | Product catalog, orders and payment links. Start with Set up your product catalog. |
| Conversation assets | Reusable building blocks: message templates, quick messages and tags. Media and QR codes have their own libraries. See Conversation assets. |
| Settings | Organisation, users, wallet, billing, security, API keys and integrations. |
The top bar
- Search finds contacts and conversations from anywhere.
- The bell shows notifications: assignments, low balance, template approvals. Tune these in Notification preferences.
- Your avatar opens the profile menu: presence, switch organisation, log out.
Tip The sidebar collapses to icons with the control at its foot. Useful on smaller screens, and everything stays one click away.
Still stuck?
Raise a ticket or chat on WhatsApp. We typically reply within 24 hours.