Dashboard Overview

Overview

The Dashboard gives you a centralized view of your account activity, including wallet balance, campaign performance, channel metrics, conversation analytics, and team attendance. This document explains each section of the Dashboard and how to use it.

Accessing the Dashboard

1. Click the Dashboard icon in the left sidebar to view your account overview.

1. Click the Refresh button to sync and update the latest data counts displayed on the dashboard.

Wallet

The Wallet section shows your available balance and lets you fund your account.

1. View the total amount currently available in your wallet.

1. Click History to view your wallet transaction records.

1. Select a date range from the dropdown to filter wallet history data.

Adding Money to Your Wallet

1. Click Add Money to fund your wallet account.

1. Enter your desired top-up amount in the input field.

2. Click Authorize and Pay Securely to proceed with the payment.

Once the payment is completed, your wallet balance updates automatically.

Filtering Dashboard Data by Date

1. Click the Today dropdown to select your preferred date filter range.

2. Select Current Year to view dashboard metrics for the entire year, or choose another available range.

Business Impact Summary

This section shows the overall effectiveness and profitability of your campaigns.

• ROI (Return on Investment): Measures the overall effectiveness and profitability of your campaigns.

• Key Performance Metrics: Includes total conversations handled, messages delivered, overall read count, and average resolution time. These metrics help you monitor engagement and measure the effectiveness of your communication workflows.

Setup Progress

1. Click the down arrow to view Setup Progress and track the completion status of your configuration steps.

This section shows the status of all setup steps:

• Completed steps are marked in green.

• Pending or in-progress steps are highlighted in red until completed.

Revenue Breakdown

Review the revenue breakdown chart to see how revenue is distributed across:

• Campaigns

• Workflows

• CTWA

• Portal

Campaign Performance

Campaign performance can be reviewed using the following metrics:

• Messages sent

• Delivery status

• Read receipts

• Delivery failures

• Open rate percentage

• Integration percentage

Viewing Detailed Campaign Reports

1. Click View Detailed Report to access comprehensive campaign performance analytics.

2. This redirects you to the Campaign Overview tab, where you can view the Overall Campaign Analytics section displaying aggregated performance metrics.

Channel Performance

View channel performance using WhatsApp and Instagram channel metrics.

1. Click the Dashboard icon in the left sidebar to view the dashboard.

1. Click the dropdown arrow to expand Channel Performance details and metrics.

WhatsApp Channel

You can view detailed performance metrics in the WhatsApp channel card.

1. Click the account icon to access your profile and settings options.

WhatsApp Chat Widget

1. Click the WhatsApp chat widget icon.

1. Click Create WhatsApp Chat Widget to set up your chat integration.

WhatsApp Channel Link / QR Code

1. Click the link icon to generate a shareable WhatsApp channel link or QR code.

1. Click Create a Custom WhatsApp Link to generate a personalized WhatsApp URL or QR code.

WhatsApp Analytics

1. Click the analytics icon to view detailed WhatsApp channel performance metrics.

1. Review the Conversation Cost Data chart to analyze marketing, utility, authentication, and service expenses.

1. Review the Conversation Count Data chart to view detailed conversation analytics and performance metrics.

1. Select Current Month to filter conversation data for the current month.

1. Review the conversation history, which includes customer name, phone number, conversation type, cost, and timestamp.

Instagram Channel

1. Click the Dashboard icon to access the main dashboard view.

2. View the Instagram card to see engagement and reach metrics.

3. View the Instagram account name for easy identification.

1. Click the team icon to view account management options for Instagram.

2. View the account ID.

3. Click the Settings icon to navigate to the Instagram Channel tab.

Conversation AI Tags

Use Conversation AI Tags to view and manage conversation categorization settings.

1. Click View AI Tags Settings to configure your conversation tagging preferences. This navigates you to the Conversation AI Tags tab.

Response Performance Analytics

1. Click Response Performance Analytics to view agent and bot performance metrics.

Agent Performance

1. Explore the Agent Performance Analysis table to review individual agent metrics and resolution rates.

1. Click the expand icon to view detailed agent performance analytics.

1. View and analyze individual user response data separately.

Bot Performance

1. View the Bot Performance Analysis section to review detailed bot activity metrics.

1. Click the expand icon to view detailed analytics for bot performance.

2. View and analyze individual bot responses to evaluate bot performance and user engagement.

Attendance Scorecard

The Attendance Scorecard section lets you monitor employee check-ins and track activity data.

1. Monitor personal and team attendance activity, including:

• User status

• Check-in time

• Check-out time

• Active time

• Break time

• Last activity

• Performed actions

1. Click the analytics bar chart icon to view detailed attendance reports.

2. View the Daily Activity Breakdown chart, which shows active versus idle hours per day.

Summary

Section	What You Can Do
Wallet	View balance, view history, add money
Date Filter	Filter dashboard data by date range
Business Impact Summary	Review ROI and key engagement metrics
Setup Progress	Track completion of configuration steps
Revenue Breakdown	View revenue distribution by source
Campaign Performance	Review campaign metrics and detailed reports
Channel Performance	View WhatsApp and Instagram metrics, widgets, and links
Conversation AI Tags	Manage conversation tagging settings
Response Performance Analytics	Review agent and bot performance
Attendance Scorecard	Monitor team check-ins and activity