Dashboard Overview

A tour of the Dashboard — the summary view you land on after logging in, showing your account at a glance.

Last updated September 11, 2026

Overview

The Dashboard is the first page you see after logging in. It summarizes your account's activity and gives you quick links into the areas you'll use most.

What's on the Dashboard

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Dashboard summary

The top bar shows your current Plan and WhatsApp connection status. Below that, four cards summarize Total Contacts, Campaigns Sent, Templates, and Open Chats.

Summary card reference

CardWhat it shows
Total ContactsHow many contacts are in your account, with recent chat activity noted below it.
Campaigns SentHow many campaigns you have sent in total.
TemplatesHow many message templates you have, and how many are approved.
Open ChatsHow many conversations are currently open, and how many are unread.

Help & Instructions

This section links to short guides and video tutorials for common setup tasks, like connecting your WhatsApp Business Account.

Recent Activity and Quick Actions

Recent Activity lists what's happened in your account most recently. Quick Actions gives one-click shortcuts to the things you'll do most often: Add Contacts, Create Campaign, and Manage Templates.

Getting Started checklist

New accounts see a Getting Started checklist walking through the basic setup steps — connecting WhatsApp, importing contacts, and creating your first message template.

See also

Create a Campaign · Create a Message Template · Import Contacts

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