Dashboard Overview
The Dashboard Overview provides a summary of your account, with easy access to features like clients, chatbots, broadcasts, WhatsApp setup, health status, and recent messages, all in one central hub.
The WhatsDiscuss Dashboard provides a centralized view of your account, activity, and quick navigation options. Here's a detailed look at the key sections:
Welcome Section
A personalized greeting displaying your Name, giving you a warm start to your WhatsDiscuss experience.
Subscription & Credits
- Subscription Card – View your current subscription plan, whether you're on a free trial or an active paid plan.
- Credits Card – Displays your available credits for marketing, utility, authentication, or service messages.
Record Navigation Cards
These 4 cards provide quick access to key areas of your business, along with real-time counts:
- Clients – View the number of clients you're managing.
- Chatbots – See how many active or available chatbots you have.
- Broadcasts – Track the number of broadcasts you've sent or scheduled.
- Groups – Shows how many groups you've set up for easier management.
Icon-Only Navigation Cards
Quick links to essential features of WhatsDiscuss:
- WhatsApp Account – Manage and link your WhatsApp Business Account.
- Phone Numbers – View and manage connected phone numbers.
- Message Templates – Create and manage message templates for faster communication.
- WhatsApp Flows – Available if business verification and plan requirements are met.
- Product Catalog – Manage your product catalog if included in your plan.
- Inventory – Handle inventory management if linked to your catalog.
- Booking Slots – Manage and view available booking slots.
- Chats – Access ongoing chats with customers.
- Agents – Control team access and manage agents' permissions.
You can access up to 6 of these navigation cards at a time, depending on your plan and activated features.
Health Status
The Health Status section helps you monitor the core connection statuses of your WhatsDiscuss account:
- WhatsApp number verified – Confirmation that your WhatsApp number has been verified.
- WhatsApp Business Account connected – Indicates if your WhatsApp Business Account (WABA) is properly connected.
- FB business portfolio verified – Shows the status of your Facebook Business verification.
- WhatsApp profiles – Displays how many WhatsApp profiles are connected to your account: "You have {{number of WhatsApp profiles}} WhatsApp profiles."
Recent Messages
The Recent Messages section provides a snapshot of the last 3 customer chats, allowing for quick access to recent conversations. You can click any message to instantly resume the conversation.