Table of Contents
What This Feature Does #
The Home Dashboard is the first page you see after signing in. It shows a personalized operational summary based on your role and the features available in your plan.
When to Use #
- Use as a starting point to see recent activity, key stats, and pending tasks.
- Use to navigate quickly to the most important parts of the application.
Prerequisites #
- An active user account (CompanyAdmin or TenantUser).
- An active subscription (limited widgets appear for inactive subscriptions).
What You See on the Dashboard #
CompanyAdmin:
- Contact statistics (total contacts, growth trend)
- Subscription quota usage
- WhatsApp message statistics (when Meta is connected)
- Email server health (when mail servers are configured)
- Campaign outputs (recent broadcast results)
- Inbox activity
- Getting Started widget for new tenants
TenantUser:
- Inbox activity (emails and WhatsApp messages)
- Contact activity KPIs
- Campaign outputs
Navigation and Shortcuts #
Use the Left Navigation Menu (sidebar) to move between modules. Use the Top Navigation Bar for:
- Quick Actions (⚡ lightning button) — direct shortcuts to common tasks.
- Notification Bell (🔔) — recent alerts and unread message counts.
- Profile / Sign Out — bottom of the sidebar.
