The platform layout is divided into two main navigation areas:
- 🧭 Sidebar Menu: access dashboards, contacts, broadcasts, automation, tools, media, agents, and more.
- 🛠️ Header Tools: access notifications, display options, subscription alerts, account settings, support, and logout.
Some menu items appear only if your user role has permission to view or manage them.
🧭 Main Sidebar Overview #
The sidebar is the primary navigation menu on the left side of the platform.
Use it to move between the main areas of the system.
Available sidebar sections may include:
- 🏠 Home
- 📊 Dashboards
- 🧰 WhatsApp Tools
- 💬 Live Chat
- 👥 Contacts
- 📣 Broadcast
- 🤖 Automation
- 🏢 Business Branches
- 🔳 QR Code
- 🖼️ Media Library
- 👤 Manage Agents
If you do not see a section, your administrator may need to update your permissions.
🏠 Home #
The Home menu opens the main system overview page.
Use this page to review your WhatsApp Business account summary, recent activity, and key account status information.
📊 Dashboards #
The Dashboards section gives access to platform analytics and performance reports.
Available dashboard pages include:
- 📩 Messaging Insights
- ⚙️ Automation Insights
- 🤖 Chatbot Insights
- 📣 CTWA Referral Insights
- 👥 Contact Insights
- 🖼️ Media Library Insights
Use dashboards to monitor customer engagement, automation performance, chatbot usage, media activity, and conversation trends.
🧰 WhatsApp Tools #
The WhatsApp Tools section contains tools related to WhatsApp Business assets.
Available tools include:
- 🧩 Templates List
- 📝 Flows
- 📣 CTWA Report
🧩 Templates List #
Use this page to view and manage WhatsApp message templates.
Templates are required for many outbound messages, especially marketing, utility, and authentication messages.
📝 Flows #
Use this page to manage WhatsApp Flows connected to your WhatsApp Business account.
Flows are interactive WhatsApp experiences that can collect customer input through structured screens.
📣 CTWA Report #
Use the CTWA Report to review activity from Click to WhatsApp Ads.
This helps track customers who entered WhatsApp conversations from ads.
💬 Live Chat #
The Live Chat menu opens the WhatsApp inbox.
It includes an unread message counter beside the menu label.
Use Live Chat to:
- Reply to customer messages
- View active conversations
- Send messages and templates
- Manage customer support conversations
- Track unread messages
When you click Live Chat, the system submits the required phone information and opens the chat workspace.
👥 Contacts #
The Contacts section contains customer and audience management tools.
Available pages include:
- 👤 Contact List
- 👥 Contact Groups
- 🏷️ Contact Labels
- 🧩 Contact Segments — Coming Soon
- 🚫 Blocked Contacts — Coming Soon
👤 Contact List #
Use this page to view, search, add, edit, import, and manage customer records.
👥 Contact Groups #
Use groups to organize customers for broadcasts and targeted communication.
🏷️ Contact Labels #
Use labels to classify contacts by type, category, behavior, or internal business meaning.
📣 Broadcast #
The Broadcast section is used to send and monitor bulk WhatsApp campaigns.
Available pages include:
- 🚀 New Broadcast
- 📄 Broadcast Log
- 🧾 Conversation Log
🚀 New Broadcast #
Use this page to create a new broadcast campaign.
You can select a template, choose the target audience, review message variables, test the message, and send or schedule the campaign.
📄 Broadcast Log #
Use this page to review previous broadcasts, delivery status, message counts, and campaign progress.
🧾 Conversation Log #
Use this page to search and review historical WhatsApp message activity.
🤖 Automation #
The Automation section contains tools that reduce manual work and help your team respond faster.
Available pages include:
- ⚙️ Dynamic Auto Replies
- 🧾 Transactional Templates
- 🤖 Chatbots
- ✨ AI Assistant — Coming Soon
⚙️ Dynamic Auto Replies #
Use auto replies to send predefined responses based on rules, keywords, or customer actions.
🧾 Transactional Templates #
Use transactional templates to trigger WhatsApp notifications from business workflows.
Examples include confirmations, reminders, alerts, and status updates.
🤖 Chatbots #
Use chatbots to create automated conversation flows with connected nodes, conditions, messages, actions, and integrations.
🏢 Business Branches #
The Business Branches page allows you to manage multiple branches or locations for your business.
Use this when your company operates across different offices, stores, teams, or regions.
🔳 QR Code #
The QR Code section helps you create WhatsApp QR entry points.
Available pages include:
- ➕ New QR Code
- 📋 QR Code List
Use QR codes to let customers start WhatsApp conversations from printed materials, websites, stores, receipts, packaging, or campaigns.
🖼️ Media Library #
The Media Library section is used to upload and manage files used in WhatsApp messages.
Available pages include:
- ⬆️ Upload New Media
- 🖼️ Media List
Use it to manage images, documents, videos, and other media assets used in templates, broadcasts, live chat, and automation.
👤 Manage Agents #
The Manage Agents page allows authorized users to manage team access.
Use this page to:
- Add agents
- Manage users
- Update access
- Control permissions
- Assign platform capabilities based on roles
🛠️ Header Tools Overview #
The header appears at the top of the platform.
It includes quick tools for:
- Collapsing or opening the sidebar
- Switching light/dark mode
- Viewing notifications
- Entering full-screen mode
- Viewing subscription alerts
- Upgrading plan
- Opening account/profile menu
- Accessing the support and help center
☰ Sidebar Toggle #
Use the sidebar toggle icon to show, hide, or collapse the left navigation menu.
This is useful when you need more workspace on smaller screens or while reviewing large tables and dashboards.
🌙 Light and Dark Mode #
Use the theme icon to switch between:
- 🌙 Dark mode
- ☀️ Light mode
This changes the visual theme of the platform interface.
🔔 Notifications #
The bell icon opens the notification dropdown.
The badge on the bell shows the number of unread notifications.
Notifications may include:
- Usage alerts
- Subscription alerts
- Payment updates
- WhatsApp API errors
- Automation failures
- Media expiry warnings
- System messages
- Important account events
Each notification may show:
- Title
- Message
- Severity
- Date and time
- View Details link, if available
- Dismiss option
🔊 Real-Time Notification Updates #
The platform supports real-time notification updates.
When a new company notification arrives:
- The notification appears in the header dropdown
- The unread counter increases
- A toast message may appear
- A notification sound may play
- Severity styling is applied automatically
Notification severity may appear as:
- ℹ️ Info
- 🔵 Secondary
- ⚠️ Warning
- 🚨 Danger
✅ Dismissing Notifications #
To dismiss a notification from the header dropdown, click the close icon beside it.
When dismissed:
- The notification is marked as read
- The unread counter decreases
- The notification is removed from the dropdown
- The full record remains available in Notification History
⛶ Fullscreen Mode #
Use the full-screen icon to expand the platform into full-screen browser mode.
Click it again to exit full screen.
This is useful when working with:
- Dashboards
- Live chat
- Large tables
- Broadcast logs
- Analytics reports
💳 Subscription Alerts and Upgrade Plan #
The header may show subscription-related alerts or upgrade options.
Depending on your permissions and plan status, you may see:
- Subscription warnings
- Plan upgrade option
- Usage or renewal alerts
Use these tools to review subscription status or move to a higher plan.
👤 Profile Menu #
Click your profile area in the header to open the account menu.
Available options may include:
- ⚙️ Account Settings
- 🟢 WhatsApp Settings
- 🔌 Integrations
- 💳 Subscription Plans
- 🧾 Billing Account
- 🎧 Support
- ❓ Help Center
- 🚪 Log Out
⚙️ Account Settings #
Use Account Settings to manage company profile, agent permissions, subscription information, and usage limits.
🟢 WhatsApp Settings #
Use WhatsApp Settings to manage WhatsApp profile details, webhook settings, integration options, auto-reply and notification settings, and Click to WhatsApp Ads configuration.
🔌 Integrations #
Use Integrations to connect the platform with external services such as Zapier, WooCommerce, or other business systems.
💳 Subscription Plans #
Use Subscription Plans to review available plans and upgrade when needed.
🧾 Billing Account #
Use Billing Account to manage billing information, invoices, payment history, renewals, and subscription-related records.
🎧 Support #
Use Support to submit a support request directly from the platform.
This opens a support form where you can describe the issue or request help.
❓ Help Center #
Use Help Center to open the documentation website in a new browser tab.
🚪 Log Out #
Use Log Out to securely end your session.
🔔 Notification History #
The Notification History page provides a full list of system and company notifications.
Use this page when you want to review older notifications, search for a specific alert, or confirm whether an issue has already been reported.
📋 Information Shown in Notification History #
The table includes:
- 🆔 Notification ID
- 📝 Title
- 💬 Message
- 📄 Details
- 🧩 Type
- ⚠️ Severity
- 🔗 More Details URL
- 📅 Date Created
- ✅ Read or dismiss status
🔍 Search Notifications #
You can search notifications by title using the search box at the top of the page.
Enter a title or keyword, then click the search icon.
If you clear the search box, the page reloads the full list.
🎚️ Advanced Filters #
Click the filter button to open the search modal.
You can filter by:
- 📝 Title
- ⚠️ Severity
- 🧩 Notification Type
Click:
Searchto apply the filters.
Click the clear filter icon to reset the list.
⚠️ Severity Labels #
Severity helps you understand the importance of each notification.
Common severity types include:
- ℹ️ Info
- 🔵 Secondary
- ⚠️ Warning
- 🚨 Danger
Warning and danger notifications usually require faster review.
🔗 View Details #
Some notifications include a View Details link.
Depending on the notification type, the link may:
- Open an internal platform page
- Open an external page in a new tab
Use this link to go directly to the related record, issue, report, payment, or setting.
✅ Dismiss Notifications from History #
Unread notifications show a dismiss button.
Click dismiss to mark the notification as read.
After dismissal:
- The action column shows a success check icon
- The notification is treated as read
- The unread counter in the header is updated
📄 Pagination #
Notification History supports pagination.
Use the page controls at the bottom of the table to move between pages of notification records.
✅ Best Practices #
- Check the notification bell regularly for important account alerts.
- Use Notification History when investigating old warnings or system events.
- Review danger and warning notifications first.
- Use sidebar sections based on your daily workflow.
- Contact your administrator if a menu item is missing.
- Use the Help Center for documentation and Support for account-specific assistance.
- Log out when using a shared device.
