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Wtflo guide

Dashboard overview

Metrics, shortcuts, and what to check daily.

What it is

Metrics, shortcuts, and daily checks for tenant workspaces.

Tenant menu: Core → Dashboard

As a partner

Ensure tenants complete WABA connection first — dashboard alerts show disconnected state. Configure default plans in Admin so subscription widgets are accurate.

Step-by-step (for your customers)

Open Dashboard from the sidebar.

Review conversation volume, open chats, and campaign stats.

Use shortcuts to WA Chat, templates, or Integrate WABA if not connected.

Check messaging quality and wallet balance widgets when enabled.

Common mistakes

Skipping WABA connection before using this feature.

Missing role permissions — if menu item is hidden, check agent role in Admin.

Testing with production contacts before validating in a small test segment.

Related

Integrate WABA

Dashboard overview

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