Dashboard overview

AvailableChecked against the product on September 14, 2026
AreaWhat it is for
OverviewA summary of the workspace with key numbers, message volume and what needs attention.
AutomationsEvery automation with its trigger, replies, open rate and status. Select one to open it in the flow builder.
TemplatesComplete starter flows for new automations. See templates.
ContactsEveryone your automations talked to, plus people you added or imported. See contacts.
BroadcastsOne-time DMs to people who wrote to you in the last 24 hours. See broadcasts.
ConversationsThe live inbox for Instagram DMs. See inbox and conversations.
AnalyticsNumbers and charts for 7, 30 or 90 days, with a CSV export. See analytics.
IntegrationsConnecting Instagram and the security settings of connected accounts. See integrations.

On a phone, the bar at the bottom holds Overview, Automations, Contacts and Conversations, and More opens everything else.

The overview page

  • Key numbers

    Replies sent by automations, leads captured, the DM open rate and broadcast messages sent.

  • Message volume

    Messages sent and received per day over the last 7 days.

  • Needs attention

    Unread conversations, scheduled broadcasts and connected integrations, each linking to its page.

  • Top automations and recent contacts

    The most recently updated automations and the newest contacts.

How replies, opens and leads are counted is explained in analytics and metrics.

Workspaces, settings and billing

  • Workspace switcher

    At the top of the sidebar. Switch between your workspaces or create a new one. See workspaces.

  • Account menu

    Your profile at the bottom of the sidebar opens Settings, Billing and Log out. See profile settings and plans and billing.