User Guide · Quick Start
Tour of the dashboard
Where everything lives in Inboxi: the icon rail, the inbox, AI agents, contacts, marketing, the store and settings.
The Inboxi dashboard has three layers. On the far left, a dark icon rail switches between the main modules. Next to it, a context sidebar shows the filters and sections of the module you are in. The rest of the screen is the workspace itself. This page walks you through each module once, so you always know where to go.
The icon rail
- 1Dashboard: the business overview you land on after signing in.
- 2Inbox: every conversation from every channel.
- 3AI Agents: create, train and publish your agents.
- 4Notifications bell: assignments, mentions, notes and follow-up reminders.
- 5AI Credits card: your balance at a glance; click it for usage and top-ups.
From top to bottom, the rail holds:
| Icon | Opens | What you do there |
|---|---|---|
| Dashboard | /dashboard | Messaging and e-commerce KPIs, charts, channel health and team activity. |
| Inbox | /inbox | Reply to customers, assign, add notes, resolve. |
| Comments | /comments | Facebook and Instagram post comments. |
| Contacts | /contacts | Your customer list, segments, groups, import and export. |
| Marketing | /marketing | Broadcast campaigns, segments and suppressions. |
| Store | /store/dashboard | Products, orders, coupons and your storefront, when the store module is on. |
| AI Agents | /ai-agents | Agents, templates, the agent editor and knowledge. |
| Channels | /settings/channels | Connect and manage WhatsApp, Instagram, Messenger, Telegram, Slack and more. |
| Notifications | Bell panel | Live team notifications; click one to open the conversation. |
| Settings | /settings/general | Organization, team, security, billing and every configuration page. |
Inbox
The inbox is where your team spends most of its day. The sidebar holds the built-in filters and your saved views, the middle column lists conversations, and the right side shows the open chat with the composer and the customer's details.
- 1Built-in filters: All conversations, Assigned to me, Activities, Monitoring.
- 2Channel pills and status tabs narrow the list.
- 3Chat header: stage, assignment, Join, AI toggle, favorite and resolve.
- 4Internal notes are only visible to your team.
- 5Side panels: contact details, orders, calls, activity and more.
Read the full walkthrough in Conversations.
AI Agents
- 1Create New Agent: start from a template or from scratch.
- 2Default AI Agent: which agent takes new conversations.
- 3Turn an agent on or off without deleting it.
- 4Edit Configuration opens the agent editor.
Next step: Build Your First AI Agent.
Contacts
Every person who has written to you becomes a contact. The Contacts module groups them by platform, by smart segments (Favorites, Unanswered, New this week, Hot leads, Idle 30d+, Unassigned) and by your own groups, and lets you import, export and message them in bulk. See Contacts.
Marketing and Store
Settings
The gear icon opens Settings. Its sidebar is grouped into WhatsApp (Channels, Templates, Flows, Automated Messages, Auto Follow-up), Platform API (Developer Hub), Organization (General, Security, Link a device, Active sessions, Users and Roles, Teams, Tags, Properties, Lifecycle, Workflows, Saved Replies, Integrations, Plans, Billing and more) and Account (Profile).