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๐ŸŒ Overviewโ€‹

The WhatsApp Dashboard provides a centralized view of:

  • Total WhatsApp chat activity
  • Chat status distribution (Active, Resolved, Closed)
  • Query response-time analysis
  • Quick actions for broadcasts and templates
  • WhatsApp support team performance
Access Requirements

Authorised user can access this dashboard.


๐Ÿงญ Dashboard Layoutโ€‹

The dashboard is divided into three main sections:

  1. Top Summary (WhatsApp Support, No-Reply Chat and All with Filters & Timeline Controls)
  2. Queries Analysis
  3. Quick Actions
  4. Support Team Performance Table

Dashboard View

๐Ÿงญ Navigation Pathโ€‹

WhatsApp โ†’ Dashboard

The WhatsApp module menu includes:

  • Dashboard
  • Templates
  • Broadcasts
  • Support Chat
  • No-Reply Chat
  • Tickets
  • Queries
  • Tags List
  • Settings
  • Chatbot

๐Ÿ“Š Top Summary Cardsโ€‹

At the top of the dashboard, youโ€™ll see key WhatsApp chat metrics.

Metrics Explainedโ€‹

MetricDescription
Total ChatsTotal number of WhatsApp chats received
Resolved ChatsChats successfully handled and marked as resolved
Closed ChatsChats closed manually
Active ChatsOngoing chats awaiting response or action
Daily Check

High Active Chats indicate pending workload and should be prioritized.


๐ŸŽ›๏ธ Filters & Timeline Controlsโ€‹

Located at the top-right corner of the dashboard.

๐Ÿ”ฝ Chat Type Filterโ€‹

  • All โ€“ Shows all WhatsApp chats for Support and No-Reply. You can also apply specific filter.

๐Ÿ•’ Timeline Filter Optionsโ€‹

View data across different time ranges: Today, This Week, This Month, Last 3 Months, and This Year

Available Filter Optionsโ€‹

The timeline filter provides comprehensive data analysis across multiple timeframes:

Timeline OptionDescriptionUse Case
TodayCurrent day data onlyReal-time monitoring and daily tracking
This WeekStart of current week to todayWeekly performance analysis
This MonthBeginning of current month until todayMonthly performance reviews
Last 3 MonthsCumulative data for past three monthsMedium-term trend analysis
This YearBeginning of current year until todayAnnual performance and strategic planning

๐Ÿ“… Today Filterโ€‹

  • Displays data for the current day only
  • Example Usage: Number of chats received and resolved today
  • Benefits:
    • Real-time monitoring and daily workload tracking
    • Immediate performance assessment
    • Quick identification of daily bottlenecks

๐Ÿ“Š This Week Filterโ€‹

  • Shows data from the start of the current week up to today
  • Example Usage: Weekly support performance metrics
  • Benefits:
    • Understanding weekly support performance patterns
    • Identifying workload trends during the week
    • Weekly team performance evaluation

๐Ÿ“ˆ This Month Filterโ€‹

  • Displays data from the beginning of the current month until today
  • Example Usage: Monthly resolution efficiency tracking
  • Benefits:
    • Monthly performance reviews and assessment
    • Tracking resolution efficiency over extended periods
    • Monthly goal achievement monitoring

๐Ÿ“Š Last 3 Months Filterโ€‹

  • Shows cumulative data for the past three months
  • Example Usage: Quarterly trend analysis and pattern identification
  • Benefits:
    • Medium-term trend analysis and insights
    • Identifying recurring issues or seasonal spikes
    • Quarterly performance evaluation

๐Ÿ“‹ This Year Filterโ€‹

  • Displays data from the beginning of the current year until today
  • Example Usage: Annual performance benchmarking
  • Benefits:
    • High-level performance analysis and reporting
    • Strategic planning and long-term goal setting
    • Annual trend identification and planning

๐Ÿ“ˆ Queries Analysisโ€‹

The Queries Analysis section visually represents how quickly support queries are handled within the selected time range.

This graph helps users understand response efficiency by grouping queries based on the time taken to respond or resolve them.


  • Total Queries
    Shows the total number of queries received during the selected timeline (for example: Today or This Week).

  • Response Time Categories
    Queries are grouped into the following response-time ranges:

    • 0โ€“5 mins โ€“ Queries responded to almost immediately
    • 5โ€“10 mins โ€“ Queries handled within a short waiting period
    • 10โ€“15 mins โ€“ Queries with a moderate response delay
    • 15โ€“20 mins โ€“ Queries that required more time to respond
    • 20โ€“30 mins โ€“ Queries with the longest response time

How to Read the Graphโ€‹

  • The X-axis represents response time ranges (in minutes)
  • The Y-axis represents the number of queries
  • Each bar indicates how many queries were handled within that time range
  • Hovering over a bar displays the exact number of queries for that category

Why This Mattersโ€‹

  • Measures overall support response efficiency
  • Helps identify delays or bottlenecks in query handling
  • Assists in evaluating support team performance
  • Enables better planning to improve student satisfaction and response times

โšก Quick Actionsโ€‹

The Quick Actions panel enables fast execution of common tasks.

Available Actionsโ€‹

  • Create Broadcast โ€“ Send bulk WhatsApp messages to selected users
  • Create Template โ€“ Design pre-approved WhatsApp message templates

These shortcuts reduce navigation time for high-frequency actions.


๐Ÿ‘ฅ WhatsApp Team Performanceโ€‹

This table displays performance metrics for each WhatsApp support agent.

Columns Explainedโ€‹

ColumnDescription
NameAgent name and email
AssignedChats currently assigned
ResolvedChats resolved by the agent
ActiveChats currently in progress

๐Ÿ” Search Agentโ€‹

  • Use the Search box to find agents by name
  • Results update instantly

Key Insightsโ€‹

  • Identify top performers
  • Detect workload imbalance
  • Track inactive or overloaded agents

๐Ÿงช Step-by-Step Workflowsโ€‹

๐Ÿ“… Daily WhatsApp Monitoringโ€‹

  1. Open WhatsApp โ†’ Dashboard
  2. Review Active Chats count
  3. Check Queries Analysis for response delays
  4. Scan agent performance table
  5. Take action on pending or delayed chats

โ“ Frequently Asked Questions (FAQ)โ€‹

1. Who can access the WhatsApp Dashboard?
All authorised Users.
2. Does the dashboard update in real time?
Yes, all metrics refresh automatically.
3. What are Active Chats?
Chats waiting for agent response or resolution.
4. What is Queries Analysis used for?
To track response times.
5. Can I send broadcasts from the dashboard?
Yes, via the Create Broadcast quick action.
6. Why do some agents show zero chats?
They may not be assigned chats in the selected timeline.
7. Does timeline filtering affect all widgets?
Yes, it updates summary cards, charts, and tables together.

๐Ÿ“Œ Summaryโ€‹

The WhatsApp Dashboard enables you to:

  • Track real-time WhatsApp support load
  • Measure response efficiency
  • Monitor agent performance
  • Act quickly using broadcasts and templates

Using this dashboard consistently ensures faster responses and better customer satisfaction.