Getting Started

Navigating the Baat Dashboard

Updated 31 May 2026

The Dashboard is the first screen you see after logging in. It gives you a live snapshot of your team’s activity.

Conversations count

The top of the dashboard shows total conversations across all your connected WhatsApp channels. Use this to track daily volume at a glance.

The left sidebar contains all major sections of the app:

  • Inbox — All incoming and ongoing conversations

  • Contacts — Your customer database with segments and custom fields

  • Broadcast — Campaign creation and performance reports

  • AI Agents — Bot management and knowledge base

  • Automation — Trigger rules and journey builder

  • Settings — Channels, team, templates, integrations

Quick compose

Press C anywhere in the app to open the New Conversation dialog and start a message immediately without navigating away.

Plan and account

Your current plan is shown in the top-right corner. Click your profile icon to access Billing, Pricing Plans, and account settings.

Related reading

Where this fits in the wider picture.

  • Product

    Shared Inbox

    Give every agent a shared view of every WhatsApp conversation, with assignments, internal notes and status tracking built in.

  • Guide

    Overview of the Shared Inbox

    How the shared inbox is laid out, and how your team works the same WhatsApp conversations together.

  • Page

    Everything Baat does

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