Getting Started & Dashboard Basics2 min read
Dashboard Overview & Main Navigation
Understand the store dashboard layout, navigation sidebar, and top header bar.
Overview
The merchant dashboard provides a central workspace divided into a persistent left navigation menu, a top header bar, and a main operational content panel.
📍Exact Buttons / Menus in Dashboard
Collapse Sidebar (◀ / ▶)Upgrade PlanLogout Session
Step-by-Step Instructions
1Navigation Sidebar Menu
Use the left sidebar to jump between operational views: Inbox, Analytics, Orders, Tickets, Callbacks, Channels, WhatsApp, Monitoring, Proactive Engagement, Reviews, Custom Actions, and Settings.
🎯Exact Sidebar Items: [Inbox], [Analytics], [Orders], [Tickets], [Callbacks], [Channels], [WhatsApp], [Monitoring], [Proactive Engagement], [Reviews], [Custom Actions], [Settings]
2Collapsing & Expanding Sidebar
Click the arrow icon button at the bottom left of your screen to collapse the menu into icon-only view for extra workspace area.
🎯Exact Toggle: [Collapse Sidebar (◀ / ▶)]
3Subscription Plan & Upgrade Option
View your store's current active subscription badge in the top header and upgrade your plan anytime using the action button.
🎯Exact Button: [Upgrade Plan]
💡Pro Tips & Best Practices
- •Collapse the left sidebar when handling live customer chats to maximize your conversation panel width.
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