A quick tour of your dashboard
What each item in the ApnaBot menu does, and why some items only show up for some businesses.
On this pageexpand_more
What it does
The Dashboard is the first page you see after logging in. It shows today's numbers at a glance: Messages today, Customer messages, Bookings today, Pending bookings, Total customers and New customers today. The menu takes you to everything else.
When to use it
Glow Beauty Salon
Priya opens ApnaBot every morning before the salon opens. One look at Pending bookings tells her how many appointment requests still need a reply.
Steps
Check today's numbers
Open Dashboard. Under Today at the counter you see six number cards. If your WhatsApp number isn't connected yet, a yellow box at the top says so.
Open the menu
On a phone, tap ☰ at the top right to open the menu. On a computer, the menu is always on the left.
Use the shortcuts
At the bottom of the Dashboard, Manage replies, View bookings and Customer list take you straight to the pages you'll use most.
What each menu item does
| Menu item | What you do there |
|---|---|
| Replies | Read customer chats and reply yourself. |
| Auto-Replies | Set up what the bot says, as a flow of replies and questions. |
| Bookings | See and update booking requests. |
| Service Form | Build the booking form the bot can send as a link. |
| Reports | See how your business is doing over time. |
| Broadcasts | Create message templates and send offers to many customers. |
| Customers | Your customer list, tags, notes, groups and imports. |
| Staff | Give helpers their own login. |
| Billing | Your ApnaBot plan. |
| Settings | Business details, payment QR, business hours, languages and more. |
Some items only appear for some businesses:
- Courses and Bot Builder are for coaching businesses, when they are switched on for your account.
- Fleet appears when you turn on Enable fleet & route fares in Settings.
- Follow-ups and Opt-in links appear when they are switched on for your account.
- Staff and Broadcasts only appear when the feature is turned on for your business. They are off by default, and ApnaBot support can turn them on.
Example
storefrontSharma Travels
Vikram checks Bookings today at lunch. It says 4, so he opens Bookings to confirm the trips. Then he looks at Replies to answer a customer who asked about an outstation fare.
Good to know
- Staff see the same menu, but some pages and actions are only for the owner. See Give your staff their own login.
- Stuck on a page? Tap Help next to the page title. The guide for that page opens in a new tab, so you don't lose your place.
- Don't see an item you expected? It may not be switched on for your business. Write to us at info@averixsolutions.co.in.
Related
- Create your account and connect WhatsAppSign up, tell us about your business, and connect your WhatsApp Business number so ApnaBot can reply for you.
- Reply to customers yourselfRead every WhatsApp chat in Replies, answer customers yourself, and pause the bot when you want to take over.
- Set up your auto-repliesTeach the bot what to say. Add replies for keywords like "price" or "book", add buttons, ask booking questions, and test it before customers see it.
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