Navigating the Wabixo Workspace
Summary
The Wabixo workspace is engineered for operational speed, providing unified access to customer messaging, marketing campaigns, automated bot workflows, team presence controls, and billing management from a single interface.
When your organization purchases Wabixo, your tenant workspace and WhatsApp Business (WABA) numbers are pre-configured. Once you sign in with your email OTP, you can access all features allowed by your assigned role.
This guide walks you through the top navigation bar, core business modules, right-side utility controls, and agent presence tools.
1. Workspace Layout Overview
The Wabixo interface is organized into two primary regions:
- Top Header Bar: Always accessible at the top of your screen, containing navigation links, the WhatsApp phone line selector, prepaid wallet balance, agent status toggles, and user settings.
- Main Viewport Area: Dynamically displays your active workspace (such as the Team Inbox, Automation Builder, Marketing Campaigns, or Settings).
2. Top Navigation Modules
The navigation bar adapts to your screen width. Depending on your display size and your assigned role permissions, modules appear directly in the top header or inside the More menu:
| Module | Navigation Path | Purpose |
|---|---|---|
| Inbox | /dashboard/teamInbox | Shared multi-agent team inbox for real-time customer conversations, media sharing, and resolution notes. |
| Automation | /dashboard/automation | Manage business hours, out-of-office replies, keyword triggers, interactive bot flows, and auto-assignment rules. |
| Team | /dashboard/userManagement | Monitor active team members, view online presence, and organize department groups. |
| Knowledge | /dashboard/knowledge-chat | Internal team knowledge base assistant for answering procedural questions. |
| Setting | /dashboard/settings | Configure WhatsApp Business Profile details, custom attributes, tags, smart junk filters, and system rules. |
| Analytics | /dashboard/analytics | Operational reporting: First Response Time (FRT), resolution rates, peak traffic hours, and agent performance. |
| Marketing | /dashboard/marketing | WhatsApp pre-approved templates, broadcast campaign wizards, scheduled dispatches, and delivery funnels. |
| Segmentation | /dashboard/segmentation/chatSegment | Create dynamic audience cohorts based on conversation activity, tags, or plain-English AI prompts. |
| Billing | /dashboard/billing | Monitor prepaid message wallet balance, view plan details, recharge credits, and download tax invoices. |
| Developer | /dashboard/developer-docs | REST API credentials, webhook endpoints, and integration documentation. |
3. Right-Side Utility Actions
The right side of the header contains global productivity and monitoring tools:
- WABA Selector: If your organization operates multiple WhatsApp phone numbers, use this dropdown to instantly switch between active phone lines.
- Prepaid Wallet Badge: Displays your organization's real-time prepaid WhatsApp wallet balance (e.g.,
₹8,888). Clicking the badge opens a quick balance summary with a direct shortcut to Recharge Wallet. - Help & Documentation: Click the question mark icon to access the comprehensive product knowledge base.
- Theme Toggle (
Sun/Moon): Seamlessly toggle between dark mode and light mode. - Notification Panel: Real-time bell notifications alerting agents to newly assigned conversations, follower updates, and internal
@mentions. - Sound Toggle (
Volume2/VolumeX): Mute or unmute audio chime alerts for incoming customer messages.
4. Agent Presence & Performance Tools
Located in the top header, these controls let agents manage their operational availability in real time:
Online / Offline Switch
- Online (Green): Signals that you are active and ready to receive customer conversations. The Auto-Assignment Engine routes incoming chats to you according to your team's distribution rules.
- Offline (Muted): Marks your account unavailable. Incoming chats will bypass your queue and route to other available teammates or fallback to the automated bot.
Busy Switch
- Busy (Amber): Used when you are actively on a call, in a team huddle, or resolving a complex escalation. It temporarily pauses automated chat assignments while keeping your session active.
Live CSAT Rating Pill (★)
- Displays your cumulative Customer Satisfaction rating (e.g.,
4.7with total ratings received). - Hover your mouse over the star badge to view your performance breakdown:
- Today: Average satisfaction rating and review count for the current day.
- This Week: Aggregate performance rating over the current 7-day period.
User Profile Menu
- Displays your avatar, full name, registered email address, and assigned subscription plan.
- Click Sign Out to securely terminate your session and clear local credentials.
5. Troubleshooting & FAQs
Problem: Some navigation links (like Billing or Settings) are missing from my header
- Why it happens: Your administrator has assigned you a custom role with tailored permissions that exclude those sections.
- How to fix it: If your job responsibilities require access to these features, request that an Administrator update your role permissions in Settings → Roles & Permissions.
Problem: Why am I not receiving any auto-assigned customer conversations?
- Why it happens: Your presence toggle is set to Offline or Busy in the top header.
- How to fix it: Check the switches in the top header. Ensure Online is switched on (green) and Busy is turned off.
Problem: Why does my wallet balance display blurred placeholder digits?
- Why it happens: Your account role has the permission to view the application but does not have the specific
CanManageBillingpermission required to inspect financial balances. - How to fix it: Contact your organization's Administrator to review billing access rights.