NxAi Tutorials · Ep 23:28

Tour the portal

The top bar, every menu section, the dashboard and where to find help.

Transcript

0:00Welcome

Welcome to NxAi tutorials! In this episode, we'll take a quick tour of the portal, so you always know where to find things.

0:10What you'll see

We'll look at the top bar, the menu on the left, your dashboard, and where to find help.

0:16The three parts of the portal

After you sign in, NxAi opens your Dashboard. The portal has three parts: the top bar, the menu on the left, and the page you're working on, in the middle.

0:29Top bar & dark mode

Let's start at the top. The link icon opens our public website. The moon switches the portal to dark mode, which is easier on the eyes at night. Click it again to switch back.

0:42Notifications

The bell shows your notifications. When something new arrives, a red number appears on it. Right now, we're all caught up.

0:52Your account menu

Your picture opens your account menu. From here you can open My account, see your login history, change your password, or log out.

1:04Left menu: Get started, Chats, Contacts

Now the menu on the left. Get started is the setup checklist from episode one. Chats is your team inbox, where you reply to customers. And under Contacts, you'll find all your contacts, contact groups, and contact fields.

1:19Marketing, Chatbots & AI

Marketing has your campaigns, message templates, auto follow-ups, and WhatsApp links and QR codes. Chatbots & AI has the chatbot builder, WhatsApp forms, auto-replies, and the AI assistant.

1:37Shop, reports, billing & settings

Shop is coming soon. Usage & reports shows your activity and WhatsApp insights. Billing, payments & plans is where you manage your plan and payments. And Settings holds your company profile, WhatsApp settings, team members, API keys, and webhooks.

1:59Hide or show the menu

Need more room? Click the menu button to hide the menu, and click it again to bring it back.

2:07The dashboard

Back to the Dashboard. At the top, you see today's live activity. Below are your messages sent and received, active chats, delivery and read rates, and your wallet balance. Change the date range here, or jump straight in with New campaign or Open chats. These numbers fill up once your WhatsApp number is connected.

2:30Info — help for any page

Not sure what a page does? Click Info at the top of any page. It explains what the page is for, what you can do there, and how to use it, with a link to the full guide.

2:43Help & Knowledge Base

The question mark opens Help & Knowledge Base. Search for anything, or pick a popular topic, like Connect WhatsApp or Import contacts. Open full Knowledge Base shows every guide, grouped just like the menu.

3:05Get help

Still stuck? Click Get help in the menu, tell us what happened, and send a request to our support team. You can follow your requests right here.

3:16Next episode

In the next episode, we'll connect your WhatsApp Business number. If this video helped, subscribe, and see you in the next one!

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