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The dashboard at shortext.ny-corp.io/dash is organized in sections in the left sidebar. What you see depends on your role in the company and on your plan.

Inbox

Where your team follows conversations live and answers customers.
  • All: every conversation of the company.
  • Mine: conversations assigned to you.
  • Unassigned: conversations nobody has picked up yet.
See Inbox.

Conversations

The history of all conversations and the tickets opened from them. See Tickets.

Customers

Your contacts (everyone who wrote to you or whom you wrote to) and segments to group them, for example for campaigns.

Marketing

Campaigns send a WhatsApp template to a segment of contacts.

Communication

The configuration of your automation:
  • AI Agents: create agents, write their instructions, give them tools and knowledge. See Agents.
  • Channels: connect WhatsApp numbers, mailboxes and Shortext endpoints, and choose the agent answering on each. See Channels.
  • Knowledge bases: documents your agents can search to answer.

Billing

Your plan, your credit balance and usage, and your invoices.

Developer

Everything for integrators:
  • API Keys: create the keys your systems use to call the API. See Authentication.
  • Webhooks: endpoints where Shortext pushes events. See Webhooks.

Company settings

The company profile, members and roles, and notification preferences are in the company menu and in your user profile.