Workspace Navigation Guide
Learn where to do what in ReplyBase as a workspace owner or team user
This guide is focused on practical navigation: where to setup sources, monitor conversations, optimize flows, and control subscription outcomes.
Where To Work In The Dashboard
Inbox and Conversations: monitor unresolved customer messages
Contacts and Leads: track customer records and follow-up status
Bots and Flows: define response behavior and fallback strategy
Channels (Facebook, Telegram, Webchat, WhatsApp): connect and manage individual platform integrations
Activity Log: monitor tenant-wide events and system signals
Billing: monitor plan usage and upgrade only when needed
Navigation Best Practices
- • Start each day in Conversations to catch unresolved messages
- • Review flow performance weekly and refine low-conversion steps
- • Check source diagnostics before major campaigns
- • Review subscription usage before billing cycle boundaries
Need owner controls guidance?
Review the workspace owner guide for account-level management and security routines.
Workspace Owner Guide