Admin Dashboard Overview

The console is for SmartEngage platform operators only. Access comes from the role on your own account, which the server confirms when the console loads, and every action inside it is checked again on the server. There is no separate password for it: you sign in the normal way, with your WhatsApp number and a one-time code, and the console opens if your account has the operator role.

If a business account opens the console, it sees a Staff Access Only screen that explains the console is for platform administrators, with buttons to Go to My Workspace or Sign In With a Different Account. Nothing on that screen grants access.

One point that often causes confusion: the ADMIN role is a company's own staff tier, not a platform role. Only platform operators can use the console. If you need access, ask an existing operator rather than changing roles yourself.

The sidebar groups the console into five parts. Each item shows a short description of what it is for.

• Overview: platform health at a glance
• Platform: Enquiries, Users (with All Users, Subscriptions and Payments beneath it) and Campaigns
• Revenue: Plans and Promotions
• Website: Blog, Guides and SEO
• System: Activity, Errors and Compliance

The rest of this guide takes each part in turn.

The Platform Overview page is where the console opens. Its At a Glance row shows four figures read live from the platform:

• Users: everyone registered on SmartEngage, with the number of platform operators underneath
• Campaigns: campaigns created across every account
• Messages sent: sent platform-wide, all time, with the share delivered
• MRR: monthly recurring revenue from active subscriptions

If a figure cannot be loaded, the tile shows a dash rather than a zero, so a failed request is never mistaken for a real result. Below the figures, the Manage section has shortcuts to Enquiries, Users, Plans and Activity, the areas staff open most often.

Enquiries collects the messages people send through the contact form on the website: who wrote in, how to reach them and what they asked. You can filter by All, New, Read, Replied and Archived, search by name, email or message, and move an enquiry along as you handle it. Each enquiry records who last handled it and when, so two people do not answer the same person.

Users lists every account on SmartEngage. You can search by name, email, number or company, and each row shows the person, their company and WhatsApp connection, their plan and how much the account is using. Open an account with Manage to see its plan, invoices, payments and promotions in one place, change its subscription, or deactivate it. Subscriptions and Payments, beneath Users, give the same information across every account at once.

Campaigns shows sending activity across the whole platform: which accounts are sending, how much lands and what is failing. Campaigns are grouped by the account that owns them, and you can filter by status or search by campaign, template or account. It is the first place to look when a customer says their messages are not going out.

Plans holds the price list every customer buys from. Its Default Pricing section explains where a change applies, including the website Pricing page and every customer's Plan & Billing screen. Saving applies new prices straight away, with no deploy needed, so check the figures carefully before you save. A single customer's own plan is not changed here; that is done from their page under Users.

Promotions covers the offers you create and the referral code every customer gets. Offers can be for everyone or aimed at chosen accounts, and you can search by code, customer, email or company.

The Website group is the console's built-in content management. Blog is where staff write, tag and publish articles for /blog, and Guides does the same for the step-by-step guides under /guides, like this one. SEO holds the titles, descriptions, share images and business details that search engines and social networks read about each public page.

All three work the same way: saving stores a draft, and nothing reaches visitors until someone uses Publish to Live Site, which rebuilds the public website. The current site keeps serving until the new build is ready, and stays as it was if the build fails. Each screen can also export its content to a file and import it on another copy of the site.

Activity is a read-only record of changes made from the console: what changed, who changed it and when. You can narrow it to SEO or to plans and billing, and load older entries as you scroll back. There is no way to edit or remove an entry, because a record of changes is only useful if it cannot be rewritten.

Errors gathers failures from the website, the backend and the queue worker, grouped by fault with the newest first. Filter by where it happened and by Open, Resolved or Ignored, search by message or path, and mark each issue once it has been dealt with, or reopen it if it comes back.

Compliance is about keeping the platform in good standing with WhatsApp. It sets out what is monitored, number health, policy adherence and account standing, and has a Flagged Items list for anything that needs review. It also links to the public WhatsApp policy.

Most days in the console come down to a handful of jobs:

• Answer a website enquiry: Enquiries, then mark it read, replied or archived
• Look up a customer: Users, search, then Manage
• Extend a trial or correct a plan: the customer's page under Users, then Manage Plan
• Find a payment or invoice: Payments, or the customer's Invoices & Payments section
• Check why a customer's campaign stalled: Campaigns, then Errors
• Change a price for everyone: Plans
• Create an offer for one account: Promotions
• Write or update a blog post or guide: Blog or Guides, then Publish to Live Site
• See who changed something: Activity

The console acts on real customers and the live website, so a few habits save trouble:

• Read the confirmation dialogs. Deactivating an account, for example, signs the person out and can pause their campaigns, and the dialog says so before you confirm.
• Give a reason where the console asks for one. The next person to open that account will need it.
• Remember that saved website content is a draft until the site is published, and that a publish ships every saved change, not only yours.
• Check Activity before redoing someone else's change. It shows what was changed and by whom.
• Sign out on shared computers, as you would for any staff tool.

For account work, read Managing Users, Companies and Subscriptions.

For blog posts, guides and search settings, read Managing Content: Blog, Guides, SEO and the Media Library.