---
url: https://docs.corbitaltech.dev/products/whatsmark-saas/tenant.md
description: >-
  Complete documentation for WhatsMark SaaS tenant features: contact management,
  campaign manager, bot flow builder, live chat, AI integration, templates,
  subscription billing, and analytics. The tenant-side guide for users of your
  multi-tenant WhatsApp SaaS.
---

# Tenant Dashboard

\[\[toc]]

The Tenant Dashboard gives you a centralized view of your WhatsApp marketing and support activity:

* **Contacts**: View and manage your customer database
* **Message Automation**: Manage bots and templates
* **Campaigns**: Create and track marketing campaigns
* **Analytics**: Measure performance, delivery, and growth
* **Live Chat**: Engage in real-time customer conversations
* **Usage Tracking**: Monitor your subscription plan and usage limits

### Previews

## Dashboard Widgets

The tenant dashboard is built with **widgets** — modular data panels you can show or hide to focus on what matters most. Widget visibility is saved **per user** and does not affect other team members.

![Tenant Dashboard Widgets](../images/dashboard/tenant-dashboard-widgets.png)

There are **5 widgets** available on the tenant dashboard:

### Usage & Limits

The most important widget — shows your current consumption vs the plan limit for every feature:

| Feature | Display example |
| ------- | --------------- |
| Contacts | 18 / 100 |
| Template Bots | 2 / 100 |
| Message Bots | 5 / 100 |
| Campaigns | 6 / 100 |
| AI Prompts | 2 / 100 |
| Canned Replies | 6 / 100 |
| Staff / Team Members | 7 / 100 |
| Bot Flow | 17 / 100 |
| Conversation | 8 / 1K |

Limits are determined by your active subscription plan. A limit of `-1` means unlimited.

### Audience Growth

A chart tracking how your contact list has grown over time — useful for understanding acquisition pace month over month.

### Contact Sources

A breakdown of where your contacts came from (e.g. manual imports, bot captures, WhatsApp, Facebook, integrations). Helps you identify your best acquisition channels.

### Weekly Message Volume

A chart comparing **Messages Sent** vs **Messages Delivered** over the current week — lets you monitor WhatsApp delivery rates at a glance.

### Campaign Statistic

A summary of recent campaign performance showing sent, delivered, read, and failed counts — a quick snapshot of your marketing results.

::: tip Subscription info in the header
The dashboard header always shows your **current plan name** and **next billing date** (e.g. "Unlimited Plan — Next Billing: 2027-03-11, 322 Days"). You can click **Manage Subscription** directly from there. For Lifetime plans, no billing date is shown since there is no renewal.
:::

## Dashboard Controls

At the top of the dashboard there is a **widget control bar**:

| Control | Location | What it does |
| ------- | -------- | ------------ |
| **Widget Checkboxes** | Top-left | Toggle individual widgets ON or OFF. Unchecking hides the widget; your preference is saved automatically. |
| **Dashboard Options** | Top-right (blue button) | Opens the full widget panel to manage all widgets at once. |
| **Hide Widgets Area** | Top-right link | Collapses the entire widget section for a clean view. Click again to show it. |
| **Reset Dashboard** | Top-right link | Restores all widgets to their default state — useful if you have hidden something by mistake. |
| **Refresh** | Header area | Reloads all widget data without a full page refresh. |

**How to show or hide a widget:**

1. Go to your Tenant Dashboard (first page after login).
2. Look at the **top-left checkboxes** — one per widget. Checked = visible, unchecked = hidden.
3. Click a checkbox to toggle the widget instantly.
4. Alternatively, click **Dashboard Options** (top-right) to manage all widgets from one panel.

::: warning Accidentally hidden everything?
Click **Reset Dashboard** at the top-right to restore all widgets to their default visibility.
:::

## Core Tenant Features

### Contact Management

* **Contact Limit Tracking**:
  Monitor real-time usage (e.g., `997 / 1000` contacts used).

* **Bulk Import Options**:
  Upload contacts via CSV, third-party integrations, or manual entry.

* **Audience Segmentation**:
  Create dynamic groups based on tags, behavior, or profile fields.

* **Engagement Tracking**:
  View message activity per contact (opens, clicks, responses).

* **Preference Management**:
  Enable opt-ins, opt-outs, and DND (Do Not Disturb) controls for compliance.

* **Rich Contact Profiles**:
  View conversation history, campaign responses, and notes per contact.

***

**Learn more**:
[Learn more about Contact Management →](../tenant/contact-management.md)

***

### Template Bot Management

* **Custom Template Creation**
  Design rich-text templates using dynamic fields and media attachments (limit: `7 / 1000` templates used).

* **WhatsApp Approval Workflow**
  Submit templates directly for WhatsApp review and monitor approval status in real time.

* **Multilingual & Categorized Templates**
  Organize templates by language and purpose (e.g., Order Updates, Reminders, Promotions).

* **Performance Analytics**
  Measure open rates, click-throughs, and usage stats for each template.

* **Template Moderation**
  Modify rejected templates and resubmit with reasons or improvements.

***

**Learn more**:
[Learn more about Template Bot Management →](../tenant/template-bot.md)

***

### Message Bot Automation

* **Auto-Responder Setup**
  Instantly reply to customer messages with pre-set responses. (Usage: `6 / 1000` bots configured)

* **Conversation Flow Builder**
  Design structured message sequences using flowcharts or drag-and-drop tools to guide users through a process or funnel.

* **Keyword-Based Triggers**
  Define specific keywords to trigger replies, offers, or lead collection prompts automatically.

* **FAQ Automation**
  Automatically address common questions like pricing, order tracking, or store hours without human intervention.

* **Business Hour Responses**
  Set different bot behaviors based on business hours (e.g., "We're currently offline, but we'll reply soon").

***

**Learn more**:
[Learn more about Message Bot Automation →](../tenant/message-bot.md)

***

### Campaign Management

* **Campaign Limits:**
  Manage up to `4 / 1000` active campaigns.

* **Scheduled Campaigns:**
  Plan and automate message sending at optimal times to maximize engagement.

* **A/B Testing:**
  Test different message variants to identify the most effective content and approach.

* **Performance Tracking:**
  Monitor delivery rates, open rates, click-throughs, and overall campaign engagement.

* **Personalization:**
  Use dynamic contact variables (e.g., names, locations) to tailor messages for higher relevance.

***

**Learn more:**
[Learn more about Campaign Management →](../tenant/campaign-manager.md)

***

### AI-Powered Automation

* **AI Prompts for Automation:**
  Utilize AI-generated prompts and templates to automate responses (limit: `5 / 1000`).

* **Natural Language Processing (NLP):**
  Understand customer intent and respond naturally in conversations.

* **Intelligent Response Suggestions:**
  Receive AI-powered suggestions for replies to improve accuracy and speed.

* **Context-Aware Conversations:**
  Maintain context over multiple interactions to handle complex queries smoothly.

* **Continuous Learning:**
  The AI learns from past interactions to improve responses over time.

***

**Learn more:**
[Learn more about AI-Powered Automation →](../tenant/ai-prompt.md)

***

### Canned Reply

* **Canned Replies Storage:**
  Save up to `5 / 1000` pre-written replies for reuse across conversations.

* **Response Categorization:**
  Organize replies by topics or categories for easy retrieval.

* **Instant Access:**
  Quickly insert canned responses during live chats or automated workflows.

* **Personalization:**
  Customize replies dynamically using variables (e.g., customer name, order details).

* **Team Sharing:**
  Share quick responses with all team members to maintain consistent communication.

***

**Learn more:**
[Learn more about Canned Replies →](../tenant/canned-replies.md)

***

### Staff

* **Add Team Members:**
  Invite and manage up to `4 / 1000` team members.

* **Role-Based Permissions:**
  Assign specific roles and access levels to control what each team member can view and edit.

* **Team Activity Monitoring:**
  Track member actions, logins, and interactions to ensure productivity and compliance.

* **Conversation Assignment:**
  Delegate specific customer conversations to individual agents for focused support.

* **Performance Tracking:**
  Measure team metrics such as response times, resolution rates, and engagement levels.

***

### Conversations

* **Real-Time Conversation Management:**
  Handle live chats with customers instantly. (Usage: `0 / 1000` active chats)

* **Multiple Agent Support:**
  Allow several team members to participate and collaborate on conversations simultaneously.

* **Conversation History Tracking:**
  Maintain detailed logs of past messages for context and reference.

* **File and Media Sharing:**
  Exchange images, videos, documents, and other media within chats seamlessly.

* **Customer Information Integration:**
  Access and display relevant customer details during conversations to personalize support.

***

**Learn more:**
[Learn more about Live Chat & Conversations →](../tenant/live-chat.md)

## Analytics & Reporting

Gain valuable insights into your WhatsApp marketing efforts with comprehensive analytics and reporting tools.

***

### Weekly Message Volume

Track and analyze your messaging activity on a weekly basis to optimize outreach:

* **Messages Sent:**
  Monitor the total number of outbound messages sent each week.

* **Messages Delivered:**
  Track how many messages were successfully delivered to recipients.

* **Performance Trends:**
  Compare message volumes week-over-week to identify growth or decline.

* **Peak Activity:**
  Identify the days and times when message traffic is highest for better scheduling.

***

### Audience Growth Tracking

Understand how your contact list is growing and engaging with your campaigns:

* **Total Contacts:**
  Monitor the overall size of your contact database over time.

* **New Contacts:**
  Track how many new contacts are added during each period.

* **Engagement Metrics:**
  Analyze the ratio of active versus inactive contacts to gauge engagement levels.

* **Growth Velocity:**
  Measure the rate of contact acquisition month-over-month to identify trends.

***

### Contact Source Analysis

Discover where your contacts come from to optimize acquisition channels:

* **WhatsApp:**
  Contacts added directly through WhatsApp (e.g., 99.9% in sample data).

* **Facebook:**
  Contacts imported from social media platforms like Facebook (e.g., 0.1%).

* **Other Sources:**
  Contacts acquired through website forms, imports, referrals, or other methods.

* **Source Performance:**
  Evaluate the quality and engagement rates from each acquisition channel to focus efforts effectively.

## Guide to Tenant Registration Process

Before you can start sending messages or launching campaigns, you need to register your tenant account and activate your subscription.

***

### Step-by-Step Registration Workflow

1. **Visit the Landing Page**
   Access the official SaaS platform where tenant accounts are created.

2. **Choose a Subscription Plan**
   Select from available tiers based on your usage needs (e.g., number of contacts, campaigns, bots).

3. **Register Your Tenant**

   * Fill in your company name and contact details
   * Set your login credentials
   * Submit the registration form

4. **Complete Payment**
   Choose one of the following payment methods to activate your subscription:

   * Offline Payment
   * Stripe Payment Gateway
   * Razorpay Integration

5. **Wait for Activation**
   After payment is confirmed, your tenant account will be activated by the system or admin.

### Watch a Visual Walkthrough

Want to see the process in action?
**[Click here to watch the registration guide on YouTube](https://www.youtube.com/watch?v=aMAYFQX_HhI)**

> This tutorial walks you through tenant setup, payment, and feature configuration.

## Frequently Asked Questions

**Will hiding a widget affect my data?**

No. Hiding a widget only removes it from view — your data is never deleted. You can show it again at any time by checking its checkbox or clicking Reset Dashboard.

***

**Can I hide a widget for all team members at once?**

Widget preferences are saved per user, so each team member controls their own dashboard independently. There is no setting to force-hide a widget for everyone.

***