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Dashboard overview: what each section means

Shivam Tiwari avatar
Written by Shivam Tiwari
Updated this week

Dashboard Overview: What Each Section Means

Welcome to your Kefi Dashboard — the control center for everything related to your WhatsApp marketing activities. Whether you're setting up for the first time or actively running campaigns, the dashboard gives you a clear, organized view of how your store is performing through WhatsApp.

From abandoned cart recovery and manual messaging to customer support and analytics, each section of the dashboard is designed to help you take action quickly and effectively.

This guide will walk you through each section so you can understand what it does, how it works, and how to make the most of it.

1. Automated Abandoned Carts

This section gives you a real-time view of all carts that were abandoned by customers on your store.

Kefi automatically detects when a cart is abandoned and uses your approved WhatsApp message templates to follow up with customers — no manual work needed. These messages are:

  • Sent at the time interval you choose
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  • Personalized using dynamic data (like customer name and cart contents)
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  • Designed to bring customers back and complete their purchase

You can track which messages were sent, their delivery status, and whether they helped recover the sale.

2. WhatsApp Chat Button

This feature allows you to add a floating WhatsApp chat button to your storefront, making it easy for customers to message you instantly.

You can configure this in two tabs:

Content Tab

  • Phone Number: Connect the WhatsApp number you want customers to contact.
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  • Button Display Options:
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    • Icon + text or icon-only

    • Position (left or right)
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  • Icon Selection: Choose a built-in icon or upload your own (.jpg, .png, .jpeg – max 1MB).
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  • Default Message: This message is pre-filled in the WhatsApp chat window when a customer clicks.
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  • Welcome Message: Optional greeting that appears above the chat button on your storefront.
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Design Tab

Customize the appearance to match your store's branding:

  • Colors: Icon, button background, text, and welcome message styling
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  • Text Styles: Control font size and style for button and welcome messages

This tool is especially useful for offering real-time support, answering product questions, or assisting during checkout.
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3. Bulk Messages (Coming Soon)

This upcoming feature will allow you to send promotional or informational WhatsApp messages to your customer list in one go.

You’ll be able to:

  • Create custom WhatsApp message templates
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  • Personalize messages using dynamic fields
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  • Segment your audience for targeted campaigns
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  • Track performance via delivery and engagement metrics

This feature is currently under development. Stay tuned within the app for updates.


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4. Abandoned Carts

This section shows detailed data on every abandoned cart — including customer information, cart contents, and message activity.

You can:

  • View which carts were recovered
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  • Track the delivery and status of each WhatsApp message
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  • Use the "Send Manual Message" option for high-value carts or more personalized outreach

It’s a great way to monitor recovery opportunities and take timely action.

5. Messages

This section displays all WhatsApp messages sent via Kefi, giving you full visibility into your communication flow.

Key Features:

  • All Messages Overview: See what was sent, to whom, and when
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  • Delivery Status: Track if messages were sent, delivered, read, or failed
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  • Advanced Filters:
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    • Filter by automation type

    • Sort by country, delivery status, or recovery outcome

This allows you to quickly spot trends or identify messages that need follow-up.
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6. Manual Messages

For situations that require a personal touch — like high-ticket items or VIP customers — Kefi enables you to send manual WhatsApp messages using your saved templates.

You can:

  • Select or create message templates
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  • Customize content before sending
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  • Send directly from the dashboard based on real-time cart data

Manual messaging is ideal for personalized outreach when automation isn't enough.

7. Settings

In the Settings section, you can manage all your messaging configurations and business connections.

You can:

  • Create, edit, or delete message templates
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  • View your connected Meta Business Account and WhatsApp number
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  • Check template approval status (required for automated messaging)

Keeping this section updated ensures your automations and templates are functioning properly and comply with Meta’s requirements.

8. Analytics

This section helps you measure the effectiveness of your WhatsApp marketing efforts.

What You Can Track:

  • Total Revenue: Sales directly influenced by WhatsApp interactions
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  • Recovery Rate: Percentage of abandoned carts that were successfully recovered
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  • Abandoned Carts: Total carts left behind by customers
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  • Recovered Carts: Number of carts converted back into purchases
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These insights help you make data-driven decisions and improve your strategy over time.

8. Billing

Your Kefi Premium Plan includes access to all features—no feature restrictions or tiered pricing.

Please note: Meta charge separately for WhatsApp Business API usage. For more information, refer to Meta’s official WhatsApp pricing.

Need help?

Reach out to our support team - [email protected]

or use the in-app chat—we’re here to make sure everything runs smoothly.

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