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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 central hub where all your WhatsApp marketing insights and tools come together in one place. Whether you’re just getting started or already running campaigns, the dashboard gives you a clear, real-time overview of your store’s WhatsApp performance.

From tracking abandoned cart recovery and monitoring message automation, to analyzing campaign effectiveness and managing customer chats, each section of the dashboard is designed to help you make smarter, faster marketing decisions.

In this article, we’ll walk you through each section of the dashboard so you understand exactly what it means, how it works, and how to make the most of it.

1. Automated Abandoned Carts

The Automated Abandoned Carts section of the dashboard gives you a real-time view of all shopping carts that customers have abandoned on your store.

Automated Message Templates

Kefi automatically detects abandoned carts using its Automated Abandoned Carts feature.

You can create a message template and submit it for approval by Meta (formerly Facebook), in line with WhatsApp Business policies. Once the template is approved, messages will be automatically sent to users who have left items in their cart—no manual effort needed.

These messages are timely, personalized, and help recover lost sales efficiently.

2. WhatsApp Chat Button

The WhatsApp Chat Button feature enables you to add a sleek, customizable chat button to your Shopify store, allowing customers to message you directly via WhatsApp. This feature helps boost trust, improve support, and increase conversions through real-time communication.

You can activate and configure this feature from your Kefi dashboard. The setup is divided into two main sections: Content and Design.

Content Tab

The Content tab allows you to define the functional elements of your chat button:

  • Country & Phone Number
    ​     Select your country and enter the WhatsApp number you want to connect with.
    ​

  • Chat Button Display Options
    ​     Choose where and how the chat button appears:
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    • Button Type:

      • Button with text and icon

      • Button with icon only
        ​

    • Position on Page:

      • Left

      • Right
        ​

  • Icon Selection
    ​     Choose a default icon or upload a custom one.

    • Supported file types: .jpg, .png, .jpeg

    • Max file size: 1MB
      ​

  • Default Message
    ​     This is the message that will be pre-filled in the WhatsApp chat window when a customer clicks the chat button.
    ​

  • Welcome Message
    ​     A short greeting message that appears above the chat button on your storefront to prompt or welcome visitors.

Design Tab

The Design tab allows you to tailor the look and feel of the chat button and message elements to match your store’s branding.

Colors

  • Icon Color

  • Button Text Color

  • Button Background Color

  • Welcome Message Text Color

  • Welcome Message Background Color

Typography & Sizing

  • Icon

    • Size

  • Button Text

    • Size

    • Style (e.g., bold, italic, regular)
      ​

  • Welcome Message

    • Size

    • Style (e.g., bold, italic, regular)

These options give you full creative control over how your WhatsApp chat button appears and behaves, ensuring it integrates seamlessly with your brand’s visual identity.

3. Bulk Messages (Coming Soon)

The Bulk Messages feature will allow you to send personalized WhatsApp campaigns to all your customers at once—perfect for promotions, product launches, announcements, and more.

With this powerful tool, you’ll be able to:

  • Create and send custom messages to large segments of your audience.
    ​

  • Personalize each message using dynamic customer data.
    ​

  • Track delivery and engagement metrics to optimize future campaigns.

Note: This feature is currently under development and will be available soon. Stay tuned for updates—we're excited to bring you even more ways to connect with your customers effectively on WhatsApp

4. Abandoned Carts

The Abandoned Carts section is where all data related to abandoned carts is available. It provides visibility into customer details and cart contents, helping you take timely action to recover potential lost sales.

Here’s how it works based on your plan:

If You’re on the Pro Plan:

  • Once automation is set up, you’ll be able to view the status of messages sent through automated workflows directly in this section.
    ​

  • Automation uses Meta-approved WhatsApp templates to reach out to customers who left items behind—no manual effort needed.

If You’re on the Free Plan:

  • Automation is not available on this plan.
    ​

  • However, you can still recover carts by creating manual message templates and sending messages directly from the Action column.

Whether you're using automation or manual outreach, this section is designed to help you stay on top of abandoned carts and boost conversions efficiently.

5. Messages

The Messages section provides a centralized view of all WhatsApp messages sent automatically through your Kefi automations.

This is where you can monitor and manage your communication flow, ensuring your campaigns are running smoothly and reaching the right customers.

Key Features:

  • View All Automated Messages
    ​     Track every message sent via your automated workflows, including details like recipient, time sent, and content.
    ​

  • Advanced Filtering Options
    ​     Easily sort and analyze your message data using the following filters:
    ​

    • Automation – Filter by specific automation campaigns.
      ​

    • Countries – View messages based on the customer’s country.
      ​

    • Message Status – Track whether messages were sent, delivered, or failed.
      ​

    • Recovery Status – See which messages led to a successful cart recovery.
      ​

This section helps you stay on top of your WhatsApp marketing performance and quickly identify areas for optimization or follow-up.

6. Billing – Choose Your Plan

The Billing section allows you to manage your Kefi subscription and choose the plan that best fits your business needs. You can compare features, upgrade or downgrade, and track your current plan usage—all from one place.

Free Plan – $0/month

Perfect for getting started with Kefi and exploring the core features.

Includes:

  • Unlimited manual WhatsApp messages
    ​

  • Create and reuse manual message templates
    ​

  • Add a customizable WhatsApp chat button to your store
    ​

Pro Plan – $29/month

Designed for growing stores ready to scale their WhatsApp marketing with automation and advanced insights.

Includes everything in the Free Plan, plus:

  • Smart analytics dashboard to track message performance and customer engagement
    ​

  • Automated messages for abandoned cart recovery
    ​

  • Ability to send messages from your own WhatsApp number
    ​

  • Higher message delivery success rate through verified templates
    ​

  • Priority support for faster assistance and onboarding

You can switch plans anytime depending on your needs. Kefi makes it simple to upgrade as your store grows and you require more advanced tools to recover sales and engage your customers.

7. Settings

The Settings section allows you to configure key messaging tools and manage how you connect with your customers on WhatsApp.

If You’re on the Free Plan:

  • You can create, edit, and delete manual message templates.

  • These templates help ensure consistent and personalized communication with your customers.

If You’re on the Pro (Paid) Plan:

  • In addition to managing templates, you’ll also see the status of your connected Facebook Business account and the WhatsApp number linked to it.

  • You can view or update these details directly through Meta’s Business Manager.
    ​

This section is essential for customizing your communication strategy and managing both manual and automated messaging features based on your plan.

8. Analytics

The Analytics section provides valuable insights into the performance and impact of your WhatsApp marketing campaigns with Kefi.

Here’s what you can track:

  • Total Revenue
    ​     See the direct financial impact generated from your WhatsApp campaigns, helping you measure ROI.
    ​

  • Recovery Rate
    ​     Understand the percentage of abandoned carts successfully recovered through Kefi’s automation and messaging efforts.
    ​

  • Abandoned Carts
    ​     Monitor the total number of shopping carts left unfinished by customers in your store.
    ​

  • Recovered Carts
    ​     View the exact number of carts that were brought back to completion thanks to Kefi’s automated messages.

These metrics help you make data-driven decisions to optimize your strategies and maximize sales recovery.

Need Help?

If you have any questions or need assistance, feel free to contact us:

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