Dashboard
Quick Actions
Dashboard
Quick Actions
Use dashboard shortcuts to jump into common workflows in a single click.
Overview
Quick Actions surface the five most-used flows directly on the Dashboard so operators can respond faster without digging through nested menus. Each button opens the relevant workspace in a new tab while preserving your current dashboard context.
Where to Find Them
- Open Dashboard → Overview.
- Look for the Quick Actions strip below the hero metrics.
- Hover on any tile to preview what it does before clicking.
Available Actions
| Action | What it does | Typical use cases |
|---|---|---|
| Edit Bot | Opens the Bot Builder at the last published version. | Update copy blocks, add intents, or tweak fallbacks after reviewing dashboard insights. |
| New Campaign | Launches the omnichannel campaign wizard with default targeting. | Create a WhatsApp, web, or email blast when you notice a dip in conversations. |
| Import Leads | Jumps straight to the CSV uploader with validation tips. | Bulk import trade-show lists or CRM exports that need immediate nurturing. |
| Subscription | Links to the billing workspace showing current plan, usage, and invoices. | Upgrade after hitting automation limits or download receipts for finance. |
| Phone Number Setup | Opens the telephony onboarding checklist. | Connect a new WhatsApp Business number or rotate numbers for compliance. |
Managing Quick Actions
- Reorder: Drag-and-drop tiles to prioritize what your team needs most.
- Hide/Show: Toggle any action off through Settings → Dashboard Preferences.
- Add Custom Links: Workspace admins can append up to three custom shortcuts (e.g., a Notion playbook or internal escalation form) by pasting a URL.
Best Practices
- Limit to high-frequency flows. Avoid adding rarely used shortcuts that create clutter.
- Pair with alerts. When a metric crosses a threshold, pin the action that resolves it next to the alert.
- Review quarterly. Business priorities change—refresh the layout during QBRs to mirror new goals.
Need to understand how these tiles relate to the rest of the dashboard? Check the Dashboard Overview for orientation and the Training Status page to ensure each prerequisite is complete.