The top bar
Across the top of every page:- Logo (top-left) — click to return to the Dashboard from anywhere.
- Search — quickly jump to a contact, template, or campaign by name.
- Notifications (bell icon) — new messages, campaign completions, template approvals, and billing alerts land here.
- Help — opens this documentation and support links.
- Profile avatar (top-right) — account menu with Profile, Billing & Subscription, Logout.
Dashboard widgets
The dashboard is a summary page. Each widget is clickable — click it to drill into the underlying feature.Messages sent
Your outbound messages today vs. this month. Useful to watch against your plan quota.
Conversations opened
The number of 24-hour conversations opened — this is what Meta bills you for.
Contacts
Total contacts, plus how many were added this week.
Unread chats
Incoming conversations that nobody has replied to yet.
Campaigns
Running, scheduled, and recently completed campaigns.
Template status
Approved, pending, and rejected templates in your WABA.
The left sidebar — where everything lives
The sidebar is grouped by what you’re trying to do. Here’s the full map.Dashboard
Returns you to the Dashboard home you’re reading about now.Chat
The Live Inbox — all incoming conversations, organized by assigned agent, group, or status. See Live Inbox Overview.Contacts
Everything about the people you message:- All Contacts — searchable contact list.
- Groups — named collections for campaign targeting.
- Custom Fields — define extra data fields (e.g. “Loyalty Tier”, “Signup Date”).
- Import CSV — bulk-upload contacts.
Campaigns
Plan, schedule, and track broadcast campaigns. Includes a CSV Campaign option for one-off sends without building a contact group first.Templates
Create, edit, and submit WhatsApp message templates for Meta approval. See their approval status and reuse them across campaigns, bots, and chat.Automations
- Bot Flows — visual drag-and-drop conversation flows.
- Message Bots — keyword-triggered auto-replies.
- Template Bots — scheduled or event-triggered template sends.
- Canned Replies — reusable short replies agents can paste into chat.
AI
Configure AI-powered reply suggestions and connect an AI provider (OpenAI-compatible).Tickets
Turn conversations into trackable support tickets with status, priority, and assignee.Team
- Staff Members — invite and manage your coworkers.
- Roles — define permission bundles.
- Activity Log — audit trail of who did what.
Setup
The technical-plumbing section:- Connect WhatsApp — the primary screen for linking (or re-linking) your Meta Business account.
- Account (WhatsApp) — see your connected WABA, phone numbers, and disconnect if needed.
- API & Developer Tools — generate API tokens and configure outbound webhooks.
Settings
- General — timezone, date format, language, regional preferences.
- Languages — choose your interface language.
- Billing & Subscription — plan details, invoices, payment method.
Menu items you don’t have permission to see are automatically hidden. If a teammate sees something you don’t, it’s because of their role.
Layout tips
- Dark mode
- Favorite a page
Keyboard shortcuts
Xobito supports a handful of keyboard shortcuts to move faster.
| Shortcut | Action |
|---|---|
g then d | Go to Dashboard |
g then c | Go to Chat |
g then a | Go to Contacts |
g then t | Go to Templates |
/ | Focus the global search |
? | Show all shortcuts |
Where to go next
Set your profile
Update name, timezone, and language preferences.
Connect WhatsApp
Link your Meta Business account to start sending.
Import your contacts
Get your audience into Xobito with a CSV upload.
Invite your team
Add coworkers so they can help manage chats and campaigns.