Wably dashboard: how to move between your AI assistant's screens¶

In short: the Wably dashboard is at dash.wably.app and it is designed for the phone. You move around in two ways, with the bottom bar or with the side menu, and each screen has a precise job: the Home commands the assistant, the others configure it.

How the Wably dashboard is organized¶

Wably is not a management suite full of menus: it is the control panel of an assistant. The interface is deliberately minimal, because you will be using it between one client and the next, on your feet, with one hand.

As a result there are few screens, and each one answers a different question:

• What should the assistant do? You decide that on the Home.
• What should the assistant know? You write that in Profile, Business hours and Info & services.
• What should the assistant talk to? You connect that in Integrations.
• Who can the assistant talk to? You choose that in Contacts.

The two ways to navigate¶

The bottom bar. Always visible, it holds the icons for the screens you will open most often. It is the quick way, designed for everyday use from the phone.

The side menu. It opens with the ☰ icon at the top left and contains the full list of screens, including the ones you rarely touch. Close it with the ✕. It is the complete way, useful during setup.

The two are not alternatives: the bottom bar is a shortcut onto the entries in the side menu.

The dashboard screens, one by one¶

Home, the control center¶

It is the screen you open most often, and the only one from which the assistant is really commanded. Here you find:

• the master switch to turn the assistant on or pause it, in the green band at the top;
• the How the assistant behaves card, with the choice of tone of voice between formal and friendly;
• the automatic reminders, with the choice between a simple notice and a confirmation request;
• the other automations: review request, saving new contacts to Google, daily email summary, cancellation alerts;
• the month's summary, with the activity handled by the assistant and the reminders sent;
• the status of the integrations at a glance.

The operational detail is on the Home page of daily management.

Profile, your business details¶

Business name, type of business, address, language and time zone. This is not bureaucracy: the time zone is the setting the assistant uses to work out which slots to offer, and the language determines how it addresses clients when the conversation does not suggest otherwise. See profile setup.

Business hours, when you are available¶

Working days, time bands, lunch break and closing days, plus the length of appointments and the gap between one client and the next. It is the basis on which the assistant offers appointments: if a time is not declared here, no client will be able to book it. See business hours.

Info & services, what the assistant can say¶

The card that feeds the replies: description of your business, list of services with duration and price, the questions clients keep asking and practical information such as parking or payment methods. The more complete this card is, the fewer phone calls you get. See info and services.

Contacts, who can talk to the assistant¶

The list of your clients, with the option to decide for each of them whether the assistant may reply. It is useful when you want to handle a relationship personally while letting the assistant take care of everyone else. See contact management.

Integrations, the connected services¶

The place where you connect WhatsApp Business, Google Calendar and Google Contacts, and where you check that they are connected. Without those connections the assistant has neither a channel to speak on nor a calendar to read. See integrations.

Subscriptions, your plan¶

Active plan, status of the free trial, payment method and invoices. See managing your subscription.

Guided activation, the steps to get going¶

The checklist that takes the assistant from empty box to working secretary, with the progress percentage always visible. See guided activation.

Where do I find what: the quick table¶

From the phone and from the computer¶

The dashboard is built for the phone, but it works in any up-to-date browser, desktop included. The settings are identical on every device because they live on your account.

In practice it is worth using both: the computer for the initial setup, where typing services and information on a keyboard is much quicker, the phone for the daily check.

Why the dashboard is so minimal¶

It is a choice, not a shortcoming. A management suite full of features requires training, and training is the reason most professional software ends up unused after three weeks.

Wably does one thing, the front desk, and it does it from a panel you learn in five minutes. If a feature does not help the assistant work better, it is not in the dashboard. So you will not find clinical records, intake forms or document archives: the scope is deliberately limited to managing the calendar and the conversations.

The comparison with the other approaches is explained in Wably vs generic WhatsApp chatbots.