Dashboard
Dashboard overview and navigation
Move between account-level views and a WhatsApp Agent Project without confusing shared and project-specific information.
EveryoneBeginnerAvailable
What this guide covers
- The main dashboard shows account-level Overview, Agents, Analytics, Billing, and Settings. Opening an Agent Project reveals its own navigation for WhatsApp operations and automation.
- Prerequisites: A signed-in Yanola account.
- Result: The page title and Agent switcher identify the scope you are viewing.
- Limit: There is no organization or team switcher separate from the Agent Project switcher.
What this is and when to use it
The main dashboard shows account-level Overview, Agents, Analytics, Billing, and Settings. Opening an Agent Project reveals its own navigation for WhatsApp operations and automation.
| Use it when | Expected outcome |
|---|---|
You need to find a feature. | The page title and Agent switcher identify the scope you are viewing. |
You need to tell whether a metric belongs to the account or one Agent Project. | The page title and Agent switcher identify the scope you are viewing. |
Before you begin
- A signed-in Yanola account.
Prerequisites
A signed-in Yanola account.
Complete the task
- Use Dashboard → Overview for account totals, Agent Projects, analytics, and Yanola Balance.
- Use Dashboard → Agents to create or select a WhatsApp Agent Project.
- Inside a project, use Automation for Workflows, Scheduler, Integrations, Templates, and Functions.
- Use Data for Contacts, Media, Analytics, and project Billing.
Confirm it worked
- The page title and Agent switcher identify the scope you are viewing.
Common problems
| Symptom | What to check |
|---|---|
Balance looks identical in two projects | Yanola Balance is account-level; project pages surface the shared amount alongside project usage. |
Current limitations
There is no organization or team switcher separate from the Agent Project switcher.
Product boundary
There is no organization or team switcher separate from the Agent Project switcher.
Where to go next
Related documentation
Account and Agent analyticsRead execution totals, success rate, workflow cost, active workflows, node types, failing nodes, and workflow performance.WhatsApp Agent ProjectsUnderstand the project boundary for numbers, chat, workflows, schedules, templates, integrations, data, analytics, billing, and API tools.Billing overviewUnderstand the account-level Yanola Subscription, shared Yanola Balance, project workflow usage, top-ups, auto-top-up, and transaction history.