Getting started

First day in the panel

Guided tour of the panel: Dashboard, Conexiones, Chats, Contactos, and Configuración de la empresa.

Goal for day one

Get the workspace ready to handle messages: learn the menu, connect a channel, and review the company’s basic settings. There is no mandatory wizard—move in the order that feels natural.

1. Dashboard

Open Dashboard to see the overall workspace status after your first login.

2. Conexiones

In Administración → Conexiones, set up or review the lines and channels your team will use (for example WhatsApp). Without an active connection you cannot operate real chats.

3. Chats

In Mensajería → Chats you handle inbound and outbound conversations once a channel is connected.

4. Contactos

In Mensajería → Contactos you centralize the profiles of people you talk to. Use it to find and organize contacts from day one.

5. Configuración de la empresa

In Administración → Configuración de la empresa review the available tabs (for example Opciones and Empresa) and adjust the essentials: company data and operational options such as business hours.

Suggested practical order

  1. Enter the panel and find Dashboard.
  2. Set up at least one entry in Conexiones.
  3. Open Chats and confirm the channel responds.
  4. Review Contactos.
  5. Close the day in Configuración de la empresa with basic data and options.

Next step

When the channel is connected, you can invite the team from Equipo / Usuarios and, if your plan includes it, configure WhapiBot.