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The dashboard is the daily workspace for messages, categories, team work, settings, and reporting.

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Main areas

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Good setup order

  1. Invite the right teammates.
  2. Create categories.
  3. Connect a website form or widget.
  4. Send test messages.
  5. Connect email.
  6. Enable Aria where it helps.

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Safety rules for contributors

  • Keep workspace data scoped to org_id.
  • Reuse existing dashboard layouts.
  • Do not add routes without checking the route map.
  • Preserve the current auth flow.