Skip to main content
WhatsApp → Overview is the channel’s analytics page and its default landing screen: opening WhatsApp should answer “how is this doing” before it offers anything to configure. If the channel is not connected yet, the page offers the connect screen instead.

The header

  • Range7, 30 or 90 days, or Custom with two dates. 30 days is the default, and every figure on the page compares against the matching previous period.
  • Refresh — re-runs every query. The time of the last load is shown beside it.
  • Export — downloads the whole page as one CSV, with a section each for daily volume, broadcasts, templates, orders and Click-to-WhatsApp.
  • Quick actions — New broadcast, Templates, Campaigns, Build a flow, Inbox.
  • Alerts — a strip appears when something needs attention: messages that failed to send, unread conversations, threads the AI agent handed over, templates rejected by Meta, a WhatsApp access token expiring within 14 days, or a quality rating worth looking at. Each carries a link to the screen that fixes it.

Cross-filters

Clicking a tile or a row filters the whole page — by direction, by status, by template, by broadcast, or by whether a reply came from the AI agent or a human. Active filters show as chips in the header and can be removed one at a time or cleared together. The filters live in the URL, so a filtered view is a link you can paste to a colleague.

Key figures

Sections

Sending capacity — your Meta messaging tier, quality rating and approximate 24-hour usage. See Messaging limits and quality. Volume and delivery
  • Message volume — incoming and outgoing per day.
  • Delivery funnel — sent, delivered, read and failed across every outgoing message in the period.
  • Busiest hours — incoming messages by day and hour, in your own timezone.
  • Most active contacts — by total messages exchanged, with the last time each wrote.
Broadcasts and templates
  • Broadcast performance — a table of every broadcast in the period with recipients, sent, delivered, read, replied and failed. Clicking a row filters the page to that broadcast.
  • Template usage — counted from messages actually sent, not from your library, so a template you never use does not appear. Each row carries its Meta status; one that was sent but is no longer in the library reads not in library.
  • Broadcast funnel — the same ladder across every broadcast in the period.
Commerce and Click-to-WhatsApp
  • Orders and revenue per day, with the period’s totals.
  • Top products by revenue.
  • Click-to-WhatsApp campaigns and a click-to-conversation funnel — see the caveat about how clicks are recorded.
Leads and pipeline — new contacts, deals created and deals won per day. Deals are attributed through the conversation they came from.

Notes on the numbers

  • Every figure is scoped to the workspace you are in, and to the range in the header.
  • A panel with nothing in it says so rather than drawing an empty chart.
  • Response time and read rate depend on what Meta reports back; a number whose quality rating has dropped may see delivery slow down before it sees anything else.