Documentation:Executive Dashboard

Executive Dashboard & Real-Time Delivery

The command center for your WhatsApp Business Account. Monitor live message throughput, Meta delivery SLA compliance, autonomous Gemini AI bot containment rates, and inbound/outbound volume distributions.

1. Purpose of the Page

The Executive Dashboard provides operations teams, business owners, and customer success managers with an instant, real-time snapshot of their workspace messaging health. It aggregates raw dispatch counts, calculates WhatsApp delivery efficiency through Meta status callbacks, evaluates bot resolution rates, and highlights urgent conversations requiring human intervention.

2. Who Uses It (Target Roles)

Workspace Administrators

Tracks overall Meta WABA compliance, monthly quota usage, and system-wide delivery performance.

Growth & Marketing Teams

Assesses broadcast throughput, audience engagement curves, and active opted-in customer lists.

Support Operations Leads

Monitors AI containment efficiency, detects bottlenecks, and prioritizes urgent escalation alerts.

Interactive Visual Preview

OverviewDashboardPage.tsx • /dashboard
Live Interface
Executive Analytics & Real-time Delivery
Real-time analytics for WhatsApp dispatches, Meta delivery SLA %, and AI containment.
↻ Refresh Analytics✈ Launch Broadcast
DispatchesMeta WABA
12,480
Total inbound & outbound
Delivery SLAMeta SLA
99.4%
Optimal webhook telemetry
AI ContainmentAuto-Reply
76.8%
Autonomous bot resolution
Active ContactsOpted-in
3,420
100% Consent Verified
Weekly Dispatches & Response Telemetry
Last 7 Days30 Days
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Inbound Messages Outbound Dispatches
Quick Actions
Open Live Inbox
Respond to active customer chats
Message Templates
Create & submit Meta templates
Flow Builder
Configure visual bot workflows

3. Step-by-Step: How to Use the Dashboard

  1. Review Headline KPIs: Check your Total WhatsApp Dispatches and Delivery SLA Rate. A healthy system typically maintains an SLA above 95%.
  2. Inspect AI Containment: Verify that the Gemini AI Containment Rate aligns with expectations. If containment drops below 60%, check your RAG Knowledge Base and system prompt settings.
  3. Switch Time Horizons: Toggle between the Last 7 Days and 30 Days pills to identify weekly seasonality or campaign dispatch spikes.
  4. Triage Urgent Conversations: If the urgent alert banner appears indicating conversations with negative sentiment or explicit human agent requests, click Open Live Inbox to initiate agent takeover.
  5. Launch Broadcasts: Use the top-right Launch Broadcast action button to immediately navigate to the campaign dispatcher.

4. Fields, Controls & Metrics Reference

UI ElementTypeCalculation / DestinationDescription
Refresh AnalyticsButtonGET /api/analytics/overviewRe-queries the backend analytics service to calculate latest message and delivery counts.
Launch BroadcastAction Button/campaignsDirect shortcut to the outbound broadcast campaign dispatch page.
Total DispatchesMetric CardtotalMessagesSum of all inbound customer messages and outbound Meta API dispatches within the workspace.
Delivery SLA RateMetric Card(delivered / outbound) * 100Percentage of outbound messages successfully confirmed as delivered by Meta webhooks.
AI Containment RateMetric CardbotContainmentRatePercentPercentage of customer conversations completely resolved by Gemini AI without requiring human agent takeover.
Active Contacts DirectoryMetric CardtotalContactsCount of unique phone records with explicit DPDP consent status and no opt-out flags.
Last 7 / 30 DaysFilter Pills?days=7 | ?days=30Re-aggregates daily message distribution histograms for the selected timeframe.

5. Behind the Scenes: Meta Cloud API & Backend Telemetry

When viewing this dashboard, the frontend calls GET /api/analytics/overview?days=7. The backend executes aggregation pipelines across the MongoDB messages and conversations collections:

  • Delivery Status Callbacks: Every time an outbound message is sent via Meta Cloud API POST /v20.0/{phone_number_id}/messages, Meta asynchronously delivers delivery receipts (sent, delivered, read, failed) to the NotifyIQ webhook endpoint.
  • Asynchronous Ingestion: Inbound webhooks are validated with x-hub-signature-256 HMAC-SHA256, immediately acknowledged with HTTP 200, and queued into BullMQ.
  • Bot Containment Math: Conversations are classified as “contained” when the Gemini auto-reply engine successfully exchanges messages and the session reaches resolution without triggering the needsHuman: true flag.

6. Common Errors & FAQs

Why does Delivery SLA Rate show “No data”?

The Delivery SLA Rate requires at least one outbound message dispatch with recorded webhook delivery callbacks. Once your workspace launches a campaign or sends a live chat response, the SLA percentage will calculate automatically.

Why are outbound message numbers high but delivered numbers low?

Ensure that your Meta Webhook URL is configured with the messages subscription field in the Meta App Dashboard, and that recipient phone numbers are active WhatsApp users capable of receiving messages.

How often are dashboard metrics refreshed?

Metrics are calculated dynamically whenever the page mounts or when the Refresh Analytics button is clicked. Live thread updates in the Workspace Inbox use real-time WebSockets.