## Accessing the Dashboard Click the **Organization** button in the Eazybe sidebar to open the workspace in a new tab Sign in with your admin credentials at [workspace.eazybe.com](https://workspace.eazybe.com) Click **Dashboard** in the left sidebar to view team activity Click **Analytics** tab for detailed message metrics ## Dashboard Overview The main dashboard shows real-time team status: Team Dashboard

Real-time visibility into team status: | Status | Meaning | Action Needed | | - | - | - | | 🟢 **Online** | Currently active on WhatsApp Web | None | | 🟡 **Away** | Active recently, now idle | None | | 🔴 **Offline** | Not connected | Check if expected | | ⚠️ **Sync Issue** | Chat sync delayed | Troubleshoot connection | ## Performance Comparison Compare team members across key dimensions: ### Messages Sent (This Week) ``` Alice ████████████████████ 342 Carol ████████████████████████ 415 Bob ██████████████████ 289 Dave ████████████ 198 Emma ███████████████ 256 ``` ### Response Time (Average) | Team Member | Avg Response Time | Benchmark | | - | - | - | | Alice | 2m 34s | ✅ Excellent | | Bob | 4m 12s | ✅ Good | | Carol | 3m 45s | ✅ Good | | Dave | 8m 22s | ⚠️ Needs attention | | Emma | 5m 10s | ✅ Acceptable | ## Leaderboards Create healthy competition with performance rankings: ### Top Performers This Week | Rank | Team Member | Messages | Response Rate | Avg Response Time | | - | - | - | - | - | | 🥇 | Carol | 415 | 94% | 3m 45s | | 🥈 | Alice | 342 | 96% | 2m 34s | | 🥉 | Bob | 289 | 91% | 4m 12s | ### Most Improved (vs Last Week) | Team Member | This Week | Last Week | Change | | - | - | - | - | | Emma | 256 | 198 | +29% ⬆️ | | Dave | 198 | 175 | +13% ⬆️ | | Alice | 342 | 325 | +5% ⬆️ | ## Identifying Coaching Opportunities Use analytics to spot patterns that indicate training needs: **Pattern:** Sends many messages but gets few replies **Likely Issue:** Message quality or targeting **Action:** Review message content, coach on personalization **Pattern:** Consistently slow to reply to customers **Likely Issue:** Workflow or prioritization **Action:** Optimize notification settings, time management coaching **Pattern:** Scheduled follow-ups not being completed **Likely Issue:** Process adherence **Action:** Review follow-up workflows, clarify expectations **Pattern:** Highly variable daily/weekly metrics **Likely Issue:** Time management or engagement **Action:** Set daily goals, regular check-ins ## Setting Goals Establish clear, measurable targets: ### Example KPIs by Role | Role | Daily Messages | Response Time | Follow-up Rate | Conversations/Day | | - | - | - | - | - | | **SDR** | 50+ | \< 5 min | > 95% | 20+ | | **AE** | 30+ | \< 15 min | > 90% | 15+ | | **Support** | 40+ | \< 3 min | > 98% | 25+ | | **Success** | 25+ | \< 30 min | > 85% | 10+ | ### Goal-Setting Tips 1. **Start with baselines** — Know current performance before setting targets 2. **Make goals achievable** — 10-20% improvement is realistic 3. **Align with outcomes** — Connect metrics to business results 4. **Review quarterly** — Adjust targets as team improves ## Conducting Performance Reviews ### Weekly Check-ins (5-10 minutes) * Review key metrics from the past week * Celebrate wins and improvements * Identify one area for focus * Set specific goals for next week ### Monthly Deep-dives (30 minutes) * Trend analysis over 4 weeks * Conversion correlation (messages → outcomes) * Process improvements discussion * Training needs assessment ### Quarterly Reviews * Compare against original benchmarks * Evaluate goal achievement * Career development discussion * Set new quarterly targets ## Best Practices A single bad day doesn't define performance. Look at week-over-week and month-over-month patterns to understand true performance levels. Account for workload, customer type, and role differences when comparing team members. An AE handling complex enterprise deals will have different metrics than an SDR doing outbound. High message volume with low response rates may indicate a quality problem. Look at both input (messages sent) and output (responses, conversions) metrics. Share dashboards with team members so they can self-monitor. Transparency drives accountability without requiring constant manager intervention. # Set Up Auto Payment Source: https://help.eazybe.com/en/billing/auto-payment Automatically add credits when an eligible Eazybe wallet reaches a low-balance threshold. Auto payment charges a saved card and adds credits when the workspace wallet reaches your chosen threshold. Use it to reduce interruptions to eligible paid WhatsApp activity. Eazybe Credits tab showing Current balance, Auto payment active status and toggle, and Add credits

Eazybe Credits tab showing Current balance, Auto payment active status and toggle, and Add credits

The balance, status, and purchase amounts in the screenshot are examples. Auto payment is currently available for USD wallets, and your workspace can show different values. ## Turn On Auto Payment 1. Open **Settings → Billing → Credits**. 2. Expand **Auto payment** if the panel is collapsed. 3. Turn on the **Auto payment** toggle. 4. Confirm **Top up when below** and **Amount to add**. 5. Confirm that the status changes to **Auto payment active**. If this is the first setup, Eazybe uses the eligible card already saved for the workspace subscription. Turning on auto payment authorizes future charges to the saved card. If Eazybe cannot find a usable subscription card, auto payment is not enabled. Update the subscription payment method or contact Eazybe Support, then try again. ## Choose the Amounts * **Top up when below** is the wallet balance that triggers auto payment. * **Amount to add** is charged to the saved card and added to the wallet after a successful payment. * The threshold must be lower than the amount to add. For a USD wallet, the threshold must be at least USD 1, the amount to add must be at least USD 5, and each value can be up to USD 10,000. Example: if **Top up when below** is USD 5 and **Amount to add** is USD 50, Eazybe starts an automatic payment when the balance reaches USD 5 or less. A successful payment adds USD 50. The example explains the trigger; it is not a recommended setting. Choose amounts that match your expected messaging usage and budget. ## Change the Amounts 1. Select an amount field or its pencil icon. 2. Update **Top up when below** and **Amount to add**. 3. Select **Save changes**. 4. Recheck the summary shown in the panel. ## Change the Payment Card 1. Select **Change card** beside the saved card. 2. Enter the new card details on the secure Stripe page and complete the setup. 3. Return to **Credits** and confirm that the card brand and last four digits have updated. Eazybe displays only the saved card brand and last four digits in the workspace. ## Turn Auto Payment Off or On Again * To stop future automatic top-ups, turn off the toggle and confirm **Disable auto payment**. * Disabling keeps the saved configuration so you can turn it on again later. * Check the status text to confirm whether auto payment is active. Turning auto payment off does not add credits or cancel a payment that has already started. Check **Wallet history** when a payment was triggered near the time you disabled it. ## Emails and Notifications Auto-payment activity is sent to the workspace account email and can also create an in-app notification. | Event | What you receive | | - | - | | Payment started | Amount and transaction ID | | Payment successful | Amount, transaction ID, and updated balance when available | | Payment failed | Failure reason, retry timing, and instructions for updating the payment method | | Repeated failures | Auto payment is disabled after three failed attempts and a final email is sent | # Add Billing and Tax Details Source: https://help.eazybe.com/en/billing/billing-taxation Verify GST information for eligible INR payments and future tax invoices. Use **Billing & taxation** to save the business details used for eligible INR purchases and invoices. Verify the GSTIN carefully so the registered name, state, and billing address are associated with the correct business. **Billing & taxation** is available to eligible workspace admins using India-based billing. If the tab is not visible, confirm the workspace billing country and your permissions. ## Add GST Details 1. Open **Settings → Billing → Billing & taxation**. 2. Enter the 15-character GSTIN and complete verification. 3. Review the registered company name, state, and address returned by the verification. 4. Add a finance email if invoices should be sent to a separate address. 5. Save the billing information. Check the GSTIN and registered business details before saving. Incorrect tax information can appear on future eligible invoices and can require support to correct. ## Review GST During a Purchase For an eligible INR credit purchase, Eazybe shows the GST breakdown before payment. Review the subtotal, GST, and total at checkout, then complete the payment only when the information is correct. Saved GST details can be used to create a business tax invoice for future eligible purchases. Whether a purchase or invoice qualifies for Input Tax Credit depends on your circumstances. Consult your tax professional for tax eligibility or accounting advice. ## If Verification Fails * Confirm that the GSTIN contains 15 characters and has no extra spaces. * Check that the GSTIN belongs to the business that should appear on the invoice. * Retry after correcting the value. * If a valid GSTIN still cannot be verified, contact Eazybe Support before making the purchase. # Overview Source: https://help.eazybe.com/en/billing/credits-overview Understand how Eazybe wallet credits work and how to keep paid WhatsApp activity funded. Eazybe credits are funds stored in the workspace wallet and used for eligible paid WhatsApp API activity. From **Settings → Billing → Credits**, you can check the current balance, make a one-time purchase, or manage auto payment when it is available. Eazybe Credits tab showing Current balance, Auto payment status, quick credit amounts, custom amount, and Complete purchase

Eazybe Credits tab showing Current balance, Auto payment status, quick credit amounts, custom amount, and Complete purchase

The USD balance, auto-payment status, and purchase amount in the screenshot are examples. Your workspace can use a different balance, currency, and set of payment options. ## What the Credits Tab Shows | Area | What it tells you | | - | - | | **Current balance** | The wallet funds currently available to the workspace | | **Auto payment** | Whether automatic top-ups are active and, when expanded, the saved threshold and recharge amount | | **Add credits** | Quick amounts, a custom amount field, the expected new balance, and **Complete purchase** | Eazybe Credits tab showing the current USD balance, active Auto payment, quick credit amounts, custom amount field, and Complete purchase button

Eazybe Credits tab showing the current USD balance, active Auto payment, quick credit amounts, custom amount field, and Complete purchase button

## Choose How to Add Credits Add credits once without changing auto-payment settings. Automatically add credits when an eligible USD wallet reaches its threshold. A one-time credit purchase and an automatic top-up both add funds to the same workspace wallet. Auto payment does not replace your Eazybe subscription payment. ## If the Balance Runs Out Paid broadcasts, templates, or automations can stop when the wallet no longer has enough funds for the activity. Add credits or resolve a failed auto payment, then retry the affected action after the balance updates. Access to **Credits** depends on your workspace permissions and eligible Eazybe services. Ask a workspace admin if the tab is not visible. # Billing Overview Source: https://help.eazybe.com/en/billing/overview Manage your Eazybe plan, wallet credits, automatic payments, tax details, and transaction history. Use **Settings → Billing** to manage the plan and payment settings for your Eazybe workspace. This section explains which tab to open for each billing task and what you should confirm before making a purchase. Eazybe Billing page showing the Your plan, Credits, and Wallet history tabs with current plan and seat details

Eazybe Billing page showing the Your plan, Credits, and Wallet history tabs with current plan and seat details

Eazybe Billing page for an INR workspace showing Your plan, Credits, Billing and taxation, and Wallet history tabs

The plan, price, renewal date, and seat count in the screenshots are examples. Your Billing page shows the settings and values for your workspace. ## Choose a Billing Task Review your current plan, billing period, seats, and available subscription actions. Learn what the wallet balance is used for and how to prevent interrupted paid messaging. Make a one-time wallet purchase with a quick amount or custom amount. Automatically add credits when an eligible wallet reaches your chosen threshold. Verify GST information for eligible INR purchases and future tax invoices. Find credit and debit transactions, payment status, balances, and invoices. ## Access and Currency * Billing tabs and actions depend on your workspace permissions, country, wallet currency, and Eazybe services. * **Your plan** and **Wallet history** are available to eligible workspace admins. * Auto payment is currently available for USD wallets. * INR purchases can include GST and may use a different checkout flow from other currencies. If a tab or action described in this section is not visible, confirm that you are in the correct workspace and ask a workspace admin to check your access. Review the currency, amount, tax, billing period, and payment method before confirming a purchase. Billing actions can charge a saved card or send you to a secure checkout. # Purchase or Manage a Plan Source: https://help.eazybe.com/en/billing/plan-purchase Review your Eazybe plan, purchase an upgrade, and manage seats or subscription billing. Open **Settings → Billing → Your plan** to see the current plan, billing period, validity, seat count, and price per seat for your workspace. From the same tab, eligible admins can upgrade the plan or manage the existing subscription. **Your plan** is available to workspace admins. If you cannot see it, ask an admin in the current workspace to review the plan for you. ## Purchase or Upgrade 1. Open **Settings → Billing**, then select **Your plan**. 2. Select **Upgrade**. 3. Choose the plan and the monthly or yearly billing option offered on your screen. 4. Review the total price, billing period, and number of seats. 5. Continue to the secure checkout and complete the payment. 6. Return to **Your plan** and confirm that the plan details have updated. Selecting **Upgrade** can change the workspace subscription and create a charge. Check the plan, billing period, seats, currency, tax, and total before completing checkout. GST is added to eligible INR purchases. ## Manage an Existing Plan The actions shown on **Your plan** depend on the subscription and billing country: | Action | What it does | | - | - | | **Edit seats** | Adds or removes seats when seat management is available for the plan | | **Upgrade** | Changes the plan or billing period using the available purchase flow | | **Manage Subscription** | Opens the Stripe billing portal for subscription billing actions | **Manage Subscription** is shown only for customers outside India. India-based customers can use the plan and seat actions displayed in Eazybe or contact Eazybe Support for billing help. ## Confirm the Change After checkout, review **Your plan** again. If the previous plan is still displayed, refresh the page and check the payment status before starting another purchase. Do not submit the same purchase again while the first payment is pending. If payment succeeded but the plan has not updated, contact Eazybe Support with the workspace name, payment reference, and purchase time. # Review Wallet History Source: https://help.eazybe.com/en/billing/wallet-history Find wallet transactions, payment status, running balances, and available invoices. Use **Settings → Billing → Wallet history** to review credit purchases and wallet usage. The transaction list helps you confirm whether a payment completed and how each credit or debit changed the balance. **Wallet history** is available to eligible workspace admins with Credits access. Ask a workspace admin if the tab is not visible. ## Find a Transaction 1. Open **Settings → Billing → Wallet history**. 2. Filter by **Completed**, **Pending**, or **Failed**, or choose a date range. 3. Find the row that matches the payment or wallet activity. 4. Review its date, description, credit or debit amount, balance after the transaction, payment status, and invoice availability. A credit adds funds to the wallet. A debit records wallet usage. The balance after the transaction helps you understand the order in which wallet activity occurred. ## Download an Invoice Use the invoice download action in a transaction row when it is available. A transaction can lack an invoice while payment is pending or when that activity does not create one. ## Understand Payment Status | Status | What to do | | - | - | | **Completed** | Confirm that the amount and balance are correct; download the invoice when available | | **Pending** | Wait for the payment provider to finish processing before trying again | | **Failed** | Review the failure information, correct the payment method if needed, and start a new purchase only after the failure is confirmed | Do not repeat a purchase while its status is **Pending**. Starting another checkout can create a duplicate charge if the first payment later succeeds. ## If a Transaction is Missing Select **Refresh** once and check the date range and status filters. If a successful payment is still missing, contact Eazybe Support with the workspace name, amount, currency, payment reference, and payment time. # Add Credits to Your Wallet Source: https://help.eazybe.com/en/billing/wallet-recharge Add Eazybe wallet credits with a secure one-time payment. Use **Add credits** when you want to make one wallet purchase without changing auto-payment settings. You can select a quick amount or enter a custom amount before continuing to checkout. Open **Settings → Billing → Credits** and find **Add credits**. Select a quick amount or enter a custom amount. Check the **New balance** calculation, then select **Complete purchase**. Credits tab with quick amounts, custom amount, New balance, Clear, and Complete purchase

Credits tab with quick amounts, custom amount, New balance, Clear, and Complete purchase

The screenshot shows example USD values. Confirm the currency and amount shown in your workspace before continuing. Selecting **Complete purchase** starts a payment flow. ## Complete Checkout Review the amount and tax shown by the secure checkout, choose the available payment method, and complete the payment. Return to **Credits** and confirm that **Current balance** has increased. Enter an amount from INR 50 to INR 50,000. Add or confirm GST details when requested, review the GST breakdown, and complete payment through Razorpay. Eazybe Credits tab for an INR wallet showing quick amounts, a custom INR amount, new balance, and Complete purchase

Eazybe Credits tab for an INR wallet showing quick amounts, a custom INR amount, new balance, and Complete purchase

Enter an amount from USD 1 to USD 10,000, then complete payment through Stripe. Eazybe Credits tab for a USD wallet showing quick amounts, a custom USD amount, new balance, and Complete purchase

Eazybe Credits tab for a USD wallet showing quick amounts, a custom USD amount, new balance, and Complete purchase

Follow the amount range and checkout provider shown on your screen. Manually adding credit does not enable auto payment or change the saved card, threshold, or recharge amount. ## If the Balance Does Not Update 1. Check whether checkout shows the payment as successful, pending, or failed. 2. Return to **Credits** and refresh the page once. 3. Open **Wallet history** and find the matching transaction. 4. If a successful payment is still missing, contact Eazybe Support with the workspace name, amount, currency, payment reference, and payment time. Do not repeat a payment while the original transaction is pending. A second checkout can create a duplicate charge. # Analytics Overview Source: https://help.eazybe.com/en/broadcasts/broadcast-home Choose a broadcast, template, or number view to review campaign performance and build your report. Use **Broadcasts** to review campaign performance, compare templates or sender numbers, and export the results you need. The **Broadcast**, **Template**, and **Number** controls determine how the table groups your results. Broadcasts page with the grouping controls and sender selector highlighted in violet

Broadcasts page with the grouping controls and sender selector highlighted in violet

These screenshots were captured from a local workspace for this guide. The campaign names, dates, and totals belong to that workspace; your report will show your own data. ## Before You Start Open **Broadcasts** in your workspace. You need a WhatsApp Business number available in the workspace to review its campaigns. If you see **Connect to WABA**, [connect a WhatsApp Business number](/en/waba/connect-waba) first. Filters, grouping, sorting, and exports help you review existing activity. They do not send a new message or change a contact's preferences. To start a campaign, select **New broadcast** and follow [Create a Broadcast](/en/broadcasts/create-broadcast). ## Choose Your View | View | What each row represents | Available filters | | - | - | - | | **Broadcast** | An individual campaign; select its name to open its analytics | Sender number, templates, template category, and campaign **Status** | | **Template** | A template with its broadcast count, message totals, and cost | Sender number and templates, including selection by category | | **Number** | A sender number with its broadcast count, message totals, and cost | One or more numbers and a date range | ## Understand the Columns | Column | What it means | | - | - | | **Broadcast** | Campaign name. Its template and category appear underneath; select the name with **↗** to open the campaign. | | **Template** | Template name, with its category underneath. This view combines activity for that template. | | **Number** | Sender name, with the phone number underneath. This view combines activity for that sender. | | **Broadcasts** | Number of campaigns included in a template or number summary. | | **Total** | Total message/recipient records reported for the row. | | **Sent** | Messages whose reported delivery status is Sent. | | **Delivered** | Messages whose reported delivery status is Delivered. | | **Read** | Messages whose reported delivery status is Read. | | **Failed** | Messages reported as failed. Open the campaign to review available reasons. | | **Cost** | Recorded cost for the row, shown using the workspace currency setting. | | **Date** | Latest available campaign activity date, or the sent date when a later activity date is unavailable. **--** means no valid date is available. | | **Status** | Campaign state, such as **Completed**, **In-Progress**, or **Failed**. | **Date** and **Status** are available in **Broadcast** view. **Broadcasts** is available in **Template** and **Number** views. Use **Columns** to show a field that is hidden. A campaign's status and its recipients' delivery statuses answer different questions. For example, a **Completed** campaign can still have failed recipients. Use **Failed** inside that campaign for the reasons. Summary totals can include the same contact across different campaigns; they are not a count of unique people across your workspace. Date-range controls appear only in **Number** view. Although **Status** also remains visible in **Template** view, use **Broadcast** view to filter individual campaigns by status. ## Build Your Report * [Filter Broadcasts and Templates](/en/broadcasts/filter-broadcasts-and-templates): choose a sender, select templates or a category, and narrow campaigns by status. * [Compare Numbers by Date](/en/broadcasts/compare-numbers-by-date): choose sender numbers and use a preset or custom date range. * [Customize and Export Reports](/en/broadcasts/customize-and-export-reports): choose columns, sort rows, and download a CSV. ## Refresh or Start Over | Control | What it does | | - | - | | **Refresh** | Requests updated results using your current selections. Wait for loading to finish before reading or exporting the totals. | | **Reset filters** in **Broadcast** or **Template** | Clears template, category, and status restrictions, keeps the current sender, and refreshes the report. | | **Reset filters** in **Number** | Selects all listed numbers, clears the date range and any retained template/status restrictions, and refreshes the report. | | **Remove date filter** | Clears only the date restriction and keeps the chosen numbers. | Column choices stay as you set them when you reset filters. Switching between **Broadcast**, **Template**, and **Number** clears the selected sort order. Your number/date choices and sender/template choices are separate; a number date range does not filter the campaign or template view. ## Open an Individual Campaign In **Broadcast** view, select the campaign name with the **↗** icon to open its detailed analytics. Use [View Broadcast Analytics](/en/broadcasts/view-analytics) for the recipient-level report. Select **Refresh** to request the latest data. If a loading error says your last successful data is still shown, the visible totals may be out of date; use **Retry** in the error message or **Refresh** once the connection is available. # Compare Numbers by Date Source: https://help.eazybe.com/en/broadcasts/compare-numbers-by-date Compare broadcast performance across sender numbers and narrow the summary to a preset or custom date range. Use **Number** view on **Broadcasts** to compare sender-level totals. Choose the numbers to include, then set the period you want to review. These screenshots show a local workspace used for this guide. Full phone numbers are covered with solid redaction bars. Your names, dates, and totals will differ. On **Broadcasts**, select **Number**. Open the number dropdown and check each sender you want to include. Choose **Select All Numbers** to include every number listed; when all are selected, the option becomes **Unselect All Numbers**. Number view and its multi-select sender picker highlighted; phone numbers are redacted

Number view and its multi-select sender picker highlighted; phone numbers are redacted

Uncheck a sender to remove it, or choose **Unselect All Numbers** to clear the selection. Scroll inside the menu to see more entries. The control shows the sender's name when one is selected, a count when several are selected, and **Select numbers** when none are selected. Click outside the menu to close it. The table shows a summary for each returned number, including its **Broadcasts** count, message totals, and **Cost**. This view lists up to **100** distinct sender numbers; **Select All Numbers** selects the entries available in this list. **Select numbers** means no numbers are selected. Select at least one to load a report. A **Disconnected** label describes that number's connection status; selecting it here does not reconnect it. Select **1d**, **3d**, or **7d**. The selected preset is highlighted, and the number summaries reload for that period. Seven-day preset highlighted alongside the other date controls and Remove date filter

Seven-day preset highlighted alongside the other date controls and Remove date filter

| Preset | Dates included | | - | - | | **1d** | Today | | **3d** | Today and the previous two dates | | **7d** | Today and the previous six dates | The presets use UTC calendar dates. Around midnight, “today” in UTC can differ from the date in your local time zone. For example, selecting **7d** on 26 September sets 20–26 September. Date filters are available only in **Number** view. With no date filter selected, the report does not restrict results to a chosen date range. Select **Custom** to reveal two date fields. They start with your current range, or today when no range is set. Set the start date in the left field and the end date in the right field, using the calendar controls or typing the dates. Keep the start date on or before the end date. The summaries reload as you change the range; there is no Apply button. Follow the date format displayed by your browser. Custom selected, with the start and end date inputs and Remove date filter highlighted

Custom selected, with the start and end date inputs and Remove date filter highlighted

Choose **Remove date filter** to clear the date restriction while keeping your number selection. In **Number** view, **Reset filters** selects all listed numbers, removes the date restriction, and refreshes the report. Use **Remove date filter** when you want to keep a smaller group of senders selected. ## Keep Your Comparison in Context The date range applies to every selected number. Template, category, and campaign-status filters are hidden in this view and do not narrow the number summaries. Returning to **Broadcast** or **Template** restores those views' controls. Choose **Columns** to show the metrics you need and select a column heading to sort them. Number rows are summary rows; to inspect an individual campaign, return to **Broadcast** and choose its sender number. ## Why Is the Table Empty? Check that at least one number is selected. If **No analytics found** remains, remove or widen the date range, then try another sender. If a loading error says the last successful data is still shown, select **Retry** in the error message or **Refresh** before relying on the displayed totals. To share the comparison, [customize the columns and export a CSV](/en/broadcasts/customize-and-export-reports). # Create a New Broadcast Source: https://help.eazybe.com/en/broadcasts/create-broadcast Choose a template and recipients, review the estimated cost, and send a WhatsApp campaign.