Company Name
Owner

Overview

Live workspace snapshot for bookings, services, and company activity.

Workspace Snapshot
Current access level
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Training credits
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Credits remaining
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Knowledge entry cap
—
—
Total Bookings
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Revenue
—
Active Services
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Knowledge Entries
—
Last Knowledge Update
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Total Chat Sessions
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Recent Bookings
Top Services

Mitra Helper

Ask for a quick summary, next steps, or what still needs setup in this workspace.

Consumer Chat

Test the public company chatbot and export the same widget for any website.

Training Room

Coordinate integrations, inspect workspace data, ask questions, or shape company knowledge.

Credits: —
This prompt costs 1 credit.

Widget History

Inspect customer conversations captured from the company widget, grouped by visitor session.

Sessions

Each row is one widget visitor session for this company.

Knowledge

Company knowledge scoped to your workspace documents.

Knowledge Entries
0
Available Topics
0
Last Update
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GPT Proposals

Review GPT-suggested company knowledge changes before they reach workspace knowledge.

Action Status Proposed By Title Changes Summary Topic Content Approved By Approved At Actions

Team

Invite people to your workspace and manage current members.

Members

People who currently belong to this company.

No team members found.

Pending Invites

Outstanding workspace invitations awaiting acceptance.

No pending invites.
Booking platform

BookOnMe

Start the BookOnMe onboarding for this company directly from Mitra.

Starting onboarding creates the BookOnMe user and then waits for BookOnMe email verification.
Not registered
Messaging channel

WhatsApp

Connect a business number, manage approved templates, send one-off messages, schedule campaigns, and configure booking automations from one workspace.

Start from Overview for the current health of connection, templates, inbox, automations, and campaigns, then open the exact workspace you need.
Not connected

Channel access

Business connection

Not connected
Connect a business number Use Meta Embedded Signup to link a WhatsApp Business account to this workspace.

Phone profile

No Meta snapshot yet
Not synced

Refresh after connecting to confirm verification, quality, and display name directly with Meta.

After connection, one-off sends, campaigns, automations, and inbox replies will run against the workspace-specific WhatsApp Business account.

Connection tools

Template Creation

Templates

No templates
Meta-approved templates unlock outbound WhatsApp. Create, import, and manage the approved templates your workspace will use for one-off sends, campaigns, and automations.

Send

Send a WhatsApp Message

Send
Send a WhatsApp Message Connect with your customers through WhatsApp. Perfect for reminders, updates and campaigns. You must have an approved template by Meta before sending messages.

Delivery performance

Message health

No data
No delivery data yet Track outbound delivery, read rate, failures, and inbound volume for this workspace.

Live inbox

Customer threads

No threads
No conversations yet Incoming WhatsApp messages for this workspace will appear in a company-scoped inbox.

Event-driven workflows

Automations

Off
Automation off Choose which approved template should be sent automatically before upcoming bookings.

Audience sends

Campaigns

No runs
No campaigns yet Upload an audience, choose an approved template, and schedule a bulk send from one dedicated workflow.

Template Management

Template Library

Saved Templates
Template Library View your saved WhatsApp templates, check their approval status, and manage template details in one place.

Settings

Manage your account, workspace context, and device preferences.

U
—
Role Plan

Unlock higher package limits and workspace features.

Account

Your identity and account metadata inside this workspace.

Full name
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Email
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Member since
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User ID
—

Workspace

Company access, role and plan context.

Company
—
Role
—
Plan
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Company ID
—

Workspace-level changes are usually managed by your company admin.

Preferences

Local display and environment details for this device.

Interface
Dark
Browser language
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Time zone
—
Date preview
—

Personal dashboard preferences can grow here without mixing into workspace controls.

Security

Current session and access context.

Status
Active
Current device
Browser session
Access level
—
Minimum 8 characters

Change your password directly here while you are signed in.

Help

Support links and scope of your account permissions.

User-facing settings only Workspace member

Need something beyond your account scope? Use the public site or contact your workspace admin.

Training Room

Chat with Mitra to shape platform knowledge in real time.

Testing Chat

Test consumer-facing support replies before publishing knowledge changes.

WhatsApp Inbox

Review inbound WhatsApp threads and reply as Mitra from one shared superadmin inbox.

Threads

Each thread is grouped by the sender phone number.

Select a thread

Incoming WhatsApp messages will appear here.

Choose a thread from the left to review the conversation and reply.

Knowledge

Structured platform knowledge created by GPT and manual edits.

Knowledge Sources
0
Active Topics
0
Last Update
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GPT Proposals

Review and approve GPT-suggested knowledge changes.

Action Status Scope Proposed By Title Changes Summary Content is_Public Approved By Approved At Actions

Users

Review and manage workspace users across the platform.

Action ID Name Email Status Role Company Created At

Companies

Review and manage workspace companies, plans, and access state.

Action ID Name Owner Plan Status Created At

Disable Views

Hide selected integration entry points from normal workspace users without deleting the underlying feature.

Topics

Enable or disable knowledge topics available in the Knowledge dropdown.

Topic Toggles