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Platform tour
A walk through the Sela dashboard sidebar, section by section, plus the mobile app and the customer-facing surfaces: the chat widget, form pages and the public catalog.
Last updated: 2026-09-29
This page walks through the Sela dashboard in the order the sidebar shows it, says what each section is for, and links to the page that covers it in depth. It ends with the other surfaces of the platform: the mobile app and the pages your customers see.
How the dashboard is laid out#
The dashboard has two levels of navigation. A narrow rail shows groups: Overview, Conversations, Work, Customers, Automation and Settings. Choosing a group shows the pages inside it in a second column. The dashboard is available in Arabic (with right-to-left layout) and in English.
Two shortcuts help everywhere. Press Ctrl+K (Cmd+K on Mac) to search from anywhere in the dashboard. A padlock next to an item means your plan does not include it yet. Choosing it leads to Settings, then Plan & usage. What you see also depends on your role, which is explained in Team, roles and permissions.
Overview#
| Page | What it is for |
|---|---|
| Home | The live performance dashboard: what is waiting, who is unassigned, and 7 to 90 day trends. Trial workspaces also see an activation checklist here. |
| Activity | A feed of what is happening across the workspace. |
| Reports | Work, appointment and invoice summaries with export. |
Read Reports and analytics for what each screen shows and which permissions it needs.
Conversations#
| Page | What it is for |
|---|---|
| Inbox | Every conversation from every connected channel, with views, filters, assignment, statuses, internal notes, shortcuts and a context panel. |
| Operations inbox | The queue of pending operations, such as orders your team must approve. Needs the AI Assist add-on. See Orders and payment links. |
The inbox is where your team spends most of the day. See Inbox and conversations. To pause the assistant on a conversation, take it over or hand it back, see AI control and takeover.
Work#
| Page | What it is for |
|---|---|
| Work | Boards, work items, tasks and reminders. |
| Appointments | The team calendar. |
| Approvals | Requests that need someone's decision. |
| Delivery: SLA, Playbooks | Response-time targets and operating guides. |
Work and appointments need the Operations plan or higher. See Tasks, work items and approvals, Notifications, SLA and escalations and Bookings and appointments.
Customers#
| Page | What it is for |
|---|---|
| Contacts | Your customer records, with lifecycle stage, fields, tags, channel identities, merging and import. |
| Companies | Organizations your contacts belong to. |
| Files | Files linked to your work and customers. |
| Billing | Quotes, invoices and receipts you send to your own customers. |
This Billing page is about your customers' invoices, not your Sela subscription. Your subscription is under Settings, then Data & plan, then Plan & usage. See Contacts and CRM and Orders and payment links.
Automation#
The Automation group holds two things: the automation hub, and the tools that shape the AI assistant.
| Page | What it is for |
|---|---|
| Automation | The hub with Templates, Workflows, Built-in and Activity tabs. Rules that run without the AI. |
| WhatsApp marketing (under Outbound) | Broadcasts to WhatsApp audiences. |
| Knowledge base (under Catalog & AI) | The documents and notes the assistant may quote. |
| AI tools | Existing tools, connections and skills for the assistant. |
| AI identity | The assistant's name, brand, tone and rules. |
| Products, Restaurant menu | Your catalog, depending on your Environment. |
Read Automations and proactive messages, then the AI pages: Assistant identity and scope, Knowledge base, Tools and actions and Catalog and products.
Settings#
Settings is organized in labeled groups.
| Group | Pages |
|---|---|
| Top level | Workspace setup, Environment |
| People | Team, Team settings |
| Inbox settings | Contact fields, Lifecycle, Conversations, Business hours, Shortcuts, Forms, Tags, AI Assist, AI prompts |
| Channels & apps | Integrations, WhatsApp, Calls, Email, SMS, Voice assistant, Webhooks, API keys, Widget, White label |
| Data & plan | File settings, Import & export, Plan & usage, Support |
This is where you connect channels (Integrations), set business hours, configure lifecycle stages and notification routing, manage your team, buy a plan and create API keys. See Settings and white-label, Plans and billing and Team, roles and permissions.
The mobile app#
The Sela app for iPhone and Android is for your team, not your customers. The bottom tabs are Chats, Contacts, Work, Overview and More. It has the same account, roles and plan limits as the dashboard, and adds push notifications and an escalation queue with claim and release buttons that the web does not have. See Mobile app.
Surfaces your customers see#
These are not part of the dashboard, but they are created from it.
| Surface | What it is | Where to learn more |
|---|---|---|
| Chat widget | A chat button and panel on your website, powered by one script tag. | Web chat widget, Widget JavaScript API |
| Customer form page | A personal link (on forms.usesela.com) your team sends from a conversation to collect information, such as an address. | Contacts and CRM, Forms and catalog embeds |
| Public catalog page | A published page for your menu or product list, in your brand colors. | Catalog and products |
| Messaging channels | WhatsApp, Messenger, Instagram, Telegram, email and SMS conversations. | WhatsApp, Messenger and Instagram, Telegram, Email and SMS |
Neither the form page nor the catalog page is an embeddable script or a developer API. Link to them. Only the chat widget is embedded in your site.
Where to go next#
- Learn the vocabulary in Core concepts.
- Set up a live assistant with the Quick start.
- When something does not work, see Troubleshooting.
Can't find what you need? Contact support.