Dashboard Overview
Navigate the Replymate dashboard — inbox, analytics, setup, and automations.
Last updated: 6/18/2026
The Replymate dashboard is your command center for DM automation.
Main sections
Inbox
View and manage live conversations. Search messages, take over manually, and monitor funnel stages per lead.
Home
KPI overview — active conversations, conversions, and next actions to improve your setup.
Setup
- Bots — connect and manage platform accounts
- Personas — train AI voice and knowledge
- Knowledge — add facts, links, and context
- Flow — configure funnel stages and CTAs
Analytics
Track funnel metrics, audience insights, message volume, and conversion trends.
Automations
Build visual message automations with triggers, conditions, and multi-step replies.
Side panels
Resize the navigation and assistant panels — widths are saved locally between visits.
Tips
- Check the inbox daily during your first week
- Use analytics to find which persona and funnel stage converts best
- Update personas based on real conversation patterns