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Tour of the API Panel

🚀 Getting startedLevel: Beginner⏱ 6 min

🎯 Goal

Know where everything is, so you can find any feature in seconds.

🧰 What you need

  • A MeAPI login
The left menu, in six groups: Overview, Messaging, Audience, Automation, Grow & connect, Account. You only see the items your login may use.
  • The left menu, in six groups: Overview, Messaging, Audience, Automation, Grow & connect, Account. You only see the items your login may use.
  • Search pages… Ctrl K at the top: type “temp” and press Enter to jump to Templates.
  • The number switcher. Everything on the page belongs to the number picked there.
  • The theme button (System, Light or Dark), the ? help for the current screen, and the bell (a red dot means unread chats).
  • The account menu (your initials): Subscription, Agents & roles, My Numbers, Notifications, Help & tutorials, Contact support, Sign out.
  • Home — the Getting started checklist (owners, until setup is done), connection status, messages over time, conversations, your latest campaigns and, for owners, Number health and Plan usage.
  • Analytics — conversations, response times, agent performance and CSAT ratings for the selected number. → Analytics
  • Reports — delivery performance across all campaigns (sent, delivered, read, failed).
  • Inbox — the Separate Inbox for Each Number: every chat with your number, live. With several numbers, the This number / All numbers tabs switch between one number’s chats and every number’s chats in one list, each tagged with its number. → Inbox basics
  • Orders — carts customers send from your WhatsApp catalog, and the Catalog tab. → Catalog and orders
  • Sales pipeline — deals on a Kanban board, list and reports; agents see their own deals. → Sales pipeline
  • Campaigns — send a template to many people, now, later or on repeat. → Campaigns
  • Templates — create and track the pre-approved messages WhatsApp requires to start a conversation. → Templates
  • Contacts — everyone who messaged you plus anyone you add or import; tags, custom fields and opt-in. → Contacts
  • Automation — chatbots and background rules in one engine; built-ins (welcome, away, drips); business hours and teams. → Automation overview
  • Auto reminders — scheduled WhatsApp reminders before or after a date (renewals, appointments, payments due), on repeat or when nobody replied. → Auto reminders
  • WhatsApp Flows — native forms that open inside WhatsApp. → WhatsApp Flows
  • AI & Knowledge — your AI provider key, knowledge bases, AI bots and usage limits. → AI setup
  • Growth tools — website chat widget, click-to-chat links and QR codes. → Growth tools
  • Integrations — Shopify, WooCommerce, Google Sheets, incoming webhooks, Razorpay. → Integrations
  • Developer — API keys, outgoing webhooks and the API reference. → Developer API
  • Connection — connect, sync or add WhatsApp numbers. → Connect a number
  • My Numbers — number health (quality, messaging limit), display name and the registered numbers. → Number health
  • Agents & roles — add teammates, give each a role and numbers, reset passwords; the Activity tab logs role and number changes. → Roles and permissions
  • Subscription — plan, what your plan includes, expiry, renewals, coupons and payment. Owner only. → Subscription
  • Support — tickets with MeAPI support, for the owner and agents. → Support tickets

Connection, My Numbers and Agents & roles appear for agents only when their role allows it. Subscription is always owner-only.

Click your initials (top right) for Subscription, Agents & roles, My Numbers, Notifications (push alerts on this device, see Notifications and the mobile app), Help & tutorials (this guide), Contact support and Sign out.

  • Ctrl K (Cmd K on Mac) is the fastest way around.
  • The ? button on every screen opens the matching guide here.
  • Theme: the theme button offers System (the default: light or dark with your phone or computer, switching by itself), Light and Dark. Your choice is saved on your login, so every browser, the Android app and the iPhone / iPad app use it.
  • Unread chats show in three places with the same number: the Inbox menu item, the browser tab (for example (3) MeAPI) and the app icon on your phone. It counts unread chats on every number you may open.
  • Coloured notes under the top bar are announcements from MeAPI — maintenance, news, offers (blue for news, green for good news, amber for a warning, red for something urgent). Some have a link such as Learn more. Close one with × once read; it stays closed for you, not for your teammates. Important ones may have no × and stay until they end.
  • Looking for data on the wrong number. If the inbox looks empty, check the number switcher.
  • Agents asking for missing menus. Menus are hidden when the agent’s role has no permission for them. The owner can change the role in Agents & roles. See Roles and permissions.

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