> Source: https://docs.virtuo.in/vibot/features
> A tour of every page in the Vibot dashboard — what each one does, who on your team can see it, and which plan unlocks it.

# Features

Every page in the Vibot dashboard, in the order the sidebar shows them. Each
entry says what the page does, which roles see it, and which plan unlocks it.

<Callout type="info">
**Roles.** **OWNER** sees everything and is the only role that can touch billing,
members, and API keys. **SUPERVISOR** works the inbox and configures the AI.
**AGENT** sees Chats, Escalations, and Settings → Help only. Seats are
plan-limited — see [Pricing](/vibot/pricing).
</Callout>

## Overview

The dashboard landing page. AI messages used against your monthly quota,
WhatsApp connection status, quick actions, and analytics — message volume,
message types, conversation stats, and the campaign funnel.

*OWNER, SUPERVISOR.*

## Connect WhatsApp

Connection status (**Connected** / **Pending Registration** / **Not Connected**),
your connected number's details, and the **Fix Registration** flow for entering
your two-step verification PIN.

Full walkthrough: [Connect WhatsApp](/vibot/getting-started/connect-whatsapp).

*OWNER.*

## Chats

Two-panel inbox — conversation list on the left, the full thread on the right,
with images and documents rendered inline. **Take Over** stops the AI so you can
reply as a human; **Hand to AI** gives the conversation back.

*OWNER, SUPERVISOR, AGENT. Take-over requires Lite.*

<Callout type="warning">
Replying by hand does **not** check opt-out status. If a contact has opted out,
the AI stops messaging them — but a human reply from the inbox still sends.
</Callout>

---

# AI

## AI Agent

Everything about how the agent behaves, across six tabs — **Configure**
(language, voice replies), **Persona** (system prompt, greeting, guardrails),
**Variables** (the fields it collects from customers), **Tools**, **Analysis**
(post-conversation scoring), and **Advanced** (reply footer and branding).
Persona name sits in the header, above the tabs.

Full walkthrough: [Configure the agent](/vibot/getting-started/configure-agent).

*OWNER, SUPERVISOR.*

## Tools

The actions your agent can take mid-conversation — capture a lead, escalate to a
human, book through a connected provider, or call your own HTTPS endpoint.

Full guide: [**Tools**](/vibot/tools).

*OWNER, SUPERVISOR.*

## Integrations

The accounts those tools run on — Slack, Shopify, Google Sheets, Calendly, MCP
servers, and custom webhooks. Connect once, then add actions as tools.

Full guide: [**Integrations**](/vibot/integrations).

*OWNER, SUPERVISOR.*

## Voice messages

WhatsApp messages your [Vio](/vio) voice agent may send around a call — one sent
while the agent is still talking to the caller, one sent after the call ends.

You write the wording and submit it to Meta for approval; required placeholders
must stay, but the rest is yours. Meta's rules apply: a message can't start or
end with a placeholder, and two placeholders can't sit next to each other.
Approved wording is locked — Meta approved that exact text.

*OWNER only — submitting registers a template on your own WABA, which is an
account-level action.*

## Knowledge Base

Upload PDFs, DOCX, TXT files, or URLs for the agent to answer from. Documents go
**Processing** (amber) → **Ready** (green) or **Failed** (red). The Knowledge
Base is searched automatically on every message — you don't need a tool for it.

Document limits scale with plan — 1 / 5 / 25 / 100 across Lite / Basic / Pro /
Growth, with file-size ceilings to match. See [Pricing](/vibot/pricing).

*OWNER, SUPERVISOR. Requires Lite.*

## Escalations

Conversations the AI handed to a human — the customer asked for a person, showed
frustration across three consecutive turns, or tripped a guardrail rule. Reply
directly, or hand back to the AI once it's resolved.

*OWNER, SUPERVISOR, AGENT. Requires Lite.*

## Leads

Everyone the agent captured as a lead, newest or hottest first. Scoring runs
automatically a few moments after capture and sorts each lead into a band:

| Band | What it means |
|---|---|
| **HOT** | Ready to buy — call this one today. |
| **WARM** | Genuinely interested — follow up this week. |
| **COLD** | Just browsing or not a fit — nurture, don't chase. |

Each lead carries the model's read of their intent, why it scored them that way,
and two to four recommended next steps. Search by name, phone, or email, update
status as the lead moves through your pipeline, add notes, export to CSV, or jump
straight to the conversation it came from.

Capture is driven by the `capture_lead` [tool](/vibot/tools) — if the agent never
captures anything, check that tool is enabled.

*OWNER, SUPERVISOR.*

## Automations

Out-of-window follow-ups. Past 24 hours since the customer's last message, the
WhatsApp customer-service window closes and **only an approved template can
send** — so each follow-up band needs its own template that Meta has approved.

The ladder is three bands, timed from the customer's last message:

| Band | Default window | Intent |
|---|---|---|
| **Short** | up to 48 hours | The conversation only just went quiet. A direct nudge about what they were actually asking about. |
| **Medium** | 48 hours – 7 days | A few days on. Still specific, but written to be worth reading cold. |
| **Long** | 7 days onwards | The tail. One last re-engagement attempt. |

You can retime the bands, but exactly one must be the catch-all with no upper
limit, and it must be last. A band with no approved template can't send.

Each band shows its own Meta status — **Not written**, **With Meta for review**,
**Approved**, **Rejected** (with Meta's reason, so you can edit and resubmit), or
**Paused by Meta** for quality.

<Callout type="warning">
Follow-ups switch themselves off automatically if too many recent out-of-window
sends come back blocked (Meta error 131049). The page tells you when this has
happened and you turn them back on deliberately — fix the wording first, or it
will trip again.
</Callout>

*OWNER, SUPERVISOR.*

---

# Assistant

## Vibot Chat

A full-page chat with the Vibot assistant. Useful for longer Q&A, for drafting a
system prompt, and for testing your agent's tools without messaging a real
customer. Also available as a floating widget on every page.

*OWNER, SUPERVISOR.*

---

# Outbound Campaigns

## Campaigns

Send approved WhatsApp templates to many contacts. A three-step wizard —
**Template → Contacts → Review & Launch** — with a preflight check that gives a
traffic-light verdict before anything sends.

Sending safely is its own section: [**Sending campaigns**](/vibot/sending).

*OWNER, SUPERVISOR. Requires Lite.*

## Contacts

Phone numbers, names, labels, and notes. Bulk import from CSV or XLSX with a
preview before commit, and inline editing. Opted-out contacts are greyed out and
excluded from Marketing campaigns automatically.

*OWNER, SUPERVISOR. Requires **Basic**.*

## Templates

WhatsApp message templates. Meta must approve one (**PENDING** →
**APPROVED** / **REJECTED**) before a campaign can use it. Categories are
Marketing, Utility, and Authentication — and the category sets your wallet rate.

*OWNER, SUPERVISOR. Requires Lite.*

---

# Billing and Settings

## Billing

Two tabs — **Overview** (wallet balance, transaction history, AI-message progress)
and **Plans** (monthly/annual toggle, plan cards, Razorpay checkout).

*OWNER only.*

## Settings → Organisation

Edit your organisation name; view plan, account status, and member-since date.

*OWNER only.*

## Settings → Members

Invite supervisors and agents. Seat limits scale with plan — Free and Lite are
owner-only, Basic 2, Pro 3, Growth 5, Enterprise up to 10.

*OWNER only.*

## Settings → Notifications

Choose which events email you, and who receives them. Six events: **Escalations**,
**New leads**, **Campaigns** (finished), **Billing & wallet**, **API keys
expiring**, and **Webhook endpoint disabled**.

*OWNER only.*

## Settings → API & Webhooks

Mint and revoke API keys for the [public REST API](/vibot/api), set per-key
scopes, expiry, daily spend caps and IP allowlists, and register the webhook
endpoints that receive your account's events.

*OWNER only. Requires Pro; registering webhook endpoints requires Growth.*

## Settings → Help & Docs

Links into this documentation and the route to contact support.

*All roles.*

---

## What's not in the sidebar

- **[Public REST API](/vibot/api)** — 40 endpoints across messages, conversations,
  contacts, campaigns, templates, leads, the agent, the knowledge base, and
  webhooks. Keys are minted in Settings → API & Webhooks. *Requires Pro.*
- **[Outbound webhooks](/vibot/api/webhooks)** — Vibot POSTs signed events to your
  endpoint when things happen in your account. *Requires Growth to register.*

---

Want a step-by-step recipe for a specific task? See
[**How-to guides**](/vibot/how-to). Stuck on something? See
[**Troubleshooting**](/vibot/troubleshooting).