Configure overview

The phone dashboard is the hub for one phone number. This page explains how the layout is structured and how to move between sections.

What you'll do

• Learn the shape of the dashboard.
• Understand the Configure, Ship, and Advanced groups in the sidebar.
• Find the buttons for exporting and importing the whole agent config.

Layout at a glance

• A header at the top holds the theme toggle, the account menu, and the read-only toggle.
• A breadcrumbs row below the header shows Business, WABA, and phone context.
• A sidebar on the left lists every section, grouped into Configure, Ship, and Advanced.
• The main area on the right shows the current section.

Sidebar groups

Configure

• Overview (the current page), with the onboarding checklist.
• Settings, rollout, handoff, follow-up, and AI audience.
• Business info, description, email, and policies.
• Skills, the agent's scenario instructions.
• Knowledge, tabs for files, websites, FAQs, and allowlist.
• Connectors, external APIs the agent can call.
• Generate from doc, AI-assisted drafting from a document.

Ship

• Test, chat with the agent.
• Scenarios, save and replay conversations.
• Evals, run Meta eval cases.
• Agent events, trigger partner-defined events.
• Thread control, release or pass control to a human.
• Webhooks, receive Meta events on a live page.

Advanced

• Playground, a free-form request builder.
• API docs, browse the API reference inside the app.
• AI provider settings, at the top-level Settings page. See AI provider settings.

Overview page contents

The overview shows, from top to bottom:

• The onboarding checklist, when the agent is not fully set up.
• A summary of the phone's eligibility status.
• A list of configured agents on this phone.
• Header actions: Show QR, Export config, and Import config. See Config export and import.

Share a QR to start a chat

The Show QR button in the overview header generates a QR code for the current phone number. Anyone who scans it lands on https://wa.me/{phone number}, which opens WhatsApp on their device and starts a new chat with your business number, no contact save required.

1. Click Show QR at the top-right of the overview page.
2. A dialog opens with a scannable QR code, the full wa.me URL below it, and two actions.
3. Point a phone camera at the QR to test that it opens WhatsApp.
4. Click Download PNG to save the QR as an image you can paste into flyers, receipts, storefront signage, email footers, or slide decks.
5. Click the copy button next to the URL to grab the link for a website button or a social post.

The QR is generated entirely in your browser, nothing about your phone number is sent to a third-party QR service.

Where to go next

• Agent settings is the natural next stop after onboarding.