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Everything in DMLY hangs off the left sidebar. Top to bottom, it holds:
  1. The DMLY logo, or your agency’s if you use DMLY through one.
  2. Overview.
  3. Three groups: Messaging, Business and Configurations.
  4. Your own name and avatar at the very bottom. This is where settings live.
You may not see every area listed here. Items are hidden when your role does not include permission for them. If an area is missing and you need it, ask a workspace admin.

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The main areas

Overview

The dashboard you land on after signing in: your analytics, recent activity and upcoming appointments at a glance.

Unified Inbox

Every conversation from every connected channel in one thread list, WhatsApp first. The sidebar shows a live unread count next to it.

Contacts

Your people. One record per person, shared across every channel, with tags, custom fields and lifecycle stage.

Broadcasts

One-to-many campaigns to a segment of your contacts.

Automation

The visual flow builder: chatbots, auto-replies and multi-step flows that run without you.

Templates

Your WhatsApp message templates and their approval status. This area works on WhatsApp channels only.

Growth Tools

Links and codes that send people into a chat with you. Not available on channels you cannot reach by a chat link.

Appointments

Your calendar, bookings and the public booking page clients use.

Offerings

Your catalogue (Services, Products and Plans) that appointments and invoices draw from.

Finance

Invoices, payments, orders, subscriptions and expenses.

Reputation

Your Google Business Profile: reviews, replies and review requests.

Bot Setup

Configure the channel you have selected: WhatsApp Cloud API, Facebook and Instagram settings, your Telegram bot, or the Live Chat widget.

Integrations

Connect and manage your channels, plus everything else you plug DMLY into.

Reports

Six tabs of reporting, left to right: Team, Appointments, Finance, Ads, CSAT and Logs.

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Reading the sidebar in order

Overview sits on its own at the top. It is the page a new signup lands on, and it is where you go back to for the big picture. The Messaging group is the day-to-day work: The Business group is the commercial side: Appointments, Offerings, Finance and Reputation, in that order. The whole group disappears if your role has no permission in any of those four. The Configurations group is setup:
  • Bot Setup configures the channel you are currently working in. It is also where you create your Live Chat widget.
  • Integrations is where you connect and manage your social accounts.
  • Reports is the reporting section. Selecting it opens the Team tab; the tabs run Team, Appointments, Finance, Ads, CSAT and Logs, in that order.
Finance is the money tab: what came in, what was billed, what is still owed and what went out. Ads is what each Click-to-WhatsApp ad brought back, in conversations, contacts and money. Logs is the record of what the system did, useful when a message or automation did not behave as expected. Your role affects two of those tabs. Finance is the one that asks for more than your Reports permission: a role that cannot view Finance sees the other five only. Ads is not hidden that way. It stays on the strip for everyone who can open Reports at all, and drops only its Revenue column for a role that cannot view Finance. There is no separate Logs item in the sidebar; open Reports and select the Logs tab. (The Audit log of who did what in the workspace is a different thing, and it is a Settings tab. See below.) Below the groups, above your name and avatar at the foot of the sidebar, Help Center opens the documentation in a new tab. On a DMLY account that is these docs. If you use DMLY through an agency, it is your agency’s own help centre instead, and the item is simply not there when your agency has not published one.
Several areas depend on which channel you are working in. If one does not open and instead explains why, it is because your active channel does not support it. Use the Switch profile action in the message to move to a channel that does.

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Where Settings lives

There is no Settings item in the sidebar. Click your name and avatar at the bottom of the sidebar to open your user menu, then select Settings. The Settings page has eight tabs: Tags are not one of them: you manage those with Manage tags on the Contacts page. Business Details is the first tab and the one to fill in first. The Business Name there is your workspace name; there is one business name, not two. The logo you set here is used on your public booking page and invoices by default. See business details.

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Where other key things live

Your user menu at the bottom of the sidebar also holds:

Team Members

Invite teammates by email and set what each one can do. Custom roles are managed from here too. See roles and permissions.

Billing

Your plan and payment details.

Edit profile

Your own name, email and password.

Dark mode

A toggle in the same menu. Switch the dashboard between light and dark.
The menu also lets you switch between workspaces: each one appears as an avatar tile, and the active one is ringed. See workspaces. Sign Out is at the bottom.

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Adding a channel

Your social accounts (WhatsApp, Facebook, Instagram and Telegram) are connected from Integrations in the Configurations group. Stay on the Channels tab (it opens first) and select Add account. Start with WhatsApp; Facebook Messenger, Instagram and Telegram each have their own page. The Live Chat widget is the exception; you create it in Bot Setup rather than Integrations. Until you have your first channel, the channel-based sections show a panel with a Set up a channel button that takes you to Bot Setup. The setup checklist walks you through the whole first run.