> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cliqo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# A tour of the dashboard

> Where everything lives in Cliqo — a map of the sidebar menu and the top bar.

This article mirrors the Cliqo menu, in the order it appears. Use it as a map: every item here becomes a section of this help center.

## Sidebar menu

| Item | What you do there |
| - | - |
| **Home** | Revenue attributed to Cliqo, engagement funnel, conversions by channel, and trending products. |
| **Campaigns** | Your email and WhatsApp campaigns in one place: create, schedule, track, and view reports. A WhatsApp bulk send (with a Meta-approved template) is a campaign like any other. |
| **Automations › Flows** | Welcome, abandoned cart, post-purchase — and the canvas to build your own. |
| **Automations › Transactional · Cashback** | Not available yet: they open an overview page with the **Coming soon** badge and the **Notify me** button. |
| **Pop-ups** | The capture pieces published on your store, each with its own report. |
| **Templates** | The interactive email gallery and the templates you saved. On the **WhatsApp (Meta)** tab, the message templates approved (or under review) at Meta. |
| **Conversations** | Who replied or messaged you on WhatsApp. The counter shows the conversations **awaiting your reply** within the 24-hour window. |
| **Audience › Contacts** | Your base, with each contact's panel (history, consent and tags) and the suppressions. |
| **Audience › Lists and segments** | Manual lists and dynamic segments (engagement, browsing, RFM). |
| **Audience › Orders** | Store orders and Pix/card charges generated by Cliqo. |
| **Reports › By campaign** | Aggregated performance, by channel and by campaign, with export. |
| **Reports › Analytics** | RFM matrix, revenue attribution, performance, and purchase insights. |
| **Reports › Channel health** | Your channels in one place: the **WhatsApp — Number & quality** card (the number's Meta rating, sending limit, and spam failures; **See details** opens the number's full page) and the **Email — Deliverability** card (sender, DKIM, and Gmail AMP registration). |
| **Settings** (at the bottom of the menu) | Account, WhatsApp, sending, brand, domain, pixel, tags, payments, products, integrations, and API. |

Items marked **"Coming soon"** are not available yet — they appear so you know what's on the way. In the menu, those are Transactional and Cashback; under **New campaign**, the **SMS campaign** and **A/B test** options appear disabled.

## Top bar

* **New campaign** — first you pick the channel: **Email campaign** or **WhatsApp campaign**. For email, it opens the starting point: pick an interactive template, create from scratch in the editor, or import a ready-made HTML. On mobile, and when you're already on Campaigns, the top-bar button doesn't show: use the **New campaign** button on the Campaigns screen, which offers the same choice.
* **Needs attention bell** — flags what needs your attention: sender not configured, DKIM missing, integration stalled or with an error, complaints or bounces above the limit, and a WhatsApp number at risk or restricted — clicking the number alert opens its page.
* **Brand switcher** — shows the active brand and is always in the top bar: it's where you create another brand (**New brand**) and switch between them. Each brand isolates its own domain, WhatsApp number, templates, contacts, and campaigns.
* **Avatar** — Settings, Members, Trash, Audit log (these three only for Admin and Owner), language switch (Português/English), and sign out.

## Next steps

* [Set up your account in 5 steps](https://docs.cliqo.io/en/primeiros-passos/configure-sua-conta.md)
* [Understand accounts, brands, and members](https://docs.cliqo.io/en/primeiros-passos/contas-marcas-membros.md)


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