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Dashboard Use Cases

Run your business from the Klaros dashboard

10 workflows you can set up without writing a single line of code. Each shows the dashboard tools, the steps to get started, and what you can launch today.

10
Dashboard tools
10
Use cases
$0
Per-message markup
API Dashboard Integrated
Campaigns Broadcasts, Sequences, and Automation #

Broadcast campaigns with audience builder

Marketing teams, D2C brands, agencies

Build an audience from contacts, segments, or tags. Pick a pre-approved template. Preview, schedule or launch immediately. Track delivery, read, and reply rates in real time from the campaign analytics panel.

Campaign builder Audience picker Template prefill Campaign analytics
Step by step
  1. Open Broadcasts and click "New campaign"
  2. Select your audience: pick a segment, filter by tags, or choose contacts manually
  3. Choose an approved template and fill in the dynamic parameters
  4. Preview the message, set a schedule or launch now, and monitor delivery rates live

Drip sequences with multi-step builder

SaaS onboarding, e-commerce lifecycle, education

Build multi-step message sequences with time delays between steps. Sequences pause automatically when the contact replies. Visual builder shows each step with status badges (active, paused, completed). One sequence can nurture hundreds of contacts simultaneously.

Sequence builder Status badges Pause-on-reply Template manager
Step by step
  1. Open Automation > Sequences and click "New sequence"
  2. Add steps: choose a template and set the delay (minutes, hours, or days) between each step
  3. Enable pause-on-reply so the sequence stops when the contact responds
  4. Enroll contacts manually or from a campaign, then monitor step-by-step progress

Keyword automation triggers

Support teams, sales, any inbound-heavy business

When a customer sends a specific keyword (like "MENU", "PRICE", or "HELP"), automatically trigger a response, assign to an agent, or enroll in a sequence. Set up once, runs forever. No code, no webhook wiring.

Keyword rules Auto-reply Agent assignment Sequence enrollment
Step by step
  1. Open Automation > Keywords and click "Add keyword rule"
  2. Enter the trigger keyword or phrase (exact match or contains)
  3. Choose the action: send a template, assign to an agent, enroll in a sequence, or add a tag
  4. Save. Every matching inbound message triggers the action automatically

Every campaign checks consent before sending. Your number's quality rating stays protected.

See consent audit
Inbox Conversations and Scheduling #

Team inbox management

Support teams, sales ops, account managers

Conversations arrive categorized as Interactive (customer-initiated, free 24h window), Inbound (needs attention), or Outbound (your campaigns). Assign conversations to team members, use canned replies for common questions, add internal notes for context handoff. Unread rollup and your-turn/their-turn sections keep the queue organized.

Categorized inbox Agent assignment Canned replies Internal notes Unread rollup
Step by step
  1. Open Inbox to see conversations sorted by Interactive, Inbound, and Outbound categories
  2. Click a conversation to read the full thread, then assign it to a team member if needed
  3. Use canned replies (type "/" to search) for common responses, or compose a custom message
  4. Add internal notes visible only to your team for context during handoffs

Meeting scheduling from conversations

Consultants, sales teams, healthcare

Book meetings directly within a WhatsApp conversation using tappable time-slot buttons. The customer picks a slot, and the meeting is confirmed in-thread. No external scheduling tool needed. Reschedule from the confirmation message.

Meeting scheduler Reply buttons Confirmation messages
Step by step
  1. Open a conversation in the Inbox and click the calendar icon in the composer
  2. Select available time slots to offer the customer
  3. The customer receives tappable buttons and picks a slot
  4. Meeting is confirmed in-thread with a summary. Reschedule is available from the confirmation.

Service conversations within Meta's 24h window are free. The categorized inbox makes them easy to find.

See all features
Management Contacts, Templates, and Flows #

Contact management and segmentation

Any business with a contact list

Search, filter, and organize your contacts. Import from Google, Outlook, iCloud, CSV, or vCard. Build dynamic segments based on tags, lead stage, consent status, or custom fields. Segments update automatically as contact data changes. The audience builder uses these segments for campaign targeting.

Contact manager Import wizard Segment builder Audience picker Consent mode
Step by step
  1. Open Contacts to search by name, phone number, or tags
  2. Click "Import" to bring contacts from Google, Outlook, CSV, or vCard
  3. Create a segment with filters (e.g., tag = "premium" AND consent = "opted_in")
  4. Use the segment in a broadcast campaign or sequence enrollment

Template lifecycle management

Marketing teams, compliance officers

Create WhatsApp message templates, submit them to Meta for approval, and track their status. Preview how templates render with dynamic parameters. Manage templates across categories: marketing, utility, and authentication. Rejected templates show the reason so you can fix and resubmit.

Template editor Meta approval tracker Category labels Preview renderer
Step by step
  1. Open Templates and click "Create template"
  2. Choose a category (marketing, utility, authentication), write the content, add buttons or media
  3. Submit to Meta for approval. Status updates automatically (pending, approved, rejected with reason)
  4. Use approved templates in campaigns, sequences, or the inbox composer

WhatsApp Flows from blueprints

Lead generation, feedback collection, service requests

Deploy multi-step in-chat forms using pre-built blueprints. Customers fill structured fields (name, email, preferences) without leaving WhatsApp. 10 blueprints covering lead capture, feedback, appointment booking, service requests, and onboarding. Completion actions auto-tag contacts or enroll them in sequences.

Flow library Flow blueprints Completion actions Contact tags
Step by step
  1. Open Flows and browse the blueprint library
  2. Pick a blueprint (e.g., "Lead qualification") and customize the fields and copy
  3. Set completion actions: tag the contact, enroll in a sequence, or assign to an agent
  4. Deploy the flow. Send it to contacts via template message or keyword trigger.

Templates, contacts, and flows all sync with the API. Start in the dashboard, extend with code later.

View API use cases
Operations Costs and Compliance #

Cost monitoring and savings tracking

Finance teams, business owners, ops leads

See what you spend on WhatsApp messaging, broken down by country, template category, and conversation type. Compare your costs against typical BSP pricing to see the savings from zero-markup. The cost dashboard updates daily and includes a forecast for the current billing period.

Cost dashboard Country breakdown Savings calculator Billing forecast
Step by step
  1. Open Costs in the sidebar to see your current-period spend
  2. Filter by country, category (marketing, utility, authentication, service), or date range
  3. Compare against BSP pricing to see your savings from zero-markup
  4. Check the forecast for the remaining billing period

Consent and compliance management

Compliance officers, GDPR-regulated businesses, healthcare

Every marketing send checks consent before delivery. The consent ledger records opt-in source, timestamp, and evidence text. GDPR export downloads all data for a contact. Right-to-erasure permanently deletes a contact and all messages. Audit-ready from day one.

Consent ledger Opt-in audit trail GDPR export Right-to-erasure
Step by step
  1. Open Consent Audit in the sidebar to see the full opt-in/opt-out ledger
  2. Click any contact to see their consent history: source, timestamp, evidence
  3. Use "Export data" for a GDPR-compliant data package of any contact
  4. Use "Right to erasure" to permanently delete a contact and all associated messages

Launch your first campaign today

Full dashboard access. Broadcast builder. Drip sequences. Categorized inbox. Consent management. Zero per-message markup.

Start free trial See all features View API use cases