Unified Inbox vs Inbox vs Dashboard vs Conversations
Kazenly reuses the word Dashboard in two places. This article maps the names you see in the product so you open the right screen on app.kazenly.com — and do not confuse them with the Account Dashboard on kazenly.com.
The Unified Inbox (Whole Workspace)
The Unified Inbox is the agent product on app.kazenly.com. It includes the sidebar, chat panels, Settings, Broadcasts, and every route under /dashboard, /inbox/*, /conversations, and so on.
Unified Inbox is documentation language. It is not a sidebar label. Inside the app you navigate by section names such as Dashboard, Inbox, and Conversations.
Channel switching uses chips All, WhatsApp, and Instagram on conversation lists — not a “Unified Inbox” menu item.
Account Dashboard (Different Product Surface)
The Account Dashboard lives on kazenly.com after sign-in (navbar Dashboard → /dashboard on kazenly.com).
It is for billing, Set up Inbox, Open Inbox, and account Settings — not for reading customer chats.
| Account Dashboard | Unified Inbox | |
|---|---|---|
| Host | kazenly.com | app.kazenly.com |
| Typical user | Account owner, billing admin | Agents, supervisors |
| Sidebar | Overview · Billing & Invoices · Settings | Dashboard · Inbox · Conversations · … |
| Opens chats? | No — use Open Inbox handoff | Yes |
See What Is Kazenly? and Account Dashboard (chapter 18).
Sidebar Map (Unified Inbox)
From the live navigation registry, top-level sidebar items include:
| Sidebar label | Route | Purpose (short) |
|---|---|---|
| Dashboard | /dashboard | Agent home — chat list with workload filters |
| Inbox | /inbox/assigned (default) | Tabbed queues for day-to-day handling |
| Conversations | /conversations | Ops table — search, status filters, bulk view |
| Automations | /automations/instagram · /automations/whatsapp | Channel automations |
| Broadcasts | /broadcasts | WhatsApp campaigns (not Inbox) |
| Contacts | /contacts | WhatsApp contacts |
| Questions | /questions | Q&A workflow |
| Analytics | /analytics | Reports |
| Settings | /settings | Channels, flows, users |
Inbox expands to: Assigned, Queued, Unread, Bot, Agent, Lists, Spam.
Bare /inbox redirects to /inbox/assigned.
Your role may hide some items (for example teacher sees Questions only; support has a reduced set).
Dashboard (Inside the Unified Inbox)
Sidebar Dashboard opens /dashboard on app.kazenly.com. This is not the Account Dashboard on kazenly.com.
Layout
Split view: conversation list on the left, chat pane on the right (same pattern as Inbox, but filters live in the list header instead of separate URLs).
What it shows
The list loads open conversations (expired threads are excluded here). Default filter chip: Assigned.
Filter chips on Dashboard:
| Chip | Meaning |
|---|---|
| All | All active (open) conversations |
| Bot | Handled by bot |
| Agent | Handled by agents |
| Unread | Assigned to an agent and needing a reply |
| Assigned | Assigned to me |
| My Unread | Unread threads assigned to me |
| Overdue | Unread assigned threads whose oldest unread customer message is over 90 minutes old (any agent) |
Summary line examples: Total: N conversations, N need attention, or mobile labels like Overdue: N.
Use Dashboard for a personal workload view — especially My Unread and Overdue.
Inbox (Sidebar Section)
Sidebar Inbox is a section with its own sub-routes. Each sub-item is a different queue or folder.
| Sub-item | Route | Use for |
|---|---|---|
| Assigned | /inbox/assigned | Conversations assigned to agents (default Inbox tab) |
| Queued | /inbox/queued | Conversations waiting when no agent was online — Take It or DeQueue |
| Unread | /inbox/unread | Threads needing agent replies; optional “my unread only” checkbox |
| Bot | /inbox/bot | Bot-handled threads |
| Agent | /inbox/agent | Agent-handled threads |
| Lists | /lists | Conversation folders (organize threads — not Broadcast contact lists) |
| Spam | /inbox/spam | Spam-marked contacts only |
Inbox lists can group rows with Pending Conversations vs Open Conversations. Here Pending means the last message was from bot or agent (waiting on the customer) — not the same as every filter on the Conversations page.
Use Inbox for queue discipline: pull from Queued, work Assigned / Unread, triage Bot vs Agent, manage Lists, review Spam.
Conversations (Ops Table)
Sidebar Conversations opens /conversations.
Page header:
- Title: Conversations
- Subtitle: Manage and monitor all conversations
This is a table-style operations view with pagination, search, optional advanced filters, and time-window controls. It includes threads in states that Dashboard and Inbox often hide.
Quick status filter chips:
| Chip | Typical use |
|---|---|
| All | Everything in the current window |
| Open | Active threads |
| Expired | Customer-care window closed |
| Pending | Stored status pending (see note below) |
| Agent | Agent handover |
| Bot | Bot handover |
| Queued | Queue rows |
Supervisors may also open Analytics, Bot Analytics, Agent Workload, and Agent Activity from this page (hidden for support and supervisor_teacher roles).
Queued rows support Take It (assign to you) and DeQueue (remove from queue) — same concepts as Inbox → Queued.
Important: “Pending” on Conversations vs Inbox
On Inbox, the yellow Pending grouping reflects live thread state (customer has not replied after bot/agent message).
On Conversations, the Pending filter chip queries stored conversation status. That chip may not match Inbox Pending in all cases. For day-to-day agent work, trust Inbox Pending grouping; use Conversations for search, Expired, and reporting.
Quick Chooser
| I want to… | Go to |
|---|---|
| See my unread and overdue threads | Dashboard → My Unread / Overdue |
| Work the assigned queue with clear tabs | Inbox → Assigned / Unread |
| Pick up chats nobody was online for | Inbox → Queued (Take It) |
| Organize threads into folders | Inbox → Lists |
| Find an old or Expired thread | Conversations → Expired |
| Search or export-style browse all threads | Conversations |
| Pay invoice or Set up Inbox | Account Dashboard on kazenly.com |
Lists: Inbox vs Broadcasts
Do not confuse:
| Name | Location | Purpose |
|---|---|---|
| Inbox → Lists | /lists | Agent conversation folders |
| Broadcasts → Contact Lists | /broadcasts | WhatsApp broadcast audiences |
They are separate products in the sidebar.
Default Landing Route
After inbox login, most roles land on the first sidebar item they are allowed to use — usually Dashboard (/dashboard). Teacher users land on Questions only.
Next Steps
- Sign In to the Inbox (article 1.4) — app.kazenly.com login and handoff
- WhatsApp and Instagram (article 1.2) — channel chips and Connect
- Unified Inbox (chapter 2) — deeper inbox workflows