Your dashboard tour
A guided tour of the sidebar, the Overview page, and how the navigation is grouped.
Your dashboard is where you run MAZZA day to day. Everything lives in one place: a sidebar on the left to move around, and the Overview page in the middle that shows how your business is doing. This tour walks you through both so you always know where to look.
The layout at a glance
When you log in, you land on the Overview page. The sidebar runs down the left side, grouped into sections. The main area shows your numbers and recent activity. That is it. No clutter.
The Overview page
Overview is your daily landing page. It opens with a greeting and a short read on the business, then organizes everything into tabs so you only see what you need.
The default view. Revenue this month, new leads, upcoming bookings, calls and WhatsApp chats today, a call-volume chart, your recent calls, and a live activity feed. Your at-a-glance health check.
The numbers reflect your real data
Cards fill in as activity comes through. A new workspace shows a welcome card and mostly empty widgets. Once calls, chats, and bookings start landing, the Overview comes alive on its own.
The sidebar, group by group
The sidebar is grouped so related tools sit together. Overview and Analytics sit at the very top with no header. Below them are clear groups: Daily, Sales, Customers, and Grow. Settings sits at the bottom as a collapsible section.
Top: your starting points
| Field | Description |
|---|---|
| OverviewAlways on | Your daily landing page with the tabs above. |
| AnalyticsModule | Deep-dive reports on calls, WhatsApp, and your funnel. |
Daily
The things you check most days.
| Field | Description |
|---|---|
| CalendarAlways on | Every booking on a shared calendar view. |
| FunnelAlways on | Public forms and the submissions they bring in. |
| CallsAlways on | Every call your voice agent handled, with summaries and outcomes. |
| BookingsAlways on | The full list of bookings, made by the agent, your team, or a link. |
| LeadsAlways on | People who showed interest but have not booked yet. |
Sales
Where you track and close opportunities.
| Field | Description |
|---|---|
| DealsModule | Opportunities moving through your pipeline stages. |
| TasksModule | Follow-ups with due dates, owners, and links to records. |
Customers
Your people and your conversations.
| Field | Description |
|---|---|
| ClientsAlways on | Your saved customers and their full history. |
| WhatsAppModule | The two-way inbox where the AI agent and your team reply to chats. |
Grow
Tools that run on their own once set up.
| Field | Description |
|---|---|
| AutomationsModule | Workflows that fire on calls, bookings, leads, and deal changes. |
Settings
Settings sits at the bottom as a collapsible section. It stays tucked away by default and opens on its own when you are on one of its pages. These are setup tasks, not daily work.
| Field | Description |
|---|---|
| BusinessSetup | Your business profile, fleet or catalog, and promotions. |
| TeamSetup | Invite people, set roles, and manage teams. |
| NotificationsSetup | Choose what you get alerted about and how. |
| IntegrationsSetup | Connect WhatsApp, email, your calendar, and more. |
| BillingSetup | Your plan, payment method, and invoices. |
Why an item might be missing
Some sidebar items only appear when their feature module is switched on. If you do not see Analytics, Deals, Tasks, WhatsApp, or Automations, the module is off for your workspace. Turn it on under Settings, in Features. Core items like Calendar, Calls, Bookings, Leads, and Clients are always there.
A note on labels
Two sidebar labels are worth knowing, because the underlying record uses a different word in a few places:
- Clients is your list of customers. You may see "customer" used for the same thing.
- WhatsApp is your messages inbox. When a feature is called Messages, it means the same WhatsApp inbox.
This is just naming. The chosen label in the sidebar is the one to go by.
Where to go next
Last updated June 2026