Navigate your dashboard
When you open a business, you land on Home — your overview of how the business is performing and what to do next. The sidebar on the left gives you access to every area of Caramel.
Home shows a real-time snapshot of your business. What you see depends on how far along your setup is:
- During setup — the Getting Started checklist appears (see Onboarding checklist) alongside key performance indicators (KPIs).
- After setup — KPIs, your most recent marketing activity, top automations, and next best actions to grow engagement.
The KPI cards at the top cover metrics like total customers, recent form submissions, and active campaigns. Exact cards shown depend on which features are active.
Note The Home view is visible to Owners and Managers only. Employees see a limited view.
Sidebar navigation
Section titled “Sidebar navigation”The sidebar collapses to icons — click the panel icon at the top of the sidebar to toggle it.
| Section | What it’s for | Route |
|---|---|---|
| Home | Overview, KPIs, and next best actions | /business/:id?tab=home |
| AI Agent | AI-generated campaign suggestions and the template library | /business/:id/marketing/ai-generator |
| Omnichannel | Marketing analytics, journeys, segments, broadcasts, templates, and WhatsApp Flows | /business/:id/marketing |
| Customers | Your unified customer list and segments | /business/:id/customers |
| Concierge | Signature Concierge conversational AI (premium) | /business/:id/concierge |
| Forms | Forms builder, analytics, and submissions | /business/:id/forms |
| Integrations | Connect third-party tools | /business/:id/integrations |
| Settings | Business profile, branding, payments, team, and more | ?tab=settings |
AI Agent sub-pages
Section titled “AI Agent sub-pages”| Sub-page | What it’s for |
|---|---|
| Campaigns | Generate and manage AI campaign drafts |
| Template Library | Browse and deploy pre-built campaign templates |
Omnichannel sub-pages
Section titled “Omnichannel sub-pages”| Sub-page | What it’s for |
|---|---|
| Analytics | Marketing performance metrics |
| Journeys | Ongoing automated campaign sequences |
| Segments | Customer groups for targeting |
| Broadcasts | One-time sends to a segment |
| Templates | Reusable email, SMS, and other message templates |
| WhatsApp Flows | Interactive WhatsApp message templates |
Forms sub-pages
Section titled “Forms sub-pages”| Sub-page | What it’s for |
|---|---|
| Forms | Build and manage your forms |
| Analytics | Submission trends and conversion data |
| Submissions | View individual form responses |
Plan and access indicators
Section titled “Plan and access indicators”Some sidebar items show a lock icon or a Premium badge when a feature requires an upgrade or special access. Click a locked item to see upgrade options or request access.
Tip Click All businesses (the back arrow at the top of the sidebar) to switch between workspaces or create a new one.
Help and support
Section titled “Help and support”At the bottom of the sidebar, the Help Center section links directly to this documentation and to the support email (support@caramelme.com).