⌘K

Dashboard

Welcome back, Roberto. Here's what's happening.

Messages Sent
847,200
+12.4%vs last month
Delivery Rate
94.2%
+1.1 ptsvs last month
Active Conversations
1,284
-3.2%vs last month
In-Chat Revenue
MX$284,500
+28.7%vs last month
Message volume by channel
Last 30 days
WhatsApp
SMS
Email
Voice
Recent campaigns
Name Channel Status Audience Delivery Revenue
Telcel June RechargeWhatsApp● Completed48,20094.1%MX$142,300
Movistar July PromoSMS● Sending31,80067.2%MX$43,100
AT&T $30 Summer DealWhatsApp● Scheduled12,400——
Claro Peru Win-backEmail● Draft8,900——
Needs attention
MG
Maria G.2m
🇲🇽 WhatsApp
I want to top up my Telcel...
PENDING
JD
John D.8m
🇺🇸 SMS
My bill payment didn't go through
IN PROGRESS
CR
Carlos R.15m
🇲🇽 WhatsApp
What plans do you have for...
PENDING

Campaigns

Manage and monitor all your messaging campaigns

Campaign Status Type Audience Delivery Revenue Actions
Telcel June Recharge
WhatsAppOne-shot
Jun 1 – Jun 15
 ● Completed One-shot 48,200
94.1%
 MX$142,300
Movistar July Promo
SMSOne-shot
Jun 23 – Jun 30
 ● Sending One-shot 31,800
67.2%
 MX$43,100
AT&T $30 Summer Deal
WhatsAppOne-shot
Scheduled: Jul 1
 ● Scheduled One-shot 12,400 — —
Claro Peru Win-back
EmailA/B
Draft
 ● Draft A/B 8,900 — —
Telcel Birthday Campaign
WhatsAppA/B
Jun 5 – Jun 10
 ● Completed A/B 5,200
91.3%
 MX$28,400
Movistar Bill Reminder
SMSOne-shot
Jun 20 — failed
 ● Failed One-shot 22,100
0%
 —
Claro MX Welcome Flow
VoiceTriggered
Running since Jun 10
 ● Sending Triggered 3,800
45.2%
 —
AT&T Winback Q2
EmailA/B
Paused Jun 18
 ● Paused A/B 15,200
23.1%
 —

Automations

Recurring campaigns that run on a schedule

📅
Telcel Monthly Recharge Reminder
WhatsApp
● Active
Schedule
Every 1st of month
Audience
24,500 contacts
Next run
Jul 1, 2026
Avg. delivery
92.4%
💰
Movistar Bill Due
SMS
● Active
Schedule
3 days before due
Audience
18,200 contacts
Next run
Jun 26, 2026
Avg. delivery
88.9%
🎂
Claro Birthday Greeting
WhatsApp
● Paused
Schedule
Daily (birthdays)
Audience
~200/day
Next run
Paused
Avg. delivery
—
🏆
AT&T Loyalty Reward
Email
● Active
Schedule
Quarterly
Audience
8,400 contacts
Next run
Sep 1, 2026
Avg. delivery
96.1%

WhatsApp Templates

Manage Meta-approved message templates for campaigns

Templates must be approved by Meta before use in campaigns. Approval typically takes 1–24 hours.
Template name Category Language Status Used in Actions
telcel_recharge_promo_v2MARKETINGen / es● Approved3 campaigns
billing_reminder_v1UTILITYes● Approved5 campaigns
birthday_greeting_mxMARKETINGes● Pending0Awaiting Meta review
win_back_offer_claroMARKETINGes● Rejected0

Email Templates

Design and manage reusable email layouts

Telcel Recharge Promo
Last edited Jun 20 · Used in 2 campaigns
Movistar Bill Reminder
Last edited Jun 18 · Used in 1 campaign
Win-back Offer v3
Last edited Jun 15 · Used in 0 campaigns
Monthly Newsletter
Last edited Jun 10 · Used in 4 campaigns

IVR Flows

Design voice call flows for inbound and outbound campaigns

Flow name Status Calls this month Last edited Actions
Telcel Inbound Support● Active1,284Jun 22
Movistar Billing Menu● Active892Jun 20
Claro Win-back Outbound● Draft0Jun 18

Contacts

100,234 total contacts across all markets

Name Phone Country Lifecycle CLV Last campaign Channels Actions
MG
Maria García
 +52 55 1234 5678 🇲🇽 MX Active MX$1,840 Telcel June Recharge WA
JD
John Davis
 +1 415 555 0123 🇺🇸 US New $0 — SMS
CR
Carlos Reyes
 +52 55 9876 5432 🇲🇽 MX At Risk MX$420 Movistar July Promo WA SMS
AL
Ana López
 +51 1 234 5678 🇵🇪 PE Lapsed S/.280 Claro Peru Win-back Email
RM
Roberto Mora
 +52 55 5555 1234 🇲🇽 MX Active MX$3,200 Multiple WA SMS Email
SC
Sarah Chen
 +1 212 555 0199 🇺🇸 US Active $840 AT&T Summer Deal SMS

Product Catalog

Telecom products available for campaigns and conversations

T
Telcel $100 Recarga
Telcel
MX$100
T
Telcel $200 Recarga
Telcel
MX$200
Most popular
T
Telcel Plan $150 con datos
Telcel · 3GB
MX$150
M
Movistar $150 Plan
Movistar
MX$150
M
Movistar $250 Plan 5GB
Movistar · 5GB
MX$250
A
AT&T $30 Recharge
AT&T
$30
A
AT&T $60 Plan 8GB
AT&T · 8GB
$60
C
Claro $80 Recarga
Claro · Peru
S/.80
C
Claro $130 Plan 4GB
Claro · 4GB
S/.130
Enterprise
T
Telcel Unilinea Empresarial
Telcel
MX$450
M
Movistar Control
Movistar
MX$199/mo
A
AT&T Unlimited
AT&T
$85/mo

Customer Analytics

RFM scoring, lifecycle stages, and CLV across 100,000 contacts

Total Contacts
100,000
3,240 opted out
Avg. RFM Score
8.6/15
Moderate engagement
Avg. CLV
$847
+12% vs last quarter
Active Contacts
28,200
28.2% of base
Lifecycle distribution
18%
28.2%
31.5%
22.3%
New
18,000
Avg CLV: $120 · RFM: 4.2
Active
28,200
Avg CLV: $1,240 · RFM: 10.8
At Risk
31,500
Avg CLV: $540 · RFM: 5.9
Lapsed
22,300
Avg CLV: $280 · RFM: 3.1
RFM score distribution
Contact count by combined RFM score (3–15)
Market breakdown
🇲🇽 Mexico68,000 contacts · 68%
🇺🇸 United States22,000 contacts · 22%
🇵🇪 Peru10,000 contacts · 10%
Campaign performance
48
Total
3
Running
38
Completed
2.84M
Attempted
2.75M
Delivered
96.8%
Rate
Contact deep dive — Maria García
MG
Maria García
RFM 14/15 · Champion Customer
Champion
5
Recency
/5
4
Frequency
/5
5
Monetary
/5
Total spendMX$1,840
Total orders12

Audiences

Pre-built and AI-generated contact segments for targeting

AI can auto-segment your 100,000 contacts into high-value groups
Using RFM scores, lifecycle stage, and purchase history
High-Value MX Customers
Active
12,400
Filters: MX · CLV > MX$500 · WhatsApp · Updated Jun 22
MXCLV > $500WhatsApp
At-Risk Movistar Subscribers
At Risk
8,200
Filters: At Risk lifecycle · Movistar tag · Updated Jun 21
At RiskMovistar
New US Contacts
New
4,100
Filters: US · New lifecycle · < 30 days · Updated Jun 20
USNew< 30 days
Lapsed Peru Claro
Lapsed
3,800
Filters: PE · Lapsed · Claro tag · Updated Jun 19
PELapsedClaro

Segments

5 segments · 84,200 contacts across all rules

Segments 5
🔒Active contacts
Active
System · 28,200 contacts (28.2%)
Avg RFM: 10.2/15
🔒At-risk contacts
At Risk
System · 31,500 contacts (31.5%)
Avg RFM: 6.4/15
🔒Lapsed contacts
Lapsed
System · 22,300 contacts (22.3%)
Avg RFM: 4.1/15
High CLV MX
Active
Custom · 12,400 contacts (12.4%)
Win-back PE
Lapsed
Custom · 3,800 contacts (3.8%)
Edit segment: Active contacts
Estimated match
~28,200 contacts

Lifecycle Rules

Rules that automatically classify contacts into lifecycle stages

Stage funnel
🌱
New
18,000
18% of base
→
✅
Active
28,200
28.2% of base
→
⚠️
At Risk
31,500
31.5% of base
→
💤
Lapsed
22,300
22.3% of base
New
Contact imported within the last 30 days
Has 0 recorded orders
Active
Last order within 45 days
RFM total score ≥ 7
At Risk
Last order 46–90 days ago
RFM total score 4–6
Lapsed
Last order more than 90 days ago
RFM total score ≤ 3
Recommended campaigns per stage
New
Welcome sequence
Active
Loyalty reward
At Risk
Re-engagement offer
Lapsed
Win-back promo

Opt-outs

3,240 contacts have opted out across all channels

Contact Channel Country Opted out
Maria García
+52 55 1234 5678
WhatsApp🇲🇽 MXJun 20, 2026, 14:32
John Davis
+1 415 555 0123
SMS🇺🇸 USJun 19, 2026, 09:15
Carlos Reyes
+52 55 9876 5432
Email🇲🇽 MXJun 18, 2026, 16:48
Ana López
+51 1 234 5678
WhatsApp🇵🇪 PEJun 17, 2026, 11:22
Roberto Vega
+52 55 7777 8888
SMS🇲🇽 MXJun 16, 2026, 08:05
Lisa Chen
+1 310 555 0234
Voice🇺🇸 USJun 15, 2026, 19:43
Pedro Soto
+51 9 876 5432
Email🇵🇪 PEJun 14, 2026, 13:17
Sandra Cruz
+52 55 3333 4444
WhatsApp🇲🇽 MXJun 13, 2026, 07:55

Audit Log

Complete record of all actions in this workspace

to
Timestamp Action Actor Resource Details IP
2026-06-23 14:32campaign_sentRoberto M.Telcel June Recharge48,200 messages dispatched187.62.4.21
2026-06-23 11:15contact_importAna Pérezcontacts1,240 contacts imported with consent201.34.89.5
2026-06-23 09:48opt_out_recordedSystemMaria GarcíaWhatsApp opt-out via STOP keyword—
2026-06-22 16:30campaign_createdRoberto M.AT&T $30 Summer DealNew campaign, status: Scheduled187.62.4.21
2026-06-22 14:10template_submittedAna Pérezbirthday_greeting_mxTemplate submitted for Meta review201.34.89.5
2026-06-21 10:05segment_createdRoberto M.High CLV MXCustom segment, 12,400 contacts187.62.4.21
2026-06-20 15:22role_changeRoberto M.Miguel TorresRole changed: Operator187.62.4.21
2026-06-19 08:34campaign_sentSystemMovistar Bill Due18,200 messages dispatched (automation)—
2026-06-18 17:50opt_out_recordedMiguel TorresCarlos ReyesEmail opt-out, manually recorded189.44.12.99
2026-06-17 12:11contact_importAna Pérezcontacts840 US contacts imported with TCPA consent201.34.89.5

Settings

Workspace configuration and integrations

Workspace settings
Contact profile
MG
Maria García
+52 55 1234 5678
5
R
4
F
5
M
MX$1,840
CLV
Lifecycle
Active
Last campaign
Telcel June Recharge
Channels opted in
WhatsAppSMS
Recent campaigns
Telcel June Recharge
Delivered ✓
Movistar July Promo
Pending
Telcel Birthday
Delivered ✓