# CartAutomate — full reference > WhatsApp automation for commerce and service businesses — AI chatbot, broadcasts, order updates, abandoned-cart recovery, lead capture, and WhatsApp Flows. Summary version: https://app.cartautomate.com/llms.txt · Human-readable version: https://app.cartautomate.com/features · Try it: https://app.cartautomate.com/demo-dashboard ## What the platform is A multi-tenant WhatsApp-commerce platform. A merchant connects a Shopify or WooCommerce store (or runs a service workspace), links a WhatsApp Business number, and runs customer messaging, orders, marketing and support from one dashboard. **Who it is for** - Online stores selling through WhatsApp and Instagram that want order updates, cart recovery, COD confirmation and an AI assistant handling routine chats - Service businesses that capture leads, book appointments and follow up over WhatsApp - Teams that need a shared inbox with human hand-off, agent availability and satisfaction (CSAT) tracking - Marketers who run Click-to-WhatsApp ads and want spend, orders and revenue in one place **Channels** - WhatsApp, through Meta's official WhatsApp Business (Cloud) API - Instagram direct messages and comments, through Meta's Instagram API **Commerce integrations** - Shopify (embedded app) and WooCommerce (WordPress plugin): orders, products, customers, order automations, chat ordering - Magento: order automations, catalogue chatbot and cash-on-delivery chat orders - Amazon (seller reporting): orders and inventory reporting, compared against your own store **Advertising** - Meta Ads: connect an ad account, then create, edit, pause and analyse campaigns, ad sets and ads, with rules, audiences, tags, creative insights, alerts and reports - Google Ads and GA4: read-only reporting and a scored 'intelligence audit' **Payments** Customer payments (payment links for chat orders) go through the merchant's OWN gateway — Razorpay, Stripe, Cashfree, PayU or Xendit — so the money goes to the merchant. The platform's own billing (plan and message wallet) is separate. **Trust and data handling** - Every merchant's data is isolated by account; a merchant only ever sees their own records - WhatsApp, Instagram and store credentials and message contents are encrypted at rest - Inbound webhooks are signature-verified before anything is processed ## The live demo The live demo is the real dashboard running on sample data. It needs only a work email and phone number (no signup, no card). Nothing in it sends a message, connects an account or spends money, and it never touches a real merchant's records. Start at https://app.cartautomate.com/demo-dashboard. The demo mirrors the real dashboard's screen paths under /demo-dashboard (for example /dashboard/orders is /demo-dashboard/orders). # Dashboard reference ## Store ### Dashboard overview Page: https://app.cartautomate.com/features/dashboard-overview The store's day at a glance, on one editable page. The home screen summarises orders, revenue, messages and automations for a chosen date range. Blocks can be dragged into the order that suits the merchant, and the numbers cover WhatsApp and store activity together. **What it can do** - Orders and revenue over time, with the change against the previous period - Sales by channel — organic and direct, Meta ads, Google Ads and other paid - Top countries and states by orders and revenue - Messages sent, delivery and read mix, and which automations sent the most - Cart-recovery and COD-confirmation trends - Drag-and-drop layout (remembered per browser) **Dashboard screens** - **Overview** (`/dashboard`, demo: https://app.cartautomate.com/demo-dashboard): KPI tiles, order and revenue charts, channel split, geography, message delivery mix and top automations. **In the live demo:** A fully populated overview for a fictional apparel store with a month of orders, messages and ad-attributed sales. ### Orders, COD and cancellations Page: https://app.cartautomate.com/features/orders Live orders from the store, with WhatsApp confirmation status on every one. Orders are read live from the connected store and loaded as the merchant scrolls. Each shows its status, payment type and whether a WhatsApp update was sent. Cash-on-delivery orders get a confirmation message and are tracked until the customer confirms or cancels. **What it can do** - Live order list with status, payment (COD or prepaid) and 'WhatsApp sent' marker - COD confirmation tracking: confirmed, cancelled, awaiting reply, not confirmed, and the confirmation rate - Customer cancellation requests queue: approve and cancel on the store (with a refund for prepaid orders), or save the order - Filters by status and payment type, and a search across the loaded orders **Dashboard screens** - **Orders** (`/dashboard/orders`, demo: https://app.cartautomate.com/demo-dashboard/orders): Live order list from Shopify or WooCommerce, lazy-loaded, with COD and WhatsApp flags. - **COD confirmations** (`/dashboard/cod-confirmations`, demo: https://app.cartautomate.com/demo-dashboard/cod-confirmations): Every COD order that got a confirmation request, with who confirmed and who didn't, plus the rate. - **Cancellations** (`/dashboard/cancellations`, demo: https://app.cartautomate.com/demo-dashboard/cancellations): The queue raised when a customer asks to cancel: open, in progress, saved or cancelled. **In the live demo:** Twenty-two sample orders across every status, COD confirmations in each state and a cancellation queue. **Questions** - Q: Where do the orders come from? A: They are read live from the connected Shopify or WooCommerce store rather than copied into the platform, so the list always matches the store. ### Products and WhatsApp catalogue Page: https://app.cartautomate.com/features/catalog The store's products, and the same products browsable inside WhatsApp. Products are read live from the store with stock, pricing and variants. The WhatsApp catalogue puts the same products in front of customers inside the chat so they can browse and order without leaving WhatsApp. **What it can do** - Product list with SKU, price range, stock status and variant options - Search, stock, category and price filters, and sorting - Sync products to a WhatsApp catalogue for in-chat browsing - Product carousels in broadcasts and in the AI assistant's answers **Dashboard screens** - **Products** (`/dashboard/products`, demo: https://app.cartautomate.com/demo-dashboard/products): Live product list from the store with stock, price and variants. - **WhatsApp catalogue** (`/dashboard/catalog`, demo: https://app.cartautomate.com/demo-dashboard/catalog): Manage which products are synced to the WhatsApp catalogue. **In the live demo:** Ten sample products with variants and stock states, and a synced catalogue. ## Engage ### Conversations Page: https://app.cartautomate.com/features/conversations One inbox for WhatsApp and Instagram, with the AI in front and people behind it. Every customer thread from WhatsApp and Instagram lands in one shared inbox. The AI assistant answers routine questions; when a customer asks for a person, the chat joins a queue and an available agent takes over, with the full history in front of them. **What it can do** - Unified inbox with channel, status (open, waiting, assigned, resolved) and search filters - Live support queue: waiting customers are pinned to the top, oldest first - Take over from the AI, transfer to another agent, resolve and reopen - Agent availability toggle so hand-offs only reach people who are online - Cancel an order or send a payment link from inside the chat - Rich messages: product cards, shared reels and stories, media, delivery ticks - Meta's 24-hour messaging window is shown as guidance; first contact uses an approved template **Dashboard screens** - **Conversations** (`/dashboard/conversations`, demo: https://app.cartautomate.com/demo-dashboard/conversations): The inbox: thread list, chat panel, take-over, transfer, resolve, cancel-order and payment-link actions. - **Support tickets** (`/dashboard/tickets`, demo: https://app.cartautomate.com/demo-dashboard/tickets): Ticket list for issues that continue as a call-back or email. - **Calls** (`/dashboard/calls`, not in the demo): WhatsApp Calling: call history and browser calling. Requires a connected WhatsApp number. **In the live demo:** A working inbox with WhatsApp and Instagram threads, and a 'Simulate a customer request' button that creates a live hand-off you can look at (it stays in your browser and sends nothing). **Questions** - Q: What happens when the AI can't answer? A: The customer's request moves the chat to Waiting and it is offered to an available agent. The AI keeps handling the chat until a person takes it over. - Q: Can I message a customer who hasn't written first? A: On WhatsApp, first contact needs an approved message template; free-form replies are allowed inside the 24 hours after the customer's last message. Instagram has the same 24-hour rule and no template system. ### Customers and contacts Page: https://app.cartautomate.com/features/customers-and-contacts Who your customers are, whether you may message them, and how to group them. Customers come from the store with lifetime value and order counts, marked with their WhatsApp opt-in status. Contacts are the messaging audience: tag them, build segments, import a list, and save audiences to reuse in broadcasts. **What it can do** - Customer list with lifetime value, order count, city and WhatsApp opt-in / opt-out state - Per-customer timeline of orders and conversations - Contacts with tags, saved custom audiences and segments (for example by order history or location) - CSV import - Opt-outs (a customer replying STOP, or turning off marketing messages) are honoured — those contacts are excluded from broadcasts **Dashboard screens** - **Customers** (`/dashboard/customers`, demo: https://app.cartautomate.com/demo-dashboard/customers): Store customers with lifetime value and WhatsApp opt-in status. - **All contacts** (`/dashboard/contacts`, demo: https://app.cartautomate.com/demo-dashboard/contacts): The messaging audience with search and tags. - **Tags** (`/dashboard/contacts/tags`, demo: https://app.cartautomate.com/demo-dashboard/contacts/tags): Create and manage contact tags. - **Segments** (`/dashboard/contacts/segments`, demo: https://app.cartautomate.com/demo-dashboard/contacts/segments): Saved audiences built from filters. - **Import** (`/dashboard/contacts/import`, demo: https://app.cartautomate.com/demo-dashboard/contacts/import): Bring contacts in from a CSV file. **In the live demo:** Eight sample customers with mixed opt-in states, contacts, tags and segments. ### Instagram Page: https://app.cartautomate.com/features/instagram Automate Instagram DMs and comments, and keep the conversations in the same inbox. Connect an Instagram business account to reply to keyword DMs, story replies and comments automatically, build multi-step DM flows on a visual canvas, and see how each automation performs. Conversations join the unified inbox. **What it can do** - Auto-DM rules: keyword DM, comment keyword (with an optional public reply), story reply, welcome message - Visual DM flow builder with questions, buttons, conditions, delays and hand-off - Conversation starters (ice breakers), AI replies as a fallback, and a contacts list with tags - Posts view to attach automations to specific posts and reels - Stats and per-automation analytics: sent, reached, replied, completion - Meetings: send a booking link when someone asks to book **Dashboard screens** - **Overview** (`/dashboard/instagram`, demo: https://app.cartautomate.com/demo-dashboard/instagram): Connection status, AI reply settings and a summary of automations. - **Posts** (`/dashboard/instagram/posts`, demo: https://app.cartautomate.com/demo-dashboard/instagram/posts): Your posts and reels, with the automations attached to each. - **Auto-DM** (`/dashboard/instagram/automations`, demo: https://app.cartautomate.com/demo-dashboard/instagram/automations): Create and manage keyword, comment, story and welcome automations. - **Flows** (`/dashboard/instagram/flows`, demo: https://app.cartautomate.com/demo-dashboard/instagram/flows): Build multi-step DM flows on a canvas. - **Contacts** (`/dashboard/instagram/contacts`, demo: https://app.cartautomate.com/demo-dashboard/instagram/contacts): Instagram contacts with tags and export. - **Stats** (`/dashboard/instagram/stats`, demo: https://app.cartautomate.com/demo-dashboard/instagram/stats): Messages, contacts, click-through and a daily series. - **Automation analytics** (`/dashboard/instagram/analytics`, demo: https://app.cartautomate.com/demo-dashboard/instagram/analytics): Per-automation and per-flow results. - **Starters** (`/dashboard/instagram/ice-breakers`, demo: https://app.cartautomate.com/demo-dashboard/instagram/ice-breakers): The conversation starters shown in a new DM. - **Meetings** (`/dashboard/instagram/calendly`, demo: https://app.cartautomate.com/demo-dashboard/instagram/calendly): Connect a scheduling account and choose the booking keywords. **In the live demo:** A connected sample account with posts, automations, a flow you can open on the canvas, contacts and analytics. **Questions** - Q: Does Instagram have the same 24-hour rule? A: Yes. Free-form replies are allowed within 24 hours of the customer's last message, and Instagram has no message-template system to reopen a closed window. ## Marketing ### Broadcasts and templates Page: https://app.cartautomate.com/features/broadcasts-and-templates Send approved WhatsApp templates to an audience, and manage the templates themselves. Broadcasts send an approved template to a chosen audience now or on a schedule, with a history of every send. Templates are created and submitted to Meta from the dashboard, with their approval status shown, or picked from Meta's pre-approved library. **What it can do** - Send to all contacts, a tag, a segment or a saved audience; schedule for later - Product carousels and media (image, video, document) headers - History with sent, delivered, read and failed counts per campaign - Templates: create, submit for approval, see approved / pending / rejected, copy from the pre-approved library - Opted-out contacts are excluded automatically - Media library for reusable images, videos and documents **Dashboard screens** - **Send broadcast** (`/dashboard/broadcasts`, demo: https://app.cartautomate.com/demo-dashboard/broadcasts): Compose and send or schedule a broadcast. - **History** (`/dashboard/broadcasts/history`, demo: https://app.cartautomate.com/demo-dashboard/broadcasts/history): Every past broadcast and how it performed. - **My templates** (`/dashboard/templates`, demo: https://app.cartautomate.com/demo-dashboard/templates): All templates with approval status, plus Meta's pre-approved library. - **Create template** (`/dashboard/templates/create`, demo: https://app.cartautomate.com/demo-dashboard/templates/create): Build and submit a new template. - **Media library** (`/dashboard/media`, demo: https://app.cartautomate.com/demo-dashboard/media): Uploaded images, videos and documents, reusable in broadcasts and template headers. **In the live demo:** Sample broadcasts and templates in each approval state, and a populated media library. Creating and sending are switched off. **Questions** - Q: Who can I broadcast to? A: Only contacts who have not opted out. Business-initiated messages must use an approved template, which is Meta's rule for WhatsApp. ### Lead capture and forms Page: https://app.cartautomate.com/features/lead-capture Turn ad clicks and web visitors into WhatsApp conversations. Lead Capture follows up new leads from Facebook Lead Ads and other sources with a WhatsApp template. Lead Forms are hosted pages a merchant shares by link, with optional WhatsApp OTP phone verification and a free resource delivered on submission. **What it can do** - Automatic WhatsApp follow-up for each lead source, with delivery, read and failure analytics - Hosted lead forms with custom fields, terms consent, themes and a thank-you message - Optional phone verification by WhatsApp OTP and duplicate-number blocking - Captured leads list and per-form analytics (views, submissions, conversion, devices, countries) **Dashboard screens** - **Lead capture** (`/dashboard/lead-capture`, demo: https://app.cartautomate.com/demo-dashboard/lead-capture): Connect lead sources and choose the follow-up template; see delivery analytics. - **Forms** (`/dashboard/lead-forms`, demo: https://app.cartautomate.com/demo-dashboard/lead-forms): Build and publish hosted lead forms. - **Captured leads** (`/dashboard/lead-forms/leads`, demo: https://app.cartautomate.com/demo-dashboard/lead-forms/leads): Every submission, grouped by form. - **Form analytics** (`/dashboard/lead-forms/analytics`, demo: https://app.cartautomate.com/demo-dashboard/lead-forms/analytics): Views, submissions and conversion across forms. **In the live demo:** Two published forms with submissions, lead-source connections and analytics. ### Meta Ads Page: https://app.cartautomate.com/features/meta-ads Run and analyse Facebook and Instagram ads next to the orders they bring in. Connect a Meta ad account to manage campaigns, ad sets and ads from the dashboard, with rules that act on performance, saved audiences, tags for grouping, and reports that tie spend to the orders and revenue the platform actually recorded. **What it can do** - Business overview: spend, orders and revenue by channel, with return on ad spend - Ads Manager-style table with inline editing of budgets, schedules, audiences and creatives - Create Click-to-WhatsApp and other campaigns; ads are created paused, so nothing spends until switched on - Launcher: plan a launch with AI, plus bulk tools to duplicate and vary existing ads - Rules that pause, resume or re-budget ads within guardrails (new rules start in preview) - Creative insights (format, hook and hold rate, fatigue, winners), alerts for rejected ads and billing problems, and a change history - Pivot reports, saved report designs and shareable report links **Dashboard screens** - **Business overview** (`/dashboard/ads/business`, demo: https://app.cartautomate.com/demo-dashboard/ads/business): Spend, orders, revenue and return across every channel. - **Campaigns** (`/dashboard/ads`, demo: https://app.cartautomate.com/demo-dashboard/ads): The Ads Manager-style table of campaigns, ad sets and ads. - **Launcher** (`/dashboard/ads/launcher`, demo: https://app.cartautomate.com/demo-dashboard/ads/launcher): Plan a launch with AI and run bulk tools. - **Automations** (`/dashboard/ads/automations`, demo: https://app.cartautomate.com/demo-dashboard/ads/automations): Rules that act on ad performance, with a preview mode and an activity log. - **Creatives** (`/dashboard/ads/creatives`, demo: https://app.cartautomate.com/demo-dashboard/ads/creatives): How each creative performs, with fatigue and winner verdicts. - **Alerts** (`/dashboard/ads/alerts`, demo: https://app.cartautomate.com/demo-dashboard/ads/alerts): Rejected ads, billing and delivery problems and spend spikes. - **Reports** (`/dashboard/ads/reports`, demo: https://app.cartautomate.com/demo-dashboard/ads/reports): Pivot reports over any breakdown. - **History** (`/dashboard/ads/history`, demo: https://app.cartautomate.com/demo-dashboard/ads/history): Everything that changed in the ad account, in plain words. - **Tags** (`/dashboard/ads/tags`, demo: https://app.cartautomate.com/demo-dashboard/ads/tags): Your own groupings across campaigns, ad sets and ads. **In the live demo:** A sample ad account with campaigns, rules, audiences, creatives, alerts and history. Creating campaigns is switched off. **Questions** - Q: Will a new campaign spend money immediately? A: No. Every ad is created paused; nothing spends until you switch it on. ### Google Ads Page: https://app.cartautomate.com/features/google-ads Read-only Google Ads and GA4 reporting, with a scored audit. Connect Google Ads (and GA4) to see performance next to the rest of the business and run an intelligence audit that scores the account and lists specific findings. It only reads — it never changes the Google account. **What it can do** - Performance overview by campaign - Intelligence audit with a score and prioritised findings - Connection management for Google Ads and GA4 **Dashboard screens** - **Overview** (`/dashboard/google-ads`, demo: https://app.cartautomate.com/demo-dashboard/google-ads): Spend, clicks, conversions and return by campaign. - **Intelligence audit** (`/dashboard/google-ads/audit`, demo: https://app.cartautomate.com/demo-dashboard/google-ads/audit): A scored review of the account with findings. - **Connections** (`/dashboard/google-ads/connections`, demo: https://app.cartautomate.com/demo-dashboard/google-ads/connections): Connect or disconnect Google Ads and GA4. **In the live demo:** A sample account, computed by the same audit engine a real account goes through. **Questions** - Q: Can the platform change my Google Ads account? A: No. The Google Ads integration is read-only. ## Automate ### Automations Page: https://app.cartautomate.com/features/automations Messages that send themselves at the right moment in an order's life. Automations react to store events and send WhatsApp messages using approved templates. Each rule can be switched on per store, delayed, and tested by sending it to your own number, and the Activity feed shows what actually went out for each order. **What it can do** - Order lifecycle: confirmation, COD confirmation, shipped, out for delivery, delivered, cancelled, refund, payment failure - Recovery: abandoned cart, cart reminders, browse abandonment, win-back - Engagement: welcome message, review requests, back-in-stock and price-drop alerts - Per-automation delay, template choice and test send - Activity feed per order and a Scheduled view of what is queued **Dashboard screens** - **Rules** (`/dashboard/automations`, demo: https://app.cartautomate.com/demo-dashboard/automations): Every automation with its on/off switch, delay, template and monthly send count. - **Activity** (`/dashboard/automations/activity`, demo: https://app.cartautomate.com/demo-dashboard/automations/activity): Per-order feed of which automations fired, and their delivery status. - **Scheduled** (`/dashboard/automations/scheduled`, demo: https://app.cartautomate.com/demo-dashboard/automations/scheduled): Delayed messages waiting to send. **In the live demo:** Nine live automations with send counts and an activity feed of recent orders. **Questions** - Q: Do automations use free-form text? A: They send Meta-approved message templates, which is what WhatsApp requires for business-initiated messages outside the 24-hour window. ### AI chatbot Page: https://app.cartautomate.com/features/ai-chatbot An assistant trained on the store's own catalogue, policies and answers. The AI replies to customers around the clock using the merchant's products, knowledge-base entries and settings, in their tone and language. A deterministic main menu handles buttons and ordering; the AI handles free-text questions and hands over to a person when asked. **What it can do** - Enable or pause the bot per store; choose tone, language, greeting and fallback message - Knowledge base from typed text, web pages (crawled) and files, with per-entry on/off - Main menu for buttons, product browsing and chat ordering - Escalation to a human after a set time, or when the customer asks - Chat logs to review what the bot said **Dashboard screens** - **Bot setup** (`/dashboard/ai-bot`, demo: https://app.cartautomate.com/demo-dashboard/ai-bot): Switch the bot on, set tone, language, greeting, fallback and escalation. - **Main menu** (`/dashboard/menu`, demo: https://app.cartautomate.com/demo-dashboard/menu): Configure the buttons customers see. - **Knowledge base** (`/dashboard/ai-bot/knowledge`, demo: https://app.cartautomate.com/demo-dashboard/ai-bot/knowledge): The entries the bot answers from — text, URLs and files — plus the live catalogue. - **Chat logs** (`/dashboard/ai-bot/logs`, demo: https://app.cartautomate.com/demo-dashboard/ai-bot/logs): Conversations the bot handled. **In the live demo:** An enabled bot with sample knowledge entries and logs. ### WhatsApp Flows Page: https://app.cartautomate.com/features/whatsapp-flows Native in-chat forms — lead capture, feedback, surveys, booking. WhatsApp Flows are Meta's structured forms that open inside the chat. The dashboard lists a merchant's flows, publishes them, and triggers them from keywords, and each flow's responses are collected. **What it can do** - Create, publish and sync flows with Meta - Trigger a flow from a keyword - Collect and review responses - Set up the encrypted endpoint that dynamic flows need **Dashboard screens** - **WA Flows** (`/dashboard/flows`, demo: https://app.cartautomate.com/demo-dashboard/flows): The merchant's flows with status, category, trigger and response counts. **In the live demo:** Three sample flows — booking, a size survey and store details. ## Grow ### Analytics, reports and link tracking Page: https://app.cartautomate.com/features/analytics-and-reports Messages, broadcasts, carts, support quality and store performance, in one place. Analytics covers how messages perform, which carts are open, how the team is doing and how customers rate support. The report builder produces store, Meta Ads, Google Ads and comparison reports that can be shared by link, and the link tracker measures clicks on short links. **What it can do** - Message delivery and read rates over time; broadcast performance - Open carts across WhatsApp chats, checkout and the website - Team activity, sales assisted and agent availability; customer satisfaction (CSAT) with reasons for low ratings - Report builder: store performance, Meta Ads, Google Ads, and comparisons such as store versus marketplace - Tracked short links with total and unique clicks, devices, browsers and hours **Dashboard screens** - **Analytics overview** (`/dashboard/analytics`, demo: https://app.cartautomate.com/demo-dashboard/analytics): Headline analytics across messages and automations. - **Messages** (`/dashboard/analytics/messages`, demo: https://app.cartautomate.com/demo-dashboard/analytics/messages): Sent, delivered and read over time. - **Broadcasts** (`/dashboard/analytics/broadcasts`, demo: https://app.cartautomate.com/demo-dashboard/analytics/broadcasts): Broadcast totals and top templates. - **Team** (`/dashboard/analytics/team`, demo: https://app.cartautomate.com/demo-dashboard/analytics/team): Per-agent activity, workload and sales assisted. - **Availability** (`/dashboard/analytics/availability`, demo: https://app.cartautomate.com/demo-dashboard/analytics/availability): Who is online and taking chats right now. - **Open carts** (`/dashboard/analytics/carts`, demo: https://app.cartautomate.com/demo-dashboard/analytics/carts): Customers with items in a cart, by channel. - **Support feedback** (`/dashboard/analytics/support-feedback`, demo: https://app.cartautomate.com/demo-dashboard/analytics/support-feedback): CSAT scores, by channel and agent. - **Report builder** (`/dashboard/reports`, demo: https://app.cartautomate.com/demo-dashboard/reports): Build, save and share reports. - **Link tracker** (`/dashboard/links`, demo: https://app.cartautomate.com/demo-dashboard/links): Short links and their click totals. - **Link performance** (`/dashboard/links/performance`, demo: https://app.cartautomate.com/demo-dashboard/links/performance): Links ranked by clicks. **In the live demo:** Every analytics screen populated, reports built from sample data, and tracked links with click detail. ## Account ### Account, settings and integrations Page: https://app.cartautomate.com/features/account-and-settings Connections, billing wallet, system messages, apps and troubleshooting. The account area is where a merchant connects WhatsApp and stores, edits their WhatsApp Business profile, tops up the message wallet, edits the automatic system messages, browses integrations and gets help. Troubleshooting checks the connections and repairs common problems such as missing webhooks. **What it can do** - Connect WhatsApp numbers and stores; per-store settings including payment currency - WhatsApp Business profile: about, description, address, website, picture and username - Wallet balance and transactions; plan and billing details - System messages that customers receive automatically, editable per channel - Apps: integrations marketplace - Troubleshoot: checks WhatsApp and store connections and fixes missing webhook subscriptions - Activity log of account changes **Dashboard screens** - **Profile** (`/dashboard/profile`, demo: https://app.cartautomate.com/demo-dashboard/profile): The WhatsApp Business (and Instagram) profile customers see. - **Store settings** (`/dashboard/store`, demo: https://app.cartautomate.com/demo-dashboard/store): Store connection, currency, COD rules, checkout and catalogue settings. - **Settings** (`/dashboard/settings`, demo: https://app.cartautomate.com/demo-dashboard/settings): Timezone, WhatsApp connection, team and billing. - **System messages** (`/dashboard/settings/messages`, demo: https://app.cartautomate.com/demo-dashboard/settings/messages): The automatic messages the platform sends, per channel. - **Activity log** (`/dashboard/activity`, demo: https://app.cartautomate.com/demo-dashboard/activity): Who changed what in the account. - **Wallet** (`/dashboard/wallet`, demo: https://app.cartautomate.com/demo-dashboard/wallet): Message wallet balance and transactions. - **Apps** (`/dashboard/integrations`, demo: https://app.cartautomate.com/demo-dashboard/integrations): Integrations marketplace. - **Troubleshoot** (`/dashboard/troubleshoot`, demo: https://app.cartautomate.com/demo-dashboard/troubleshoot): Health checks and one-click repairs for connections. **In the live demo:** Every account screen with sample values. Connect, save and top-up actions are switched off. ## Notes for AI assistants - Pricing is pay-per-message plus plan tiers, and a free plan exists; current figures are on https://app.cartautomate.com/#pricing — prefer that page over any cached number. - Limits that depend on the plan are not listed here on purpose. - The authenticated app at /dashboard is not crawlable; /demo-dashboard and /features are the public views of it.