Dashboard Setup

Learn how to set up your LeadNest dashboard and configure your first project for omnichannel messaging.

Overview

The LeadNest dashboard is your central hub for managing all customer communications. This guide will walk you through the initial setup process.

Creating Your Organization

Organizations help you manage multiple projects and team members:

• Navigate to Settings → Organizations
• Click "Create New Organization"
• Enter your company name and details
• Invite team members with role-based access

Setting Up Your First App

An App represents your website, mobile application, or project:

1. Go to Apps → Create New App
2. Enter app name and URL
3. Select your organization
4. Copy your API key for integration

Configuring Channels

Enable the messaging channels you want to use:

• Email: Configure SMTP or use LeadNest's email service
• SMS: Connect your SMS provider or use LeadNest's gateway
• WhatsApp: Set up WhatsApp Business API
• Push Notifications: Configure FCM for mobile and web push

Adding Team Members

Collaborate with your team by assigning roles:

• Admin: Full access to all features
• Editor: Can create and send campaigns
• Viewer: Read-only access to analytics

Next Steps

• Follow the Quick Start guide
• Explore the API documentation
• Set up your first email campaign