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Dashboard Overview

Knowledge Base β€Ί General
πŸ“Š General Β· Platform Overview

Dashboard Overview:
Your Control Center
for Messaging Performance

The TextingOnly dashboard is where inbound conversations surface, campaign results land, and contact activity is tracked β€” all from a single view. Here’s what each section does and where to go first.

Dashboard Getting Started Platform Overview
What It Is The control center for all inbound conversations, active lead collectors, campaign sends, and contact lists β€” in one place.
What You’ll Do Here Monitor OTTO-qualified leads, launch outbound campaigns, access reports, and manage your numbers β€” start to finish.
Why It Matters Every lead, every conversation, every campaign result flows through the dashboard. Knowing where to look means no lead falls through the cracks.

This feature is part of how TextingOnly helps businesses capture leads and drive conversations inside the native messaging app β€” the bottom bar of the smartphone. The dashboard is where all of that activity surfaces for your team.

The left navigation panel gives you access to every section of the platform. Here’s what each area does:

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Conversations

All active 1-to-1 SMS threads. Inbound messages from contacts, replies to campaigns, and anything OTTO has escalated for human handling appear here.

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Lead Collectors

Where you build and manage OTTO-powered inbound automations β€” ITR menus, conversational flows, language funnels, custom question sequences. This is the core of the platform.

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SMS Campaigns

Create and send bulk outbound SMS campaigns to contact lists. Includes dynamic keyword personalization, scheduling, and reply automation configuration.

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Contacts & Lists

Every contact who has opted in through a SmartLink, QR code, or import. Manage lists, segment contacts, view conversation history per contact.

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Numbers

Your assigned SMS numbers β€” 1-to-1 numbers for direct conversation, Campaign numbers for collectors and bulk sends. 10DLC status visible per number.

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Reports

Engagement funnel reports, inbound lead reports, outbound campaign interaction data. Where you prove ROI and find optimization opportunities.


Subgroups (Agency Plan)

If you’re on the Agency plan, the dashboard shows a Subgroups panel β€” each subgroup is a separate client account managed from your single login. All numbers, collectors, campaigns, and contacts within a subgroup are isolated from other subgroups. You switch between them without logging out.

βœ“ Agency users

Everything you do in TextingOnly β€” collectors, numbers, campaigns β€” happens within a subgroup. Always confirm you’re in the correct subgroup before creating or editing anything.


Where to Go First

1
Add a phone number
Numbers β†’ Add Number β†’ select Campaign or 1-to-1 type. Start 10DLC registration immediately β€” approval takes 5–15 days.
2
Create your first Lead Collector
Lead Collectors β†’ Create New β†’ choose type. This is what OTTO runs when contacts text in from your SmartLink or QR code.
3
Deploy your SmartLink
From the collector’s Options & Details β†’ QR Code Details. Copy the URL for website, social, email. Download the QR for print.
4
Configure email lead alerts
In the collector’s Options & Details β†’ set the notification email. This is where qualified leads land in your team’s inbox.
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Test the full flow in your own Messages app
Tap your SmartLink from your phone β€” go through OTTO, check the lead alert email, verify the Prepare Caller message fires.
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