Sendblue Dashboard Feature Walkthrough
Last updated: April 12, 2026
Last Updated: April 12, 2026
Customer-Facing Guide
What this guide is for
This guide is the customer-facing map of the Sendblue dashboard so you know where to go for conversations, contacts, workflows, calling, settings, and usage.
The main areas most teams use
| Area | What it is for |
|---|---|
| Conversations | See active messaging threads and reply history. |
| Contacts | Find contact records and related lead information. |
| Workflows / Automations | Build and monitor workflow logic. |
| Calling | Manage calling-related features like Power Dialer or forwarding. |
| Settings | Configure account, users, numbers, and workflow-level behavior. |
| Usage | Review line/account usage and capacity-related information. |
When this guide helps most
When you are new to the dashboard and do not know where something lives.
When you are troubleshooting and need to know whether to look in conversations, workflows, or settings.
When a teammate needs a quick product tour instead of a deep technical setup guide.
Common confusion points
Looking in conversations for a workflow problem that really lives in automations.
Looking in CRM views for a message that is easier to confirm from the Sendblue dashboard first.
Using the wrong settings area when the issue is actually tied to numbers, users, or workflow configuration.