Configure overview

The phone dashboard is the hub for one phone number. This page explains how the layout is structured and how to move between sections.

What you'll do

• Learn the shape of the dashboard.
• Understand the Configure, Ship, and Advanced groups in the sidebar.
• Find the buttons for exporting and importing the whole agent config.

Layout at a glance

• A header at the top holds the theme toggle, the account menu, and the read-only toggle.
• A breadcrumbs row below the header shows Business, WABA, and phone context.
• A sidebar on the left lists every section, grouped into Configure, Ship, and Advanced.
• The main area on the right shows the current section.

Sidebar groups

Configure

• Overview (the current page), with the onboarding checklist.
• Settings, rollout, handoff, follow-up, and AI audience.
• Business info, description, email, and policies.
• Skills, the agent's scenario instructions.
• Knowledge, tabs for files, websites, FAQs, and allowlist.
• Connectors, external APIs the agent can call.
• Generate from doc, AI-assisted drafting from a document.

Ship

• Test, chat with the agent.
• Scenarios, save and replay conversations.
• Evals, run Meta eval cases.
• Agent events, trigger partner-defined events.
• Thread control, release or pass control to a human.
• Webhooks, receive Meta events on a live page.

Advanced

• Playground, a free-form request builder.
• API docs, browse the API reference inside the app.
• AI provider settings, at the top-level Settings page. See AI provider settings.

Overview page contents

The overview shows, from top to bottom:

• The onboarding checklist, when the agent is not fully set up.
• A summary of the phone's eligibility status.
• A list of configured agents on this phone.
• Two header buttons: Export config and Import config. See Config export and import.

Where to go next

• Agent settings is the natural next stop after onboarding.