Getting started: your account and the dashboard

How an account is created, how to sign in, what every part of the dashboard does, and how to read the Overview page.

#How your account is created

There are two doors into ExceliaBOT, and both lead to the same dashboard:

• From the website. Fill in the free-account form on bot.exceliamarketing.com/signup. On the Free plan the account is created immediately and an email titled “Your ExceliaBOT account is ready” arrives with a button to choose your password. If you picked a paid plan, the account still starts on Free and your account manager contacts you about the upgrade.
• Created for you. When our team creates the account, you receive the same email. The link inside is valid for 7 days and works once — after you set a password, it is spent.

The dashboard lives at bot.exceliamarketing.com/app. Bookmark it; the same address works on a phone.

#Signing in

1. 1The email your account was created with.
2. 2Your password. Five wrong attempts lock the account for one hour — use the reset link instead of guessing.
3. 3Sign in. If two-factor authentication is on, a screen for the 6-digit code follows.
4. 4Forgot your password? A reset link is emailed to you; it is valid for 30 minutes.

A session lasts 12 hours. After that you are asked to sign in again — your data is untouched, only the session ended.

#Arabic or English

The switch at the bottom of the sidebar changes the whole dashboard between Arabic and English. The choice is remembered on the device you set it on, so your phone and your laptop can each have their own language.

#What each page is for

#Reading the Overview page

1. 1The sidebar — every page of the dashboard.
2. 2Your plan and its status. Beside it, the cycle selector lets you look back at previous cycles.
3. 3The headline cards: customers reached, replies sent (and how many came from the AI), leads captured, campaign messages sent.
4. 4The allowance meters: replies used and — when your plan has one — conversations used, plus messages received and AI tokens.
5. 5The language switch.

The line under the title tells you the cycle dates and how many days are left. The highlighted sentence estimates the manual replying the assistant saved you, at roughly two minutes per reply.

Two charts follow: Daily conversations (the customer chats the assistant was handling each day) and Daily AI token usage — hover a bar for the exact figures.

#Alerts above every page

• Billing due. When an invoice is waiting, a bar appears above every page until it is paid — so nobody is surprised by a paused account.
• Connection health. If WhatsApp stops receiving or sending, a banner points you to the Connections page with the reason.
• The assistant is off. A new account starts with the AI assistant switched off, so nothing answers your customers before you have read the instructions. Once a channel is connected, the alerts box says so — with the button that turns it on. Close it and it does not come back; the switch stays on the AI Prompt page.

#On your phone

1. 1The menu button.

Everything works from the phone’s browser. In Conversations the thread takes over the screen and a back arrow returns you to the list. From your browser’s menu you can add the dashboard to your home screen so it opens like an app.

#The daily report email

Every night at 01:00 Cairo time, the owner receives a short email with the previous day’s numbers: messages, replies, leads, campaigns. Days with no activity are skipped. To stop the email, write to [email protected].