The tools and dashboards you see in the navigation depend on your account plan, and some actions, like editing dashboards, depend on your user permission level. If you don't see something described here, check your plan or your permissions.

Triple Whale's navigation is organized in the left sidebar, from the top down: your store selector, Moby, and your workspaces. Here's what each part does.

At the top of the sidebar is your store selector. If your account includes more than one store, use it to switch between them.

This allows you to manage multiple businesses from a single Triple Whale account while keeping data and insights separate for each store.

If you are on the Advanced or Professional Plans, you can also use the multi select here to blend the data from multiple stores and see unified metrics and charts.

Moby is your AI analyst and your starting point for questions, reporting, and action.

The Moby 2 badge next to it shows you're on the latest Moby experience.

To begin, type into the Ask Anything bar on the Moby home screen. You can ask for a metric, build a report, or kick off a task.

History keeps a record of your past Moby conversations so you can revisit or continue them.

Automations is where recurring work runs on a schedule. Select New Automation to create one, then track each run on the board.

Favorites is its own section, just below Automations, for the items you star, including dashboards, workspaces, and mini apps.

Favorite any of them and it appears here so your most-used items stay one click away. The section shows up once you've favorited at least one item.

Use the Search field to jump directly to any workspace, dashboard, or tool.

Core Workspaces group your dashboards and tools around a specific job. Hover any workspace to open a flyout showing what's inside.

Here's what's inside each workspace.

View all your core business metrics in one centralized dashboard.

Dashboards for customer acquisition:

Dashboard for focus on creative performance and optimization:

Dashboards that help turn visitors into customers:

Dashboards for keeping customers engaged:

Tools that show how customers and AI find your brand:

Select the + next to Dashboards in any workspace to add your own dashboard.

Note: These core workspaces cannot be deleted but can be hidden if not relevant to your role. You can hide workspaces that you don’t need using the kebab menu to the right of the Core Workspaces Header. Select the "Customize Navigation" option to personalize your view. This will not impact other users in the shop.

Below your core set, Custom Workspaces are where you build your own. The steps are the same no matter which option you choose from the Create New menu.

If you'd rather browse everything first, the Create New menu also has an Explore Templates link.

A custom workspace can hold anything you create, whether that's a workspace, agent, dashboard, or mini app, so related items stay together.

If you had custom dashboards and folders before September 2nd, 2025:

At the bottom of the sidebar are three account-level options: Data, Help, and Settings.

The Data option centralizes your data connections, enrichment, and exploration tools.

Hover it to open a flyout with three groups.

Select Help to connect directly with our customer support team for questions about navigation, features, or any other Triple Whale topic.

Select Settings to manage your account. Your familiar options are all here, grouped into sections: