This article provides an overview of how the Triple Whale navigation is organized. Note that in Triple Whale certain tools, dashboards in the navigation are made available to you based on your account plan. Also, certain features like editing dashboard capabilities depend on your user permission level in the account.

Triple Whale's navigation is designed around your workflow, with dedicated areas for different aspects of your business. The interface includes AI-powered tools, organized workspaces, and comprehensive data management - all accessible through an intuitive sidebar.

Switch seamlessly between different stores in your account using the shop selector in the top navigation. 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.

Bookmark frequently used dashboards, apps, and agents by clicking the star icon. Access favorites instantly from the top navigation.

Triple Whale integrates AI throughout the platform to enhance your decision-making and automate complex analysis.

Access all AI features through the dedicated AI section in your sidebar:

Chat - Have natural conversations with AI about your business data. Ask questions, request analysis, or explore trends using plain text language to get instant insights.

Chat History - Review and revisit your previous conversations with Moby to track insights and follow up on recommendations.

Agents - Specialized AI consultants that work continuously on specific tasks and provide expert-level recommendations. These agents don't just answer questions - they actively help solve problems and optimize your business operations.

Dashboards - View and manage all your dashboards in a centralized list view. Create, edit, organize, and configure dashboard settings from this central location.

Actions - View and manage automated tasks and recommendations that Moby has implemented.

Files - Upload and manage documents to provide context and additional data for Moby's analysis and recommendations.

View all your core business metrics in one centralized dashboard.

Workspaces are the foundation of Triple Whale's navigation - think of them as smart folders that organize your dashboards and agents by business function or team needs.

We provide four essential workspaces built around key business functions.

A. Marketing Acquisition - Dashboards for customer acquisition:

B. Creative Analysis - Dashboard for focus on creative performance and optimization:

C. Website Conversion - Dashboards that help turn visitors into customers:

D. Customer Retention - Dashboards for keeping customers engaged:

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.

Create custom workspaces to organize your Agents and Dashboards. Make as many as you need, they are fully customizable.

Core Workspace

Create new Workspaces, Agents or Dashboards to build workspaces tailored to specific teams, projects, or workflows:

Note: Any and all workspaces, agents and dashboards created will be visible to all users in the shop by default.

Search bar - Use the search bar to quickly locate any dashboard or agent. Results show which workspace contains each item, making navigation effortless.

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

The Data section in your left sidebar centralizes all data-related tools and configurations:

Access immediate assistance through the Help option in your left sidebar. Connect directly with our customer support team for questions about navigation, features, or any other Triple Whale topics.

Manage your account configuration through the Settings section - all your familiar options remain in the same location for easy access.