Understanding the dashboard and the left-hand menu

📍 Where to find it: Left-hand menu (sidebar) → sections "Reply to customers", "Pipeline & contacts", "Reach your customers", "Channels & configuration", "Analytics"

A guided tour of the left-hand menu: what each section is for and where to find each feature.

How it works

The menu is arranged in sections that follow the logic of the two engines. "Reply to customers" (Inbox, Conversations, AI agents, AI validation, AI knowledge) is for receiving and answering. "Pipeline & contacts" (Pipeline, Contacts, Contact folders, Calendar, Companies) is your CRM. "Reach your customers" (Flows, Campaigns, Social media, Automations) is for following up. "Channels & configuration" connects your tools. "Analytics" groups the reports together. At the very bottom: Settings and the User guide.

Step by step

Spot the sidebar on the left: it is always visible.
Click a section title to see the tools it contains.
Click an entry to open the matching tool.
At the bottom of the menu, open "Settings" (gear icon) for advanced configuration.
The "User guide" link at the bottom opens this help center.

Good to know

Some entries only appear to administrators or depending on your plan.
The "Inboxes" and "Integrations" entries are moved up to the top for quick access, but stay reserved for admins.
At the top left, your avatar opens the profile menu (availability, settings, log out).