Once inside, the screen always keeps the same structure: a navigation sidebar on the left and a top bar common to every screen.
3.1 The sidebar
Section titled “3.1 The sidebar”Each entry takes you to a different screen. You’ll find the detail of each one in its own manual:
| Entry | What it is | Where it’s covered |
|---|---|---|
| Home | The day’s summary: indicators, setup checklist, online team and alerts. | This manual, section 5 |
| Conversations | The inbox, with a number showing how many conversations are queued waiting for a human. | Manual 16 · Conversations (inbox) |
| Leads | The pipeline of contacts captured by the AI (or created by hand), with a count of new ones. | Manual 17 · Leads and follow-up |
| Tickets | Your team’s internal cases about a contact, a lead or a conversation. | Manual 20 · Tickets |
| Contacts | Each of your agency’s customer records, with their history and their tickets. | Manual 27 · Marketing and contacts |
| Calendar | Your agency’s appointments: list, weekly view and creating new appointments. | Manual 19 · Calendar |
| Marketing | WhatsApp templates and campaigns for your contacts. | Manual 27 · Marketing and contacts |
| Analytics | Charts and performance metrics for your agent and your business. | Manual 21 · Analytics |
| Knowledge base | The documents the AI consults to answer your customers. | Manual 18 · Knowledge base and documents |
| Documents | Templates and documents generated from your conversations. | Manual 18 · Knowledge base and documents |
| Support | Near the end of the bar, right before Settings and visible only to administrators: your agency’s tickets with your provider. | Manual 28 · Support |
Below those day-to-day screens you’ll also see AI agents, Channels, Integrations and Team: they’re the account’s configuration screens, normally reserved for the admin role (section 4) and covered by manuals 23, 24, 26 and 25 respectively. Support closes the bar, and right at the end, Settings — also covered by manual 26 (see the full map in section 6).
At the bottom of the sidebar you have the card with your agency’s plan and its conversation usage for the month (for example, “1247 / 2000 conv.” and how many are left) — the detail of plans and usage is in manual 34 · Customer billing. Right below it, the “Collapse” button shrinks the sidebar down to icons only, to gain screen space.
Note — Your sidebar may have fewer entries
Which entries you see depends on your role and on the features enabled in your agency’s plan: the table above lists the full navigation, but an editor or viewer role, or a plan without some feature enabled, will see fewer entries than the table above lists.
3.2 The top bar
Section titled “3.2 The top bar”On every screen you’ll find, from left to right:
- The platform’s name and, below it, your agency’s name.
- A global conversation search (“Search conversations…”), with the keyboard shortcut ⌘K (Mac) or Ctrl+K (Windows/Linux) to open it without using the mouse.
- The presence selector: shows whether you’re Online, Away, Busy or Offline for the purpose of receiving conversations from the inbox (manual 16). It’s shown with a colored dot and a dropdown menu.
- The light / dark theme button (sun or moon icon).
- The notifications icon (bell), with a badge dot when you have unread updates.
- Your avatar, with your name and your role below it (for example “Admin · ADMIN”), and access to your profile and to Log out (section 2.4).