Besides the screens this manual covers (access, interface, roles and Home), the platform has many more screens, each with its own procedures manual. Here's the full map, grouped by topic: ## Talking with your customers - **16 · Conversations (inbox)** — the inbox: taking control, replying, resolving, and what to do when the AI hands off to a person. - **06 · Web widget** — the chat on your own site. - **13 · Attachments** — photos, audio and documents inside conversations. ## Selling and following up - **17 · Leads and follow-up** — the pipeline: board, funnel stages and each lead's record. - **14 · Manual leads** — registering leads that arrive through other channels (phone call, portal, in person) and assigning them to an owner. - **19 · Calendar** — appointments, available slots and your personal calendar. - **20 · Tickets** — your team's internal cases about a contact, a lead or a conversation. ## Your agent's content - **18 · Knowledge base and documents** — what your AI "knows" and the document templates it fills in. ## Your relationship with your customers - **27 · Marketing and contacts** — each contact's record, WhatsApp templates and campaigns. ## Setting up your account (admin role) - **22 · Account sign-up** — self-service registration of a new agency. - **23 · AI agents** — your agent's behavior and activation. - **24 · Channels** — connecting WhatsApp, Telegram and the web widget. - **25 · Team and roles** — inviting colleagues and assigning them a role. - **26 · Settings and integrations** — business hours, calendar parameters, notifications and external integrations. - **34 · Customer billing** — your plan, usage and invoices. ## Help - **28 · Support** — asking your provider for help. > **Warning — Not every manual is within your reach** > > The account-configuration manuals (22 to 26, and 34) describe screens reserved for the admin role > (section 4). If your role is editor or viewer, those options won't appear or won't be accessible on your > account, and any configuration change will have to be requested from your agency's administrator.