Find your way around the workspace
Start at Dashboard. The sidebar and account menu provide access to your work; the items shown depend on permissions and enabled features.
| Area | Use it to |
|---|---|
| AI Agents | Configure assistant instructions, knowledge, and tools. |
| Inbox | Read and respond to customer messages. |
| Integrations | Connect channels and open their configuration screens. |
| Knowledge Base | Manage articles, categories, documents, and short links. |
| Data Stores | Manage forms and review stored entries. |
| Shop | Manage products, orders, bookings, delivery, and checkout settings. |
| Marketing | Manage contacts, audiences, campaigns, and WhatsApp templates. |
| Workspace | Manage companies, users, roles, and constants. |
| Monitoring | Review analytics, schedules, webhooks, and activity logs. |
| Settings in the account menu | Manage your profile, security, API keys, subscription, credits, and invoices. |
Some resources open through an overview page or a parent record instead of appearing as separate sidebar entries. Documentation groups are topic categories and do not always match sidebar labels.
When your role has Helpdesk access, its sidebar group provides settings, teams, members, tickets, workflows, and a dashboard. See Helpdesk.
Related video lesson
Related lesson: action menus, previews and Help in the workspace.
Dashboard metrics
The dashboard shows financial and message-performance cards when you have permission to view them. See Dashboard for the definitions. For a chosen reporting period and downloadable report, open Conversation Analytics.
Help while you work
Use the documentation help action on supported pages to open the relevant guide without losing your place. Select the intended company before reviewing or changing business records.