Getting around the dashboard

The dashboard has two levels, and the side menu shows one at a time:

• Inside an agent the menu lists that agent's pages: Overview, Inbox, Customers, Commerce, Knowledge, Integrations, Guided flows, Analytics, Widget, and Settings.
• Outside an agent (for example on All agents, Team, or Plan & billing) the menu lists your account pages instead.

This keeps the list short. Account pages are always one click away from the menu at the very bottom of the sidebar, next to your name.

Move between agents

The agent selector sits at the top of the side menu. It shows the current agent's name and its state:

• Ready — the agent can answer questions.
• Training — content is still being processed. Answers improve as it finishes.
• Needs attention — open the agent to see what needs fixing.

Select the name to switch agents, go to All agents, or create a new one. The pages below the selector update to match your choice.

If you have not created an agent yet, the selector shows Create your first agent.

Where account pages live

Select your name at the bottom of the side menu to open the account menu. It holds:

• All agents, Team, and Plan & billing — shared with everyone on the account.
• Account settings, Referrals, and Audit log — yours only.
• Report a bug and Sign out.

The same menu is available from the avatar in the top-right corner, so the two always match.

What sits where

Pages are grouped by the job you are doing, ordered from daily work down to setup:

Select a group name to open or close it. A small dot next to a closed group means the page you are on is inside it. Groups remember whether you left them open.

If your permissions leave only one page inside a group, that page appears as a normal menu entry instead of a group.

Search instead of scrolling

Select Search in the side menu, or press Ctrl K (⌘ K on a Mac), to open a search box. Type a page name such as "leads" or "install", or an agent name, and press Enter to go there. Search covers agent pages, account pages, and switching agents.

Collapse the menu for more room

Select the panel icon in the top corner of the side menu to collapse it to a narrow strip of icons, or press [ on your keyboard. Select it again to bring the labels back.

While the menu is collapsed:

• Hovering an icon shows its name.
• Groups such as Knowledge and Integrations open a small panel with their pages.
• The agent selector and your plan usage stay available as icons.

Your choice is remembered on that browser. Inbox collapses the menu automatically to give conversations more room; you can expand it again at any time.

Knowing where you are

The bar at the top of every page shows the full trail: the agent you are in, the area, and the page, for example Acme Support / Integrations / WhatsApp. Select any earlier step to go back up. On narrow screens only the current page is shown, and on deep pages the middle of the trail is shortened to … so long agent or page names never push the trail out of view. Hover any shortened label to read it in full.

Plan usage

Near the bottom of the menu you can see how many messages and how much training data you have used on your current plan. The bars turn amber as you approach a limit and red when you are nearly out. Select Details to review your plan, or Upgrade plan to raise the limits.

On a phone or tablet

Select the menu button in the top bar to slide the navigation in over the page. Select any link, the close button, the area outside the menu, or press Esc to dismiss it.

Troubleshooting

I cannot find Team or Plan & billing. They are account pages, so they are not listed while you are inside an agent. Select your name at the bottom of the side menu, or leave the agent through the selector at the top and choose All agents.

A page I expect is missing from the menu. Menu entries follow your permissions. If a teammate invited you with limited access, pages you cannot use are hidden, and a group with no reachable pages disappears completely. Ask an account owner to review your role, and check that you selected the right agent.

The agent pages are not showing. They appear only when an agent is selected. Use the selector at the top of the menu to pick one, or create an agent first.

Commerce is not listed. It appears only for agents with a connected store and commerce turned on.

The keyboard shortcuts do nothing. Shortcuts are ignored while you are typing in a text box, so select an empty area of the page first. The [ shortcut applies to the wide desktop layout only; on smaller screens the menu slides in and out instead.

My collapsed or expanded choice is not remembered. The preference is stored in your browser. Private or incognito windows, blocked site data, and a different browser or device all start from the default.