Panel tour: what each menu section is for

The left menu

• “Home”: the setup list, things that need your attention, questions the agent couldn't answer, agents recommended for you and your recent agents.
• “Agents”: the agents that talk to your customers through your avatar. You create, edit and publish agents, and copy their share link or add the agent to your website.
• “Conversations”: the conversations of all your agents in one place. You search for a visitor, filter conversations by agent and status, and open a conversation's details.
• “Knowledge base”: the texts, web pages, files and images your agent answers from.
• “Requests”: requests customers left for you (a return, a call back, a complaint and so on).
• “Avatars”: built-in avatars and the ones you upload.
• “Integrations”: where you connect the apps you use: store, help desk, messaging, calendar, team tools, measurement and ads.
• “Tools”: tools that connect to your own system; the agent and flow steps use them to fetch information or get things done.
• “Account” group: “Business” (the workspace's name, industry and logo, and the websites the agent opens on), “Members”, “Alerts and notifications” and “Audit log”.
• “Plan”: your plan, credit usage and payment.

Top and bottom of the menu

At the top sits the workspace switcher, showing the workspace name and your role. From here you can switch to another workspace or create a new one.

Below the switcher, the “Search” box (⌘K or Ctrl K) finds customers, requests, agents and pages; you can also start tasks such as creating an agent or inviting a member from there.

Just above your user menu you see your remaining credits; click them to open the “Plan” page.

At the bottom is your user menu: “Profile and security”, the panel language (Turkish, English, Arabic, German, French, Spanish, Portuguese), “Cookie settings” and log out.

What if I can't see a section?

The panel adapts to your role. Buttons you aren't allowed to use are hidden; for example “Audit log” is visible only to owners and admins. See members and roles for details.

The panel on a phone

On a phone, “Home”, “Agents”, “Requests” and “Knowledge base” sit in the bar at the bottom; the other sections are under “Menu”. When Arabic is selected, the panel switches to a right-to-left layout.