Navigating the dashboard

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The left sidebar is your main navigation — each item opens a core area of the product:

  • Home — setup checklist, quick actions, and What’s New updates
  • My Inbox — conversations assigned to you
  • Conversations — all customer messages
  • Flow Agents — your AI agents, with the AI Knowledge Hub alongside (knowledge, FAQs, and the Calendar for appointments)
  • Agent Templates — ready-made agents you can start from
  • Contacts, Reports, Blasting, Help Center
  • Referral — share your link and earn rewards
  • Settings — account configuration

Reports and Settings open with a navigation column of their own inside the page, grouping related pages under category headers like Performance or Workspace so you can find the right section at a glance.

Use the search bar at the top to jump to a conversation or contact quickly.

Dashboard