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The big picture

When you log in, the screen has three main parts. Once you know these three, you’ll never feel lost.
Full workspace with the sidebar, top bar, and main area labelled

The workspace: (1) the menu on the left, (2) the top bar, (3) the big work area in the middle.

1

The menu on the left (the sidebar)

This is how you move around the platform. Each item opens a different area. Agents is where you’ll spend most of your time.
2

The top bar

Shows where you are right now, and holds your profile, notifications, and workspace switcher on the right.
3

The main area in the middle

This is where the work happens — your Agent chats, files, settings, and more.

What’s in the left menu?

Here’s what each item does, in plain words. Don’t memorize it — just know it’s here.
On a phone, the menu moves to the bottom of the screen and shows the most-used items (often including Agents). Tap them the same way.

The top-right corner

Top bar right-hand side with workspace switcher, notifications bell, and profile menu

Top-right: switch workspaces, check notifications, and open your profile.

  • Workspace switcher — if you belong to more than one workspace, switch between them here.
  • Notifications (the bell) — updates and alerts show up here.
  • Your profile — click your picture or initials to reach account settings and to log out.

A handy shortcut

Press Ctrl + K (or Cmd + K on a Mac) anywhere to open a search box. Start typing where you want to go — like “agents” or “settings” — and jump straight there.
Command search box open with a list of destinations

The quick search. Press Ctrl+K, type where you want to go, and press Enter.

Next step

Chat with your first Agent

Open Agents and get a downloadable document in a few minutes.