Getting started: the home page and how the platform is organised
Finish the setup guide, then learn the sidebar sections and where each tool lives.
Home is your starting point: it shows the "Set up your account" card with your progress and next step, then quick figures for contacts, campaigns, chatbots and open tasks, your messages in the last 7 days, and the status of your connected channels.
Finish setting up your account
- Press "Resume setup" on the "Set up your account" card to open the setup guide.
- Start with "Business profile" (name, industry, country, currency, timezone), then "Your goals" so the sidebar shows only the sections you need.
- Connect at least one channel in "Connect channels", then bring your customers in with "Import customers".
- Complete the other steps as you need them: team, business hours, AI, automatic reply, first campaign. You can skip any step and come back later.
"Setup guide" also sits at the top of the sidebar with a ring showing your progress; it and the Home card disappear once setup is complete or when you hide the guide.
The sidebar sections
- Daily work: Inbox (every conversation), Tasks and Follow-ups.
- Customers & revenue: Customers, Sales (deal pipeline and quotes), Bookings and Store.
- Growth: Campaigns, and Websites & content.
- Automation & AI: Automations (rules, flows, sequences, chatbots) and AI & voice.
- Insights: Reports and Google reviews.
- Setup: Channels & integrations, and Number warming.
- Workspace: Marketplace (add-ons) and Settings (team, subscription, invoices, plan usage).
Tips
- Some sections appear only if your plan includes them or you picked them in your goals; you can turn them on later in Settings.
- The "New campaign" and "New flow" buttons at the top of Home are shortcuts to the two most common tasks.
- The help button on every page opens the guide for that page.