Where to Find Things

Where to Find Things A map of the app for the "where is that setting?" moments. Everything is either in the left sidebar (the things you work in) or in Settings (the things you configure once). On a phone? The sidebar is behind the menu icon ( ☰ ) in the top corner. Tap that first, then follow the same path. The Left Sidebar The sidebar is grouped. Click a group name to expand it. Group What is in it (top) Dashboard , Daily Summaries Engage Chats , Broadcasts , Campaigns , Appointments CRM Contacts , Deals , Tasks AI Studio AI Agents , Automations , Knowledge Base , Templates , Media Library , Custom Functions , MCP Servers (agency accounts) Sub Accounts , Snapshots , SaaS Mode (bottom) Settings , the Credits card, Help , and the light/dark mode switch Not every item appears on every account: a group only shows when your plan includes it, and agency owners can hide pages from a client account. Dark mode is the sun/moon switch at the bottom of the sidebar. Click it to flip the whole app between light and dark. Search at the top of the sidebar (or the keyboard shortcut shown next to it) opens a jump-to box for pages, contacts and actions, the fastest way to reach anything on this page. Inside an AI Agent Most "where is that AI setting?" questions end here. Go to AI Studio → AI Agents , open the Agent, and use its tabs: Tab What you set there AI Instructions Two things live here: the persona, goal, rules and conversation flow (your Agent's playbook), and the settings below it: p