The sidebar is organized into five areas: your daily work at the top, then AI Receptionist as a single row, then collapsible groups for Channels, Insights, and Account. Collapse it with Ctrl+[ and every group stays one hover away as a flyout; on a phone a bottom bar carries Home, Inbox, Leads and Schedule, and More opens the full menu. This article is a map of all of them.
Daily Work
Item
What It Is
Dashboard
Mission Control — your home page with the setup checklist, action queue, and today’s numbers
Leads
Your pipeline: every captured lead in a table or kanban board, with filters, scoring, and stage management
Needs attention
Conversations the AI escalated to a human — acknowledge and resolve them here
Inbox
Unified conversation view across every channel; the badge shows unread count
Schedule
Appointment calendar with week, month, and agenda views
Invoices
Create and track service invoices and payment status
Channels
Item
What It Is
Phone
The AI voice agent: call activity, pipeline, and links to configuration (Pro plans)
Web chat
Embeddable chat widgets for your website, plus live sessions with human handoff
Forms
Embeddable lead-capture forms with per-form analytics
Booking links
Two tabs: shareable self-scheduling pages, and Smart Links — personalized intake links sent to leads
AI Receptionist
Everything that trains, configures, and tests your AI lives in this group:
Item
What It Is
Overview
AI setup checklist, knowledge completeness, and questions the AI could not answer
Knowledge
The knowledge pack the AI answers from, plus the questions it could not answer
Personality
How the AI sounds on every channel; booking rules and message templates have their own pages
Text replies
The master switch, auto-reply modes, handoff rules, and thresholds
Voice config
Voice, language, greeting, transfer, and after-hours behavior for phone calls (Pro)
Call scripts
Conversation flows and greetings the voice agent follows (Pro)
Test the AI
Text playground — chat with your own AI safely before customers do
Test a call
Voice simulator — rehearse a phone call in the browser (Pro)
Insights
Item
What It Is
Reports
Funnel, channel, and response-time analytics, plus a KPI dashboard with CSV export
Reviews
Reputation management: connect Google and Facebook, auto-sync reviews every 15 minutes, and respond with AI drafts (available on request — ask us to enable Reviews)
Team activity
Real-time supervisor view: live calls, queue status, and agent presence (Pro)
Account
Item
What It Is
Settings
Eight tabs covering business identity, pricing, knowledge, channels, integrations, automation, AI receptionist, and Smart Links
Billing
Plan, usage meters, invoices, and billing alerts
Advanced
Hub for webhooks, scheduled reports, the customer portal, and industry configuration
Audit Log
Who changed what and when — visible to owners and admins only
Help
This documentation
Pro badges
Items marked Pro in the sidebar are plan-gated. If one is missing or shows an upgrade prompt, check Billing > Plans to see what your subscription includes.
The Home Page (Mission Control)
Setup checklist — launch progress; disappears once setup is complete
Needs you now — the action queue of items waiting on a human
Today and This month — headline stats compared to the prior period
Live activity — recent leads; click one to open the lead detail drawer
Pipeline rail — lead counts per stage at a glance
Quick navigation — tiles that jump to the major sections
Keyboard Shortcuts
Press Ctrl+K (Cmd+K on a Mac) anywhere to open the command palette: jump to any page or straight to a single setting (try typing "transfer"), search leads, messages and help, or switch the theme. Type g and then a letter to jump — g i Inbox, g n Needs attention, g l Leads, g s Schedule, g a AI Receptionist, g , Settings — and ? shows the full list. On the Leads page, / jumps to search, j/k or the arrow keys move through rows, and Enter opens a lead.
