Interface Guide
Master the navigation, sidebar, workspace switcher, and platform layout.
Sidebar Navigation
The sidebar is your primary navigation. It appears on the left side of the screen. Which items appear depends on the interests you selected during onboarding.
Navigation Items
| Item | Icon | Description |
|---|---|---|
| Command Center | Home | Your personalized dashboard |
| Conversations | Tasks | Chat interface for AI task execution |
| Calendar | Calendar | View events and scheduled AI tasks |
| Insights | Search | Deep research against your knowledge base |
| Connect | Link | OAuth integrations and phone config |
| Activity | Activity | Real-time system logs |
Bottom Section (Always Visible)
| Item | Icon | Description |
|---|---|---|
| Knowledge Base | Book | Upload and manage SOPs, documents, and videos |
| Access Requests | Key | Request or manage feature permissions |
| Settings | Gear | Profile, workspace, preferences, security |
| Notifications | Bell | Notification center (badge shows unread count) |
Workspace Switcher
At the top of the sidebar, click the workspace dropdown to:
- See all workspaces you belong to (the active one has a checkmark)
- Switch to a different workspace by clicking it
- Click Manage Workspaces to go to Settings > Workspace
Pinning & Reordering
On desktop, you can customize your sidebar:
- Pin an item: Hover over any nav item and click the pin icon that appears. Pinned items stay at the top.
- Reorder pinned items: Click and drag using the grip handle that appears on hover.
- Unpin: Hover and click the pin icon again.
- Expand unpinned items: Click More at the bottom of the pinned section to see the rest.
Tip: Pinned pages persist across sessions, so your favorites are always accessible.
Mobile Navigation
On mobile, the sidebar is replaced by a hamburger menu (top-left). Tap it to open a full-screen sidebar overlay. Pinning and drag-reorder are not available on mobile.
User Profile Card
At the bottom of the sidebar, you'll see your avatar (initials), name, and email. Click it to go directly to Settings.