Find your way around
The sidebar shows one area at a time, so it stays short.- Home: your day at a glance, and the agent.
- Inbox: messages from every channel. See Inbox.
- My tasks and Calendar.
- Tables: your CRM. See Tables.
- Your agent, Projects, Business and Marketing: tap one to open its pages, and Back to return.
- Settings, at the bottom.
Chat with your agent in the app
The same agent you talk to on WhatsApp is in the web app, with the same memory. Ask it anything there, or open a document or a row and choose Edit with your agent to talk about that item. To see what your agent did, ask “What did you do for me today?” or open its activity log.Make the app yours
Ask your agent to design any page of the web app, Home included, from the app’s own blocks:- “Make me a page with my open deals as a board and how much they’re worth”
- “Put my leads table at the top of Home”
- “Hide ads and timeline from my menu, I don’t use them”
Appearance
- “Switch the app to dark mode”
- Pick an accent color in Settings.